Vrije Universiteit Amsterdam

 

The Amsterdam Research Centre for Corporate Governance Regulation

 

www.arccgor.nl

 

DIGITAL NEWSLETTER

 

2004, No. 1                                                                                                                                

September 1, 2004

 

CONTENTS OF NEWSLETTER

-          Foreword

-          Description of our research programme

-          Who are we?

-          Editorial : Accounting Standards and Barclays Missing Billion

-          Recent publications

-          Arjan’s article

 

UPCOMING EVENTS INVOLVING OUR RESEARCHERS

-          The Hague Programme (9-11 September 2004)

-          Granada Joint Sessions (14-19 April 2005)

 

SUBSCRIPTION: please send an email to hw.overbeek@fsw.vu.nl if you wish to be added to or removed from the mailing list.

 

 

 

NEWSLETTER 1

 

Welcome to the first edition of the digital newsletter published by the Amsterdam Research Centre for Corporate Governance Regulation (www.arccgor.nl), situated at the Vrije Universiteit Amsterdam. The newsletter provides you with information on our Research Centre, on the research projects in progress and events taking place. It also contains an editorial and may include articles as well.

 

The newsletter is distributed electronically to academics and practitioners active in corporate governance (regulation) and to interested individuals.

 

CONTACT US

We look forward to your comments and suggestions!

 

 

 

 

 

FOREWORD

 

The many corporate scandals of the past few years, starting with BICC and then Enron, Worldcom, Ahold, Parmalat, Shell and undoubtedly many others to follow, have put the accountability of corporate managers at the top of the agenda. Management has abused, or so the story goes, its privileged position (in terms of information) to wrest control over the firm and to award itself extravagant payments – more often than not legitimated by fraudulently inflated sales, ‘proven’ reserves, and ‘expected’ future profits. Invariably, the issue is presented as one of forcing corporate management to be more responsive to the owners of the corporation, i.e. the shareholders. The power balance between management and shareholders is thus put at the heart of the current corporate governance debate. And yet, however much criminal behaviour of numerous corporate managers has been and continues to be a reality, we must seriously question the proposition that the problems can be reduced to just that: the irresponsible acts of individuals in pursuit of their personal wealth.

 

In our view, corporate governance refers to the ways in which enterprises are governed, i.e. the ways in which the relations between the various parties involved (‘stakeholders’) – owners, managers, employees, creditors, public authorities, consumers – are defined and implemented. Underneath the surface there are a host of more fundamental developments that have pushed issues of corporate governance thus understood into the forefront of political struggle, nationally, at the European level, and in various transatlantic and global forums.

 

Many of these developments have been induced by, or are integral moments of, the process of global restructuring, as it has been unleashed from the late 1970s onward. The liberalisation of international capital markets, the intensification of the internationalisation of production, the moves toward de- (and re-) regulation and privatisation, the demise of centrally-planned economies, the informalisation of the management of the global political economy through public-private partnerships and governance networks, forums, processes etc.: all of these transformations have affected the conditions for global capital accumulation, the role of corporations in the global economy, and the balance of power between various social forces at the global, the European, the national as well as at the firm level.

 

This ongoing multi-layered political struggle between conflicting social forces, it is our conviction, shape the boundaries within which corporate governance regulation is currently shaped. The regulation of corporate governance is an inherently political issue, and the specific modes of regulation as well as the specific content of the regulation reflect the current balance of forces in the global political economy. With the ARCCGOR Research Programme on the Transnational Political Economy of Corporate Governance Regulation we have the ambition to shed light on these issues. In contrast with much of the literature on corporate governance, which is highly normative in the sense that its mission is to identify the optimal forms of corporate governance (optimal in relation to whichever standard the authors in question choose to adopt), we may say that it is the ambition of this programme to explain why the ‘best’ standards of corporate governance are not necessarily the ones that are actually adopted and implemented.

