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Concinnity

Multi-stakeholder Operating Companies

Index

Concinnity

Multi-stakeholder Operating Companies

Index

The Concinnity Multi-stakeholder Operating Companies Index (CONCTR/CONCCWT) is an 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.  There is both an equal-weighted and a cap-weighted index.

Companies in the index have the following traits:

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

o Consist of Large Cap US companies

Bloomberg tickers:

CONCTR - Concinnity Multi-stakeholder Operating Companies TR Index

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

Index Description

Index Methodology

Equal-weighted Total Return Performance*

Cap-weighted Total Return Performance*

*The equal-weighted 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.