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November 2, 2016

vix going into the elections

Last week I penned an article in the November issue of Investment Advisor (a ThinkAdvisor publication); the article discusses how the VIX communicates expected volatility over the next 30 days. Although VIX is always an
All, Deconstructed Notes, Insights
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November 2, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Funds
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November 1, 2016

joseph halpern published in thinkadvisor: how the vix reads s&p 500’s future

ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.
Exceed in the News - Indexes
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November 1, 2016

joseph halpern published in thinkadvisor: how the vix reads s&p 500’s future

ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.
Exceed in the News - Main
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October 27, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Main
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October 27, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Indexes
Read More
October 7, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Funds
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October 6, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Indexes
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October 6, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Main
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September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on Exceed and defined outcome investing
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September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
Exceed in the News - Main
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September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
Exceed in the News - Indexes
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September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Exceed in the News - Main
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September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Exceed in the News - Indexes
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September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Exceed in the News - Funds
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July 7, 2016

joseph halpern published in wealthmanagement.com: do low volatility funds actually protect in downturns?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on the benefits and disadvantages of Low Volatility Funds.  
Exceed in the News - Indexes
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July 7, 2016

joseph halpern published in wealthmanagement.com: do low volatility funds actually protect in downturns?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on the benefits and disadvantages of Low Volatility Funds.  
Exceed in the News - Main
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June 28, 2016

joseph halpern quoted in srp americas: finding alternative ways to provide protection and using volatility filters

In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are shying away
Exceed in the News - Indexes
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June 28, 2016

joseph halpern quoted in srp americas: finding alternative ways to provide protection and using volatility filters

In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are shying away
Exceed in the News - Main
Read More
June 28, 2016

joseph halpern quoted in srp americas: finding alternative ways to provide protection and using volatility filters

In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are shying away
Exceed in the News - Funds
Read More
June 24, 2016

lawrence solomon published in nasdaq.com: investors, stop fiddling

Nasdaq.com published a piece written by Exceed’s COO, Lawrence Solomon, on why investors consistently underperform the market.
Exceed in the News - Funds
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