New York 2025-2026 Regular Session

New York Senate Bill S08020

Introduced
5/15/25  

Caption

Enacts the "New York state agency BIPOC asset management and financial institution strategy act" to ensure the promotion of equity, diversity, and inclusion within the state pension system and the New York city pension system's investments by mandating a minimum allocation of assets to BIPOC asset managers, BIPOC financial institutions, and BIPOC financial or professional service firms; addresses disparities in investment opportunities and fosters economic growth within BIPOC communities, aligning with best practices in investment management and bolstering the financial well-being of New York City and state and residents thereof (Part A); directs the comptroller and the commissioner of taxation and finance to undertake a study on the feasibility of establishing a venture capital program within the common retirement fund and a venture capital tax credit to ensure equitable access to investment opportunities, and foster the growth of emerging diverse founding member businesses (Part B); relates to fair investment practices by investment advisers within the state of New York (Part C).

Impact

If passed, this legislation would significantly reshape investment practices within New York's public pension funds. Public pension funds would be required to invest at least 20% of total assets and 25% of active assets with BIPOC investment managers. This could lead to increased economic opportunities in BIPOC communities and support the growth of emerging BIPOC-owned businesses, aligning with best practices in asset management.

Summary

Bill S08020, titled the "New York State Agency BIPOC Asset Management and Financial Institution Strategy Act", aims to promote diversity, equity, and inclusion within the state's pension system and its investment strategies. The bill mandates that public pension funds allocate a minimum percentage of their assets to BIPOC (Black, Indigenous, and People of Color) investment managers and financial institutions. Additionally, it pushes for a substantial percentage of active assets to be managed by BIPOC firms, thereby addressing existing disparities in investment opportunities.

Contention

While proponents argue that the bill is a crucial step towards rectifying historical injustices in the financial sector and enhancing the economic prospects of marginalized communities, significant points of contention exist. Critics express concern over the feasibility of such mandates, arguing it may unintentionally limit the qualifications for investment managers. Additionally, concerns are raised over the need for robust monitoring and reporting mechanisms to ensure accountability and assess the effectiveness of the allocated policies.

Companion Bills

NY A05471

Same As Enacts the "New York state agency BIPOC asset management and financial institution strategy act" to ensure the promotion of equity, diversity, and inclusion within the state pension system and the New York city pension system's investments by mandating a minimum allocation of assets to BIPOC asset managers, BIPOC financial institutions, and BIPOC financial or professional service firms; addresses disparities in investment opportunities and fosters economic growth within BIPOC communities, aligning with best practices in investment management and bolstering the financial well-being of New York City and state and residents thereof (Part A); directs the comptroller and the commissioner of taxation and finance to undertake a study on the feasibility of establishing a venture capital program within the common retirement fund and a venture capital tax credit to ensure equitable access to investment opportunities, and foster the growth of emerging diverse founding member businesses (Part B); relates to fair investment practices by investment advisers within the state of New York (Part C).

Previously Filed As

NY A09999

Enacts the "New York state agency BIPOC asset management and financial institution strategy act" to ensure the promotion of equity, diversity, and inclusion within the state pension system and the New York city pension system's investments by mandating a minimum allocation of assets to BIPOC asset managers, BIPOC financial institutions, and BIPOC financial or professional service firms; addresses disparities in investment opportunities and fosters economic growth within BIPOC communities, aligning with best practices in investment management and bolstering the financial well-being of New York City and state and residents thereof.

NY A10025

Directs the comptroller and the commissioner of taxation and finance to undertake a study on the feasibility of establishing a venture capital tax credit for investments to emerging diverse founding member businesses.

NY S01912

Allows any enrollee of the New York State common retirement fund to request a list of investment managers on contract with the office of state comptroller to make investment contracts for the office of state comptroller division of pensions, investment, and cash management and the contents of any contracts and opportunistic investment contracts made by such investment manager.

NY S00631

Relates to the use of MWBE investments for and aspirational goal of at least twenty percent of each New York state fund, to the greatest extent feasible within the bounds of financial and fiduciary prudence.

NY A06962

Relates to the use of MWBE investments for and aspirational goal of at least twenty percent of each New York state fund, to the greatest extent feasible within the bounds of financial and fiduciary prudence.

NY A00383

Diversifies the investment authority of the New York state insurance fund.

NY S01493

Enacts the New York agricultural investment task force act; establishes the New York task force on agricultural investment to study and assess the future of agriculture in the state.

NY A01831

Establishes the reputational insight and oversight transparency act; restricts investments by certain firms that receive investments from any public retirement system or pension funds.

NY S04266

Establishes a task force on missing women and girls who are black, indigenous and people of color (BIPOC) to develop policy changes that will work to address the lack of care and concern for missing and murdered BIPOC women and girls with New York state governmental agencies.

NY A05088

Establishes a task force on missing women and girls who are black, indigenous and people of color (BIPOC) to develop policy changes that will work to address the lack of care and concern for missing and murdered BIPOC women and girls with New York state governmental agencies.

Similar Bills

NY A05471

Enacts the "New York state agency BIPOC asset management and financial institution strategy act" to ensure the promotion of equity, diversity, and inclusion within the state pension system and the New York city pension system's investments by mandating a minimum allocation of assets to BIPOC asset managers, BIPOC financial institutions, and BIPOC financial or professional service firms; addresses disparities in investment opportunities and fosters economic growth within BIPOC communities, aligning with best practices in investment management and bolstering the financial well-being of New York City and state and residents thereof (Part A); directs the comptroller and the commissioner of taxation and finance to undertake a study on the feasibility of establishing a venture capital program within the common retirement fund and a venture capital tax credit to ensure equitable access to investment opportunities, and foster the growth of emerging diverse founding member businesses (Part B); relates to fair investment practices by investment advisers within the state of New York (Part C).

NY S08246

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NY A03026

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