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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The Morning Note

CAPIS Morning Note – 7/29/25: Stocks Higher AS FOMC Starts Two Day Meeting

07.29.2025
The Morning Note

CAPIS Morning Note – 7/28/25: Stocks Higher On EU Trade Deal. U.S. And China Meet Today On Trade. Fed on Wednesday.

07.28.2025
The Morning Note

CAPIS Morning Note – 7/25/25: President Trump Off To Scotland And the U.K. Through Tuesday, Stocks Mixed.

07.25.2025
The Morning Note

CAPIS Morning Note – 7/24/25: Stocks Up Modestly, Google Beats

07.24.2025
The Morning Note

CAPIS Morning Note – 7/23/25: Stocks Higher On U.S. Japan Trade Deal.

07.23.2025
The Morning Note

CAPIS Morning Note – 7/22/25: Stocks Modestly Lower, Coke Beats As Earnings Heat Up

07.22.2025
The Morning Note

CAPIS Morning Note – 7/21/25: Week is Starting on A Positive Note

07.21.2025
The Morning Note

CAPIS Morning Note – 7/18/25: Stock Futures Flat.

07.18.2025
The Morning Note

CAPIS Morning Note – 7/17/25: Crypto Bill Gets Through House, Stocks Flat

07.17.2025
The Morning Note

CAPIS Morning Note – 7/16/25: PPI Up At 8:30 A.M. EDT. Stocks Mixed Into The Data.

07.16.2025
The Morning Note

CAPIS Morning Note – 7/15/25: Stocks Higher On Nvidia News They Can Sell To China. CPI Up At 8:30 A.M. EDT

07.15.2025
The Morning Note

CAPIS Morning Note – 7/14/25: Stocks Lower As Trump Raises Mexico and EU Tariffs, Bit Coin El Fuego As Clears 120K

07.14.2025
The Morning Note

CAPIS Morning Note – 7/11/25: Stocks Lower As Trade Rhetoric Spikes With Trump Threats to Canada

07.11.2025
The Morning Note

CAPIS Morning Note – 7/10/25: Stocks Up Slightly, Delta Beats and Trumps Hits Brazil With 50% Tariff

07.10.2025
The Morning Note

CAPIS Morning Note – 7/9/25: Stocks Up Modestly, Tariff Deadline Today

07.09.2025
The Morning Note

CAPIS Morning Note – 7/8/25: Stocks Pause The Selling, Will it Resume Today?

07.08.2025
The Morning Note

CAPIS Morning Note – 7/7/25: Tariffs Enforcement Pushed To August, Stocks Lower

07.07.2025
The Morning Note

CAPIS Morning Note – 7/3/25: Big Beautiful Bill To Pass House This Morning, Stocks Up Modestly.

07.03.2025
The Morning Note

CAPIS Morning Note – 7/2/25: Banks Up Dividends As They Pass Fed Stress Tests. Stocks Up Modestly.

07.02.2025
The Morning Note

CAPIS Morning Note – 7/1/25: Stocks Modestly Lower After Records Hit on S&P 500 and NASDAQ 100

07.01.2025
The Morning Note

CAPIS Morning Note – 6/30/25: Stocks Higher As Canada Cancel Digital Tax, Big Win For Tariff Argument

06.30.2025