June 12, 2015
using behavioral finance to make better financial products
Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.
Uncategorized
May 30, 2015
exceed investments publishes new white paper titled, a new way of thinking:defined outcome investing as a means to mitigate aversion
The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
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
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.
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.
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.
