Agnes K Y Tai
Chief EC.ESG Investment Strategist, BlueOnion
Agnes Tai (Ph.D., CCB.D, SCR®, FRM, ESG Investing, CAIA, MBA, FHKIoD) is Chief EC.ESG Investment Strategist at BlueOnion and a Director of her family office, Great Glory Investment Corporation. She has served the financial community across four jurisdictions in the past 43 years, and her board training in sustainability, governance, strategy, and risk oversight spans five continents.
She holds a Climate Designation certificate from Competent Boards, a Sustainability and Climate Risk certificate and a Financial Risk Manager certificate from the Global Association of Risk Professionals, an ESG Investing certificate from CFA UK, and a CAIA certificate from Chartered Alternative Investment Association.
Agnes is a Steering Committee member of the Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel member for the MTR Corporation sustainability reports since 2014, an Advisory Board member of Asia Climate Forum, an ESG/climate judge for the Benchmark Funds of the Year Awards, a Council member, a Publishing Board of Magazine member and a Deputy Chair of the training committee of the Hong Kong Institute of Directors, faculty of Competent Boards, CSIA and FITC, board member of Hope of the City, advisory council/committee member of GARP (HK), FarmacyHK and Shao Ming Lo Foundation.
Agnes has a Ph.D. (2022) from the Hong Kong University of Science and Technology with a dissertation titled “Do carbon risks matter for Hong Kong equity prices?” and an MBA (1980) from the University of Chicago – Booth School of Business, a B.Sc. (Honors, 1978) from Roosevelt University in the USA and is a graduate of the Stanford University Senior Executive Leadership Program and the 2011 Stanford Directors’ College.
She has authored a book on investing in H-shares, a Harvard Business case, a chapter in CFA Society Hong Kong’s 30th-anniversary book ‘Rise from Crises,’ and a book ‘Tall Miracles.’