Exceed Investments

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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 Indexes
Exceed in the News - Indexes
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March 19, 2015

joe halpern interviewed by finalternatives: for risk averse investors, defined outcome funds may be the answer

FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his firm’s plans to meet this demand. Read the entire
Exceed in the News - Funds
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March 19, 2015

joe halpern interviewed for finalternatives: for risk averse investor defined outcome funds may be the answer ,

FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his firm’s plans to meet this demand. Read the entire
Exceed in the News - Indexes
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March 19, 2015

joe halpern interviewed by finalternatives for rish averse investors, defined outcome funds may be the answer

FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his firm’s plans to meet this demand. Read the entire
Exceed in the News - Main
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March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.
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March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.
Exceed in the News - Indexes, Uncategorized
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March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.
Exceed in the News - Main
Read More
March 3, 2015

joe halpern published in financial advisor: you can’t buy market insurance, but you can protect your portfolio

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s  Financial Advisor. Life is filled with uncertainty and we can’t always predict what will happen next. But if something negative does occur we
Exceed in the News - Main
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March 3, 2015

joe halpern published in financial advisor: you can’t buy market insurance, but you can protect your portfolio

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s  Financial Advisor. Life is filled with uncertainty and we can’t always predict what will happen next. But if something negative does occur we
Exceed in the News - Funds
Read More
March 3, 2015

joe halpern published in financial advisor: you can’t buy market insurance, but you can protect your portfolio

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s  Financial Advisor. Life is filled with uncertainty and we can’t always predict what will happen next. But if something negative does occur we
Exceed in the News - Indexes
Read More
March 2, 2015

cake, ice cream and protection

The other evening my wife and I had a couple over for dinner. Over the course of the evening we got to discussing what my company’s indexes, the Nasdaq Exceed index family, were created to
All, Deconstructed Notes
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February 19, 2015

loss of a great visionary

The derivatives world has lost one of its biggest innovators and most important visionaries – Ivers Riley. Ivers had a hand in almost every transformative moment involving listed equity derivatives since their inception in the
All, Deconstructed Notes
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February 19, 2015

joe halpern published in investmentnews: investors can control volatility, but the tools are not for novices

Exceed Investments CEO Joseph Halpern’s article “Investors can control volatility, but the tools are not for novices” was published in today’s Investment News. The article focuses on how options and products using options, such as structured
Exceed in the News - Funds
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February 19, 2015

joe halpern published in investmentnews: investors can control volatility, but the tools are not for novices

Exceed Investments CEO Joseph Halpern’s article “Investors can control volatility, but the tools are not for novices” was published in today’s Investment News. The article focuses on how options and products using options, such as structured
Exceed in the News - Indexes
Read More
February 19, 2015

joe halpern published in investmentnews: investors can control volatility, but the tools are not for novices

Exceed Investments CEO Joseph Halpern’s article “Investors can control volatility, but the tools are not for novices” was published in today’s Investment News. The article focuses on how options and products using options, such as structured
Exceed in the News - Main
Read More
February 18, 2015

joseph halpern interviewed in thestreet.com: why nervous investors may want to give structured notes a try

TheStreet.com today featured an interview with Joseph Halpern, CEO of Exceed Investments. Mr Halpern covered some of the pros and cons of hedge funds, ETFs, options, and SMAs for investors trying to prepare for market volatility.
Exceed in the News - Indexes
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February 18, 2015

joseph halpern interviewed in thestreet.com: why nervous investors may want to give structured notes a try

TheStreet.com today featured an interview with Joseph Halpern, CEO of Exceed Investments. Mr Halpern covered some of the pros and cons of hedge funds, ETFs, options, and SMAs for investors trying to prepare for market volatility.
Exceed in the News - Funds
Read More
February 18, 2015

joseph halpern interviewed in thestreet.com: why nervous investors may want to give structured notes a try

TheStreet.com today featured an interview with Joseph Halpern, CEO of Exceed Investments. Mr Halpern covered some of the pros and cons of hedge funds, ETFs, options, and SMAs for investors trying to prepare for market volatility.
Exceed in the News - Main
Read More
February 5, 2015

joe halpern quoted in structuredretailproducts.com: canadian banks growing in us market

StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US. “Canadian issuers of structured notes have done well domestically, so it is natural for them
Exceed in the News - Indexes
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February 5, 2015

joe halpern quoted in structuredretailproducts.com: canadian banks growing in us market

StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US. “Canadian issuers of structured notes have done well domestically, so it is natural for them
Exceed in the News - Funds
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February 5, 2015

joe halpern quoted in structuredretailproducts.com: canadian banks growing in us market

StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US. “Canadian issuers of structured notes have done well domestically, so it is natural for them
Exceed in the News - Main
Read More