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Thursday, June 27, 2024

Smart and Compassionate Stakeholder Capitalism: Capitalism Can and Should Be Tweaked for Fairness

      The following is an excerpt from my 2021 book 'Sensible Decarbonization.' Since then, the ESG tide has been stemmed a bit by pushback from corporations and the anti-woke GOP who have equated ESG with so-called 'woke' policies. Nonetheless, the main and more sensible metrics of it are still being adhered to by many companies, including energy companies. 


Smart and Compassionate Stakeholder Capitalism: Capitalism Can and Should Be Tweaked for Fairness

     Clearly, capitalism has been the most successful system ever devised to create wealth. Though often that wealth was just for some, as time goes on that wealth is for more and more. The poorest of the poor today are wealthier than the wealthiest of the past. Capitalism has succeeded in lifting people out of poverty through voluntary exchange while other economic systems like communism can only do it in a limited way by coercion. Milton Friedman was a smart guy with many interesting ideas but his insistence that the only responsibility of business is to increase profits for shareholders is looking like it won’t last much longer. As a mentioned above there is the profit motive but there is also the usefulness or utilitarian motive that promotes public good and public interest. Public good and public interest include externality management like mitigating environmental and climate impacts. That usefulness includes usefulness to society as a whole. As mentioned, in 2018 Larry Fink, CEO of world’s largest investment firm BlackRock, announced that all future investments will be screened for usefulness or benefit to society. This stakeholder capitalism is likely to continue eclipsing shareholder capitalism. Friedman’s shareholder primacy is likely to continue fading away, especially as shareholders themselves begin to demand it. Companies that ignore social responsibilities are becoming more and more disadvantaged. That is why stakeholder capitalism is also smart capitalism. Socially responsible investing has been around for decades and offers returns roughly similar to traditional investing. Companies overly focused on short-term quarterly returns are not likely to last. This is not mainly because they are likely to fail but because they may succeed and be acquired or merge with another company. For some executive management that is the goal. Of course, such mergers and acquisitions often involve some downsizing of workers. Sometimes, or perhaps more often, it is market conditions that lead to downsizing. The 2020 market conditions in the US oil industry, due mostly to demand drop from coronavirus but also to OPEC-plus price competition, are beginning to yield bankruptcies, and mergers and acquisitions. The industry as a whole may contract a bit before returning to profitability.

     Whole Foods founder and former CEO John Mackey and Harvard Business School’s Raj Sisodia wrote a book in 2014 called Conscious Capitalism: Liberating the Heroic Spirit of Business. They argue that a business model that includes all stakeholders: investors, suppliers, customers, contractors, team members (employees), industry partners, the community, the environment, and even competitors, is better, more realistic, and just as profitable or potentially more profitable. All of these should be integrated into the business model and linked by many shared goals. Getting people out of poverty was basically a side-effect of past capitalism but with conscious capitalism it can be a primary goal as well. Mackey and Sisodia note that:

 

“… voluntary exchange for mutual benefit has led to unprecedented prosperity for humanity” and that “free enterprise, when combined with property rights, innovation, the rule of law, and constitutionally limited democratic government, results in societies that maximize societal prosperity and establish conditions that promote human happiness and well-being …”

 

Short-term focus is the method of “flippers,” speculators, system gamers, and those with “exit strategies.” ‘Build the company and sell’ has been a model that focuses on the success of company owners, executives, and investors, sometimes at the expense of non-executive employees, contractors, and other stakeholders. Mackey and Sisodia noted that the average shareholder time period dropped from 12 years in the 1940’s to less than a year in the mid-2010’s. Pressure to show quarterly gains is one reason, so some have argued that such financial reporting should be stretched out to a half-year model. Offering incentives to executives for short-term gains as is common, will certainly lead them to focus on short-term gains, often at the expense of long-term gains.[1]

     Former Medtronic CEO and Harvard Business School professor Bill George says stakeholder capitalism is here to stay and that seems to be the case. All major businesses are being urged to address their environmental, climate, labor, and social impacts. ESG is a ubiquitous buzzword in the energy sector. Providing clear and demonstrable plans to address these concerns and externalities is becoming mainstream. He notes that shareholder primacy is being dropped as the main concern of major companies. He notes that the coronavirus has reminded us about the essential workers whose concerns must be better addressed. The pandemic has also highlighted remote work with its advantages and disadvantages, but especially the advantages. It will also likely result in more spending toward keeping supply chains more responsive and less vulnerable to disruptions. He also says it highlights the importance of our local communities. He says better long-term strategies toward stakeholder capitalism will help companies to improve their “bottom line” as well.[2]

     The late corporate law scholar Lynn Stout was an advocate of prosocial behavior, meaning behavior that benefits others, or unselfish behavior. She points out that the notions that shareholders own a corporation, and that maximizing shareholder value is the sole or main focus of a corporation, are erroneous. She notes that before the 1970’s and 80’s there was a corporate style known as managerialism that promoted other stakeholders and demoted shareholders. She argues that corporate law and precedents have upheld that shareholder primacy is not enshrined in law in any way but is merely a style of running corporations. She argues that it is really an ideology. She does acknowledge that some SEC decisions and parts of the tax code have supported maximizing shareholder value. She notes data that strongly suggests that over-focus on short-term investing by shareholders has weakened the profits of most corporations and their staying power in the market. It has also weakened the profits of long-term investors, say those of us investing in retirement, to the benefit of short-term investors. Practices like tying executive pay to shareholder value encourages and rewards a focus on short-term share price. If anyone is interested the video of her explaining these issues referenced and linked here is quite interesting.[3]

 



[1] Mackey, John and Sisodia Raj, 2014. Conscious Capitalism: Liberating the Heroic Spirit of Business. Harvard School Press.

[2] George, Bill, May 15, 2020. Stakeholder Capitalism is Here to Stay. https://www.billgeorge.org/articles/stakeholder-capitalism-is-here-to-stay

 

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