BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1928
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          Date of Hearing:   July 5, 2000

            ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL  
                                      SECURITY 
                                  Lou Correa, Chair
                     SB 1928 (Haynes) - As Amended:  May 9, 2000

           SENATE VOTE  :   35-0
           
          SUBJECT  :   Capital Markets Task Force Board

           SUMMARY :   Creates the Capital Markets Task Force Board to make  
          recommendations to the boards of administration of the Public  
          Employees' Retirement System (CalPERS) and the State Teachers'  
          Retirement System (CalSTRS) regarding national security, human  
          rights, and social concerns material to the performance of their  
          investments.  Specifically,  this bill  :   

          1)Expresses the Legislature's concern that CalPERS has invested  
            pension funds in foreign companies that may pose threats to  
            national security.

          2)States that the Legislature encourages CalPERS and CalSTRS,  
            pursuant to their fiduciary standards, not to invest in  
            foreign companies that pose threats to national security and  
            fundamental human rights.

          3)Creates the Capital Markets Task Force Board (Board),  
            consisting of the following elected officials or their  
            designated representatives:

             a)   The Governor;

             b)   The Treasurer;

             c)   The Controller;

             d)   The Majority and Minority leaders of the Senate and  
               Assembly.

          4)Prohibits any member of the Board from having any direct  
            personal involvement or economic interest in any CalPERS or  
            CalSTRS financial transaction while serving on the Board or  
            for one year after leaving the Board.









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          5)Requires that the Board annually elect a chairperson.

          6)Requires that the Board meet no less than quarterly, but may  
            meet upon call of the chairperson.

          7)Prohibits the members of the Board from receiving any salary,  
            compensation or reimbursement for expenses related to their  
            service on the Board.

          8)Requires CalPERS and CalSTRS to pay in equal shares any  
            expenses incurred by the Board.

          9)Requires the Board to make recommendations to CalPERS and  
            CalSTRS regarding national security concerns, human rights  
            concerns, and social concerns material to the performance of  
            investments.  

           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.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   It is the Committee's understanding that the author  
          will be offering amendments in Committee that delete the current  
          provisions of the bill and replace it with language that is  
          similar to the language in AB 2745 (Kaloogian).

          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.

          According to the author, articles published by Investors  
          Business Daily (IBD) in 1999 revealed that CalPERS had invested  








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          millions of dollars of employee pension funds in companies with  
          close ties to the Chinese government, the Chinese People's  
          Liberation Army, and their military intelligence operations.   
          Additionally, the author states that, "Investment in Chinese  
          companies is expressly forbidden by CalPERS' own policies, and  
          could pose serious financial risks for state employees and  
          retirees, as well as serious risks to the United States.

          In addition, it was revealed that CalPERS invested approximately  
          $10 million in a Canadian-based oil company, Talisman Energy  
          Inc., that is a partner with the China National Petroleum  
          Corporation for the development and construction of oil fields  
          and pipelines in Sudan.  The U.S. State Department has labeled  
          Sudan as one of seven state sponsors of international terrorism,  
          and both companies have been internationally condemned for their  
          role in financing the Sudanese regime and its war of genocide  
          and slavery against its own people.

          Although CalPERS divested its Talisman stock only days before  
          this matter was considered by the Legislative Audit Committee on  
          January 5, 2000, CalSTRS continued to hold $1.6 million of  
          Talisman stock as of January 31, 2000.

          As a result of the audit committee hearing, CalPERS was  
          compelled to respond in writing to numerous questions posed by  
          Committee Chair Scott Wildman.  CalPERS' responses revealed that  
          its own external investment consultant, Fiduciary Trust  
          International, actively seeks to invest CalPERS funds in China,  
          Columbia, Hungary and Poland - all 'prohibited' countries  
          according to CalPERS' own policies."

           REGISTERED SUPPORT / OPPOSITION  :

           Support  

          California Correctional Peace Officers Association
          Center for Religious Freedom
           
          Opposition (to current version)  

          Public Employees' Retirement System
          State Teachers' Retirement System

           Analysis Prepared by  :    Karon Green / P.E., R. & S.S. /  
          (916)319-3957 








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