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 Research Call RECAP: Colas Says Higher Rates Point to More Activity

06.22.2021
CAPIS Insights

ADVISORY NOTICE: HKEX Announces Increase of Stamp Duty on Stock Transactions Aug 1

06.21.2021
Monthly Research Briefing

May Research Call RECAP: Katie Stockton on Market Momentum

05.26.2021
CAPIS Insights

How Many Solutions Do Your Transition Managers Provide?

05.18.2021
CAPIS Insights

Bank Trust Roundtable RECAP: Risk Surrounds Low-Priced Stock Trading 

05.10.2021
Monthly Research Briefing

April Research Call RECAP: Nick Colas Says US Will Lead Recovery

04.21.2021
Monthly Research Briefing

March Research Call Recap: Fairlead Strategies’ Katie Stockton on Long-Term Momentum

03.23.2021
CAPIS Insights

Recapping “RIAs and Outsourced Trading: What You Need to Know To Navigate the Markets” 

03.11.2021
CAPIS Insights

Approaching Diversity in Financial Services As a Small- or Mid-Sized Firm

03.03.2021
Monthly Research Briefing

February Research Call Recap: Nicholas Colas on the “Biden Effect”

02.25.2021
CAPIS Insights

Fixed Income Insights – An Interview with David Lee

02.17.2021
CAPIS Insights

Employee Spotlight – Stephanie Deroy, Operations Supervisor

02.10.2021
CAPIS Insights

CAPIS Supports the Young Women’s Preparatory Network

02.09.2021
Monthly Research Briefing

January Research Call RECAP: Geoff Garbacz on Short Interest Indicators

01.28.2021
CAPIS Insights

Developing Diverse Relationships: Q&A with Liz Whitehead & Heather Cox, Diversity Masterminds

01.27.2021
CAPIS Insights

CAPIS Outsourced Trading Desk and CAPIS ARC Combine Forces

01.13.2021
CAPIS Insights

CAPIS CEO Ann Sebert Elected as FINRA Representative for District 6

12.17.2020
Quarterly Panel Discussion

Market Indicators: Fairlead Strategies’ Katie Stockton on the Markets

12.07.2020