EPFO`s panel turns down proposal to invest in indices
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EPFO's panel turns down proposal to invest in indices

Last Updated: Tuesday, December 01, 2009, 23:39
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EPFO`s panel turns down proposal to invest in indices New Delhi: Under pressure from employees' representatives, a key advisory body of retirement fund manager EPFO today rejected the Finance Ministry's proposal to invest 3 to 5 per cent of the Rs 2.57 lakh crore corpus in stock indices.

It is now left to EPFO's apex body Central Board of Trustees (CBT) - which will meet on December five - to take a call on the Finance and Investment Committee's recommendations to reject the Finance Ministry proposal of investing in stock indices.

"Facing strong opposition from the employees' representatives, the Finance and Investment Committee (of EPFO) at its meeting today disagreed over parking 3-5 per cent of retirement fund in stock indices," a source said.

"Since the issue has been pending for long with FIC, the view of the committee is likely to be placed before CBT for taking the final call on December 5," the source said.

Ahead of FIC meeting, the employees' and employers' representatives had discussed the issue, but could not reach a consensus.

The two empolyees' representatives--Bhartiya Mazoor Sangh Secretary B N Rai and Hind Mazoor Sabha Secretary A D Nagpal-- present in the meeting outrightly rejected the proposal.

Under strong opposition from them, the EPFO official decided to place the rejection in record over investment in stock indices before the CBT.

It is a general practice that FIC recommendations are accepted by the CBT. The Employees Provident Fund Organisation (EPFO) has not invested in stock markets so far.

"The Employees' Provident Fund Miscellaneous Provision Act 1952 mandates for better returns to employees. Here better means more than what banks are paying on deposits," FIC member and Secretary Bhartiya Mazoor Sangh B N Rai told PTI.

Rai said, "If the EPFO investments are not yielding higher returns than bank's deposit rates, then government should compensate as they have done for the industry by providing stimulus package."

"We would not favour trading of retirement fund in stock markets. We do not want to take risk on retirement money of employees," he added.

Another FIC member and Secretary, Hind Mazoor Sabha A D Nagpal said, "We can not approve investment of about 4.5 depositors money in stock markets in any way. This is for their old age. Who would be responsible if stock indices crashes tomorrow."

Earlier in August last year, the Finance Ministry had proposed to invest up to 15 per cent of the retirement money in stocks, but when the CBT turned it down in July this year, the ministry diluted its stand by suggesting investment of 3-5 per cent of funds in stock indices.

During the meeting Union Labour Minister Mallikarjun Kharge who is heading the CBT, asked for a detailed presentation.

FIC met on August 18 where an EPFO official pleaded for parking 3-5 per cent of the funds in the stock market saying "Index-based strategy for investment in equities would be most suitable for EPFO's need."

-PTI

First Published: Tuesday, December 01, 2009, 23:39

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