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August 13, 2015

joe halpern published in wealthmanagement.com: investors need faith along with their downside protection

Exceed Investments’ CEO, Joseph Halpern, published a wealthmanagement.com article on the need for protection-themed investment solutions to instill confidence for them to be of maximum use.
Exceed in the News - Main
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July 29, 2015

joe halpern interviewed by nexchange: the role of ambiguity in the market (video)

Joe Halpern discusses Ambiguity with Morgan Davis from NexChange
Exceed in the News - Indexes
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July 29, 2015

joe halpern published in nexchange: the role of ambiguity in the market (video)

Joe Halpern discusses Ambiguity with Morgan Davis  from NexChange  
Exceed in the News - Main
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July 27, 2015

joe halpern quoted in srp: us capital-at-risk products up 54%, capital-protected down 64%

Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and
Exceed in the News - Indexes
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July 27, 2015

joe halpern quoted in srp: us capital-at-risk products up 54%, capital-protected down 64%

Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and
Exceed in the News - Main
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July 14, 2015

joe halpern published in nasdaq: using behavioral finance to make better financial products

Exceed Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.
Exceed in the News - Indexes
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July 14, 2015

joe halpern published in nasdaq: using behavioral finance to make better financial products

Exceed Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.
Exceed in the News - Main
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July 14, 2015

playing defense with a chance to score

The investing world is slowly but surely getting a little scarier as flashpoints are adding to the unease of an already longer than typical bull market. Is there contagion from Greece? What is going on
All, Insights
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July 14, 2015

joe halpern quoted in cnn money: 4 keys to earnings: global gloom, consumers, the dollar and buybacks

Exceed Investments’ CEO, Joseph Halpern, is quoted in a CNN Money article on the psychological effects of a Greek default on U.S. Markets.
Exceed in the News - Indexes
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July 14, 2015

joe halpern quoted in cnn money: 4 keys to earnings: global gloom, consumers, the dollar and buybacks

Exceed Investments’ CEO, Joseph Halpern, is quoted in a CNN Money article on the psychological effects of a Greek default on U.S. Markets.
Exceed in the News - Main
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July 14, 2015

joe halpern quoted in: cnn money: 4 keys to earnings: global gloom, consumers, the dollar and buybacks

Exceed Investments’ CEO, Joseph Halpern, is quoted in a CNN Money article on the psychological effects of a Greek default on U.S. Markets.
Exceed in the News - Funds
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July 13, 2015

joe halpern published in nasdaq: using behavioral finance to make better financial products

Exceed Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.
Exceed in the News - Funds
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July 13, 2015

joe halpern published in wealthmanagement.com: playing defense with a chance to score

Exceed Investments’ CEO, Joseph Halpern, published an article in Wealthmanagement.com on different strategies to maintain equity exposure while mitigating downside risk.
Exceed in the News - Indexes
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July 13, 2015

joe halpern published in wealthmanagement.com: playing defense with a chance to score

Exceed Investments’ CEO, Joseph Halpern, published an article in Wealthmanagement.com on different strategies to maintain equity exposure while mitigating downside risk.
Exceed in the News - Main
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June 16, 2015

joe halpern to present at behavioral finance webinar on june 23, 2015 at 10 am

I’m pleased to announce that I will be speaking at a Nasdaq-hosted Webinar titled “Optimizing Behavioral Economics Using Defined Outcome Investing”. The webinar will cover various factors that influence investment decisions.  While of course expected returns and
Insights
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June 12, 2015

joe halpern published in wealthmanagement.com: using behavioral finance to make better financial products

Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.
Exceed in the News - Indexes, Exceed in the News - Main
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June 12, 2015

using behavioral finance to make better financial products

Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.
Uncategorized
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June 8, 2015

a new way of thinking: defined outcome investing as a means to mitigate aversions

The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
Deconstructed Notes, Insights
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May 30, 2015

exceed investments publishes new white paper titled, a new way of thinking:defined outcome investing as a means to mitigate aversion

The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
Exceed in the News - Indexes, Uncategorized
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May 30, 2015

exceed investments publishes new white paper: a new way of thinking: defined outcome investing as a means to mitigate aversion

The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
Exceed in the News - Main
Read More
May 5, 2015

joe halpern published in bloomberg: currency hedged: etfs vs structured notes

I recently had the opportunity to provide a “deconstructed note” column for one of Bloomberg’s periodicals – the Bloomberg Brief, April 30 2015 edition. In the article, I compare currency hedged ETFs to a popular
Deconstructed Notes
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