[HN Gopher] Norway wealth fund to vote for human rights report a...
       ___________________________________________________________________
        
       Norway wealth fund to vote for human rights report at Microsoft,
       against Nadella
        
       Author : saubeidl
       Score  : 295 points
       Date   : 2025-11-30 13:40 UTC (9 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | pbiggar wrote:
       | Since it doesn't say it in the article, the human rights they're
       | referring to is that Microsoft was caught providing Azure
       | services to the Israeli army's unit 8200, which used them to
       | surveil millions of hours of Palestinian calls.
       | 
       | Microsoft, Google, Amazon and Palantir are all providing cloud
       | and AI services to Israel which it uses it the genocide in Gaza
       | and the continued military occupation of Palestine.
       | 
       | - https://www.theguardian.com/technology/2025/aug/09/microsoft...
       | 
       | - https://www.972mag.com/microsoft-8200-intelligence-surveilla...
       | 
       | - https://afsc.org/newsroom/unprecedented-investor-action-dema...
       | 
       | - https://countercurrents.org/2025/11/microsoft-ignites-protes...
        
         | reactordev wrote:
         | Yes, let's go after US Steel because some guy with a gun shot
         | up a school.
         | 
         | Unless Microsoft is directly supplying the software which
         | surveils instead of just "general purpose compute" this isn't
         | as big as Norway would want you to believe. They can just
         | terminate the accounts as violations of terms of service and
         | claim that millions of users use azure cloud to serve websites
         | and content, the dance will go on.
         | 
         | I don't think punishing the steel maker for a gun maker who
         | sold it to a distributor who then sold it to a nut job should
         | be liable for the nut job. This is the same for tech. Sub
         | contractors for Israel government got Azure hosting and subbed
         | it out to Palantir to plant their platform inside (gun maker)
         | and then sold it to Israel (nut job).
         | 
         | Palantir on the other hand...
        
           | Scarblac wrote:
           | The Norway wealth fund is a co owner of Microsoft, like
           | everyone with shares. Google says they own 1.35%, worth 50
           | billion.
           | 
           | If they want Microsoft not to provide "general compute" to
           | the Israeli army then they can try to get a majority of
           | Microsft owners to go along with it.
           | 
           | I think that's not the same as pressure on Microsoft from the
           | outside.
        
             | isodev wrote:
             | It's so black and white, it's a question of signals and
             | eventually consequences. Even if the vote doesn't pass,
             | that's not the primary objective here I think.
        
           | nmridul wrote:
           | Yes, its general purpose compute. But if you or me use Azure
           | for illegal purpose (pirated content, tax evasion, violence
           | etc etc..), for sure Microsoft won't be sitting idle.
        
           | pbiggar wrote:
           | It's relevant because Microsoft, like all big companies, have
           | Human Rights Pricinples and such that are part of the
           | company. It's basically impossible to get big institutional
           | investment without it.
           | 
           | The issue is that they were caught not following their
           | practices, and then lying about it. So the shareholders are
           | asking that they produce a report about whether they are
           | following their own human rights principles.
           | 
           | And Satya is resisting it, because it is very clear that they
           | are not following them, as workers [1] have been calling out
           | for years now. Many leaked documents have shown that
           | Microsoft actually embeds employees directly with the IDF and
           | makes millions in service contracts with them. [2]
           | 
           | [1] https://noazureforapartheid.com/ [2]
           | https://www.dropsitenews.com/p/microsoft-azure-israel-top-
           | cu...
        
             | pjmlp wrote:
             | For anyone that is still green on company politics, all
             | company principles are check boxes that form part of an HR
             | circus of yearly compliance trainings, and marketing for
             | young employees that are naive enough to think they mean
             | anything.
        
               | bvan wrote:
               | Perhaps this reflects your experience, in your part of
               | the world. In some parts of the world, principles and
               | ethics do count, and don't change on a dime (as they do
               | in the US).
        
               | pjmlp wrote:
               | Several European countries.
               | 
               | Regardless of the part of the world, corruption happens
               | when the right price gets negotiated.
               | 
               | It can be money, a favour, need to help someone in need,
               | needing to meet specific sales KPIs,...
        
               | reactordev wrote:
               | Shhhh, you'll scare away the new hires that have to pay
               | the interest on the loans they were told would get them
               | there.
        
