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

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
CAPIS Insights

Employee Spotlight: Bryan Gibbs

12.03.2020
CAPIS Insights

The Importance of Giving Back at CAPIS

12.01.2020
CAPIS Insights

The Arm-Wrestling Match Between Human Interaction and Tech Advancements in the Bank Trust Industry 

10.28.2020
CAPIS Insights

MiFID II: We Hardly Knew You…

10.19.2020
CAPIS Insights

So, You Think You Can Trade Closed-End Funds, Eh?

10.08.2020
CAPIS Insights

Can You See How Risk Was Managed?

10.07.2020
CAPIS Insights

Can You Identify a Conflicted Crossing Trade?

09.30.2020
CAPIS Insights

Can You Identify A Conflicted MOC Trade?

09.22.2020
CAPIS Insights

Why CAPIS?  Why Now?

09.09.2020
CAPIS Insights

Is CAPIS the Oldest Outsourced Trading Firm?

09.08.2020
CAPIS Insights

Employee Spotlight: Kelly Eskildsen

09.03.2020
CAPIS Insights

Equity Access Through Closed-End Funds

08.28.2020
CAPIS Insights

TRADING UPDATE: Bond Trading “Concierge Style”

08.26.2020