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Chapter 13: Institutional Models Survey

"The structure of an institution determines its behavior. To understand what an institution does, don't read its mission statement—read its bylaws."

Overview

Before designing K-Dollar governance, we must understand existing models. This chapter surveys four key institutions that govern global finance: the Federal Reserve, the International Monetary Fund, the European Union's monetary institutions, and the Bank for International Settlements.

We present their structures factually. Readers may draw their own conclusions.

Chapter Structure:

  1. The Federal Reserve System — America's central bank
  2. The International Monetary Fund — Global monetary cooperation
  3. European Monetary Institutions — The euro experiment
  4. Bank for International Settlements — The central bankers' bank
  5. Comparative Analysis — Patterns across institutions
  6. Lessons for K-Dollar — What these models teach us

13.1 The Federal Reserve System

Origins

The Federal Reserve was created by the Federal Reserve Act of 1913, following the Panic of 1907. Its stated purposes:

  • Provide elastic currency
  • Furnish means of rediscounting commercial paper
  • Establish more effective supervision of banking
  • Other purposes

Governance Structure

Board of Governors (Washington, D.C.): - 7 members appointed by the President, confirmed by Senate - 14-year terms (non-renewable) - Chair and Vice Chair: 4-year terms (renewable)

Federal Open Market Committee (FOMC): - 12 voting members - 7 Board Governors (permanent votes) - President of Federal Reserve Bank of New York (permanent vote) - 4 rotating Reserve Bank presidents

12 Regional Federal Reserve Banks: - Boston, New York, Philadelphia, Cleveland, Richmond, Atlanta, Chicago, St. Louis, Minneapolis, Kansas City, Dallas, San Francisco

Ownership Structure

Each Federal Reserve Bank is a corporation. Ownership:

Share Class Holders Voting Rights
Class A Member banks (required) Elect 3 directors
Class B Member banks (required) Elect 3 directors
Class C None (Board-appointed) 3 directors appointed by Board

Member banks are required to purchase stock equal to 6% of their capital. These shares pay a fixed 6% dividend.

Decision-Making

Monetary Policy (FOMC): - Sets federal funds rate target - Authorizes open market operations - 8 scheduled meetings per year - Simple majority vote

Regulatory Policy (Board): - Bank supervision - Consumer protection rules - Simple majority of sitting Governors

Independence

The Federal Reserve operates independently within government:

  • No Congressional appropriations required (self-funded through operations)
  • Decisions not subject to Presidential approval
  • Decisions not subject to Congressional approval
  • Not audited by Government Accountability Office (GAO) for monetary policy decisions

Personnel Pathways

Selected Federal Reserve leadership backgrounds:

Chair Prior Position Subsequent Position
Alan Greenspan (1987-2006) Economic consultant Private advisory firm
Ben Bernanke (2006-2014) Princeton professor Citadel, PIMCO advisory
Janet Yellen (2014-2018) Fed Vice Chair Treasury Secretary
Jerome Powell (2018-present) Carlyle Group partner Current

Selected New York Fed presidents:

President Prior Position Subsequent Position
Timothy Geithner (2003-2009) Treasury official Treasury Secretary, then Warburg Pincus
William Dudley (2009-2018) Goldman Sachs chief economist CFR senior fellow
John Williams (2018-present) SF Fed president Current

Balance Sheet

Federal Reserve assets (as of 2024):

Asset Category Amount % of Total
Treasury securities ~$5.0T ~60%
Mortgage-backed securities ~$2.5T ~30%
Other ~$0.8T ~10%
Total ~$8.3T 100%

For comparison, total Federal Reserve assets were $900 billion in 2008.

Transparency

Published: - FOMC meeting minutes (3 weeks after meeting) - Transcripts (5-year delay) - Balance sheet (weekly) - Economic projections (quarterly)

Not Published: - Real-time deliberations - Individual FOMC member votes (until minutes) - Discount window borrowers (until 2-year delay) - Emergency lending details (delayed)


13.2 The International Monetary Fund

Origins

The IMF was created at Bretton Woods (1944). Original mandate:

  • Promote international monetary cooperation
  • Facilitate international trade expansion
  • Promote exchange rate stability
  • Assist in establishing multilateral payment systems
  • Provide resources to members facing balance of payments difficulties