               | nradov wrote:
               | In my experience working at several US health IT
               | companies, company principles for following HIPAA rules
               | (especially patient privacy) were taken seriously at all
               | levels and considered more than just compliance check
               | boxes. Regardless of the ethical issues, if you get a
               | reputation for being sloppy and the trade press writes
               | negative articles then that can kill your sales pipeline.
        
             | NickC25 wrote:
             | >Many leaked documents have shown that Microsoft actually
             | embeds employees directly with the IDF.
             | 
             | Are you sure it's not the other way around?
        
           | saagarjha wrote:
           | > Unless Microsoft is directly supplying the software which
           | surveils instead of just "general purpose compute" this isn't
           | as big as Norway would want you to believe. They can just
           | terminate the accounts as violations of terms of service
           | 
           | They did: https://blogs.microsoft.com/on-the-
           | issues/2025/09/25/update-...
        
             | Cpoll wrote:
             | Doesn't the article you linked contradict that? It sounds
             | like they're claiming they only provided general purpose
             | blob storage.
             | 
             | > First, we do not provide technology to facilitate mass
             | surveillance of civilians. We have applied this principle
             | in every country around the world, and we have insisted on
             | it repeatedly for more than two decades. This is why we
             | explained publicly on August 15 that Microsoft's standard
             | terms of service prohibit the use of our technology for
             | mass surveillance of civilians.
        
               | jakupovic wrote:
               | So helping with blob storage or not helping at all? Can't
               | be in dual state.
        
           | pjmlp wrote:
           | Actually we should as well, given the shady deals some of
           | them make with politicians, which create a set of cascading
           | events that end up in school shootings as if they were good
           | old saloon fights.
        
             | 15155 wrote:
             | Should we start regulating 3D printers and CNC mills next?
        
               | zimpenfish wrote:
               | If the number of people killed by guns made at home with
               | 3D printers or CNC mills gets to the same ballpark as
               | those killed by commercial guns, sure, it's a
               | conversation to have.
        
               | pjmlp wrote:
               | Probably yes, if everyone starts building guns with them.
        
               | Hikikomori wrote:
               | Thoughts and prayer will surely work this time.
        
           | mayneack wrote:
           | If Microsoft were providing "general purpose compute to Iran"
           | the US would sanction them.
        
             | reactordev wrote:
             | I definitely agree with you.
        
             | orochimaaru wrote:
             | And the US would be right to prosecute Microsoft because
             | there are US sanctions against Iran. There are no US
             | sanctions against Israel. Israel is also considered and
             | important ally. So, industry cooperation with defense on
             | both sides is legal.
        
               | arccy wrote:
               | currently legal is the lowest bar, it doesn't mean it's
               | moral to support a genocidal state.
        
               | reactordev wrote:
               | This is the current conundrum. It's perfectly legal (and
               | politically recommended) to support this genocidal regime
               | in the name of some guy who lived and died 2000 years
               | ago. Can't have the dark skinned terrorists perform their
               | cult like rituals on the floor of their beloved sacred
               | holy sites (shared by all three might I add).
               | 
               | It's faith-based warfare disguised as a terrorist fight
               | and the AI is in full force flooding feeds of aid when
               | the reality is it's a god damn wasteland.
        
               | orochimaaru wrote:
               | That's a nice story spun by the lobbyists in the US and
               | Europe (if there is such a thing in Europe). But said
               | person 2000 years ago was crucified by the Romans at the
               | request of the Jews.
               | 
               | There are Jews of every color - so feeding this as a
               | white vs brown fight is incorrect.
               | 
               | I don't belong to (nor believe) in any of the 3 religions
               | in this fight. But historically the other two (Christians
               | and Muslims) have been very genocidal.
        
           | grafmax wrote:
           | It's more akin to an arms manufacturer knowingly supplying a
           | genocidal regime.
           | 
           | As for targeting Palantir _instead_ , boycott, divestment,
           | and sanctions is most effective when it targets _all_ the
           | complicit players.
        
           | drzaiusx11 wrote:
           | Any export increases of gun metal grade, high carbon steel
           | should be a red flag these days to stateside corporations
           | operating in war zones. Structural steel is a low carbon
           | steel that has more 'give' and is easier to weld. It's
           | obvious which is which.
           | 
           | In Sweden's case, however, even pre-war they were already
           | exporting 40% of Germany's demand for raw ore which increased
           | to 50% during wartime iirc. So Germany already had the
           | infrastructure necessary to process the raw materials into
           | steel, and at scale scale beforehand.
           | 
           | In modern warfare, those same foundaries would make easy
           | aerial targets due to the massive heat output from the
           | bessimer process required to make steel from raw ore.
        
