Customers | Employees | Suppliers | Communities | Investors | ESG

Invest with Purpose

Concinnity (n.): A skillfull blending of the parts achieving elegant harmony

Who We Are

Our thesis is simple.  Companies committed to a Multi-stakeholder Operating System (MsOS) are more likely to thrive in today's marketplace realities.

 

Our Services

License our U.S. Equity Indices

Research (primarily MsOS and ESG)

Subadvisor Services

Asset Management

Concinnity Advisors, LP is a Registered Investment Adviser (RIA) founded on the belief that companies maximize their capacity to create wealth by tending to the interdependent needs of multiple stakeholders, (i.e., customers, employees, communities and suppliers). We believe companies that adopt this multi-stakeholder operating system (MsOS) will paradoxically deliver more long-term value for stockholders than those operating with an overemphasis on shareholder value to the neglect of other stakeholders. Our investment research process identifies and evaluates companies that have seemingly adopted an MsOS as the nucleus for their value creation process. Concinnity’s primary focus is public U.S. equities.  

As seen in...

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"Treat employees like they make a difference, and they will."

 - Jim Goodnight, CEO of SAS Institute Inc.

Our Investment Theme

The premise that a multi-stakeholder operating system (MsOS) is good for companies, good for capitalism and good for investors is not new. A steady and increasing body of work by researchers, corporate authors, academic authors and management consultants has presented compelling arguments for why companies should adopt a multi-stakeholder operating system. But most notably, societal and marketplace expectations about the companies we buy from, work for, invest in and that operate in our communities, are making the adoption of a multi-stakeholder mindset less of an option.

The thesis underpinning investment products based on our research is that a multi-stakeholder operating system is well aligned with today’s marketplace realities and companies truly committed to it are more likely to thrive.

Relationship with Suppliers

Creating  Longterm  Worth for Investors

Providing  Quality and Value to Customers

Work Environment for Employees

Communities of Operation

Minimizing Negative Environmental and Social Impacts

Our Indices

Multi-stakeholder Operating Companies Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Equally weighted index

 

o Consists of Large Cap US companies

ELLE

Gender Diversity

(Women in Leadership) Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Women in leadership positions

 

o Equally weighted index

 

o Consists of Large Cap US companies

Conscious Companies Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o 3 years on CONC index

 

o Equally weighted index

 

o Consists of Large Cap US companies

Conscious Founders Index

o Companies following the Multi-stakeholder Operating System (MsOS)

 

o Founder of company is still CEO

 

o Equally weighted index

 

o Consists of Large Cap US companies