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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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March 17, 2016

joseph halpern quoted in bloomberg brief: u.s. investors avoid single-stock notes amid volatility

Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.
Exceed in the News - Indexes
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March 17, 2016

joseph halpern quoted in bloomberg brief: u.s. investors avoid single-stock notes amid volatility

Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.
Exceed in the News - Main, Uncategorized
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March 14, 2016

joseph halpern published in seekingalpha.com: the difference between beta and delta and why we care

Seekingalpha.com published a piece written by Exceed’s CEO, Joseph Halpern, on the use of Beta and Delta in crafting investment strategies.
Exceed in the News - Indexes
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March 14, 2016

joseph halpern published in seekingalpha.com: the difference between beta and delta and why we care

Seekingalpha.com published a piece written by Exceed’s CEO, Joseph Halpern, on the use of Beta and Delta in crafting investment strategies.
Exceed in the News - Funds, Exceed in the News - Main
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March 9, 2016

shield fund mentioned in interview by life&health advisor magazine: volatility, efficiency, and the persistent low

Exceed Defined Shield Index Fund discussed in interview done by PE Kelley of LIFE&Health Advisor Magazine of Tom Quinn, Chief Investment and Research Officer of Jefferson National. Click here for further disclosure information.
Exceed in the News - Funds
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March 1, 2016

shield fund profiled in article in life&health advisor magazine: managing client expectations in a low return, high volatility environment

Exceed Defined Shield Index Fund discussed in LIFE&Health Advisor Magazine within article written by Tom Quinn, Chief Investment and Research Officer of Jefferson National.
Exceed in the News - Funds
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March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Press Room - Indexes
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March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Exceed in the News - Indexes
Read More
March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Exceed in the News - Main
Read More
March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Press Room - Main
Read More
February 26, 2016

joseph halpern published in wealthmanagement.com: what’s your market floor?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
Exceed in the News - Indexes
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February 26, 2016

joseph halpern published in wealthmanagement.com: what’s your market floor?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
Exceed in the News - Main
Read More
February 18, 2016

the difference between beta and delta and why we care

Check out our webinar on Beta vs. Delta. Beta is one of the classic measurements within the financial industry. It is one of the first measurements shown on Yahoo Finance, right under the bid-ask and earnings
All, Deconstructed Notes, Insights
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