To Your Wealth Column

Corporate Reform Bill Designed to

Restore Investor Confidence

BY MICHAEL P. HAUBRICH, CFP

August 1, 2002

 

Today marks a significant day in the annals of the financial community as the New York Stock Exchange votes to accept or reject recommendations designed to impose greater responsibility on its member companies.

Tuesday, President Bush signed into law a corporate reform bill which is aimed at rooting out corporate fraud and corruption. These actions are efforts to stem the momentum of panic that has recently eroded investor confidence and led to widespread sell-offs and history-making volatility.

While the Enron and WorldCom debacles have captured center stage and served as a catalyst for sweeping reforms in NYSE and accounting regulations, it’s important to note that these two companies, while immense in terms of their emotional and financial significance, represent about a mere one percent of the total 2800-member exchange. What that means to investors is that, in spite of a relative handful of noteworthy scandals, there are still a lot of good, honest, productive, contributing companies remaining in which we can and should have complete confidence.

In a recently released report from the NYSE, entitled Straight Talk for Investors, chairman and CEO, Dick Grasso, wrote, "We’re not looking at a corporate system in need of a complete makeover. We must remember that for every company that took shortcuts, hundreds of companies have gotten it right each day and take very seriously the special place of trust they occupy."

But intellect and facts aren’t always enough to overcome emotional onslaughts that lead to contagious panic, paving the way for public displays of action such as the arrest of Adelphia top executives last week. Investors and, in fact, the world, need to see activity replaced with action and the NYSE recommendations and the corporate reform bill are poised to demonstrate that confidence can and will soon be restored.

Helping to shape and lead corporate-governance is not new to NYSE. In fact, they’ve been at it for 150 years, establishing rules of conduct for its members and brokers, even before the SEC was established in 1934. Today, the NYSE continues to be a frontrunner in recognizing the need for increased regulations and drafting recommendations that clarify current rules or establish new requirements.

Four months ago, before consumer confidence fell to the current doldrums, the NYSE Corporate Accountability and Listing Standards Committee began the intensive information gathering process that allowed them to formulate the recommendations designed to restore investor confidence. Among those recommendations, which go to vote today, are new requirements that call for listed companies to adopt a code of business conduct and ethics and prompt disclosure of any waivers of the code for directors or executive officers. Another new proposed requirement calls for CEOs to annually certify that they are not aware of any company violations of NYSE rules, while still another demands that listed companies establish an orientation program for new board members.

Proposed enhancements to existing requirements calls for a majority of a board to be comprised of independent directors, that each company have separate audit, nominating, and compensation committees and that each of these committees be comprised solely of independent directors, and that the chair of the audit committee must have account or financial management experience. There are numerous other proposed additions or enhancements that all share the common goal of strengthening the checks and balances, re-establishing credibility, and providing a drastically needed boost to investor confidence.

Meanwhile, the Congress is doing its part to remedy situations of corporate misconduct by establishing new regulations that call for jail terms for obstructing justice, preserving key documents for five years, establishing new oversight boards to set standards and investigate audit failures, adding new disclosure requirements to ensure that important information is not kept off the books, and requiring that CEOs and CFOs certify the accuracy of financial reports. The corporate reform bill would also increase the SEC budget by more than 50% allowing that agency to address its limited staff issues.

With the proposals of the NYSE which are expected to be adopted today along with the new corporate reform bill, investors are being given every opportunity to feel more secure in investing in companies that have made and continue to make our markets strong.

Michael Haubrich, CFP, is president of Financial Service Group, Inc., a registered investment advisory firm in Racine, website address www.toyourwealth.com.