BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          SB 1632                                                S
          Senator Figueroa                                       B
          As Amended April 22, 2004
          Hearing Date: April 27, 2004                           1
          Government Code                                        6
          GMO:rm                                                 3
                                                                 2

                                     SUBJECT
                                         
                 Public Pension Systems: Corporate Investments


                                   DESCRIPTION  

          This bill would make legislative findings and declarations  
          about the need for more information about the overseas  
          corporate practices of companies in which public pension  
          systems may invest.  Specifically, the findings and  
          declarations relate to information about corporate  
          practices that affect the environment, public health,  
          labor, and human rights here and abroad and which are not  
          readily available to the public.

          This bill would:
                 to the extent feasible, require a public pension  
               system to request information from a corporation whose  
               capital stock is held within the internal equity index  
               fund of the pension fund's investment portfolio.  The  
               information requested relate to corporate practices  
               that affect the environment, public health, labor and  
               human rights;
                 require each public pension fund to report to the  
               Legislature regarding the corporate information  
               received and to make the information available to the  
               public by whatever means feasible, including posting  
               on a website, unless to do so would violate fiduciary  
               duties to its members and retirees;
                 require that any action taken by a public pension  
               fund system with a corporation that fails to provide  
                                                                 
          (more)



          SB 1632 (Figueroa)
          Page 2



               the requested information be consistent with its  
               fiduciary duty to as a prudent investor; and
                 make a corporation liable for damages or equitable  
               relief for submitting information that it knows or  
               should have known is false or contains material  
               misrepresentations of fact.


                                    BACKGROUND  

          California, as the sixth largest economy in the world,  
          contributes significant financial and labor resources to  
          the global market.  The California Public Employees  
          Retirement System (CalPERS) and the California State  
          Teachers Retirement System (CalSTRS) are the largest and  
          third largest pension funds in the nation, with combined  
          assets of $250 billion.

          According to the sponsors of SB 1632, these combined assets  
          give California pension funds considerable ability to shape  
          corporate practices through the influence of markets, while  
          simultaneously improving financial performance.  They cite  
          studies that have shown both financial as well as  
          nonfinancial information to have significant impacts on  
          corporate earnings potential.  They state that the ability  
          of investors and fund managers to access this information  
          is critical to making sound investment decisions.

          This bill is double-referred from the Committee on Public  
          Employment and Retirement. 


                             CHANGES TO EXISTING LAW
           
          1.    Existing law  imposes fiduciary duties on boards of  
            directors of public pension and retirement systems and  
            requires them to act as prudent investors when making  
            investment decisions.

             This bill  would require public pension systems to obtain  
            specified information from a corporation if the system  
            holds stock in the corporation, to report to the  
            Legislature regarding that information, and to make that  
            information available to the public, unless prevented by  
            its fiduciary duties.
                                                                       




          SB 1632 (Figueroa)
          Page 3




             This bill  would require the public pension system to  
            obtain the following information from a corporation in  
            whose stock the public pension system has invested:
                 Whether the corporation complies and monitors  
               compliance with human rights standards such as those  
               of the International Labor Organization;
                 Whether the corporation has been cited or punished  
               for public health or human rights , environment,  
               employment, consumer protection, or corruption-related  
               violations abroad and if so, the cumulative value of  
               the penalties;
                 Whether the corporation has adopted an  
               environmental management system or is a member of  
               CERES or the Global Management Reporting Initiative  
               and ensures that its facilities, contractors, and key  
               subcontractors are environmentally responsible.

             This bill  would not apply to small businesses as defined  
            by the Small Business Administration, would not limit the  
            public pension fund's ability to execute its fiduciary  
            duty, and would not require any public pension fund  
            system to make any investment decision or to impose  
            different criteria on existing or potential investments.

          2.    Existing law  imposes civil liability or civil and  
            criminal penalties on corporations for failing to file  
            specified documents relating to the company's operations,  
            for failing to comply with state or federal law  
            requirements or for other offenses.

