Date: 5/3/2012
Source: Incapital
Author: Incapital

Incapital Partners with Zacks Investment Research to Launch New Unit Trust Offering

Incapital LLC, a leading underwriter and distributor of fixed income securities and a growing range of financial products, today announced that it has partnered with Zacks Investment Research, one of the largest providers of research in the U.S., to bring a valuation-driven Unit Trust offering to the market.

The Zacks Select Equities Blend Portfolio embodies the ‘Zacks Rank’ proprietary quantitative rating system by selecting stocks based on pre-set quantitative investment criteria. The portfolio is comprised of 30 equally-weighted stocks—15 growth and 15 value—which rank in the top 2,000 by market capitalization and hold a Zacks ranking of “Buy” or “Strong Buy”, among other criteria. “Our partnership with Zacks continues our strategy of joining forces with leading firms in the investment industry to offer compelling products to financial professionals and their clients,” said John Browning, Director of Incapital’s Unit Trust Division. “This portfolio capitalizes on Zacks’ long history of providing investors with academic research.”

“Zacks Investment Research is proud to partner with Incapital to offer the Zacks Select Equities Blend unit trust portfolio,” said Mike Castino, Director of Index Services at Zacks Investment Research. “Zacks has an established history of creating proprietary quantitative methodology for unit investment trusts and exchange traded funds. We look forward to offering financial professionals unique solutions to help meet their client’s investment needs via the combined talents of both firms.”

Incapital Unit Trust portfolios are professionally-selected fixed baskets of securities that allow investors to diversify market risk without the large capital commitment, time and expertise it may require to achieve this type of diversification on their own. They have a low minimum purchase and a predetermined investment life which provides for regular opportunities to review and evaluate an investor's long-term investment needs.

The Zacks partnership follows Incapital’s recent announcement that it entered the Unit Trust market with the launch of a new offering in collaboration with Morningstar Investment Services, Inc.

More information about the Zacks Select Equities Blend Portfolio and Incapital Unit Trusts is available at www.incapital.com/Products_and_Offerings/Unit_Trusts/Overview



The investment products discussed herein contain unique risks, terms, conditions and fees specific to each offering. Depending upon the particular investment product, risks may include, but are not limited to, issuer credit risk, market risk, the performance of an underlying derivative financial instrument, formula or strategy, and foreign currency risks. Return of principal may not be guaranteed and may be subject to credit risk of the issuer or the performance of a derivative instrument, formula or strategy. Additionally, unless otherwise specified in the particular offering documentation, the products discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation to a customer until you have read the specific offering documentation and understand the specific investment terms, conditions and risks of such investment. A copy of the official statement and other offering information may be found at the SEC’s EDGAR as related to securities offerings. Incapital will also provide copies of the relevant offering statements upon request. Incapital does not offer or sell investment products to individual investors. Investors should consult with their financial professional prior to investing any money in these or other products and carefully review the disclosure statement or other offering documents.

This material may include certain representations, projections and comparisons concerning particular investment products, markets or indices. Such representations, projections and comparisons may not reflect the opinions of Incapital and may not be accurate either now or at a future date. Consequently, you should not rely on such representations, projections, comparisons or other opinions in purchasing an investment product or making a recommendation to a customer. Current and future economic and other market events concerning an investment product or an issuer thereof may cause the information provided herein to be incorrect. Past performance is not indicative of future results and should never be relied upon in making an investment decision or recommendation. This material may not have been authored or officially authorized by Incapital, its employees or an affiliate thereof.