Concinnity Founders

Index

Concinnity

Conscious Founders

Index

The Concinnity Conscious Founders Index (FNDRPR/FNDRTR) is designed to provide exposure to U.S.-listed companies that appear to achieve financial performance in a sustainable and responsible manner, as well as having the company founder in the CEO position.  Companies are determined to be sustainable and responsible if they are on the Concinnity Multi-Stakeholder Operating Companies Index. Companies are then screened to determine if one of the founders of the company is currently in the CEO position.  Concinnity believes the presence of company founders increases the likelihood a multi-stakeholder mindset will be preserved and corporate culture will be safeguarded.

Companies in the index have the following traits:

o Evaluated to adhere to the Multi-stakeholder Operating System (MsOS)

o The company founder is still at the CEO position

o Consist of Large Cap US companies

Bloomberg tickers:

FNDRPR - Concinnity Conscious Founders Index Price Return

FNDRTR - Concinnity Conscious Founders Index Gross Total Return

Index Description

Index Methodology

Price Return Performance*

Gross Total Return Performance*

*The Price Return and Gross Total Return performance represent the performance of the Concinnity Multi-stakeholder Operating Companies Index as calculated by Solactive AG. It does not represent the performance of any Concinnity investment vehicle. Indices are not available for direct investment. Investment in a security or strategy designed to replicate the performance of an index will incur expenses, such as management fees and transaction costs, which would reduce returns. Investing involves risks and you may incur a profit or a loss.