Concinnity Multi-stakeholder Operating Companies

Index

Concinnity

Multi-stakeholder Operating Companies

Index

The Concinnity Multi-stakeholder Operating Companies Index (CONCPR/CONCTR) is an equal weighted index of about 325 US Large Cap stocks that have been qualified as Multi-Stakeholder Operating System (MsOS) proficient by the Concinnity research process.  This analysis is based on management's relationship with the following five key stakeholder groups: (1) Customers, (2) Employees, (3) Suppliers, (4) Stock and Debt Holders, and (5) Communities in which the companies operate.

Companies in the index have the following traits:

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

o Consist of Large Cap US companies

Bloomberg tickers:

CONCPR - Concinnity Multi-stakeholder Operating Companies Index Price Return

CONCTR - Concinnity Multi-stakeholder Operating Companies Index Gross Total Return

CONCCWT - Concinnity Multi-stakeholder Operating Companies Cap Weighted TR Index

Index Description

Index Methodology

Price Return Performance*

Gross Total Return Performance*

Cap Weighted Total Return Performance*

*The Price Return , Gross Total Return, and Cap Weighted 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.