 

Henk Overbeek (ARCCGOR’s programme leader)

 
DESCRIPTION OF OUR RESEARCH PROGRAMME

 

‘The Transnational Political Economy of Corporate Governance Regulation’

 

       Since the 1990s, ‘corporate governance’ has gained tremendous popularity among the global business community, and corporate scandals like the Enron, Ahold and Parmalat debacles have ensured that it will remain so for some time to come. Although there is a growing literature on this topic, the bulk of it is either highly normative or focused on corporate governance practices at the level of the firm. In contrast, our aim is to explain the current transformation of corporate governance regulation. Whereas this regulation used to be a distinctly national affair, it is now increasingly an area subject to both public and private  (self-) regulation in multiple arenas. The three most important arenas, outlined below, form the empirical focus of our programme and are each examined as a distinct PhD research project (link).

 

  1. The Transformation of Corporate Governance Regulation in the European Union.
  2. The effects of external factors on the development of corporate governance structures in Central and Eastern Europe.
  3. The global regulation of corporate governance standards by private actors and in particular the latter’s role in setting accounting standards.

 

By researching these arenas, we seek to answer the following central research question: what explains the transformation of corporate governance regulation at different levels, and through varying modes, of governance?

Our research programme employs the transnational political economy approach as well as the institutionalist approach to transnational policy networks and multi-level governance. We hope to combine the latter’s strong empirical focus on institutional forms with the former’s strong explanatory potential in terms of structural forces and power relations.

      Finally, given the timely social relevance of issues pertaining to corporate governance regulation, we strive to involve a wide range of social actors in our programme and disseminate our research results to a wider public through our website, newsletter and advisory board, which is currently being established. 

     This programme, which will run to May 2008 at the least, is funded by the Netherlands Organisation for Scientific Research’s Shifts in Governance research programme.     

 

WHO ARE WE?

 

Henk Overbeek (hw.overbeek@fsw.vu.nl)

Associate Professor in International Relations

Programme leader

 

Henk Overbeek (1949) gained his Master’s degree (with distinction) in international relations at the University of Amsterdam (1976) and his PhD in social sciences at the same institution (1988). He was previously Senior Lecturer at the University of Amsterdam before joining the Vrije Universiteit in 1999, where he is currently Associate Professor in International Relations and a member of the Department Management Team. He is also Adjunct Professor at Webster University, Leiden.

 

Overbeek’s research interests are in international political economy; he currently works on issues of governance in a globalising world, international relations theory and European integration. As leader of the research programme, he is responsible for the overall coherence of the programme and for the supervision of the PhD projects.

 

Bastiaan van Apeldoorn (eb.van.apeldoorn@fsw.vu.nl)

Assistant Professor in International Relations

Programme co-ordinator

 

Bastiaan van Apeldoorn (1970) gained his Master’s degree (with distinction) in political science and international relations at the Universiteit van Amsterdam (UvA). In 1999 he received (with distinction) his doctorate from the European University Institute in Florence. After having worked as postdoctoral fellow at the Max Plank Institute for the Study of Societies in Cologne, he joined the Department of Political Science of the Vrije Universiteit in 2001.

 

Research interests: Van Apeldoorn's principal research interests concern processes of transnationalisation and global capitalist restructuring, in particular as they affect the political economy of European integration. Within the research programme of ARCCGOR, Van Apeldoorn focuses on the transformation of corporate governance regulation in the European Union.

 

Andreas Nölke (a.nolke@fsw.vu.nl)

Assistant Professor in International Relations

 

Dr. Andreas Nölke (1963) obtained his Master's degree in Public Administration at the University of Konstanz (1988), and he earned his doctorate in Political Science (with distinction) at the same university (1993). He has taught International Relations and Development Studies at the universities of Konstanz and Leipzig, before joining the Department of Political Science at the Vrije Universiteit in 2001.

 

Research Interests: Nölke’s research interests cover diverse areas of International Relations, such as transnational politics, international organizations, international political economy, security policy (particularly the fight against terrorism), European Union politics and development studies. His research interest regarding corporate governance regulation will focus on the political economy of standard-setting by private actors.

 

Laura Horn (l.horn@fsw.vu.nl)

Doctoral Researcher

 

Laura Horn (1980) obtained her Master's degree in International Political Economy (with distinction) at the University of Newcastle (2003). 

 

Research interests: Horn’s main research interest is the transformation of governance and related questions of legitimacy and resistance in the International Political Economy. Within the ARCCGR programme, her research focus is on the transformation of corporate governance regulation in the European Union, in particular the advance of a European market for corporate control.

