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

Macroeconomic Trends August 2025: Technical Analysis and Market Outlook from Fairlead Strategies

08.25.2025
Blogs and Podcasts

Transition Management: Different Asset Classes, Different Approaches

08.14.2025
Monthly Research Briefing

Macroeconomic Trends, Trade Policy and Fed Uncertainty: July 2025 Market Insights from MPP

07.21.2025
Blogs and Podcasts

A New Financial Capital: How Dallas Became a Global Industry Hub

07.17.2025
Blogs and Podcasts

CAPIS Talks Acquiring TD Securities’ Plan Sponsor Services on ‘At the Forefront: Fintech Conversations’

07.10.2025
Blogs and Podcasts

The Role of a High-Touch Desk In Fixed Income Trading

06.17.2025
Blogs and Podcasts

Seizing the Overnight Opportunity: How CAPIS, Blue Ocean and LiquidityBook Are Enabling a New Era for Equity Trading for Institutional Accounts

06.10.2025
Monthly Research Briefing

CAPIS May 2025 Research Briefing with Fairlead Strategies: Market Technical Analysis

05.27.2025
Press Releases

CAPIS Acquires the Plan Sponsor Services Business of TD Securities

05.22.2025
Monthly Research Briefing

CAPIS April 2025 Research Briefing: U.S. Tariff Strategy, Trade Volatility and Global Economy Impact With Markets Policy Partners and Forbes Tate Partners

04.21.2025
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