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John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or pastrami on rye. John replies that he will have the turkey [...]

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on Exceed and defined outcome investing

Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.

Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.

Gregg Greenberg of TheStreet.com interviewed Exceed Investments CEO, Joseph Halpern, on the Exceed Defined Shield Index Fund. Interview Disclosure information  

Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.    

In September 2014, Exceed Investments and the Nasdaq launched the first family of defined outcome indexes (Here’s our original blog post on the launch). The indexes allow investors to access [...]

Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.

The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment [...]

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, [...]

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full [...]

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.