             This bill  would make a corporation that submits  
            information that the corporation knows or should have  
            known is false or contains material misrepresentations of  
            fact subject to liability for damages or equitable relief  
            under applicable provisions of law.


                                     COMMENT
           
          1.    Stated need for the bill
           
            According to the sponsors of SB 1632, "[a]s the business  
            activities of multinational corporations extend across  
            the globe, the practices of these corporations  
                                                                       




          SB 1632 (Figueroa)
          Page 4



            increasingly affect the environment, public health, labor  
            and human rights of communities everywhere?.  California  
            consumers and investors potentially have tremendous  
            influence on worldwide environmental and public health  
            practices.  Unfortunately, shareholders and citizens have  
            little or no access to the overseas environmental, human  
            rights and labor practices of corporations as this  
            critical information is not publicly disclosed, even when  
            corporations are violating human rights or are harmful to  
            the communities and the environment."

            These statements are incorporated in the legislative  
            findings and declarations in SB 1632.

          2.    Public pension fund system must request the  
            information when it owns stock, act as a prudent investor  
            when corporation fails to provide information
           
            SB 1632 would require a public pension fund to request  
            specified information from a corporation in which the  
            pension fund owns stock.  The information requested  
            relate to corporate practices here and abroad, in the  
            areas of the environment, public health, labor, and human  
            rights.

            The bill justifies the need for this information with  
            legislative findings and declarations that state current  
            securities regulations do not provide sufficient  
            disclosures of social and environmental risks and  
            liabilities, thus constraining proper risk analysis and  
            threatening shareholder value.  The legislative  
            declarations cite studies that "increasingly show that  
            good management of environmental and social issues is  
            linked to good overall management practices."

            The bill would require that any action taken by a public  
            pension system with respect to a corporation that fails  
            to provide the requested information "shall be consistent  
            with the system's fiduciary duty to act as a prudent  
            investor."

            Essentially, what this means is that the information on a  
            corporation's practices in the areas of environment,  
            public health, labor, and human rights, whether or not  
            such practices have any direct bearing on the primary  
                                                                       




          SB 1632 (Figueroa)
          Page 5



            business of the corporation, would be part of the public  
            pension system's due diligence inquiries in making  
            investment decisions.

            While there are no penalties specified in the bill, the  
            prudent investor principle imposes fiduciary duties on  
            and subjects the public pension system to liability for  
            shareholder actions.

            In fact, a lot of information is already available on the  
            Internet on a wide range of corporations that impact the  
            global market.  [See for example, articles on "green  
            investing" available at a variety of websites, to  
            identify corporations that have dismal environmental  
            records.]

            By requiring corporations to provide the information  
            requested under this bill and requiring the public  
            pension system to act as a prudent investor, SB 1632  
            would ensure that public pension systems gather  
            information directly from the corporations.

            The amendment made in the Public Employment and  
            Retirement Committee dilutes this requirement "to the  
            extent feasible."

          3.    Corporation liable for false information or material  
          misrepresentations

             California's "blue sky law" subjects a corporation to  
            civil and criminal liability for material  
            misrepresentations, fraud, and other actions related to  
            the sale of securities in the state.

            The U.S. Securities and Exchange Commission (SEC) and the  
            state Department of Corporations (DOC) regulate the  
            filing of information by corporations doing business in  
            the state and their activities related to the sale or  
            exchange of stocks.  Corporations are thus subject to  
            numerous filings of information both at the state and  
            federal levels, although in some instances filings with  
            the SEC are deemed by the DOC to comply with state  
            requirements.

            SB 1632 would provide that a corporation that submits  
                                                                       




          SB 1632 (Figueroa)
          Page 6



            information as required by the bill that the corporation  
            knows or should know is false or contains material  
            misrepresentations of fact may be subject to liability  
            for damages or equitable relief under applicable  
            provisions of law.  "Applicable provisions of law" is not  
            defined, although staff assumes it refers to the state  
            laws regulating corporations, which are in the  
            Corporations Code.

