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, Monthly Research Briefing

CAPIS March 2026 Research Briefing featuring Ubineer: AI CapEx Surge, Big Tech Earnings Drivers, and NVIDIA’s Role in Market Structure

03.31.2026
CAPIS Insights, Blogs and Podcasts

In Support of Active Management: How Tax Policy is Undermining Active Management

03.24.2026
CAPIS Insights, Blogs and Podcasts

Outsourced Trading Across Asset Classes: A Practical Guide

03.19.2026
CAPIS Insights

Traders Magazine: Texas Stock Exchange Ramps Up Listings Push

03.18.2026
Monthly Research Briefing

CAPIS February Monthly Research Briefing ft. Fairlead Strategies: Technical Market Signals, Sector Rotation, and a Cross-Asset Outlook for 2026

02.25.2026
Monthly Research Briefing

CAPIS January 2026 Research Briefing: Midterm Macroeconomics, Fed Independence and Tariffs ft. Markets Policy Partners

01.21.2026
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

11.24.2025
Blogs and Podcasts

Expanding the Playbook: Outsourced Trading Beyond Equities

11.13.2025
Monthly Research Briefing

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

10.24.2025
Blogs and Podcasts

Closing the Execution Gap: How Outsourced Trading Elevates TAMPs

10.01.2025
Monthly Research Briefing

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

09.29.2025
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