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.

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CAPIS Insights

CASE STUDY Part 2: Outsourced Trading “Reasons to Outsource.”

02.25.2022
CAPIS Insights

CAPIS Supports Young Women’s Preparatory Network 2022 STEAM Challenge

02.25.2022
CAPIS Insights

CASE STUDY Part 1: Outsourced Trading “Why Now? And Why One Size Does Not Fit All.”

02.02.2022
CAPIS Insights

ADVISORY NOTICE: HKEX Announces Change in FRC Transaction Fees Effective Jan 1, 2022

12.24.2021
CAPIS Insights

Virtual Panel RECAP: Transition Management Analytics – What Really Matters?

10.05.2021
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Eliminating Trade Rotation

08.18.2021
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Is Trade Rotation a Problem Worth Fixing?

08.10.2021
CAPIS Insights

Why Does Trade Rotation Still Persist?

08.02.2021
CAPIS Insights

VIDEO: The Morning Note Tutorial

07.21.2021
CAPIS Insights

Bloomberg Virtual Panel RECAP featuring CAPIS: Trends in Asset Allocation and Transition Management

07.21.2021
CAPIS Insights

ADVISORY NOTICE: HKEX Announces Increase of Stamp Duty on Stock Transactions Aug 1

06.21.2021
CAPIS Insights

How Many Solutions Do Your Transition Managers Provide?

05.18.2021
CAPIS Insights

Bank Trust Roundtable RECAP: Risk Surrounds Low-Priced Stock Trading 

05.10.2021
CAPIS Insights

Private: CAPIS Ownership Succession Transition Plan

05.04.2021
CAPIS Insights

Recapping “RIAs and Outsourced Trading: What You Need to Know To Navigate the Markets” 

03.11.2021
CAPIS Insights

Approaching Diversity in Financial Services As a Small- or Mid-Sized Firm

03.03.2021
CAPIS Insights

Fixed Income Insights – An Interview with David Lee

02.17.2021
CAPIS Insights

Employee Spotlight – Stephanie Deroy, Operations Supervisor

02.10.2021
CAPIS Insights

CAPIS Supports the Young Women’s Preparatory Network

02.09.2021
CAPIS Insights

Developing Diverse Relationships: Q&A with Liz Whitehead & Heather Cox, Diversity Masterminds

01.27.2021
CAPIS Insights

CAPIS Outsourced Trading Desk and CAPIS ARC Combine Forces

01.13.2021