           | orochimaaru wrote:
           | Palantir is a data and ml platform. They don't create point
           | solutions for people. The solutions created are owned by the
           | people contracting Palantir. If you hate on Palantir - you
           | can hate on pretty much all industry in the west - oil and
           | gas for supplying fuel, farmers for supplying food,
           | consulting companies for consulting for the government,
           | general population for paying taxes, etc.
           | 
           | This entire thing is just political showboating. I mean feel
           | free to not buy food and fuel.
        
             | whatshisface wrote:
             | If these companies were breaking laws against big people
             | (facilitating investment fraud, payment processing for
             | terrorists) nobody would consider these methods of
             | deflection for a second - it's only because the laws are
             | being broken to hurt small people that the concept of
             | aiding and abetting or acting as a willing accomplice is
             | considered not relevant.
             | 
             | (Human rights are common law.)
        
             | et-al wrote:
             | The parent poster's example was more apt with US Steel.
             | 
             | Palantir on the otherhand is a well known defense
             | contractor and its stock price is arguably propped up by
             | the US Department of Defen -- I mean WAR -- having an
             | infinite budget.
             | 
             | Don't be licking Thiel and Karp's boots.
        
               | orochimaaru wrote:
               | I'm not. But I don't have qualms about working at
               | Palantir or any US defense contractor. If the work is
               | legally allowed then I'm not going to second guess my
               | source of income.
        
           | bogwog wrote:
           | > I don't think punishing the steel maker for a gun maker who
           | sold it to a distributor who then sold it to a nut job should
           | be liable for the nut job
           | 
           | Nobody thinks that, because it's ridiculous. This is a false
           | equivalence. Isolated crimes are inevitable, and impossible
           | to solve with any single thing.
           | 
           | But when it comes to genocide, you can stop or at least limit
           | it by going after the suppliers who equip the group with the
           | tools to carry it out. Microsoft is one such supplier, and
           | they know exactly what they're doing. If our government isn't
           | going to do something, an activist shareholder is a decent
           | alternative.
        
         | embedding-shape wrote:
         | > the human rights they're referring to is that Microsoft was
         | caught providing Azure services to the Israeli army's unit
         | 8200, which used them to surveil millions of hours of
         | Palestinian calls.
         | 
         | That's what I thought initially too, but seems this is about a
         | different human rights issue, particularly in Saudi Arabia:
         | https://news.ycombinator.com/item?id=46097244
        
       | pbiggar wrote:
       | If you'd like to know more about Microsoft's human rights issues,
       | I had a lead campaigner discuss it with me on my podcast
       | 
       | https://www.youtube.com/watch?v=A95asBbCNZo
        
         | embedding-shape wrote:
         | With a 1:16:29 runtime, could you at least share what parts are
         | relevant to this submission, the very least timestamps? Even if
         | I'd speed it up by 4x it'd take 30 minutes to listen to all of
         | it.
        
           | pkos98 wrote:
           | Or you ask Gemini to do this for you (timestamps were removed
           | when formatting into markdown)
           | 
           | Based on the podcast "Microsoft: Powering Israel's Genocide?
           | | Hossam Nasr," here are the main human rights issues alleged
           | against Microsoft:
           | 
           | 1. Complicity in Military Operations - The podcast claims
           | Microsoft is a key tech provider for the Israeli military,
           | specifically using the Azure cloud platform to run combat and
           | intelligence activities. - It alleges Microsoft sells AI
           | services (including OpenAI models) to military units like
           | "Mamram," which are linked to automated targeting systems
           | used to accelerate lethal strikes.
           | 
           | 2. Surveillance and Infrastructure - Microsoft is accused of
           | hosting roughly 13.6 petabytes of data used for mass
           | surveillance. - The "Al-Munassiq" app, used by Palestinians
           | to manage movement permits, reportedly runs on Azure and is
           | described as a tool for collecting vast amounts of
           | surveillance data. - The company reportedly sells technology
           | directly to illegal settlements in the West Bank.
           | 
           | 3. Internal Labor Rights & Suppression - The speaker alleges
           | a double standard and discrimination against Palestinian and
           | Arab employees. - Microsoft is accused of "weaponizing" HR
           | policies to fire workers (including the podcast guest) for
           | organizing vigils or protesting the company's military
           | contracts.
           | 
           | 4. Historical Context - The discussion references Microsoft's
           | history of providing tech to ICE (Immigration and Customs
           | Enforcement) in the US as part of a broader pattern of
           | supporting "systems of oppression."
           | 
           | Source: https://www.youtube.com/watch?v=A95asBbCNZo
           | 
           | Prompt: " According to this podcast:
           | https://www.youtube.com/watch?v=A95asBbCNZo
           | 
           | What are the main human rights issues of Microsoft?"
           | 
           | Used Gemini 3 (Thinking) via WebUI
        
