13年老将卸任！华泰柏瑞基金高层调整，董事长代行总经理职务

Core Viewpoint - Huatai-PB Fund Management announced the resignation of General Manager Han Yong due to "work adjustment," with Chairman Jia Bo temporarily taking over the role, marking a significant management transition for the firm [2][3]. Company Overview - Han Yong has served as General Manager for over 13 years since December 2011, and his departure has drawn considerable attention within the public fund industry [3][4]. - The company manages nearly 700 billion yuan, indicating its status as a leading fund management firm in China [3]. Management Transition - Jia Bo, who has been Chairman for nearly nine years, will assume the responsibilities of General Manager during this transition period [4]. - The company has established a stable governance structure and talent pipeline, suggesting that the transition will not disrupt product operations or strategic initiatives [3][4]. Performance Metrics - Under Han Yong's leadership, the fund's assets under management grew from 47.6 billion yuan at the end of 2011 to 688.2 billion yuan by the end of 2024, achieving a compound annual growth rate of 22% [4][6]. - The flagship product, the CSI 300 ETF, has surpassed 360 billion yuan in scale, representing 12% of the total market for stock ETFs [5]. Financial Performance - In 2024, the fund reported a net profit of 730 million yuan, a year-on-year increase of 45.53%, with total revenue reaching 2.313 billion yuan, up 31.69% [6]. - The fund generated a record profit of 72.9 billion yuan for investors, with total dividends amounting to 4.7 billion yuan, of which 78% came from equity products [6]. Product Innovation and Strategy - The fund has introduced several innovative products, including the first cross-market ETF in 2012 and the first Smart Beta dividend ETF in 2018 [5]. - The fund's strategic focus on "index + fixed income + globalization" is expected to continue delivering value, especially with the recent approval for QDII qualifications and the launch of a global technology index fund [5][6]. Market Position - The fund's passive index funds now account for 58% of its total assets, reflecting a 22 percentage point increase since 2020 [6]. - The fund's ranking improved from 18th to 10th in the industry, with a growth of 281 billion yuan in assets compared to the previous year, representing a 99% increase [6].