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Press Room - Indexes

March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
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October 12, 2015

bloomberg brief references exceed dialogue with alliancebernstein

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
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September 23, 2014

exceed investments announces groundbreaking structured investment indexes and co-branding partnership with nasdaq omx

(New York, Sept. 23, 2014) — Exceed Investments announced today they have developed the first defined-outcome indexes based on structured investing strategies. Exceed will team with Nasdaq OMX to promote the patent-pending Nasdaq Exceed Family
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June 20, 2014

exceed investments survey finds additional advisor demand for structured investments provided inefficiencies are addressed

(New York, June 19, 2014) – In a survey of 700 financial advisors, Exceed Investments found that perceived and structural inefficiencies were holding back latent demand for structured investments with 20 percent of all respondents
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