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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CAPIS Insights

CASE STUDY: How LBX Portal and Outsourced Trader Help CAPIS Efficiently Deliver Differentiated Products

11.28.2022
CAPIS Insights

CASE STUDY: How LBX Portal and Outsourced Trader Help CAPIS Efficiently Deliver Differentiated Products

11.28.2022
CAPIS Insights

October Research Briefing RECAP: Stockton Says Potential for Relief Rally Despite Bear Market

10.24.2022
CAPIS Insights

CAPIS Packs Meals and Smiles for 9/11 National Day of Service

09.27.2022
CAPIS Insights

OASYS to CTM – One Step Forward, Two Steps Back?

07.08.2022
CAPIS Insights

CAPIS Concourse IT Update – Migrating from TLS 1.1

07.07.2022
CAPIS Insights

What’s The Best Trading Benchmark – Part 2 – “When to Start”

06.27.2022
CAPIS Insights

Simplify Wrap/Custodial Platform Trade-Aways and Step-outs

06.16.2022
CAPIS Insights

Open Letter to Buyside Head Traders: Is Outsourcing Trading Being Discussed Behind Your Back?

06.15.2022
CAPIS Insights

What’s the Best Trading Benchmark? Part 1

06.14.2022
CAPIS Insights

The Great Equity Spread of 2022

05.25.2022
CAPIS Insights

Research Briefing RECAP: Stockton Says We’re in Cyclical Bear Cycle Within Secular Bull Market

05.20.2022
CAPIS Insights

CLIENT TRADING NOTICE: SEC Fee Rate Advisory for Fiscal Year 2022

04.12.2022
CAPIS Insights

Q1 Market Trends – Part 2

04.06.2022
CAPIS Insights

Highlights From the 2022 STA DC Spring Update

04.04.2022
CAPIS Insights

CASE STUDY Part 4: Outsourced Trading for Wrap and Separately Managed Accounts (SMA)

03.30.2022
CAPIS Insights

Q1 Market Trends – Part 1

03.29.2022
CAPIS Insights

CASE STUDY Part 3: Objections to Outsourcing

03.15.2022
CAPIS Insights

Your Questions about Outsourced Trading, Answered by CAPIS

03.14.2022
CAPIS Insights

The Elephant in the Room: Best Execution Issues in Managed Accounts

03.07.2022
CAPIS Insights

CLIENT TRADING NOTICE – Russian American Depositary Receipts (ADRs)

03.03.2022