           | zahlman wrote:
           | No parts of it are relevant to this submission, because (as
           | others explained to you elsewhere in the thread) the
           | submission is about Norway objecting to Microsoft doing
           | business with Saudi Arabia, whereas GP is about attacking
           | Microsoft's ties to Israel.
           | 
           | (For some reason, doing business with Saudi Arabia is not
           | counted as evidence against the "Zionist", "genocide" etc.
           | etc. narrative.)
        
             | tialaramex wrote:
             | > (For some reason, doing business with Saudi Arabia is not
             | counted as evidence against the "Zionist", "genocide" etc.
             | etc. narrative.)
             | 
             | Why would "Saudi Arabia treats workers badly" be evidence
             | against the idea that Israel is committing genocide ?
        
               | zahlman wrote:
               | "Microsoft puts capital into Arabic countries" is
               | evidence against "Microsoft has connections to Israel for
               | ideological reasons".
        
               | tialaramex wrote:
               | Probably you're not cynical enough. Israel is led by the
               | same guy as last century, Saudi Arabia has been run by
               | the same rich assholes since before my mother was born.
               | The "ideology" involved is the same in both cases:
               | wealthy, powerful old men are assholes. Microsoft is
               | willing to turn a blind eye to them being assholes, to
               | get $$$
        
       | embedding-shape wrote:
       | > Norway's $2 trillion wealth fund said on Sunday it would vote
       | for a shareholder proposal
       | 
       | > Microsoft management had recommended shareholders voted against
       | the motion.
       | 
       | Ok, cool, but what about the reasons for those actions? What kind
       | of lazy journalism is this? I guess it's nice that we know that
       | something is happening, but what about reaching out to people and
       | asking them _why_ so people can actually understand? For the love
       | of Adam Smith, at least mention the involved countries!
        
         | kps wrote:
         | https://collaborate.unpri.org/group/35676/stream
         | 
         | Saudi Arabia
        
           | embedding-shape wrote:
           | Thank you for providing actual source! Ever thought of
           | creating and running an alternative to CNBC?
           | 
           | Funny how most of the comments in this submission assumes
           | it's about Israel, telling in more ways than one. This is why
           | reporting has to be accurate :)
        
             | grafmax wrote:
             | Yeah it does seem there's some confusion. Here is the
             | similar proposal referencing Israel from earlier this year
             | (perhaps a source of some of the confusion):
             | 
             | https://collaborate.unpri.org/group/35681/home
        
           | 4ndrewl wrote:
           | "things happen"
        
           | aunty_helen wrote:
           | Some more context, KSA is spending up large, think 100s of
           | projects a week, for their vision 2030 where they will have
           | spent 100b on software systems and AI.
           | 
           | These are govt contracts and a lot of them have strict data
           | sovereignty restrictions. Google has a big data center there
           | for the exact reason to mop up this work. They also have an
           | AI lab there.
        
         | tdeck wrote:
         | I think this kind of article is written by a bot these days.
        
         | aunty_helen wrote:
         | Boards will always recommend to vote against shareholder
         | proposals by default. 1000:1
         | 
         | Having a large shareholder indicate they will go with a
         | shareholder proposal is the newsworthy part. It indicates
         | there's something that should be being addresssed by the board
         | which isn't already, which is publicly embarrassing for them.
         | 
         | I helped build a system that would estimate the vote for these
         | large institutional investors because if a board tables a vote
         | and a institutional investor votes against it, it's a really
         | bad look.
        