Governance Structure

Board of Governors: - One Governor per member country (usually finance minister or central bank governor) - Meets annually - Votes on major decisions (new members, quota changes, SDR allocations)

Executive Board: - 24 Executive Directors - 8 single-country seats (US, Japan, Germany, France, UK, China, Russia, Saudi Arabia) - 16 constituency seats (groups of countries) - Meets multiple times per week - Day-to-day decisions

Managing Director: - Chief executive and Chair of Executive Board - Selected by Executive Board - Traditionally European (by informal agreement)

Voting Power

IMF votes are weighted by "quota" (capital contribution). Current allocation:

Member Quota Share Voting Share
United States 17.43% 16.50%
Japan 6.47% 6.14%
China 6.40% 6.08%
Germany 5.59% 5.31%
France 4.23% 4.03%
United Kingdom 4.23% 4.03%
Italy 3.16% 3.02%
India 2.75% 2.63%
Russia 2.71% 2.59%
Brazil 2.32% 2.22%
Top 10 55.29% 52.55%
Remaining 180+ members 44.71% 47.45%

Veto Thresholds

Different decisions require different vote thresholds:

Decision Type Threshold Who Has Veto?
Routine decisions Simple majority None individually
Important decisions 70% None individually
Critical decisions 85% United States alone

The 85% threshold applies to: - Quota increases - SDR allocations - Amendment of Articles of Agreement - Sale of gold reserves

With 16.50% of votes, the United States can unilaterally block any critical decision.

Leadership Selection

Managing Directors (all European by tradition):

Managing Director Nationality Prior Position
Christine Lagarde (2011-2019) French French Finance Minister
Dominique Strauss-Kahn (2007-2011) French French Finance Minister
Rodrigo de Rato (2004-2007) Spanish Spanish Finance Minister
Horst Köhler (2000-2004) German German official
Michel Camdessus (1987-2000) French French central banker

Deputy Managing Directors (First Deputy traditionally American):

First Deputy Nationality Prior Position
Gita Gopinath (2022-present) American/Indian Harvard professor, IMF Chief Economist
Geoffrey Okamoto (2020-2022) American Treasury official
David Lipton (2011-2020) American Treasury official
John Lipsky (2006-2011) American JPMorgan executive
Anne Krueger (2001-2006) American World Bank, Stanford

Conditionality

IMF loans come with conditions. Standard structural adjustment requirements have included:

  • Fiscal austerity (reduced government spending)
  • Privatization of state enterprises
  • Trade liberalization
  • Financial sector deregulation
  • Currency devaluation

Outcomes Data

Selected IMF program outcomes (academic studies):

Study Finding
Przeworski & Vreeland (2000) IMF programs associated with lower growth during program period
Dreher (2006) IMF conditions partially implemented; selective enforcement
Stubbs et al. (2017) IMF structural adjustment associated with increased income inequality
Forster et al. (2019) IMF programs associated with increased poverty in low-income countries

13.3 European Monetary Institutions

The Eurozone Architecture

European Central Bank (ECB): - Headquarters: Frankfurt - Established: 1998 - Mandate: Price stability (primary), support general economic policies (secondary)

Eurosystem: - ECB + 20 national central banks of eurozone members - Implements monetary policy

European System of Central Banks (ESCB): - ECB + all 27 EU national central banks - Includes non-euro members (advisory capacity)

ECB Governance

Governing Council: - 6 Executive Board members + 20 national central bank governors - Sets monetary policy - Since 2015: rotating voting (only 21 votes at a time; Germany, France, Italy always vote)

Executive Board: - President, Vice-President, 4 other members - 8-year non-renewable terms - Appointed by European Council (qualified majority)

General Council: - ECB President and Vice-President + all 27 national central bank governors - Advisory role; coordinates with non-euro members

ECB Leadership

President Nationality Prior Position
Christine Lagarde (2019-present) French IMF Managing Director
Mario Draghi (2011-2019) Italian Bank of Italy, Goldman Sachs
Jean-Claude Trichet (2003-2011) French Banque de France
Wim Duisenberg (1998-2003) Dutch Dutch central bank

European Stability Mechanism (ESM) — eurozone bailout fund:

Member Capital Subscription Voting Weight
Germany 27.1% 27.1%
France 20.4% 20.4%
Italy 17.9% 17.9%
Spain 11.9% 11.9%
Netherlands 5.7% 5.7%
Top 5 83.0% 83.0%
Remaining 15 17.0% 17.0%

Decisions require 80% (routine) or 85% (important) approval. Germany can block important decisions alone.

