While outsourced and supplemental trading (OST) solutions are not new, their adoption has shifted from investment partnerships (hedge funds) to RIAs and investment managers. Recognizing this shift, CAPIS’ supplemental and outsourced trading offerings focus on the needs of the broader buy-side community.

Research

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Blogs and Podcasts

At the Forefront: Fintech Conversations, Episode 70: Chris Hurley, CAPIS

11.25.2024
Blogs and Podcasts

Overseas Outsourced Trading: A World of Efficiencies

11.20.2024
Blogs and Podcasts

CAPIS Featured in Datos Insights Q3 Capital Markets Fintech Spotlight

11.06.2024
Blogs and Podcasts

Event Recap: Insights from the DSTA 2024 Texas Traders Convention

10.29.2024
Blogs and Podcasts

Transition Management Optimization: Key Success Factors in Timing a Successful Transition

09.24.2024
CAPIS Insights, Blogs and Podcasts

Nasdaq TradeTalks: The Transition to T+1 Settlement and Its Impact on Various Industry Constituents

08.07.2024
CAPIS Insights, Blogs and Podcasts

The Transition Management Checklist: Questions, Considerations, and Success Factors

06.27.2024
Blogs and Podcasts

The Re-Bundling Commences: Reexamining What MiFID II Got Wrong About Research

06.03.2024
CAPIS Insights, Blogs and Podcasts

Outsourced Trading Virtual Panel: Streamlining Operations for Enhanced Performance

05.22.2024
CAPIS Insights, Blogs and Podcasts

Nasdaq TradeTalks: The New T+1 Settlement Cycle for Applicable Securities

04.18.2024
CAPIS Insights, Blogs and Podcasts

Defining Outsourced Trading: Tackling 3 Common Misconceptions Among RIAs

03.13.2024
CAPIS Insights, Blogs and Podcasts

Experience the Difference: Check out our new Supplemental and Outsourced Trading Resource Center

03.12.2024
CAPIS Insights, Blogs and Podcasts

CAPIS Virtual Panel: ETF Trading Essentials

02.22.2024
Blogs and Podcasts

ETF Trading on the Rise: Strategies, Best Practices, and More

01.04.2024
CAPIS Insights, Blogs and Podcasts

Outsourced Trading — Is It Time for RIAs to Embrace the Disruption?

12.06.2023
CAPIS Insights, Blogs and Podcasts

CAPIS’ David Choate and Christopher Hurley Featured on ‘At the Forefront: Fintech Conversations’

11.29.2023
Blogs and Podcasts

Live from the STA Market Structure Conference: CAPIS’ Christopher Hurley Talks Outsourced Trading with TabbFORUM

11.08.2023
Blogs and Podcasts

Regulatory Change in Focus: Recapping CAPIS’ Week at the STA Market Structure Conference

10.27.2023
CAPIS Insights, Blogs and Podcasts

Experience the Difference: Inside CAPIS’ Commitment to Trading Excellence, Transparency and Trust

09.19.2023
Blogs and Podcasts

PODCAST: “Consider Your Options” Ep.1

06.08.2022
Blogs and Podcasts

PODCAST: Foreside Financial Spotlight – CAPIS

03.11.2022