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 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
CAPIS Insights

CAPIS Partners with Catch A Lift for November 10th Inaugural Dallas Golf Outing to Support Post-9/11 Combat-Injured Veterans  

11.03.2023
Blogs and Podcasts

Regulatory Change in Focus: Recapping CAPIS’ Week at the STA Market Structure Conference

10.27.2023
Monthly Research Briefing

September 2023 Research Briefing with Markets Policy Partners

09.21.2023
CAPIS Insights, Blogs and Podcasts

Experience the Difference: Inside CAPIS’ Commitment to Trading Excellence, Transparency and Trust

09.19.2023
Monthly Research Briefing

August 2023 Research Briefing Recap

08.18.2023
CAPIS Insights

Bondpoint Demonstration

08.07.2023
Monthly Research Briefing

July 2023 Research Briefing with All Star Charts

08.01.2023