         | renewiltord wrote:
         | Ask for a refund lol
        
       | JauntTrooper wrote:
       | Some additional details: The proposal was submitted by an
       | individual shareholder.
       | 
       | She requests that the Board "commission a report assessing the
       | implications of siting Microsoft cloud datacenters in countries
       | of significant human rights concern, and the Company's strategies
       | for mitigating these impacts."
       | 
       | She specifically cites the 2024 completion of a Microsoft
       | datacenter in Saudi Arabia, citing a "State Department report
       | [that] details the highly restrictive Saudi control of all
       | internet activities and pervasive government surveillance,
       | arrest, and prosecution of online activity."
       | 
       | The Board opposes the proposal because it believes Microsoft
       | already discloses extensive disclosures on key human rights
       | risks, and has an independent assessment each year of how they
       | manage risks and its commitment to protecting freedom of
       | expression and user privacy. They also re-iterate the need to
       | comply with local laws and legally binding requests for customer
       | data.
       | 
       | The proposal is non-binding, so the Board doesn't have to act on
       | it even in the unlikely event it gets majority support (ESG
       | proposals rarely do, especially in this environment). In practice
       | many Boards do choose to act on majority-supported non-binding
       | shareholder proposals, though, because many shareholders will
       | vote against directors the following year if they don't.
        
         | embedding-shape wrote:
         | > Microsoft already discloses extensive disclosures on key
         | human rights risks, and has an independent assessment each year
         | of how they manage risks and its commitment to protecting
         | freedom of expression and user privacy
         | 
         | Where can one find those extensive disclosures, especially for
         | year 2024/2025? I'd love to hear how Microsoft are protecting
         | freedom of expression and user privacy in a country like Saudi
         | Arabia, which has a track record of excelling at whatever you'd
         | call the opposite of those two things.
        
           | firesteelrain wrote:
           | https://www.microsoft.com/en-us/corporate-
           | responsibility/rep...
           | 
           | https://www.microsoft.com/en-us/corporate-
           | responsibility/hum...
           | 
           | https://www.microsoft.com/en-us/corporate-
           | responsibility/rep...
           | 
           | https://www.microsoft.com/en-us/corporate-
           | responsibility/rep...
           | 
           | https://www.microsoft.com/en-us/corporate-
           | responsibility/gov...
        
             | embedding-shape wrote:
             | I guess you're familiar with those resources since you're
             | claiming those mention Microsoft's approach to protecting
             | freedom of expression and user privacy in Saudi Arabia.
             | Could you please be kind and provide direct links to
             | that/those page(s)? I opened and read through the links,
             | but probably it's in some sub-page? Didn't manage to find
             | anything about it.
        
               | jeroenhd wrote:
               | I think the closest thing to what you're looking for is
               | over at https://aka.ms/HumanRightsReport
               | 
               | Every step along the way, Microsoft picks "key"
               | areas/terms/subjects, so they're only covering a few
               | human rights that they convinced themselves are most
               | important. Within each covered item, you'll find a couple
               | of paragraphs that explain why complying can be
               | problematic if they want to make more money, and a few
               | lines of manager speak and links to "projects" and
               | "partnerships" that vaguely promise to accomplish vague
               | goals on a vague timeline with no mention of what happens
               | if they fail their goals.
               | 
               | Countries and specific risks are not named. Microsoft may
               | as well be helping Netanyahu organize optimal genocide
               | directly and they'll still be able to barf up some
               | manager speak to explain why they're trying real hard,
               | honest!
               | 
               | Their statements are full of talk like:
               | 
               | > Our commitment to the rule of law carries with it the
               | legal obligation to comply with applicable local law.
               | When we face requests from governments to provide user
               | data or remove content, we work to respect the rights to
               | privacy and freedom of expression by assessing whether
               | the government requests are valid, legally binding,
               | compliant with applicable law, and consistent with
               | international laws, principles, and norms on human rights
               | and the rule of law.
               | 
               | (in other words: they'll just ask legal if they should
               | comply with government requests and that's supposed to
               | protect your freedom of speech)
               | 
               | And gems like:
               | 
               | > The GNI Board concluded that we met our commitment to
               | GNI to make "good-faith efforts to implement the GNI
               | Principles with improvement over time.
               | 
               | (in other words: we've managed to convince the GNI board
               | that we really care)
        
           | aunty_helen wrote:
           | This is the canned response for advising against a
           | shareholder proposal. We're already doing x, no need to vote
           | for this nitwits shareholder proposal.
           | 
           | Another example that was written almost exactly the same,
           | when a shareholder asked what Caterpillar were doing to avoid
           | their machinery being used for deforestation in at risk
           | locations.
           | 
           | If you've heard of activist investors, this is their battle
           | ground. Buying enough of a company, tabling votes and then
           | getting their preferred board candidates and shareholder
           | votes put through.
        
         | elygre wrote:
         | Is the full proposal available online?
        
           | aunty_helen wrote:
           | Check the latest proxy statement for the AGM. This is where
           | these votes are brought up in advance and then at the meeting
           | they're voting on, along with board seats.
        
