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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Monthly Research Briefing

CAPIS October Monthly Research Briefing: 2024 Election Outlook, Federal Reserve Policy, and Geopolitical Risks with Markets Policy Partners

10.24.2024
Monthly Research Briefing

CAPIS August 2024 Research Briefing: Quantitative Partners Share Key Capital Markets Insights

08.19.2024
Monthly Research Briefing

CAPIS July 2024 Research Briefing MPP: Political Shifts, Market Reactions, and Economic Forecasts

07.18.2024
Monthly Research Briefing

CAPIS April 2024 Research Briefing: Decoding U.S. Markets, Fed Moves & Election Echoes with MPP

04.18.2024
Monthly Research Briefing

CAPIS March Research Briefing with Fund@mental

03.21.2024
Monthly Research Briefing

CAPIS January 2024 Research Briefing

01.18.2024
Monthly Research Briefing

Private: November 2023 Research Briefing with Fairlead Strategies

11.16.2023
Monthly Research Briefing

September 2023 Research Briefing with Markets Policy Partners

09.21.2023
Monthly Research Briefing

August 2023 Research Briefing Recap

08.18.2023
Monthly Research Briefing

July 2023 Research Briefing with All Star Charts

08.01.2023
Monthly Research Briefing

June 2023 Research Briefing with Markets Policy Partners

06.20.2023
Monthly Research Briefing

April 2023 Research Briefing with Asbury Research

04.25.2023
Monthly Research Briefing

March Research Briefing with Markets Policy Partners

03.27.2023
Monthly Research Briefing

February 2023 Research Briefing with Nick Colas of DataTrek

02.22.2023
Monthly Research Briefing

Jan Research Briefing RECAP: Bear Market? What Bear Market, AllStarCharts Asks

01.19.2023
Monthly Research Briefing

December Research Briefing RECAP: MPP Sees 2023 as Other Side of Financial Markets’ Storm

12.16.2022
Monthly Research Briefing

November Research Briefing RECAP: Colas and FOMC Hawkish, Inflation Remains Top Concern

11.17.2022
Monthly Research Briefing

September Research Briefing RECAP: MPP Says 2022 Is Like a Game of Chutes and Ladders

09.16.2022
Monthly Research Briefing

July Research Briefing RECAP: Bear Market Firmly Established, AllStarCharts Says

07.22.2022
Monthly Research Briefing

June Research Briefing RECAP: DataTrek’s Colas Looks for Market Bottom

06.16.2022
Monthly Research Briefing

April Research Briefing RECAP: MPP Says 2022 Is A Tale of Two Halves  

04.22.2022