 

James Perry (J.Perry@fsw.vu.nl)

Doctoral Researcher

 

James Perry (1972) studied economics at The University of Hull (BA) and Central European University, Budapest (MA), and political economy at The University of Sussex (MA). He has previously worked in finance for an international medical aid charity, and also held short-term posts in financial journalism and auditing.

 

Research Interests: Perry’s broad research interest is the political economy of global finance. His project at ARCCGR will seek to explain the evolution of private authority in corporate governance regulation, with specific reference to international accounting standards.

 

Arjan Vliegenthart (a.vliegenthart@fsw.vu.nl)

Doctoral Researcher

 

Arjan Vliegenthart (1978) studied political science at the Vrije Universiteit where he obtained his Master's degree in 2003. 

 

Research interests: Arjan Vliegenthart is foremost interested in the role of political structures and agents in the international economy. Within the ARCCGR he will focus on the political dimension of the developments in corporate governance regulation in Central and Eastern Europe, i.e. the former Visegrád group.

 

Angela Wigger (a.wigger@fsw.vu.nl)

Doctoral Researcher

 

Angela Wigger, MA studied Political Science at the Universität Bern, Switzerland and at the Vrije Universiteit Amsterdam, where she obtained her Master’s degree in March 2003 (cum laude). Since April 2003 she is employed as a doctoral student at the Department of Political Science, Vrije Universiteit Amsterdam. She writes her doctoral thesis on the regulatory convergence of global competition governance.

 

Research Interests: Competition policy, European and Global Governance in general and competition governance in particular, Policy Networks, International Organization.

 

 

 

EDITORIAL : ACCOUNTING STANDARDS AND BARCLAYS’ MISSING BILLION

 

Each newsletter contains an editorial written by one of the researchers. The view does not necessarily reflect that of the Vrije Universiteit or the other researchers and is usually based on current events and/or a personal experience.

 

By James Perry

 

Accounting standards and Barclays’ missing billion

 

Barclays Bank - one of Britain’s biggest - recently announced annual profits for 2003 amounting to GBP 2.7bn (EUR 4bn). That was in London. Meanwhile, over in New York, where Barclays’ shares are also listed, a billion pounds seems to have gone missing. The same bank, describing the same business activities for the same year, now says it made only GBP 1.7bn.

 

The missing billion pounds relates to changes in the market value of derivatives contracts held by the bank. Under US accounting standards these changes must be reflected in the company’s profit and loss statement. Under most European accounting standards this is not the case - yet. It soon will be, and the continent’s bankers are squealing loudly at the prospect. They claim that such a rule will add false volatility to their profits because derivatives will have to be marked to market even when they are held for long-term hedging purposes rather than speculation. On closer inspection, such an argument falls down almost immediately since there is nothing in the rules to prevent the banks marking both the derivatives and the hedged asset to market. If they did this, and if the original hedge was a good one, there would of course be no extra volatility. There is clearly something other than pure technical efficiency behind their objections; understanding such motivations is one of our goals at The Amsterdam Research Centre for Corporate Governance Regulation.

 

The so-called ‘marking to market’ of derivatives liabilities is just one aspect of the broader debate in the accounting arena over historic cost versus ‘fair value’ (i.e. market value). International Accounting Standards (IAS), which become mandatory across the EU from 2005, will emphasise the latter – a position justified on the basis that market values provide the most transparent picture of a company’s health.

 

If only it were so simple. Accountants often find marking to market quite problematic. In the case of financial instruments (IAS39), the complexity of positions bundled together by traders can be almost impossible to make sense of. Even when unravelled, some derivatives, in the words of Barclays’ 2003 report ‘contain significant valuation inputs not currently evidenced by observable market inputs’. In other words, nobody is really sure what they are worth.

 

Besides IAS39, the other standard generating the most heat is IAS19 which requires companies to mark their pension funds to market, and then show the resulting deficits (or surpluses) on their balance sheets. UK accounting standards already include a variant of IAS19 which has caused much pain in British boardrooms as the country’s most prestigious companies have been forced to admit the scale of their neglect to their employee’s pension funds during the late 1990s. When City analysts refer to British Airways (BA) as a ‘large hedge fund with a small airline attached’ they are only half joking: BA’s pension fund is three times its stock market capitalisation and its pension deficit is more than 20 times the firm’s average profits for the past five years.

