New Jersey 2022-2023 Regular Session

New Jersey Senate Bill S955

Introduced
1/31/22  

Caption

Prohibits investment by State of pension and annuity funds in hedge funds and derivative contracts.

Impact

The bill amends existing laws governing state investment practices, particularly those outlined in P.L.1950, c.270, regarding the management of pension and annuity funds. By explicitly prohibiting investments in high-risk financial instruments, the bill seeks to protect the financial interests of beneficiaries relying on these funds for their retirement security. The fiduciary responsibility of the state is prioritized by ensuring that investments are made in more secure and reliable assets, reflecting a growing trend towards prudent fiscal management in public fund investments.

Summary

Senate Bill 955, introduced in New Jersey, aims to prohibit the state from investing pension and annuity fund assets in hedge funds and derivative contracts. This legislative measure is a response to the financial risks highlighted by the 2008 financial crisis, which underscored the vulnerabilities associated with investing in these under-regulated financial products. The bill mandates that the state divest any existing holdings in hedge funds or derivatives within a three-year timeframe following its enactment, thereby enhancing the safety and stability of public pension investments.

Contention

While proponents of SB 955 argue that it fosters a safer investment environment for public pension funds, critics might raise concerns regarding potential limitations on investment diversification. There may also be discussions about the implications this bill could have on the financial performance of state-managed pension systems, especially if these funds previously benefited from the potentially higher returns associated with hedge funds and derivatives. Additionally, the effective implementation of this bill will necessitate careful oversight by the Division of Investment to ensure compliance within the stipulated divestiture period.

Companion Bills

No companion bills found.

Previously Filed As

NJ S2486

Prohibits investment by State of pension and annuity funds in hedge funds and derivative contracts.

NJ S416

Prohibits investment by State of pension and annuity funds in, and requires divestment from, 200 largest publicly traded fossil fuel companies.

NJ A1733

Prohibits investment by State of pension and annuity funds in, and requires divestment from, 200 largest publicly traded fossil fuel companies.

NJ S3559

Prohibits investment by State of pension and annuity funds in Chinese pharmaceutical companies.

NJ S1365

Prohibits investment by State of pension and annuity funds in Chinese pharmaceutical companies.

NJ A1150

Prohibits investment by State of pension and annuity funds in Chinese pharmaceutical companies.

NJ A1335

Prohibits investment by State of pension and annuity funds in Chinese pharmaceutical companies.

NJ S198

Prohibits investment by State of pension and annuity funds in, and requires divestment from, 200 largest publicly traded fossil fuel companies.

NJ S915

Prohibits investment of pension and annuity funds by State in entities that avoid Superfund obligations to State.

NJ S2418

Prohibits investment of pension and annuity funds by State in entities that avoid Superfund obligations to State.

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Prohibits investment by State of pension and annuity funds in hedge funds and derivative contracts.

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