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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CAPIS Insights

CASE STUDY Part 2: Outsourced Trading “Reasons to Outsource.”

02.25.2022
CAPIS Insights

CAPIS Supports Young Women’s Preparatory Network 2022 STEAM Challenge

02.25.2022
Monthly Research Briefing

December Research Call RECAP: Equities Face Tough Road Amid Higher Volatility

02.17.2022
CAPIS Insights

CASE STUDY Part 1: Outsourced Trading “Why Now? And Why One Size Does Not Fit All.”

02.02.2022
Monthly Research Briefing

January Research Briefing RECAP: MPP Says FOMC Hawks Rule Roost  

01.25.2022
CAPIS Insights

ADVISORY NOTICE: HKEX Announces Change in FRC Transaction Fees Effective Jan 1, 2022

12.24.2021
Monthly Research Briefing

December Research Call RECAP: Long Term Technicals Says Market is Overbought, Expect Defensive Rotation

12.20.2021
Monthly Research Briefing

November Research Call RECAP: DataTrek Delves Into Expensive U.S. Equity Valuations

11.22.2021
Monthly Research Briefing

October Research Call RECAP: MPP Sees China Economic Slog While U.S. Makes Progress 

10.26.2021
CAPIS Insights

Virtual Panel RECAP: Transition Management Analytics – What Really Matters?

10.05.2021
Monthly Research Briefing

September Research Call RECAP: DataTrek Says Market Recovery Steady as Few Disruptions Seen

09.21.2021
Monthly Research Briefing

August Research Call RECAP: Fairlead Strategies Says Market Technicals Favor Bulls

08.25.2021
CAPIS Insights

Eliminating Trade Rotation

08.18.2021
CAPIS Insights

Is Trade Rotation a Problem Worth Fixing?

08.10.2021
CAPIS Insights

Why Does Trade Rotation Still Persist?

08.02.2021
CAPIS Insights

VIDEO: The Morning Note Tutorial

07.21.2021
CAPIS Insights

Bloomberg Virtual Panel RECAP featuring CAPIS: Trends in Asset Allocation and Transition Management

07.21.2021
Monthly Research Briefing

July Research Call RECAP: Markets Policy Partners Says Doves Rule the Fed Roost – for Now

07.20.2021