The Uhlmann Price Institutional Group provides support to institutional investors, investment professionals, broker-dealers, financial planning organizations and other intermediaries by seeking to provide intelligent and alternative, non-correlated and specialty products designed to complement investors’ conventional asset allocation strategies.
The Uhlmann Price Institutional Group assists their institutional and intermediary clients in assessing whether these investment products are suitable for their respective portfolios. We are continually searching for new and unique strategies which meet the following criteria:
|• Non-traditional investments||• Low correlation with traditional asset classes|
|• Unique asset classes and/or strategies||• Best-of-breed in their respective categories|
|• Acceptable risk-adjusted returns||• Can withstand intense due diligence processes|
One such investment strategy that fits our criteria can be accessed through various products based on the Rogers International Commodity Index® (RICI®) methodology. The RICI® represents the value of a basket of commodities used in the global economy, ranging from agricultural and energy products to metals and minerals (industrial and precious).
The index was developed by Jim Rogers to be an effective measure of the price action of raw materials on a worldwide basis. The broad based representation of commodities contracts is intended to provide two important characteristics: The large number of contracts and underlying raw materials represents “diversification” and the global coverage of those contracts reflects the current state of international trade and commerce. Accordingly, in many cases, allocation of a portion of an investment portfolio in a product based on the Rogers International Commodity Index® may reduce overall volatility while providing the opportunity to profit, assuming the continued growth of the global economy and that such growth translates into higher prices for those commodities.
For more information on the RICI® please visit:
For More Information
Jerry McEntee | Institutional Sales | (800) 444-7075 | (312) 264-4403
Due to varying regulatory restrictions and suitability requirements, please contact us so that we may determine which products are best-suited to your investment profile and solution needs.