BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2745
                                                                  Page  1

          Date of Hearing:   May 3, 2000

            ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL  
                                      SECURITY 
                                  Lou Correa, Chair
                    AB 2745 (Kaloogian) - As Amended:  May 1, 2000
           
          SUBJECT  :   Public retirement fund investments: national  
          security.

           SUMMARY  :   Enacts the California State Investment Transparency  
          and Disclosure Act which would encourage the Boards of the  
          Public Employees' Retirement System (CalPERS) and the State  
          Teachers' Retirement System (CalSTRS), not to invest in foreign  
          companies that pose threats to national security.  Specifically,  
           this bill  :  

          1)States that the Legislature is concerned about foreign  
            companies that pose threats to national security through  
            terrorism or the proliferation of weapons of mass destruction  
            and encourages CalPERS and CalSTRS not to invest in those  
            companies.

          2)Requires CalPERS and CalSTRS to investigate and report to the  
            Legislature by January 15th of each year, the extent to which  
            international companies in which the assets of the retirement  
            systems are invested, or were invested in the prior 12 months,  
            are doing business in countries which are terrorist-sponsoring  
            nations.

           EXISTING LAW  gives CalPERS and CalSTRS general guidelines for  
          the investment of their funds, primarily as directed by the  
          "prudent person" rule.  Additionally, the California  
          Constitution (Section 17 of Article XVI) gives the retirement  
          board of a public pension or retirement system plenary authority  
          and fiduciary responsibility over their respective investment  
          and administrative decisions.  The Constitution further states  
          that "The Legislature may by statute continue to prohibit  
          certain investments by a retirement board where it is in the  
          public interest to do so, and provided that the prohibition  
          satisfies the standards of fiduciary care and loyalty required  
          of a retirement board pursuant to this section."

           FISCAL EFFECT  :   Unknown









                                                                  AB 2745
                                                                  Page  2

           COMMENTS  :   According to an agenda item prepared by CalPERS  
          staff for their Board meeting on April 17, 2000, "Lawmakers at  
          both the Federal and State levels have expressed concern about  
          investment by U.S. investors in companies that may threaten  
          national security.  In May 1999, the U.S. House of  
          Representatives Select Committee on U.S. National Security and  
          Military/Commercial Concerns with the Peoples' Republic of China  
          issued a report (the Cox Report) which includes in its findings  
          that capital from companies traded in the U.S. markets is  
          flowing to the Peoples' Republic of China and ultimately  
          represents funding for that government's military operations and  
          commercial development."

          In the agenda item CalPERS staff goes on to point out that in  
          "June 1999, Congress introduced legislation to establish an  
          Office of National Security within the Securities and Exchange  
          Commission to monitor U.S. securities offerings by foreign  
          governments or by an entity that is believed to be an agent for,  
          or controlled by, a foreign government.  This bill is currently  
          pending in several House subcommittees."

          The agenda item also states that "This is a national issue that  
          affects all U.S. investors, and is not limited to California's  
          statewide pension funds."  Additionally, CalPERS indicates that  
          "The formulation and enforcement of U.S. foreign policy is a  
          function of the Federal government." 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support  

          None on file.

           Opposition  

          American Federation of State, County and Municipal Employees
          California Faculty Association
           
          Analysis Prepared by  :    Karon Green / P.E., R. & S.S. /  
          (916)319-3957