New Hampshire 2024 Regular Session

New Hampshire Senate Bill SB520

Introduced
12/14/23  
Refer
12/14/23  

Caption

Relative to the fiduciary duty and proxy voting activities of public retirement systems.

Impact

Should SB520 be enacted, it would significantly alter how public retirement systems operate, particularly concerning their fiduciary responsibilities. By enforcing a strict guideline to prioritize financial returns and profitability over any external pressures or ideological considerations, the bill aims to ensure that state and local retirement funds are managed strictly for the financial gain of their beneficiaries. This could limit the capacity of public retirement systems to engage in socially responsible investing practices that have emerged in recent years, potentially shifting the focus of investments to traditional financial metrics.

Summary

SB520 aims to redefine the fiduciary duty of public retirement systems in New Hampshire by mandating that investment managers and fiduciaries prioritize the financial interests of participants and beneficiaries exclusively. This bill seeks to prevent public funds from being invested based on non-financial criteria, particularly those related to social, political, or ideological objectives. The proposed law specifically prohibits actions that would allow such factors to influence investment decisions and proxy voting when managing public retirement system assets.

Contention

There is notable contention surrounding SB520, primarily focused on concerns that it may hinder the ability of retirement systems to engage in socially responsible investing and fulfilling broader community expectations. Critics argue that limiting investment strategies exclusively to financial interests does not take into account the increasing trend among investors wanting to align their financial activities with ethical standards, such as environmental sustainability and social justice. Furthermore, logistical challenges were highlighted, including unclear definitions and potential conflicts with existing laws, which might complicate the implementation of the bill.

Enforcement

The bill also stipulates that the Attorney General can enforce these regulations, giving them authority to oversee compliance, including requiring fiduciaries to provide reports on their investment strategies and proxy voting activities. This element introduces a layer of accountability and transparency, ensuring that public retirement systems adhere to financial best practices while navigating a potentially restrictive framework.

Companion Bills

No companion bills found.

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