Rubicon Investment Consulting is an independent firm offering a wide range of investment consulting services to institutional investors. Founded in 2005, Rubicon was set up to meet the growing demand for clear, comprehensive, impartial and professional advice on the increasingly complex issues facing institutional investors in the modern economic environment.
In recent years many pension schemes have seen large surpluses become large deficits, and have therefore become more concerned about the level of risk being taken within their funds. During the good times, many trustees did not sufficiently interrogate their investment managers or consultants regarding strategy, performance or risk. This was understandable, since returns were extremely healthy and schemes well funded. However, following the downturn in the equity market in 2000, trustees have become painfully aware of the need to pay as much attention to their scheme’s assets as they do to the scheme’s liabilities and, more importantly, the relationship between the two. At Rubicon Investment Consulting, we aim to guide trustees through this complex arena by offering a range of services that make it easier for trustees to take an active and constructive role in making the investment decisions that are so crucial for the well-being of their pension schemes.
These services include:
Further information on these services can be found by following our Services link or by downloading our brochure. Alternatively, if you would like to discuss any of our services with us directly, please email us at info@RubiconIC.ie or call us on 01-6249706.