Exceed Investments

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February 3, 2022

case study: how options investing can go right (and wrong) using arkk as an example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
Insights, Market Research, Press Room - Main
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April 25, 2016

shield fund marks one year since launch

(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”)
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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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December 1, 2015

jefferson national and exceed investments partner to launch vit

We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance
Exceed in the News - Main, Press Room - Main
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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
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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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