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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
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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 - Funds
Read More
June 19, 2014

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

Note in this document, structured investments are synonymous with structured products.  Both refer to the class of products typically issued by banks to retail investors with such customized features as principal protection and leverage. (New
All, Deconstructed Notes, Market Research
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June 16, 2014

joe halpern quoted in money management executive: data platforms aid marketing efforts

Data Platforms Aid Marketing Efforts by Andrew Coen of Money Mangement
Exceed in the News - Main
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June 12, 2014

joe halpern to present at the 3rd annual north american structured products conference 2014

For those of you attending this years North American Structured Products Conference, I’ll be participating in a roundtable discussion “What Do Buy-Side Clients Really Want?”  Joining me will be Eric Glicksman, Managing Director and Head,
All
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May 27, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “In the US, pension planning places more of the onus on the investor, and structured products are a viable alternative to
Exceed in the News - Indexes
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May 27, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “In the US, pension planning places more of the onus on the investor, and structured products are a viable alternative to
Exceed in the News - Funds
Read More
May 27, 2014

joe halpern quoted in risk.net: structured product providers eye pension-specific investments

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “In the US, pension planning places more of the onus on the investor, and structured products are a viable alternative to
Exceed in the News - Main
Read More
May 22, 2014

joe halpern quoted in risk.net: structured product providers eye pension-specific investments

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “While structured note annuities are still new and niche enough to have largely evaded the attentions of securities regulators, Joe Halpern, chief
Exceed in the News - Main
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May 22, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “While structured note annuities are still new and niche enough to have largely evaded the attentions of securities regulators, Joe Halpern,
Exceed in the News - Indexes
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May 22, 2014

joe halpern quoted in risk.net: new annuities are structured products in all but name

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “While structured note annuities are still new and niche enough to have largely evaded the attentions of securities regulators, Joe Halpern,
Exceed in the News - Funds
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May 16, 2014

do structured notes answer smart beta investor’s greatest unmet need?

This past week I came across an interesting survey conducted by Russell Investments on Smart Beta indexes. For starters, what is “Smart Beta”?  That can depend on who you ask; the consensus definition in this
All, Deconstructed Notes
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April 25, 2014

joe halpern published in the actuary: structured-note annuity- a niche industry is born with endless possibilities

Structured Note Annuities (SNAs) are a relatively new retirement product within the insurance complex; they are poised to become a breakout product due to their ability to provide defined exposures for investors, similar to bank
All, Deconstructed Notes
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April 16, 2014

joe halpern quoted in bloombergbusinessweek: hsbc values note 13% less than sales price

Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”
Exceed in the News - Funds
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April 16, 2014

joe halpern quoted in bloombergbusinessweek: hsbc values note 13% less than sales price

Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”
Exceed in the News - Main
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April 16, 2014

joe halpern quoted in bloombergbusinessweek: hsbc values note 13% less than sales price

Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”
Exceed in the News - Indexes
Read More
April 10, 2014

joe halpern published in the actuary: structured-note annuity–a niche industry is born with endless possibilities

Exceed Investments CEO Joe Halpern’s article Structured-Note Annuity–A Niche Industry Is Born with Endless Possibilities is the cover story of the April 2014 issue of The Actuary. Published six times a year by the Society
Exceed in the News - Funds
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April 10, 2014

joe halpern published in the actuary: structured-note annuity- a niche industry is born with endless possibilities

Exceed Investments CEO Joe Halpern’s article Structured-Note Annuity–A Niche Industry Is Born with Endless Possibilities is the cover story of the April 2014 issue of The Actuary.  Published six times a year by the Society of
Exceed in the News - Main
Read More
April 10, 2014

joe halpern published in the actuary: structured-note annuity- a niche industry is born with endless possibilities

Exceed Investments CEO Joe Halpern’s article Structured-Note Annuity–A Niche Industry Is Born with Endless Possibilities is the cover story of the April 2014 issue of The Actuary. Published six times a year by the Society
Exceed in the News - Indexes
Read More