Date: 1/20/2016
Source: Incapital
Author: Incapital

Incapital Launches Nuveen 2016 Equity Outlook Portfolio

  • New Unit Trust Leverages Expertise of Nuveen Asset Management’s Bob Doll
  • Equity Portfolio Based on Doll’s 2016 Ten Predictions
  • High-Conviction Portfolio Highlights Critical Role Security Selection Plays in Volatile Equity Market

CHICAGO, January 20, 2016 – Incapital LLC and Nuveen Investments today announced the recent launch of the Nuveen 2016 Equity Outlook Portfolio.  Developed in collaboration with Nuveen Asset Management’s respected Senior Portfolio Manager and Chief Equity Strategist Bob Doll, this new equity unit trust is based on Doll’s 2016 Ten Predictions.  Incapital’s third annual Unit Trust offering based on Doll’s Ten Predictions, this portfolio provides investors willing to assume the risks associated with equity investing access to a high-conviction portfolio that seeks to take advantage of investment opportunities Doll believes are not fully reflected in current stock market valuations.

“Our ongoing partnership with Nuveen Investments and its affiliates has generated a diverse range of unit trusts spanning several distinct investment strategies,” said John Browning, Managing Director of Incapital Unit Trusts. “The Nuveen 2016 Equity Outlook Portfolio provides investors with a strategic vehicle to access the expertise of one of the industry’s most respected portfolio managers.” 

“We are excited to partner once again with Incapital to offer this new Unit Trust,” said William T. Huffman, President of Nuveen Asset Management.  “As Bob highlights in this year’s Ten Predictions, investors may expect to navigate another volatile year in the equity market.  We are pleased this latest offering can draw so deeply from our multi-asset class investment platform and from such a seasoned portfolio management team that recognizes the importance of security selection in times of increased market uncertainty.”   

More information about the Nuveen 2016 Equity Outlook Portfolio is available at  Further information on Incapital’s full suite of Unit Trust Portfolios, including securities selection, fees, secondary market and other risk considerations is available at

About Incapital

Incapital was founded in 1999 and today is a leading underwriter and distributor of securities to more than 800 broker- dealers, institutions, asset managers, RIAs and banks. The firm represents more than 300 issuing entities and has underwritten more than $400 billion in securities. Within its Wealth Management Solutions division, Incapital provides financial professionals with access to a broad range of Unit Trusts and Market-Linked Products, as well as a host of educational resources and dedicated support from a nationwide team of wholesalers. The firm is headquartered in Chicago, IL and has a principal office in Boca Raton, FL. Further information is available at

About Nuveen Investments

Nuveen Investments provides high-quality investment services designed to help secure the long-term goals of institutional and individual investors as well as the consultants and financial advisors who serve them. Nuveen Investments markets a wide range of specialized investment solutions which provide investors access to capabilities of its high-quality boutique investment affiliates—Nuveen Asset Management, LLC, Symphony Asset Management LLC, NWQ Investment Management Company, LLC, Santa Barbara Asset Management, LLC, Tradewinds Global Investors, LLC, Winslow Capital Management, LLC and Gresham Investment Management LLC, all of which are registered investment advisers and independent investment subsidiaries of Nuveen Investments, Inc. Nuveen Investments operates as a separate subsidiary within TIAA-CREF, which is a leading provider of retirement and financial services in the academic, research, medical and cultural fields. In total, Nuveen Investments managed approximately $220 billion as of September 30, 2015. For more information, please visit the Nuveen Investments website at   

Nuveen Investments, Inc. and its related entities named above are unaffiliated with Incapital LLC.


There is no assurance that a unit investment trust will achieve its investment objective. An investment in a 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. Accordingly, you can lose money investing in a trust.


Please consider the investment objectives, risks, charges and expenses of the unit investment trust(s) carefully before investing. The prospectus contains this and other information about the unit investment trust(s). To obtain a prospectus, please contact your financial advisor or download one at the SEC’s EDGAR filing system ( or on the offerings page. Please read the prospectus carefully before investing.



©2016 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.


Danny Casarella

River Communications

914 686 5599




Kathleen Cardoza