Agnes is the director of her family office, Great Glory Investment Corporation, and senior advisor to iPartners Holdings Ltd. In the past 44 years, she has served the financial community across four jurisdictions, 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, a Financial Risk Manager certification from the Global Association of Risk Professionals, a Board.
Oversight of Responsible AI certificate from Boards Impact Forum, an ESG Investing certificate from CFA UK, a CAIA certificate from the Chartered Alternative Investment Association, and a Palladium Kaplan-Norton Balanced Scorecard certificate.

Agnes is a Governing Board member of the Climate Governance Initiativ,e working closely with the World Economic Forum, 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 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.’

Agnes K Y Tai, PhD 戴洁莹 | LinkedIn