Date: 1/15/2015
Source: Incapital
Author: Incapital

Incapital and Nuveen Asset Management Launch Equity Unit Trust Based on Bob Doll's Predictions for 2015

Nuveen 2015 Equity Outlook Portfolio Will Leverage Predictions from Nuveen Asset Management Senior Portfolio Manager and Chief Equity Strategist Bob Doll

Incapital LLC and Nuveen Asset Management today announced that they have brought to market the next series of an equity unit trust based on the 2015 predictions of well-known Nuveen portfolio manager and strategist Bob Doll. This is the second consecutive year these two investment firms have partnered to bring such a portfolio to market.

The Nuveen 2015 Equity Outlook Portfolio, deposited on January 14, is designed to offer:

  • The potential for capital appreciation for investors willing to accept associated equity market risks
  • A high-conviction portfolio from an experienced portfolio manager and widely followed market strategist
  • A portfolio approach seeking to limit uncompensated risk
  • Investment opportunities not fully reflected in today's stock market valuations


Bob Doll, CFA, Senior Portfolio Manager and Chief Equity Strategist for Nuveen Asset Management , is a highly respected authority on the equity markets and regularly provides timely market perspectives to investors, advisors and the media.

The Nuveen 2015 Equity Outlook Portfolio is designed to capitalize on the economic and market environment described by Bob Doll’s 2015 Ten Predictions, released on January 7. Incapital serves as the Trust’s sponsor while Nuveen Asset Management serves as the Trust’s portfolio consultant.

“We are pleased to partner again with Nuveen Asset Management to offer an equity trust product designed specifically for the upcoming market environment,” said Phil Johnson, President of Incapital. “This partnership reflects our commitment to deliver diversified investment options to help investors meet their goals.”

“Bob Doll’s portfolio investment expertise, market insights and Ten Predictions are highly respected and sought after in the investment community,” said William T. Huffman, President of Nuveen Asset Management. “The Nuveen 2015 Equity Outlook Portfolio addresses the needs of investors seeking an equity trust option from an experienced portfolio manager and strategist, as well as two firms with a proven track record of innovative product development.”  

The partnership between Incapital and Nuveen Asset Management and its affiliates, which kicked off at the end of 2013, has already resulted in the formation of four new unit trust strategies.

For media inquiries, please contact Kris Kagel, JCPR, at 973-850-7312 or

About Incapital
Incapital LLC was founded in 1999 and today is a leading underwriter and distributor of securities to 800+ broker-dealers, institutions, asset managers, RIAs and banks. The firm represents 300+ issuing entities and has underwritten $350+ billion in securities.

About Nuveen Asset Management
Nuveen Asset Management, LLC offers multi-asset investment solutions, from traditional and specialized equity to taxable and municipal fixed income. As of September 30, 2014, Nuveen Asset Management had approximately $130 billion in assets under management.

There is no assurance that a unit investment trust will achieve its investment objective. An investment in this unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. This trust is unmanaged. You can lose money investing in this trust. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors.

Please consider the investment objectives, risks, charges and expenses of the unit investment trust carefully before investing. The prospectus contains this and other information about this unit investment trust. To obtain a prospectus, please contact your financial advisor or download a prospectus from Please read the prospectus carefully before investing. Incapital Unit Trust, Series 68, is a unit investment trust that consists of the Nuveen 2015 Equity Outlook Portfolio. Incapital LLC serves as the Sponsor to the Trust.

Nuveen Asset Management, LLC is a registered investment adviser and subsidiary of Nuveen Investments, Inc. The Nuveen Asset Management, LLC name and logo are registered marks of Nuveen Investments, Inc. Incapital LLC and Nuveen Asset Management, LLC are unaffiliated. Nuveen Asset Management, LLC provides the trust with portfolio consulting services.

©2015 Incapital. All rights reserved. Securities offered through and unit investment trusts sponsored by Incapital LLC, Member FINRA & SIPC, 200 South Wacker Drive, Chicago, IL 60606.