           | JauntTrooper wrote:
           | Yes. Here is the proxy statement with the proposals: https://
           | www.sec.gov/ix?doc=/Archives/edgar/data/0000789019/0...
           | 
           | You have to scroll down a bit to page 83 to get to the one
           | the article is referencing.
        
         | lenkite wrote:
         | Good way to break up a behemoth and let the pursuit of Digital
         | Sovereignty be initiated everywhere!
        
           | hrnnnnnn wrote:
           | Norway isn't part of the EU.
        
         | sigil wrote:
         | Are human rights concerns running cover for more
         | straightforward financial interests here? Norway and Saudi
         | Arabia are both petrostates with large sovereign wealth funds.
        
           | alephnerd wrote:
           | Not in this case.
           | 
           | Norway's SWF has become increasingly politicized [0] due to
           | the death of the center and the rise of the populist left and
           | right, which is a common issue for any SWF in a Western
           | Democracy. The same thing happened with CalPERS, the Alaska
           | Permanent Fund, Australia's Future Fund, and the Ontario
           | Teacher's Fund as well because these funds are not firewalled
           | off from politicians, thus making them ripe for a populist
           | conversion into ideologically activist funds (this is a both
           | sides problems - as can be seen in California [1] and
           | Florida's [2] case).
           | 
           | A major reason why the gold standard of SWFs are funds like
           | Singapore's Temasek, Japan's GPIF, or South Korea's KIC is
           | because they work hard to _remain_ technocratic in nature and
           | single minded about their goal: provide an economic base for
           | self sufficiency for their citizens should adverse economic
           | crises hit, along with the economic cushion to underwrite
           | social security and welfare programs.
           | 
           | At some point for an SWF, too much "democracy" just becomes a
           | hinderance to the underlying mission, which in Norway's case,
           | building a SWF to support Norwegian state pensions in
           | perpetuity once their oil wealth dries up.
           | 
           | Complaining about "woke/ESG investments" (like in Florida) or
           | stunting about "human rights abuses" (like in CalPERS or
           | Norway's case) doesn't actually shift the needle one way or
           | the other because most other institutional investors (public
           | and private) are much more single-minded about their aims,
           | and a number of funds and LPs have begun to reject
           | investments from politicized SWFs because of the headaches
           | associated with a fund that wasn't supported to be an
           | activist fund dealing with an internal conflict over becoming
           | one or not.
           | 
           | SWFs are a fundamental weapon in a government's economic
           | arsenal, and using them in a non-strategic but politically
           | popular manner leads to you only stealing the future from
           | your kids - as can be seen with the woes the Alaska Permanent
           | Fund now faces due to populist promising of constantly
           | raising the Alaska dividend.
           | 
           | [0] -
           | https://www.bloomberg.com/news/articles/2025-09-04/norway-
           | el...
           | 
           | [1] - https://www.thecentersquare.com/california/article_55fa
           | f935-...
           | 
           | [2] - https://www.flgov.com/eog/news/press/2023/governor-ron-
           | desan...
        
             | bjourne wrote:
             | That's not true. Both Japan's and Singapore's fund follow
             | ESG guidelines. Avoiding Israeli investments is no more
             | "woke" than avoiding investing in tobacco companies. It's
             | only "politicized" because you don't agree with their
             | politics.
        
               | alephnerd wrote:
               | I'm not complaining about ESG - I think it's an
               | overloaded term that fell prey to populist attacks from
               | the right, as I pointed out in my Florida example.
               | 
               | What I'm saying is the primary goal of a sovereign wealth
               | fund is to invest in developing an economic cushion for
               | it's home country no matter the cost. This is why the
               | GPIF and KIC heavily invested in China and each other
               | despite both counties fighting trade wars amongst
               | themselves. And similar to how Temasek heavily invested
               | in Malaysia in the 1980s-90s despite virulently anti-
               | Singaporean and anti-Chinese sentiment in Malaysia back
               | then.
               | 
               | In all honesty, it's people like you like you who have
               | lead politicans on both the right and the left to realize
               | that turning SWFs into a political football yields
               | electoral wins while ignoring the long-term impact it
               | has.
               | 
               | And this specific case in the article is about
               | Microsoft's investment in KSA which is unrelated to the
               | Israel-Gaza Conflict. And in all honesty, when the far
               | right end up winning in Norway in 2-3 election cycles,
               | they'll do similarly stupid shenanigans with the GPF.
               | 
               | Non-experts do not have to have a say in every single
               | nitty gritty decision. At some point, governance needs to
               | be left to the administrators. And not everything needs
               | to be a moral battle or culture war.
        
