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.
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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.
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.
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.
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
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?
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.
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.
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
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
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”)
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”)
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
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.
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.
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.
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.
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.
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.
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
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
