Dr Agnes K Y Tai

Dr Agnes K Y Tai

Chief EC.ESG Investment Strategist

Agnes is Chief EC.ESG Investment Strategist at BlueOnion and a Director of her family office, Great Glory Investment Corporation. She has held senior roles in the financial community across four jurisdictions in the past 43 years, including being Co-Founding Director of Peregrine Asset Management (HK) in 1991, and is a former SFC-licensed Responsible Officer in RA 4 and RA 9. Her board training in sustainability, governance, strategy, and risk oversight currently 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 Global Association of Risk Professionals, an ESG Investing certificate from CFA UK, and a CAIA certificate from Chartered Alternative Investment Association, and a Palladium Kaplan-Norton Balanced Scorecard Certificate.

She is Governing Board member of Climate Governance Initiative working closely with World Economic Forum, Steering Committee member of Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel member for the MTR Corporation sustainability reports, an Advisory Board member of Asia Climate Forum, an ESG judge for the Benchmark Funds of the Year Awards, 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 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.

She has a PhD from the Hong Kong University of Science and Technology with dissertation titled “Do carbon risks matter for Hong Kong equity prices?”, 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’.