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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The Morning Note

CAPIS Morning Note – 5/08/24: Stocks Are Lower, Uber Misses

05.08.2024
The Morning Note

CAPIS Morning Note – 5/07/24: Stocks Mixed This Morning, Disney Beats

05.07.2024
The Morning Note

CAPIS Morning Note – 5/06/24: A Quiet Week Ahead For Economic Data, Earnings Continue But Off Peak

05.06.2024
The Morning Note

CAPIS Morning Note – 5/03/24: Jobs Friday! Futures Higher Into The Data

05.03.2024
The Morning Note

CAPIS Morning Note – 5/02/24: Powell Dovish Talk Props Up Stocks At The 5000 Level on The S&P 500

05.02.2024
The Morning Note

CAPIS Morning Note – 5/01/24: Stocks Lower Into FOMC

05.01.2024
The Morning Note

CAPIS Morning Note – 4/30/24: Stocks Mixed As Fed Begins Meeting.

04.30.2024
The Morning Note

CAPIS Morning Note – 4/29/24: Fed Week, Stocks Start Off Higher This Morning

04.29.2024
CAPIS Insights

CAPIS COO David Choate Featured in Traders Magazine – “FLASH FRIDAY: US Brokerage Consolidation to Continue”

04.26.2024
The Morning Note

CAPIS Morning Note – 4/26/24: Futures Rebounding, PCE Core Out Shortly.

04.26.2024
The Morning Note

CAPIS Morning Note – 04/25/24: Stocks Lower As Big Cap Tech Sinks

04.25.2024
The Morning Note

CAPIS Morning Note – 04/24/24: S&P 500 Futures Higher For Third Day In A Row, Tesla Higher On Another Promise

04.24.2024
The Morning Note

CAPIS Morning Note – 04/23/24: Stocks Higher For Second Day In A Row

04.23.2024
The Morning Note

CAPIS Morning Note – 04/22/24: Stocks Starts New Week On A Positive Note. Will it Hold? Can The S&P 500 Retake 5,000?

04.22.2024
The Morning Note

CAPIS Morning Note – 04/19/24: Stocks Recover From Overnight Selling On Israel’s Attack On Iran

04.19.2024
Monthly Research Briefing

CAPIS April 2024 Research Briefing: Decoding U.S. Markets, Fed Moves & Election Echoes with MPP

04.18.2024
CAPIS Insights, Blogs and Podcasts

Nasdaq TradeTalks: The New T+1 Settlement Cycle for Applicable Securities

04.18.2024
The Morning Note

CAPIS Morning Note – 04/18/24: Can 5,000 Hold On The S&P 500?

04.18.2024
The Morning Note

CAPIS Morning Note – 04/17/24: Biden Pushes For More Steel Tariffs Against China, Stocks Higher But Off Morning High

04.17.2024
The Morning Note

CAPIS Morning Note – 04/16/24: Stocks Rebound Overnight After Two Days Of Selling

04.16.2024
The Morning Note

CAPIS Morning Note – 04/15/24: Stocks Rebound From Friday Selling, Several Economic Data Point and Israel Survives Iran Attack with Allied Help

04.15.2024