Agnes K Y Tai
Head of Sustainability Investment and Advisory at Arta Asset Management Limited, Director at GGIC
Agnes (PhD, CCB.D, SCRTM, FRM, CAIA, MBA, FHKIoD) holds RA 4 & RA 9 licenses issued by the Securities and Futures Commission in Hong Kong, a Climate Designation certificate issued by Competent Boards, a Sustainability and Climate Risk certificate from Global Association of Risk Professionals and an ESG Investing certificate from CFA UK.
She is an Expert Review Panel member for the MTR Corporation sustainability reports since 2014, an ESG judge for WealthAsia (Benchmark) Funds of the Year Awards, a Steering Committee member of Climate Governance Initiative Hong Kong Chapter,
a Council member, Publishing Board of Magazine member and a Deputy Chair of the training committee of the Hong Kong Institute of Directors (HKIoD), faculty of HKIoD/ Ivey, Competent Boards and FITC, board member of Hope of the City, advisory council/ committee member of GARP (HK), Blue Onion, FarmacyHK and Shao Ming Lo Foundation.
In her 42 years of serving the financial community in China, Hong Kong SAR, the USA and Australia, she has established and managed asset management/investment and trust companies, consultancy practices, and new business units within major financial institutions.
She has a PhD from the Hong Kong University of Science and Technology, an MBA from the University of Chicago – Booth School of Business, a BSc (Honors) from Roosevelt University in 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 and a positive psychology book ‘Tall Miracles’.