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

June 2023 Research Briefing with Markets Policy Partners

06.20.2023
CAPIS Insights

The Worst Kept Secrets of the WRAP and Custody Platform Industry

04.26.2023
Monthly Research Briefing

April 2023 Research Briefing with Asbury Research

04.25.2023
Monthly Research Briefing

March Research Briefing with Markets Policy Partners

03.27.2023
Monthly Research Briefing

February 2023 Research Briefing with Nick Colas of DataTrek

02.22.2023
CAPIS Insights

Outsourced Trading Comes of Age – Why now? And why one size does not fit all.

01.20.2023
Monthly Research Briefing

Jan Research Briefing RECAP: Bear Market? What Bear Market, AllStarCharts Asks

01.19.2023
CAPIS Insights

Outsourced Trading Comes of Age

01.06.2023
CAPIS Insights, Press Releases

Why CAPIS? Why Now?

12.23.2022
Monthly Research Briefing

December Research Briefing RECAP: MPP Sees 2023 as Other Side of Financial Markets’ Storm

12.16.2022
CAPIS Insights

What is the Best Approach to Fixed Income Trading?

12.05.2022
CAPIS Insights

CASE STUDY: How LBX Portal and Outsourced Trader Help CAPIS Efficiently Deliver Differentiated Products

11.28.2022
CAPIS Insights

CASE STUDY: How LBX Portal and Outsourced Trader Help CAPIS Efficiently Deliver Differentiated Products

11.28.2022
Monthly Research Briefing

November Research Briefing RECAP: Colas and FOMC Hawkish, Inflation Remains Top Concern

11.17.2022
Quarterly Panel Discussion

CAPIS Panel – Banking on Tech

11.17.2022
Quarterly Panel Discussion

CAPIS Panel – Bank Trusts Trading in Low-Dollar Stocks

11.17.2022
Quarterly Panel Discussion

CAPIS Panel – RIAs and Outsourced Trading

11.17.2022
CAPIS Insights

October Research Briefing RECAP: Stockton Says Potential for Relief Rally Despite Bear Market

10.24.2022