               | Teever wrote:
               | > What I'm saying is the primary goal of a sovereign
               | wealth fund is to invest in developing an economic
               | cushion for it's home country no matter the cost.
               | 
               | Obviously there has to be some nuance there. It wouldn't
               | be a good idea for Norway to dump their entire SWF into
               | the Russian economy even if their economic analysis
               | showed that this was the most prudent thing to do with
               | the money.
        
               | alephnerd wrote:
               | Absolutely!
               | 
               | And national security is absolutely intertwined with the
               | operation of a SWF, but these are very nuanced
               | discussions that cannot be decided willy nilly based on
               | electoral whims.
               | 
               | These are complex and nuanced topics that cannot be
               | resolved via simple populist retorts, which only puts
               | strategy at the backseat at the expense of electoral
               | short-termism.
               | 
               | And this is why examples like Florida's "anti-woke
               | investment" law which lead Florida to miss out on a
               | significant amount of green and renewable investment
               | opportunities that equally red Georgia took advantage of,
               | and California's complete opposite "banning of all
               | greenhouse gas adjacent industries" lead CalPERS to take
               | a significant beating despite similarly progressive funds
               | in Colorado and Oregon continuing to invest in ONG
               | adjacent sectors.
        
               | integralid wrote:
               | >What I'm saying is the primary goal of a sovereign
               | wealth fund is to invest in developing an economic
               | cushion for it's home country no matter the cost
               | 
               | Primary? Yes. But Norway's fund explicitly and
               | consistently claims that it cares about environment and
               | societal effects of it's investments. Everything else you
               | say follows from this premise, but Norway's fund
               | stubbornly refuses to invest "no matter the cost".
               | 
               | >In all honesty, it's people like you like you who have
               | lead politicans on both the right and the left to realize
               | that turning SWFs into a political football yields
               | electoral wins while ignoring the long-term impact it
               | has.
               | 
               | In all honesty, people like you like you - who believe
               | it's morally OK to support any atrocity as long as it
               | makes money - make the world a progressively worse place
               | by ignoring long-term global impact of those decisions.
        
             | vidarh wrote:
             | Talking about th "death of the centre" in the context of
             | Norway shows a lack of understanding of Norwegian politics,
             | and even more so of the relatively broad consensus over
             | ethics rules for Norway's wealth fund.
             | 
             | E.g. the recent tightening of rules over investment in
             | Israel saw the centre-left social democrat led government
             | criticised by parties across the political spectrum.
             | 
             | This is common for Norway, where there often is broad,
             | cross-party consensus on these things.
        
       | PerryUlyssesCox wrote:
       | Norway's wealth fund's annualized return is only 6.6% since 1998.
       | https://www.nbim.no/en/investments/returns
       | 
       | Is this poor performance due to this kind of active management?
        
         | lovich wrote:
         | Perhaps the people of Norway value certain behaviors over
         | maximum returns
        
         | cromka wrote:
         | They probably need to maintain fluidity at any given moment,
         | given this is a retirement fund. So no crazy but risky returns
         | in portfolio. And this issue here is likely also about risk
         | mitigation.
        
         | embedding-shape wrote:
         | Not sure if you're American, but investment funds in other
         | countries, especially those with "hints of socialism" usually
         | don't put "profit above all else" like is common in America,
         | hence "good enough" is usually just that, good enough.
         | 
         | Seems they're doing exactly what is expected of them, staying
         | around the benchmark index, so that sounds pretty good:
         | 
         | > The fund has outperformed the benchmark index set by the
         | Ministry of Finance by 0.24 percentage point since 1998.
        
           | ta12653421 wrote:
           | haha, LOL, OP talks nonsene: The 6.6% is actually quite good
           | for such a hevicle!
        
         | firefax wrote:
         | "Only" 6%?
         | 
         | Bonds (a safe investment) are usually at ~2%.
         | 
         | A conservatively allocated growth fund doing 6% is pret-t-y
         | good.
        
         | thomassmith65 wrote:
         | The higher the potential return, the higher the risk.
         | 
         | Let's say Norway invested all the money into a wager on a
         | football game, and they won, resulting in a 100% return. They'd
         | be lucky, and they'd be idiots.
        
