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 July 2024 Research Briefing MPP: Political Shifts, Market Reactions, and Economic Forecasts

07.18.2024
CAPIS Insights, Blogs and Podcasts

The Transition Management Checklist: Questions, Considerations, and Success Factors

06.27.2024
Blogs and Podcasts

The Re-Bundling Commences: Reexamining What MiFID II Got Wrong About Research

06.03.2024
CAPIS Insights, Blogs and Podcasts

Outsourced Trading Virtual Panel: Streamlining Operations for Enhanced Performance

05.22.2024
CAPIS Insights

CAPIS COO David Choate Featured in Traders Magazine – “FLASH FRIDAY: US Brokerage Consolidation to Continue”

04.26.2024
Monthly Research Briefing

CAPIS April 2024 Research Briefing: Decoding U.S. Markets, Fed Moves & Election Echoes with MPP

04.18.2024
CAPIS Insights, Blogs and Podcasts

Nasdaq TradeTalks: The New T+1 Settlement Cycle for Applicable Securities

04.18.2024
Monthly Research Briefing

CAPIS March Research Briefing with Fund@mental

03.21.2024
CAPIS Insights, Blogs and Podcasts

Defining Outsourced Trading: Tackling 3 Common Misconceptions Among RIAs

03.13.2024
CAPIS Insights, Blogs and Podcasts

Experience the Difference: Check out our new Supplemental and Outsourced Trading Resource Center

03.12.2024
Press Releases

CAPIS Announces New Partnerships to Enhance Outsourced and Supplemental Trading Service

03.12.2024
CAPIS Insights

Experience the Difference: Check out our new ETF Trading Resource Center

03.12.2024
CAPIS Insights, Blogs and Podcasts

CAPIS Virtual Panel: ETF Trading Essentials

02.22.2024
Monthly Research Briefing

CAPIS January 2024 Research Briefing

01.18.2024
Blogs and Podcasts

ETF Trading on the Rise: Strategies, Best Practices, and More

01.04.2024
CAPIS Insights, Blogs and Podcasts

Outsourced Trading — Is It Time for RIAs to Embrace the Disruption?

12.06.2023
CAPIS Insights, Blogs and Podcasts

CAPIS’ David Choate and Christopher Hurley Featured on ‘At the Forefront: Fintech Conversations’

11.29.2023
Blogs and Podcasts

Live from the STA Market Structure Conference: CAPIS’ Christopher Hurley Talks Outsourced Trading with TabbFORUM

11.08.2023