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April 28, 2015

joe halpern published in seeking alpha: first of 3 defined exposure mutual funds launches

An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX). Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield Index Strategy Fund enables advisers to easily access
Exceed in the News - Main
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April 28, 2015

joe halpern published in seeking alpha: first of 3 defined exposure mutual funds launches

An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX). Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield Index Strategy Fund enables advisers to easily access
Exceed in the News - Indexes
Read More
April 23, 2015

joe halpern published in nasdaq and wealthmanagement.com: thoughts on dealing with volatility and a lengthy bull market

With market volatility picking up in recent months, coupled with a bull market that is now 6 years and running, a few themes have been top of mind with the investing community. I wanted to
Deconstructed Notes, Insights
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April 20, 2015

joe halpern quoted in investment news: regulators caution on complex products masks value

Exceed Investments’s CEO, Joe Halpern, was quoted today in  Investment News    
Exceed in the News - Funds
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April 20, 2015

joe halpern quoted in investment news: regulators caution on complex products masks value

In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios. He states that “They’re not all bad…there are a lot of positive characteristics to
Exceed in the News - Main
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April 20, 2015

joe halpern quoted in investment news: regulators caution on complex products masks value

In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios. He states that “They’re not all bad…there are a lot of positive characteristics to
Exceed in the News - Indexes
Read More
April 19, 2015

exceed investments mentioned in think advisor: top portfolio products: ssga rolls out multi-factor spdr etf

Think Advisor listed the Exceed Shield Index Fund (SHIEX) as one of the top mutual funds launched this week.The article explains how the Exceed Index Fund  “seeks specific levels of protection and participation with the aim
Exceed in the News - Indexes
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April 19, 2015

exceed investments mentioned in think advisor: top portfolio products: ssga rolls out multi-factor spdr etf

Think Advisor listed the Exceed Shield Index Fund (SHIEX) as one of the top mutual funds launched this week. The article explains how the Exceed Index Fund  “seeks specific levels of protection and participation with the
Exceed in the News - Main
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April 14, 2015

joe halpern quoted in seeking alpha: exceed structured shield fund is a paradigm changer

In an article published today in Seeking Alpha, author, Chris Sandys describes the Exceed Shield Index Fund, SHIEX which provides passive, synthetic exposure to the S & P 500. He explains how the Exceed mutual
Exceed in the News - Indexes
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April 14, 2015

joe halpern quoted in seeking alpha: exceed structured shield fund is a paradigm changer

In an article published today in Seeking Alpha, author, Chris Sandys describes the Exceed Shield Index Fund, SHIEX which provides passive, synthetic exposure to the S & P 500. He explains how the Exceed mutual
Exceed in the News - Main
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April 14, 2015

exceed investments publishespress release: exceed investments redefines the future of risk and return with the launch of the exceed structured shield index strategy fund

(New York, April 14, 2015) – Exceed Investments announced today the launch of its new mutual fund which is designed to provide increased control for advisors with specific levels of participation and downside protection. The Exceed
Press Room - Funds
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April 14, 2015

exceed investments redefines the future of risk and return with the launch of the exceed structured shield index strategy fund

(New York, April 14, 2015) – Exceed Investments announced today the launch of its new mutual fund which is designed to provide increased control for advisors with specific levels of participation and downside protection. The Exceed
Press Room - Main
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March 30, 2015

joe halpern published in wealthmanagement: beyond active and passive: a third way for investors

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement. Joe Halpern discusses a third option beyond Active and Passive asset management – Standardized, predictable and consistent, defined outcome approaches may help
Exceed in the News - Funds
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March 30, 2015

joe halpern published in wealthmanagement: beyond active and passive: a third way for investors

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement. Joe Halpern discusses a third option beyond Active and Passive asset management – Standardized, predictable and consistent, defined outcome approaches may help
Exceed in the News - Indexes
Read More
March 30, 2015

joe halpern published in wealthmanagement: beyond active and passive: a third way for investors

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement. Joe Halpern discusses a third option beyond Active and Passive asset management – Standardized, predictable and consistent, defined outcome approaches may help
Exceed in the News - Main
Read More
March 27, 2015

joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
Exceed in the News - Indexes, Exceed in the News - Main
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March 27, 2015

joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
Exceed in the News - Main, Uncategorized
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March 27, 2015

joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses

ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
Exceed in the News - Funds
Read More
March 26, 2015

joe halpern quoted in bloomber brief: exceed plans mutual fund that mimics notes

An article in today’s Bloomberg Brief/Structured Notes discusses the launch of our new mutual fund on April 14th.
Exceed in the News - Main
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March 26, 2015

joe halpern quoted in bloomber brief: exceed plans mutual fund that mimics notes

An article in today’s Bloomberg Brief/ Structured Notes discusses the launch of our new mutual fund on April 14th.
Exceed in the News - Funds
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March 25, 2015

index 6 month update

The Nasdaq Exceed Indexes continue to demonstrate superior risk-adjusted performance relative to the S&P 500.  Since launch in September 2014, the indexes have demonstrated the same outperformance they exhibited in historical back-testing.   The Nasdaq Exceed
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