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 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
Monthly Research Briefing

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

07.18.2024
CAPIS Insights, Blogs and Podcasts

The Transition Management Checklist: Questions, Considerations, and Success Factors

06.27.2024
Blogs and Podcasts

The Re-Bundling Commences: Reexamining What MiFID II Got Wrong About Research

06.03.2024
CAPIS Insights, Blogs and Podcasts

Outsourced Trading Virtual Panel: Streamlining Operations for Enhanced Performance

05.22.2024
CAPIS Insights

CAPIS COO David Choate Featured in Traders Magazine – “FLASH FRIDAY: US Brokerage Consolidation to Continue”

04.26.2024
Monthly Research Briefing

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

04.18.2024
CAPIS Insights, Blogs and Podcasts

Nasdaq TradeTalks: The New T+1 Settlement Cycle for Applicable Securities

04.18.2024