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

Unfair in Any Market: The Limits of Trade Rotation Across Securities

04.09.2025
Blogs and Podcasts

Navigating Change: Expert Insights on Transition Management – Virtual Panel

03.27.2025
Monthly Research Briefing

CAPIS March 2025 Research Briefing: Reflation Risks and U.S. Debt Dynamics with Gustavo Cano of Fund@mental

03.24.2025
Blogs and Podcasts

Exits and Evolutions: A Moment of Reflection for the Outsourced Trading Landscape

03.24.2025
Blogs and Podcasts

CAPIS’ Bryan Gibbs Talks Transition Management 101 on ‘At the Forefront: Fintech Conversations’

02.28.2025
Monthly Research Briefing

CAPIS February 2025 Research Briefing: 2025 Technical Analysis and Key Market Trends with Katie Stockton, Fairlead Strategies

02.13.2025
Blogs and Podcasts

Trade Rotation: A Band-Aid, not a Solution

01.28.2025
Monthly Research Briefing

CAPIS January 2025 Research Briefing: The Trump Administration’s Economic Agenda, Fed Outlook and Geopolitical Dynamics

01.17.2025
Blogs and Podcasts

Transition Management Evaluation: How to Select the Proper Benchmark

01.13.2025
Monthly Research Briefing

CAPIS December Monthly Research Briefing: Market Trends, Technical Analysis and Sector Outlook with Katie Stockton

12.20.2024
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
Monthly Research Briefing

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

10.24.2024
Blogs and Podcasts

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

09.24.2024
Monthly Research Briefing

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

08.19.2024
CAPIS Insights, Blogs and Podcasts

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

08.07.2024