The Troika

During the European debt crisis (2010-2015), bailout programs were administered by the "Troika":

  • European Commission (EU executive)
  • European Central Bank
  • International Monetary Fund

Troika programs imposed conditions on Greece, Ireland, Portugal, Spain, and Cyprus.

Greece: A Case Study

Timeline: - 2010: First bailout (€110 billion) - 2012: Second bailout (€130 billion) + debt restructuring - 2015: Third bailout (€86 billion) - Total: €326 billion in loans

Conditions imposed: - Pension cuts (multiple rounds) - Public sector layoffs - Minimum wage reduction - Privatization of state assets - Tax increases

Outcomes:

Metric 2008 2013 Change
GDP €242B €180B -26%
Unemployment 7.8% 27.5% +252%
Youth unemployment 22% 58% +164%
Government debt/GDP 109% 177% +62pp

Greece remains the only developed country to have its debt rated as "default" by credit agencies during peacetime.


13.4 Bank for International Settlements

Nature of the Institution

The Bank for International Settlements (BIS) is unusual:

  • Not a public international organization
  • Legally a corporation under Swiss law
  • Owned by central banks
  • Provides banking services to central banks
  • Hosts committees that set global standards
  • Headquarters: Basel, Switzerland

Origins

Founded in 1930 to manage German war reparations under the Young Plan. Original shareholders included central banks of Belgium, France, Germany, Italy, Japan, UK, and US.

The BIS continued operating through World War II, facilitating transactions between Allied and Axis central banks. At Bretton Woods (1944), a resolution called for its dissolution; the resolution was never implemented.

Ownership

BIS shares are owned by 63 central banks. Voting rights:

Shareholder Category Approximate Voting Share
European central banks ~60%
US Federal Reserve ~8%
Asian central banks ~15%
Other ~17%

The Federal Reserve did not exercise its BIS shares from 1930-1994 due to political concerns about the institution.

Governance

Board of Directors: - 18 members - 6 ex officio (central bank governors of Belgium, France, Germany, Italy, UK, US) - 6 appointed by ex officio members - 6 elected by shareholders

General Manager: - Chief executive - Selected by Board

General Manager Nationality Prior Position
Agustín Carstens (2017-present) Mexican Bank of Mexico Governor
Jaime Caruana (2009-2017) Spanish Bank of Spain Governor, IMF
Malcolm Knight (2003-2008) Canadian Bank of Canada

Functions

Banking Services: - Deposits from central banks (~$300 billion) - Gold custody (~900 tonnes) - Currency and liquidity management - Investment services

Committee Hosting: The BIS hosts committees that set global financial standards:

Committee Function
Basel Committee on Banking Supervision Bank capital standards (Basel I, II, III)
Committee on the Global Financial System Financial system monitoring
Committee on Payments and Market Infrastructures Payment system standards
Financial Stability Board Financial stability coordination
Markets Committee Market functioning

Standard Setting

Basel capital standards affect all internationally active banks. These standards are set by a committee of central bankers and regulators, meeting in Basel.

Basel Committee membership (voting members): - 28 jurisdictions - No developing country had full membership until 2009 - Current members: Argentina, Australia, Belgium, Brazil, Canada, China, EU, France, Germany, Hong Kong, India, Indonesia, Italy, Japan, Korea, Luxembourg, Mexico, Netherlands, Russia, Saudi Arabia, Singapore, South Africa, Spain, Sweden, Switzerland, Turkey, UK, US

Immunity

BIS enjoys extensive legal immunities under its Host Agreement with Switzerland:

  • Inviolability of premises and archives
  • Immunity from jurisdiction (civil and criminal)
  • Tax exemption
  • Freedom from immigration restrictions for staff
  • Exemption from currency exchange controls
  • Communications inviolability

These immunities exceed those of typical international organizations.


