任职17年总经理赵学军转任董事长 治下的嘉实基金ESG践行是否“将就”？

Core Viewpoint - The article discusses the challenges faced by Harvest Fund Management Co., Ltd. (嘉实基金) in the context of ESG (Environmental, Social, and Governance) principles, highlighting its declining management scale and performance issues in 2023, particularly in its ESG-themed funds and new product launches [1][2][3]. Group 1: Management Changes and Ranking - After Zhao Xuejun's 17-year tenure as General Manager, Jing Lei took over in March 2018, during which the fund's management scale ranking fell from approximately 2nd to around 10th [1][2]. - Since the second quarter of 2015, Harvest Fund has not ranked in the top five in terms of management scale, with its current ranking at 8th as of the end of 2023, managing 869.53 billion yuan [2][3]. Group 2: Product Development and Innovation - The "Super ETF" brand was launched in June 2019, but no new products have been added to this brand in the last two years, indicating a lack of innovation [4][5]. - The brand claims to offer unique competitive advantages, yet it has not expanded its product lineup since 2021, raising concerns about its responsiveness to market demands [5]. Group 3: Fund Performance Issues - In 2023, several environmentally themed funds under Harvest Fund experienced significant losses, with returns below -20%, including -21.69% for 嘉实环保低碳股票 and -32.45% for 嘉实低碳精选混合发起式A [6][7]. - The performance of multiple funds managed by the same fund manager, Yao Zhipeng, was poor, with a total of 199 out of approximately 340 funds under Harvest Fund showing negative returns in 2023, representing about 58.53% of the total [7][8]. Group 4: Pension Fund Performance - All seven Y-share pension funds launched by Harvest Fund in 2023 reported negative returns, with some funds experiencing declines exceeding -10% [8][9]. - The performance of pension funds is critical for investors' retirement planning, and the negative returns reflect poorly on the company's commitment to social responsibility [8][9]. Group 5: New Stock Issues and Failures - Harvest Fund participated in multiple new stock issuances in 2023, with several stocks experiencing "broken issues" on their debut, indicating poor selection and management practices [10][11]. - Notable examples include 光格科技 and 航材股份, which saw their stock prices drop significantly below the issue price on the first trading day [10][11]. Group 6: Corporate Social Responsibility Reporting - Harvest Fund's public platform indicates that its corporate social responsibility report is no longer available, and annual reports from its charity foundation are delayed, raising concerns about transparency and accountability [11][12]. - The lack of timely disclosure of social responsibility efforts may affect investor perception and trust in the company [11][12].