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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CAPIS Insights, Blogs and Podcasts

How Passive Investing Has Pressured IPOs, Stifled Innovation, and Fueled Manias Like Meme Stocks

11.25.2025
Monthly Research Briefing

November 2025 Technical Signals and Equity Market Outlook: CAPIS Market Research Briefing

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Blogs and Podcasts

Expanding the Playbook: Outsourced Trading Beyond Equities

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Monthly Research Briefing

CAPIS October 2025 Research Briefing: Trade Tensions, Tariff Risks and the Fed’s Dovish Tilt

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Closing the Execution Gap: How Outsourced Trading Elevates TAMPs

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Monthly Research Briefing

September 2025 Mega-Cap Trends: AI-Driven Tech Insights from Ubineer

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Monthly Research Briefing

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

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

07.17.2025
Blogs and Podcasts

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

04.09.2025
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Navigating Change: Expert Insights on Transition Management – Virtual Panel

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