            SHOULD THERE BE A CROSS-REFERENCE TO THIS PROPOSED  
            GOVERNMENT CODE SECTION IN THE CORPORATIONS CODE, TO  
            ENSURE THAT CORPORATIONS KNOW ABOUT THIS LIABILITY?

            It would seem that the only equitable relief available in  
            the event of a violation by a corporation is an  
            injunction ordering the corporation to comply with the  
            required filing and to do so with truthful and accurate  
            facts.  Damages would be too speculative, unless the  
            investor (the public pension system) can show that its  
            investments were made and lost based on the false  
            information provided by the corporation or unless a civil  
            penalty for noncompliance is specified.

            For example, there are provisions in the Corporations  
            Code, imposing civil penalties of up to $1 million on  
            corporations and limited liability companies for failure  
            to notify shareholders and proper authorities (such as  
            the Department of Corporations or the Attorney General)  
            when they acquire knowledge of materially false or  
            misleading statements made by the corporation, its  
            officers, directors or agents, that affect the public  
            perception of the financial condition of the corporation  
            and its financial markets.  This civil action may be  
            brought only by the Attorney General or a district or  
            city attorney. (SB 523, Escutia, Chapter 477, Statutes of  
            2003.)

            SHOULD THE PENALTY APPLICABLE TO THE SUBMISSION OF FALSE  
            OR MISLEADING INFORMATION TO THE PENSION FUND SYSTEM BE  
            SPECIFIED?

          4.    Explanation of references to standards used in SB 1632

            CERES:   Principles are a voluntary 10-point code of  
            corporate environmental conduct publicly endorsed by  
                                                                       




          SB 1632 (Figueroa)
          Page 7



            companies as an environmental mission or ethic.  The  
            principles are: protection of the biosphere, sustainable  
            use of natural resources, reduction and disposal of  
            wastes, energy conservation, risk reduction, production  
            of safe products and services, restoration after  
            environmental harm, informing the public, management  
            commitment, and publication of annual environmental  
            audit.    www.ceres.org  
             The Global Reporting Initiative (GRI)  :  Initiative  
            spawned by CERES in 1997, as businesses and  
            nongovernmental organization members identified the  
            critical need to establish a uniform reporting system for  
            their environmental and social practices.  The GRI  
            disseminates Sustainability Reporting Guidelines, for  
            voluntary use by organizations for reporting on their  
            economic, environmental and social activities.  The GRI  
            became independent from CERES in 2002, and is now an  
            official collaborating center of the United Nations  
            Environment Program.   www.globalreporting.org  

             The International Labor Organization (ILO)  is the United  
            Nations agency responsible for promoting labor rights and  
            decent working conditions.

          Support: California Federation of Teachers; Earthjustice;  
                 Sierra Club of California; Professor Richard  
                 Buxbaum, Boalt School of Law; California Teamsters  
                 Public Affairs Council; Planning and Conservation  
                 League; Public Citizen; Friends of the Earth;  
                 California School Employees Association; California  
                 Teachers Association; Environment California

          Opposition:  None Known

                                     HISTORY
           
          Source: The California Right to Know Coalition and the  
                Natural Heritage Institute

          Related Pending Legislation: None Known

          Prior Legislation:  SB 1245 (Hayden, Ch. 216, Stats. 1999)  
                        required CalPERS and CalSTRS to monitor and  
                        report on investment in companies doing  
                        business in California that owe compensation  
                                                                       




          SB 1632 (Figueroa)
          Page 8



                        to victims of slave labor from 1929 to 1945.

                        SB 105 (Burton, Ch. 341, Stats. 1999)  
                        required CalPERS and CalSTRS to investigate  
                        and report on extent of compliance of  
                        companies investing in Northern Ireland, with  
                        laws of Northern Ireland and related  
                        principles of nondiscrimination in employment  
                        and freedom of workplace opportunity.

          Prior Vote: Com. on P. E. & R. (Ayes 3, Noes 2)
          
                                 **************