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July 27, 2015

Joe Halpern quoted in SRP: US Capital-at-risk products up 54%, Capital-Protected down 64%

Joe Halpern quoted in an article discussing the decline of capital protected products.

“The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and the characteristics that clients are looking for in products are not achievable while maintaining a level of capital protection,” among other comments.

For the full article click here (behind a paywall)

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Recent Posts

  • Podcast: Greg Poapst, of Fundviews Capital, interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever “Update” episode. He has partnered with Exceed Investments to offer Option-Based solutions to the very fragmented RIA space across the United States.
  • Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example
  • John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

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