What a fantastic session we had with Linda Trusler, CFA, MBA, last Friday! Our Monash students were thrilled to learn from Linda’s wealth of experience, spanning asset ownership, asset management, and now as a Senior Investment Consultant at JANA. Linda shared valuable insights into the core principles of investment strategy and the critical inputs to consider at every stage of the investment process. Her personal career journey and reflections on navigating the male-dominated world of investment resonated deeply and inspired the next generation of investors in the room. Thank you, Linda, for your generosity, authenticity, and inspiration! Thank you, Linda Trusler, CFA, MBA! Nga Pham, CFA. Ummul Ruthbah Bei Cui, PhD
About us
The objective of this investment literacy module is to provide Monash students with a foundational grasp of investments. Throughout the course, students will have the chance to interact with investment professionals, enriching your learning experience and deepening your comprehension of investment strategy from the practitioner's viewpoint.
- Industry
- Higher Education
- Company size
- 10,001+ employees
Updates
-
We are so excited to start the Fundamentals of Investment Strategy Unit this week, with many industry all-stars coming your way! A fantastic summer semester awaits, Monash students! Deep Kapur Ummul Ruthbah Bei Cui, PhD Nga Pham, CFA.
-
-
What a start for the Fundamentals of Investment Strategy Unit! Students were so excited to learn about how the giant global asset manager formulates their investment strategies for clients. Thank you, Jan-Carl Plagge, Head of Investment Strategy Group, APAC, from Vanguard Australia, for sharing the insights. Key takeaways: Three main blocks: 🔶 Provide building blocks and leave asset allocation to investors 🔶 Find asset allocation for a given level of risk 🔶 Find asset allocation over the entire lifetime It was also fascinating for us to hear what informs the glidepath's construction and how the Australian glidepath may differ from the US version. Bei Cui, PhD Ummul Ruthbah Nga Pham, CFA.
-
-
We are so excited to start the Fundamentals of Investment Strategy Unit this week, with many industry all-stars coming your way! A fantastic summer semester awaits, Monash students! Deep Kapur Ummul Ruthbah Bei Cui, PhD and Nga Pham, CFA.
-
-
🎉 Honoured to receive the 2025 Dean’s Award for Industry Education Programs! Our MCFS team — Ummul Ruthbah, Nga Pham, CFA. and Bei Cui, PhD— is proud to be recognised with the 2025 Dean’s Award for Industry Education Programs, celebrating our commitment to delivering impactful and industry-connected learning experiences. A huge thank you to our wonderful industry speakers and partners — Tony Dickinson, Andre Roberts, Roger Cohen, Paul Docherty, Syd Bone, Winnie Wong, CFA, Qiao Ma, Shangitha Rajendran, CFA, Linda Trusler, CFA, MBA, Charles Wu, Kiran Singh, CFA, Michael Aked, Jonathon Razos, CFA, CA, Simon Beeny, Henrik Andersson, CFA, Paul Sheard, Vidhur Rangaswamy, Stephen Anthony, Steven Carew, Inna Zorina, and Charlie Nave — all equally awesome, whose real-world insights enrich our programs and inspire our students. 👏 Grateful to the Faculty of Business and Economics for this recognition, and to our students for motivating us every day. #MonashBusinessSchool #MCFS #Investmentstrategy#MonashUniversity
-
-
The latest MCFS Capital Market Assumptions (CMA) offer a forward-looking view of what the next decade may hold for equities, bonds, and alternatives. A great resource to connect theory with current market expectations, and to see how asset allocation frameworks are built in practice.
We’re excited to share the MCFS Capital Market Assumptions — our 10-year forward-looking outlook on expected returns and risks across equities, fixed income, and alternative assets — offering a comprehensive view on what investors may expect over the coming decade. A long story short: 📈 Australian equities are set to shine. 💵 Australian bonds remain less compelling relative to cash (T-Bill rate 3.75%). ↔️ More equity exposure = higher returns — but higher volatility. Our CMAs are developed for research and education purposes and do not constitute financial advice. 💡 We will update our CMAs quarterly, so follow us for more!!! Deep Kapur Ummul Ruthbah Nga Pham, CFA. Bei Cui, PhD Aditya Shankar Yashdeep Dahiya Monash Centre for Financial Studies #MCFS #CapitalMarketAssumptions #CMAs #LongTermInvesting #FinancialMarkets
-
A good read for our Investment Strategy students, co-authored by Winnie Wong, CFA, a senior advisor of Monash Centre for Financial Studies. https://lnkd.in/gKD-__SU
-
An exciting opportunity to compete on a global scale for our young and passionate investors 🐻🐂
I’m pleased to share that CFA Institute has partnered with AmplifyME to launch the Investing Simulator Challenge, a global competition that invites full-time university students to experience what it’s like to work in professional investment roles. Participants will step into the shoes of an asset manager and an investment bank trader, responding to shifting market conditions and real-time news in a high-pressure, live simulation. The challenge runs from 22 September to 25 November. The top 10% of participants in each region will advance to the global final on 2 December, where winners will receive a partial CFA® Program scholarship. If you’re a student who is curious about the investment profession, this represents a meaningful way to take that first step. Registration is now open. https://lnkd.in/ePb5-rXy #FutureOfFinance #CFAScholarship #InvestingSimulatorChallenge #LifelongLearning
-
-
We were thrilled to host Winnie Wong, CFA, for an insightful guest lecture on Strategic Asset Allocation and Portfolio Construction in Practice as part of our Fundamentals of Investment Strategy unit. Winnie brought deep expertise and practical perspective to the evolving challenges of portfolio construction—from balancing competing investment objectives to adapting to megatrends like climate risk and demographic shifts. It was especially valuable to explore her perspectives on retirement portfolio design, sequencing risk, and the Retirement Income Covenant—critical issues for Australia's future. Thank you, Winnie, for your generous time and thought leadership. #AssetAllocation #PortfolioConstruction #CFA #InvestmentStrategy #MonashUniversity #MCFS #FinanceEducation #GuestSpeaker
-
Does equity always outperform bonds? https://lnkd.in/gTrhhVCf
Follow-Up: When Equities Fall Behind Bonds - A Closer Look at 10- and 20-Year Returns In my previous post, I highlighted how equities—despite outperforming bonds over the past 125 years—underperformed them in many 30-year periods across most countries. But what happens when we zoom in even further? ➡️ In every single country and region, there were multiple 10- and 20-year periods where equities underperformed bonds. ➡️ In markets like Germany, Austria, and Italy, equities lagged bonds in over 30% of 20-year periods and up to 42% of 10-year periods. ➡️ With the exception of New Zealand, the U.S., South Africa, Australia, and Finland, all other countries and regions experienced lower equity returns in more than 20% of 10-year periods and more than 10% of 20-year periods. In the U.S.—often considered a global benchmark for equity performance—equities underperformed bonds in about 18% of 10-year periods. For Australia it was 12%. These results reinforce the point: Equities don’t always win over the timeframes that matter most to real investors. Over 10, 20 or 30 years, bond outperformance is not just a historical anomaly; it’s a recurring feature across time and markets. For superannuation funds, policymakers, and long-term savers, understanding the full range and likelihood of outcomes is just as important as knowing the average return—it's essential for setting realistic expectations and building resilient strategies. Deep Kapur Nga Pham, CFA. Bei Cui, PhD Trinh H. Le, PhD Ka-leung Lam Aditya Shankar Yashdeep Dahiya Monash Centre for Financial Studies #Investing #EquitiesVsBonds #AssetAllocation #InvestmentHorizon #LongTermReturns #RiskPerspective #MCFSResearch #DMSData
-