Exceed in the News - Funds

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.

In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are shying away

Nasdaq.com published a piece written by Exceed’s COO, Lawrence Solomon, on why investors consistently underperform the market.

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 Defined Shield Index Fund discussed in LIFE&Health Advisor Magazine within article written by Tom Quinn, Chief Investment and Research Officer of Jefferson National.

usnews.com quoted Exceed’s CEO, Joseph Halpern, on an understanding of risk being a vital component to investing.

The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.

Bloomberg Brief references our back and forth between AllianceBernstein and Exceed on Structured notes in an interview with Seth Masters, CIO of PWM at AB. Click here to see the initial article as well as

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 Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.

Exceed Investments’s CEO, Joe Halpern, was quoted today in  Investment News    

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

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

An article in today’s Bloomberg Brief/ Structured Notes discusses the launch of our new mutual fund on April 14th.

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