       | ecommerceguy wrote:
       | I'd like to see them pull all support for Bitcoin and crypto
       | related "companies". As we all know, bitcoin's only use cases are
       | scamming little old lady's out of thousands of dollars at atm's
       | and speculation. It is not an investment vehicle, it is not a
       | currency.
       | 
       | If someone at the NWF is reading this, please take this into
       | consideration. Let's start to take action against the fraud and
       | grift, and try to make humanity a little better, one step at a
       | time.
       | 
       | Thank you.
        
         | carlosjobim wrote:
         | After decades of Bitcoin, how can you not know that it is the
         | principal currency for darknet markets - ie the ability to
         | purchase psychedelics without being involved with drug dealers?
        
         | chhxdjsj wrote:
         | HFSP
        
         | datavirtue wrote:
         | Right now an elderly person is jamming cash into a Bitcoin ATM
         | for a scammer. Fact.
        
       | aeternum wrote:
       | Europe in general has become the world leader in tech company
       | extortion. If you run a tech company, be very careful about
       | selling into that market. You should generally have an army of
       | lawyers before making the leap.
        
         | lloydjones wrote:
         | How so?
        
         | flohofwoe wrote:
         | Investing 50 billion into a company and then requiring at least
         | a minimal amount of accountability about the company's business
         | practices is called 'extortion' now? That's hell of a hot take
         | :) If the company has completely lost its moral compass when
         | doing business, it is entirely normal for shareholders to be
         | worried about the company's future.
        
           | ExoticPearTree wrote:
           | You invest momey to make even more money. Did MS broke any US
           | laws making more money for Norway? No.
           | 
           | If Norway has an issue with Microsoft, they should sell their
           | shares in MSFT. Considering they're not doing that, they are
           | being dramatic for drama's sake.
        
             | NLips wrote:
             | What do you think shareholder meetings are for?
        
         | nothrabannosir wrote:
         | You mean the EU regulating their market, right? I think TFA is
         | about shareholder voting rights. Two different things.
         | 
         |  _> Norway 's $2 trillion wealth fund said on Sunday it would
         | vote for a shareholder proposal at the upcoming Microsoft
         | annual general meeting requiring for a report on the risks of
         | operating in countries with significant human rights concerns._
         | 
         | The Norway sovereign wealth fund is a large pension fund
         | holding the profits of exploiting their natural oil reserves.
         | It's not related to the EU.
        
           | aeternum wrote:
           | IMO it's not different, I've been at multiple companies
           | shaken down by these kinds of groups. It goes like this:
           | 
           | 1) A) Shareholder proposal bullied through via questionable
           | means like buying votes from index-fund vote providers (or
           | endowment/pension/wealth funds) that put other interests
           | ahead of fiduciary interests. (and/or) B) Weak but expensive-
           | to-fight lawsuit
           | 
           | 2) But don't worry, we have a consulting arm that will do the
           | reports for you. If you pay them, we can guarantee it
           | satisfies the shareholder proposal, and we will drop the
           | lawsuit.
           | 
           | Sometimes human rights, sometimes ADA, sometimes
           | environmental, the playbook is basically the same.
        
         | blibble wrote:
         | they're a shareholder
         | 
         | it's THEIR company
        
         | LunaSea wrote:
         | And the US is a world leader in corporate warfare supported by
         | the three letter agencies.
        
       | udev4096 wrote:
       | Crooks blaming crooks! What an irony
        
       | voidfunc wrote:
       | As a shareholder, I dont care. The line just needs to go up.
        
         | perbu wrote:
         | You are not a sovereign wealth fund representing a whole
         | country, though.
        
       | AGI-slop wrote:
       | Its a bit late for Norway wealth fund to be concerned about human
       | rights in tech companies dealings. Potentially damaging to
       | Microsoft exposing how many children were __potentially__ killed
       | or tortured with aid of Azure datacentres. That could damage
       | Microsoft and potentially the wealth fund!
        
         | flyinglizard wrote:
         | Don't forget the kids that were - potentially - saved by these
         | very same Azure datacenters.
        
           | AGI-slop wrote:
           | Yes 100% transparency, stop hiding in the dark, let bring
           | these operations fully into the light
        
       | metalman wrote:
       | further proof that exporting your contradictions is never good
       | business, and tellingly, nobody is saying that it is a bad
       | financial move to isist on change or disinvest, only that there
       | "logic"isn't correct
        
       | rcbdev wrote:
       | Thankfully, Norway's SWF does not own any IBM stock.
       | 
       | https://web.archive.org/web/20240424201226/https://www.redha...
        
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