Press Room – Indexes

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide [...]

Bloomberg Brief references our back and forth between AllianceBernstein and Exceed on Structured notes in an interview with Seth Masters, CIO of PWM at AB. Click here to see the initial article [...]

(New York, Sept. 23, 2014) — Exceed Investments announced today they have developed the first defined-outcome indexes based on structured investing strategies. Exceed will team with Nasdaq [...]

(New York, June 19, 2014) – In a survey of 700 financial advisors, Exceed Investments found that perceived and structural inefficiencies were holding back latent demand for structured [...]