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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
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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 - Funds
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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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June 17, 2016

do low volatility funds actually protect in downturns?

Low volatility funds have been hot, hot, hot – the top two domestic based ETFs in the category, USMV and SPLV, now have over $20 billion in assets between them, of which $8 billion has
All, Deconstructed Notes
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May 27, 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 - Indexes
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May 27, 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 - Main
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May 25, 2016

joseph halpern published in wealthmanagement.com: is the backtest trustworthy?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on how to evaluate and use investment performance backtests.
Exceed in the News - Indexes
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May 25, 2016

joseph halpern published in wealthmanagement.com: is the backtest trustworthy?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on how to evaluate and use investment performance backtests.
Exceed in the News - Main
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May 20, 2016

joe halpern invited to sit on panel at structured products americas conference

Mr. Halpern sat on the panel for a session titled “Marketing and promoting structured products” at the May 19th Structured Products Americas conference. Topics covered by the panel included: How do firms market structured products? FINRA
Exceed in the News - Indexes
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May 20, 2016

joe halpern invited to sit on panel at structured products americas conference

Mr. Halpern sat on the panel for a session titled “Marketing and promoting structured products” at the May 19th Structured Products Americas conference.   Discussion topics for the panel included: How do firms market structured products?
Exceed in the News - Main
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May 19, 2016

joe halpern interviewed by options insider radio: talking structured options products with exceed investments

Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.
Exceed in the News - Indexes
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May 19, 2016

joe halpern interviewed by options insider radio: talking structured options products with exceed investments

Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.
Exceed in the News - Main, Uncategorized
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April 28, 2016

joe halpern invited to present at south florida fpa conference

Mr. Halpern delivered a presentation titled “Product and Portfolio Design With an Eye Towards the Investor Psyche” at the April 28th South Florida Financial Planning Association conference. Presentation overview follows: While the wealth management industry
Exceed in the News - Indexes
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April 28, 2016

joe halpern invited to present at south florida fpa conference

Mr. Halpern delivered a presentation titled “Product and Portfolio Design With an Eye Towards the Investor Psyche” at the April 28th South Florida Financial Planning Association conference. Presentation overview follows: While the wealth management industry
Exceed in the News - Main
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April 25, 2016

shield fund marks one year since launch

(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”)
Press Room - Main
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April 25, 2016

shield fund marks one year since launch

(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”)
Exceed in the News - Funds, Press Room - Funds
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April 21, 2016

product development: is the backtest trustworthy?

Part one of a series of articles on product development “I have never seen a bad backtest” is an often stated criticism of backtesting that has a high degree of truth to it – many
All, Deconstructed Notes, Insights
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