Monday, June 27, 2016

PUBLIC PENSION FUNDS’ INVESTMENT DECISIONS: A TRIUMPH OF POLITICS OVER FINANCE….SURPRISE, SURPRISE!

6/27/16

I sent this note to the Wall Street Journal over a month ago in response to a naïve letter written by another so-called “expert” in his field.   The missive wasn’t published but is a paragon of insight, so I’m now sharing it with my readers:


5/14/16

Surely Marc Levine cannot have been named chairman of the Illinois State Board of Investments (“Fees That Sickly Public-Pension Funds Can’t Afford,” Opinion, 5/14-5/15/16) while being as naïve as his protestations about asset management fees make him seem to be.

Mr. Levine is absolutely right on his investment advice; public pensions, in Illinois and elsewhere, would be better off investing in balanced index funds than following their present course of investing in underperforming, high fee alternative strategies.   But Mr. Levine is absolutely wrong on his politics.   The managers who land this lucrative public pension business are veritable cornucopias of those things that politicians most fervently seek: “campaign” contributions, jobs for no account relatives and other lackeys, post-public life employment, and other expressions of the type of “public spiritedness” that make Illinois the paradise for taxpayers that it is.   One suspects that established index houses like Vanguard, Black Rock, and State Street would not be nearly as generous to those who award the business.   And that is why Illinois, and many other states, are not following Mr. Levine’s sage financial advice.







See my two books, The Chairman, A Novel of Big City Politics and The Chairman’s Challenge, A Continuing Novel of Big City Politics, for further illumination on how things work in Chicago and Illinois politics. 



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