ESG/SRI Demand
ESG/SRI Demand
ESG/SRI Demand
ESG/SRI Demand
Our Services
License our U.S. Equity Indices
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., employees, suppliers, customers, and communities). 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...
"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 Long-term 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
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(s) still in an executive position
o Equally weighted index
o Consists of Large Cap US companies
MsOS Leaders Index
o Companies following the Multi-stakeholder Operating System (MsOS)
o Companies with highest MsOS scores
o Minimize size, sector, and style risk
o Consists of Large Cap US companies