13.5 Comparative Analysis

Voting Power Distribution

Institution Top 5 Members Threshold for Veto
Federal Reserve N/A (US domestic) N/A
IMF 38% 15% (US alone can veto critical decisions)
ESM 83% 15-20% (Germany alone)
BIS ~50% (European) Board-controlled

Leadership Selection Patterns

Institution Leadership Nationality Pattern
IMF Managing Director: European (100% since 1946)
IMF First Deputy: American (majority since 1990s)
World Bank President: American (100% since 1946)
ECB President: European (by definition)
BIS General Manager: Various, Board-selected

Decision-Making Characteristics

Institution Characteristic
Fed Private bank ownership; self-funding; minimal external audit
IMF Quota-weighted voting; US veto on critical matters; conditionality
ECB Central banker governors vote; Executive Board appointed by governments
BIS Central bank-owned; hosts standard-setters; extensive immunities

Accountability Mechanisms

Institution Primary Accountability
Fed Congress (hearings); not GAO-auditable for policy
IMF Board of Governors (annual); Executive Board (ongoing)
ECB European Parliament (hearings); judicial review limited
BIS Shareholder central banks; no public accountability

Personnel Flows

Common career pathways observed:

Private Finance ←→ Central Banks ←→ International Institutions
      ↑                  ↓                    ↓
      └──────── Government Finance Ministries ─┘

13.6 Lessons for K-Dollar

Patterns Observed

From this survey, several patterns emerge relevant to K-Dollar governance design:

1. Voting Weight Concentrates Power

In both the IMF and ESM, voting weight based on capital contribution concentrates power among wealthy nations. The United States alone can veto critical IMF decisions. Germany alone can block important ESM decisions.

2. Leadership Selection Follows Informal Agreements

Despite formal selection processes, leadership positions follow informal agreements: the IMF Managing Director is always European; the World Bank President is always American; the IMF First Deputy is typically American.

3. Self-Funding Creates Independence

The Federal Reserve's self-funding model creates genuine independence from Congressional appropriations. This independence is often cited as a virtue (insulation from politics) and a concern (lack of accountability).

4. Standard-Setting Occurs Outside Democratic Oversight

The BIS hosts committees that set global financial standards affecting trillions in assets. These committees operate with minimal public oversight or democratic input.

5. Personnel Movement Creates Networks

Career pathways between central banks, international institutions, private finance, and government finance ministries create networks of shared assumptions and relationships.

6. Immunities Shield Operations

The BIS operates with immunities exceeding typical international organizations. The Federal Reserve is exempt from GAO policy audits. These shields may protect independence or prevent accountability.

7. Conditionality Shapes Policy

IMF lending conditions have shaped domestic policy in borrowing countries. The effectiveness and appropriateness of these conditions has been debated.

Questions for K-Dollar

These patterns raise questions for K-Dollar governance design:

  1. Should voting weight reflect energy production, population, both, or neither?
  2. How can informal power concentrations be prevented?
  3. What accountability mechanisms ensure transparency without compromising independence?
  4. How can standard-setting be democratized?
  5. What personnel policies prevent capture?
  6. What immunities are necessary and appropriate?

These questions are addressed in subsequent chapters.


13.7 Key Takeaways

  1. The Federal Reserve combines public mandate with private bank ownership, extensive independence, and limited external audit of policy decisions.

  2. The IMF weights votes by capital contribution, giving the United States unilateral veto over critical decisions. Leadership follows informal nationality agreements.

  3. European monetary institutions concentrated power during the debt crisis through the Troika. ESM voting gives Germany blocking power over important decisions.

  4. The BIS operates as a central bank for central banks, hosting standard-setting committees with extensive legal immunities and limited public accountability.

  5. Common patterns include concentrated voting power, informal leadership agreements, self-funding independence, insulated standard-setting, personnel networks, and operational immunities.

  6. K-Dollar design must address these patterns—either replicating them with justification or deliberately designing alternatives.


Further Reading

  • Eichengreen, B. (2007). Global Imbalances and the Lessons of Bretton Woods
  • Stiglitz, J. (2002). Globalization and Its Discontents
  • LeBor, A. (2013). Tower of Basel: The Shadowy History of the Secret Bank that Runs the World
  • Tooze, A. (2018). Crashed: How a Decade of Financial Crises Changed the World
  • Blustein, P. (2016). Laid Low: Inside the Crisis That Overwhelmed Europe

Next: Chapter 14: Voting Mechanism Design