BlueOnion names Dr. Agnes K Y Tai Chief EC.ESG Investment Strategist

Dr. Agnes K Y Tai, Chief EC.ESG Investment Strategist at BlueOnion
Dr. Agnes K Y Tai, Chief EC.ESG Investment Strategist at BlueOnion

BlueOnion has appointed Dr. Agnes K Y Tai as Chief EC.ESG Investment Strategist of the Group, effective May 1, 2023. Agnes brings 43 years of experience in sustainability, governance, strategy, and risk oversight with board training across five continents.

What does Agnes bring to BlueOnion in the role?

Before joining BlueOnion, Agnes was Managing Director and Head of Sustainability Investment and Advisory of Arta Asset Management. In the new role, Agnes leads the Investment Strategy Service that employs BlueOnion’s financial, economic, climate, and environmental, social, and governance performance modeling for funds, portfolios, and listed constituents.

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, a member and training committee Deputy Chair of the Hong Kong Institute of Directors and faculty of Competent Boards.

She has a Ph.D. from the Hong Kong University of Science and Technology (HKUST), an MBA from the University of Chicago – Booth School of Business, and a B.Sc. from Roosevelt University in the USA. She is a Stanford University Senior Executive Leadership Program and a 2011 Stanford Directors’ College graduate. She is an author and frequent speaker.

What does the appointment mean for BlueOnion?

Elsa Pau, Founder and Chief Executive Officer at BlueOnion
Elsa Pau, Founder and Chief Executive Officer at BlueOnion

“I cannot express my excitement enough of Agnes joining BlueOnion for this important role to bridge the critical gap that’s frustrating most asset and wealth managers,” said Elsa Pau.

“Her wealth of experience and wisdom in both financial and sustainability materiality will enhance the intelligence and expedite the growth of BlueOnion in meeting the rapidly rising market appetite for sustainability and help scale BlueOnion’s business to new heights.”

She leads the team to empower BlueOnion institutional clients on their responsible investing strategy while aligning their products’ sustainability goals. Agnes formulates bespoke climate-and ESG-themed portfolio construction and monitoring for meeting local and international frameworks’ needs and supporting clients in effectively adopting Climate and ESG integration.