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Exceed in the News - Indexes

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
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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
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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
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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
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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
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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
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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 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
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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
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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.
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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
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October 30, 2014

exceed investments survey quoted in bloomberg briefs

An Exceed Investments survey of financial advisors was quoted in today’s Bloomberg Brief/Structured Notes.
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October 20, 2014

joe halpern quoted in the wall street journal: structured notes: the risks of insuring against risks

Exceed CEO Joseph Halpern was quoted on structured notes in The Intelligent Investor section of The Wall Street Journal. The article, “Structured Notes: The Risks of Insuring Against Risks ,” requires a subscription to www.wsj.com.
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October 7, 2014

joe halpern quoted in mme: asset managers eye patenting index strategies

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
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September 10, 2014

joe halpern quoted in structuredretailproducts.com: us structured products linked to etf’s get traction

Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to a single exchange-traded fund (ETF), or to a
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July 11, 2014

joe halpern quoted in the wall street journal: five popular—but dangerous—investments for individuals

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or
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July 2, 2014

joe halpern quoted in lifehealthpro.com: getting a handle on structured note annuities

Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.  
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June 20, 2014

exceed investment survey featured in market watch: advisor demand for structured investments provided inefficiencies are addressed.

Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.”
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