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

STAY INFORMED
Stay informed by subscribing to information that matters to you. We’ll email you when we post new content you want to see.
This field is for validation purposes and should be left unchanged.
Connect with Us
Blogs and Podcasts

At the Forefront Podcast: The Case for Active Management ft. CAPIS

05.28.2026
Press Releases

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

05.28.2026
Monthly Research Briefing

CAPIS May 2026 Research Briefing featuring Fairlead Strategies: Technical Analysis Across Asset Classes — Equities, Commodities, Crypto & More

05.19.2026
CAPIS Insights, Blogs and Podcasts

CAPIS Outsourced Trading Use Case: Scaling an Emerging RIA Without Scaling Overhead

04.23.2026
Press Releases

STP Investment Services and CAPIS Launch Coordinated Outsourced Trading and Operations Model for Buy-Side Firms

04.21.2026
Monthly Research Briefing

CAPIS April 2026 Research Briefing ft. Markets Policy Partners: Iran War, Oil Prices, Fed Policy and Market Outlook

04.20.2026
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