 

As with derivates, in pension fund accounting there is scope for significant disagreement over the size of a particular discrepancy - for instance, what assumption has the company made about expected returns on its pension fund’s assets? The accountants, frightened by litigation and faced with tightened auditing standards (e.g. Sarbanes Oxley), will henceforth feel compelled to highlight such uncertainty when signing-off their clients’ accounts. The long-term consequence of the IASB’s emphasis on fair value might therefore be to destroy the myth that a company’s annual profits, assets and liabilities are based on verifiable facts which can be objectively measured by experts. As The Economist has recently suggested, profits may come to be stated as a range of figures, each of them arrived at using different accounting assumptions.

 

Such a change could upset some of today’s most entrenched political-economic arrangements. In recent decades, more and more of society’s most important resource allocation decisions, previously mediated socially, have become driven by market discipline. This was originally justified to us on the basis that markets provide de-politicised, objective signals on how society should invest for its future. The market was supposed to sort out what worked from what didn’t, and channel resources accordingly. Asset prices, particularly financial ones, are key variables in this system and depend heavily on accounting information. Questioning the accuracy of the latter would raise serious doubts about the legitimacy of the whole setup.

 

In many ways IAS39 and IAS19 serve as a perfect introduction to one aspect of the work at our research centre. Here are accounting standards being set by a private authority network (centred on the IASB), given legitimacy by a public institution (the EU), and over which there is an intense political struggle. Bankers are busily calling their lobbyists and political contacts at the highest level. Business federations in Europe and Japan are forming unlikely coalitions. Companies everywhere are using mark-to-market as an excuse to re-define (i.e. lower) their employee’s benefits packages, shifting risk from firm to worker wherever possible. Our task as researchers is to both explain and understand what is going on. It is not only a question of standards, but also the standard-setting process. We should not simply ask what works and what doesn’t, but for whose benefit, and why?

 

 

RECENT PUBLICATIONS ON CORPORATE GOVERNANCE

 

Nölke, Andreas (2004) “'Transnational Private Authority and Corporate Governance”, in New Rules for Global Markets: Public and Private Governance in the World Economy, Stefan A. Schirm ed. Palgrave Macmillan: Houndmills.   

    

Within our working paper series Studies in the Transnational Political Economy of Corporate Governance, the following titles have been recently published:

 

Apeldoorn, van Bastiaan, Andreas Nölke and Henk Overbeek (2004) “The Transnational Political Economy of Corporate Governance Regulation: A Research Outline”.

 

Nölke, Andreas (2004) “Private International Norms in Global Economic Governance: Coordination Service Firms and Corporate Governance”.

 

ARJAN’S ARTICLE

 

So far, questions of corporate governance regulation have mainly been discussed in a highly technical jargon, mostly within the specialist business and legal communities. But these questions are of immediate relevance to a wider public, particularly employees in publicly listed companies and small private investors. One purpose of our programme is to close this gap; therefore, we will regularly include articles written in non-technical language. The first of these articles, written by Arjan Vliegenthart and David Hollanders, places recent corporate scandals in a wider context.

 

This article was originally published in Dutch in De Groene Amsterdammer (Vol. 128, no. 28, July 2004).

 

The authors’ views do not necessarily reflect those of the Vrije Universiteit or those of the other researchers.

 

 

GO TO

 

Foreword         Our biographies          Description of our research programme    

 

Accounting standards and Barclays’ missing billion          Recent publications

 

Arjan’s article

 

THE AMSTERDAN RESEARCH CENTER FOR CORPORATE GOVERNANCE REGULATION

 

Vrije Universiteit Amsterdam        

 

Postal Address                                                         Visiting Address

De Boelelaan 1081c                                                  Buitenveldertselaan 3      

1081 HV Amsterdam                                                 1082 VA Amsterdam

The Netherlands

Telephone: +31 20 444 6894/6852

Fax: +31 20 444 6820

Email: hw.overbeek@fsw.vu.nl