Norm-Based Screening© is used by investors to systematically research companies’ adherence to international norms for human rights, environmental protection, labour standards and anti-corruption. Norm-Based Screening© is now used by a large number of investors to screen companies in and out of their investment portfolios and, increasingly, as an input to investors’ risk monitoring processes, company engagement and investment decisions.
Norm-Based Screening©, developed by team Ethix in 2000, is widely regarded as the pioneer for this type of research. Since 2000, Ethix has continually developed and refined its methodologies and processes. At present, investors representing some Euro 300 billion in assets under management subscribe to Ethix’s research services, with many also using Ethix’s engagement services.
In 2011, Ethix established the new Advisory Council to support it in the further development of its work in this area. The Advisory Council replaces Ethix’s Compliance Committee (which fulfilled a quality assurance role with regards to the research process and outcomes) and Engagement Advisory Council (which served as an advisor with regards to engagement themes and strategies).
The Advisory Council’s role is both to provide a high-level oversight of the Ethix Norm-Based Screening© research and to provide strategic advice to Ethix on how its work in this area could develop over time. The terms of reference for the Advisory Council can be found here.
Advisory Council members serve in their personal capacity. Organisational affiliations are provided for information only. The members of the Advisory Council are:
- Dr. Rory Sullivan, Advisory Council Chair
- Ola Löhman, independent consultant
- Marianne Flink, independent consultant
- Erland Lindkvist, IF Metall