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September 23, 2014

exceed investments announces groundbreaking structured investment indexes and co-branding partnership with nasdaq omx

(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 OMX to promote the patent-pending Nasdaq Exceed Family
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September 23, 2014

exceed investments announces groundbreaking structured investment indexes and co-branding partnership with nasdaq omx

(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 OMX to promote the patent-pending Nasdaq Exceed Family
Press Room - Funds
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September 23, 2014

exceed announces launch of innovative structured indexes in partnership with nasdaq

As a Deconstructed Notes follower, you probably know my take on structured investing – the beauty lies in the limitless tailoring that can be applied to meet investor needs. On the flip side, the industry
All, Deconstructed Notes
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September 10, 2014

joe halpern quoted in structuredretailproducts.com: us structured products linked to etfs get traction

Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to a single exchange-traded fund (ETF), or to a
Exceed in the News - Funds
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September 10, 2014

joe halpern quoted in structuredretailproducts.com: us structured products linked to etf’s get traction

Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to a single exchange-traded fund (ETF), or to a
Exceed in the News - Main
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September 10, 2014

joe halpern quoted in structuredretailproducts.com: us structured products linked to etf’s get traction

Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to a single exchange-traded fund (ETF), or to a
Exceed in the News - Indexes
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August 28, 2014

called callables and other riddles, a late summer review

With Labor Day quickly approaching and summer coming to a close, it seems like an opportune time to provide an update on some of the prior stories we have featured. One of the trends we
All, Deconstructed Notes
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August 7, 2014

introducing protection into your portfolio

In my last blog post I discussed leverage as a tool to outperform in certain market environments. The various investment options we reviewed were all focused on increasing or otherwise shaping the upside potential of
All, Deconstructed Notes
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July 17, 2014

5x leverage – sane or insane?

I have recently come across a few highly leveraged structured note offerings. One such note that caught my eye was a 5 year note offering 5x the upside performance of the popular Euro Stoxx 50
All, Deconstructed Notes
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July 11, 2014

joe halpern quoted in the wall street journal: five popular—but dangerous—investments for individuals

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or
Exceed in the News - Main
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July 11, 2014

joe halpern quoted in the wall street journal: five popular—but dangerous—investments for individuals

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or
Exceed in the News - Indexes
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July 11, 2014

joe halpern quoted in the wall street journal: five popular—but dangerous—investments for individuals

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or
Exceed in the News - Funds
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July 2, 2014

joe halpern quoted in lifehealthpro.com: getting a handle on structured note annuities

Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.  
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July 2, 2014

joe halpern quoted in lifehealthpro.com: getting a handle on structured note annuities

Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.  
Exceed in the News - Indexes
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June 24, 2014

positive results for vertex pharmaceutical; ok results for structured note holders

This morning Vertex Pharmaceutical (VRTX) announced positive results for phase 3 clinical trials.  As a result, the stock soared 50%+ pre-market, surpassing $100 for the first time in the firm’s history.  Of course, an unsuccessful
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June 20, 2014

exceed investment survey featured in market watch: advisor demand for structured investments provided inefficiencies are addressed.

Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.”
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June 20, 2014

exceed investment survey featured in market watch: advisor demand for structured investments provided inefficiencies are addressed.

Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.”
Exceed in the News - Indexes
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June 20, 2014

marketwatch: exceed investments survey finds advisor demand for structured investments

Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.”
Exceed in the News - Main
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June 20, 2014

exceed investments survey finds additional advisor demand for structured investments provided inefficiencies are addressed

(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 investments with 20 percent of all respondents
Press Room - Indexes
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