Concinnity Multi-Stakeholder Operating Companies Index (the “Index”) is designed to provide exposure to U.S.-listed companies that Concinnity Advisors LP, (the "Index Provider") believes appear to achieve financial performance in a sustainable and responsible manner, as measured by their ability to achieve positive outcomes that are consistent with a multi-stakeholder operating system (“MsOS”), as defined by the Index Provider. The Index Provider conducts its analysis based on 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. The universe of companies eligible for inclusion in the Index is comprised of US-listed firms with a market capitalization greater than $2 billion at the time of the initial screen. The Index typically consists of between 300 and 350 stocks, and is market cap weighted (using float shares). CONCINNITY MULTI-STAKEHOLDER OPERATING COMPANIES INDEX is the service mark of Concinnity Advisors, LP.
