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-Caveat Lector-

A Blast at Capitalist Culture
Vanguard founder: 'Time for Bluntness'
======================================

By Jeff Richgels

October 2, 2003 by the Madison Capital Times

http://www.madison.com/toolbox/index.php?action=printme&ref=captimes&storyURL=/captimes/business/stories/57961.php

A titan of American capitalism delivered a stinging
critique of American capitalism in Madison on
Wednesday.

But John Bogle, founder of The Vanguard Group and
father of the index mutual fund, also offered a plan to
fix it as he spoke at the Directors' Summit conference
on corporate governance at UW-Madison.

"The fact is, in America today it is high time for
bluntness," said the feisty Bogle, who showed none of
the frailty that might be expected from a 74-year-old
heart transplant recipient.

Reciting the litany of recent corporate scandals - from
Enron to Tyco to WorldCom to the New York Stock
Exchange - Bogle said that "in the 1990s our whole
system broke down."

With boards of directors failing to act in the
interests of the shareholders they ostensibly
represent, our system of "ownership capitalism" became
one of "management capitalism," where the profits went
not to shareholders as they should but to executives
receiving outrageously excessive compensation, Bogle
said.

>From 1988-2001, he said, workers' compensation
increased 60 percent - just slightly above inflation -
while CEO compensation soared 443 percent.

"Little good comes from when the CEO becomes not only
boss of the business but boss of the board as well,"
Bogle said. "Don't be surprised when the looting
begins."

Even worse, the excessive executive compensation did
not correspond with any appreciable corporate
achievements, he said.

"Simply no evidence possibly justifies the outrageous
compensation increases bestowed on corporate leaders,"
Bogle roared.

While a "few bad apples" caused immense harm, their
exposure had a benefit, Bogle said.

"We owe a perverse kind of debt to the fallen apples
for illuminating the cracks in the barrel of
capitalism," he said. "We're all better off now that
it's out in the open."

While directors may have abdicated their responsibility
in overseeing companies, the owners - shareholders -
have the ultimate responsibility "and should have
stepped in."

In America today, shareholders essentially means
institutional investors such as mutual funds and
pension funds: The 100 largest own 56 percent of U.S.
equities, Bogle said.

But they did nothing during the stock market bubble, he
said.

"The only sound we heard was the sound of silence,"
Bogle said.

And that's because they became a part of the problem,
he added, as evidenced by the scandal uncovered by New
York Attorney General Eliot Spitzer that has engulfed
Milwaukee-based Strong Capital Management, among
others.

As in some of the businesses they owned shares in, "the
interests of the managers prevailed" at the funds,
rather than the interests of the investors, Bogle said.

Short-term trading and portfolio turnover to produce
fees won out over long-term investing in pursuit of
corporate value, said Bogle, who called the change
"from stewardship to salesmanship."

"It was not always that way but it became so in the
1990s," he said. "I hope the recent scandal helps this
industry return to its proud past."

Bogle urged a return to "corporate democracy" with
enhanced shareholder rights.

"The cause is not lost," he said in laying out eight
ideas for reform: Encouraging corporate citizenship;
clearly separating ownership from management; returning
to a long-term business focus rather than quarter-to-
quarter earnings; fixing the stock option mess; letting
sunlight shine on accounting; bringing back dividends;
reforming the fund industry; and "institutions of the
world unite" in pursuit of corporate governance.

"We have eroded the character of capitalism yet
character is what we need more than ever today," Bogle
said.

Copyright � 2003 Capital Newspapers



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www.ctrl.org
DECLARATION & DISCLAIMER
==========
CTRL is a discussion & informational exchange list. Proselytizing propagandic
screeds are unwelcomed. Substance—not soap-boxing—please!   These are
sordid matters and 'conspiracy theory'—with its many half-truths, mis-
directions and outright frauds—is used politically by different groups with
major and minor effects spread throughout the spectrum of time and thought.
That being said, CTRLgives no endorsement to the validity of posts, and
always suggests to readers; be wary of what you read. CTRL gives no
credence to Holocaust denial and nazi's need not apply.

Let us please be civil and as always, Caveat Lector.
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