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 October Monthly Research Briefing: 2024 Election Outlook, Federal Reserve Policy, and Geopolitical Risks with Markets Policy Partners

10.24.2024
The Morning Note

CAPIS Morning Note – 10/24/24: Stocks Rebound After Three Days Of Selling, Less Than Two Weeks To Election

10.24.2024
The Morning Note

CAPIS Morning Note – 10/23/24: Futures Start Lower For A Third Day In A Row

10.23.2024
The Morning Note

CAPIS Morning Note – 10/22/24: Stocks Lower As Earnings Season Ramps Up Activity

10.22.2024
The Morning Note

CAPIS Morning Note – 10/21/24: Busy Earnings Week, Stocks Lower.

10.21.2024
The Morning Note

CAPIS Morning Note – 10/18/24: S&P 500 Looks To Close Higher For The Sixth Week In A Row

10.18.2024
The Morning Note

CAPIS Morning Note – 10/17/24: Stocks Higher, ECB Raises For A Third Time & Bloomberg Weighs In On NASA

10.17.2024
The Morning Note

CAPIS Morning Note – 10/16/24: Stocks Rebound From Tuesday Selling

10.16.2024
The Morning Note

CAPIS Morning Note – 10/15/24: Earnings Strong This Morning Led By Bank Stocks

10.15.2024
The Morning Note

CAPIS Morning Note – 10/14/24: Futures Rebound From Some Modest Overnight Weakness, Bond Market Closed Today For Columbus Day

10.14.2024
The Morning Note

CAPIS Morning Note – 10/11/24: Day Two of Inflation Data As PPI Out Shortly

10.11.2024
The Morning Note

CAPIS Morning Note – 10/10/24: All Eyes On CPI At 8:30 A.M. EDT, Hurricane Milton Passes Into The Atlantic – Florida Avoids “The Big Hit”

10.10.2024
The Morning Note

CAPIS Partners with Catch A Lift To Support Post-9/11 Combat-Injured Veterans

10.09.2024
The Morning Note

CAPIS Morning Note – 10/09/24: Stocks Mixed After Tuesday Rally

10.09.2024
The Morning Note

CAPIS Morning Note – 10/08/24: Stocks Higher Overnight But Overseas Weaker

10.08.2024
The Morning Note

CAPIS Morning Note – 10/07/24: Stocks Lower To Start The Week.

10.07.2024
The Morning Note

CAPIS Morning Note – 10/04/24: Monthly Jobs Data To Drive Today’s Action. Stocks Up Modestly

10.04.2024
The Morning Note

CAPIS Morning Note – 10/03/24: Stocks Lower But Off Overnight Lows

10.03.2024
The Morning Note

CAPIS Morning Note – 10/02/24: Middle East Heats Up, Ports Shut Down, North Carolina Recovers

10.02.2024
The Morning Note

CAPIS Morning Note – 10/01/24: Port Strike Is On, Futures Mixed. The Undercard Debates Tonight.

10.01.2024
The Morning Note

CAPIS Morning Note – 9/30/24: Stocks Close Out The Quarter Today, Futures Lower.

09.30.2024