CAPIS

With so many success factors in today’s trading landscape favoring ETFs it’s more important than ever for institutional investors to have a solid grasp of ETF trading basics to deploy them as part of your investment strategy. Within our ETF resource center, you’ll find information on trading basics, as well as how CAPIS can support your journey to achieve best execution in the ETF market. Visit here: https://lnkd.in/ergp2eF3 #ETFs #tradingstrategy #capitalmarkets #tradeexecution #institutionalinvestors

Transition events can be among the most challenging yet crucial moments for any institutional investor. Whether you’re moving into a new market, adopting a new strategy, rebalancing a portfolio or adapting to personnel changes, these processes can significantly impact costs and returns. The good news? You don’t have to do it alone. Engaging a transition manager can help you navigate these complex events smoothly, ensuring an optimal strategy for asset reallocation. Senior Vice President, Manager of Transition Management, Bryan Gibbs unpacks key considerations for transition management in a recent blog. Read more: https://lnkd.in/esUZUpeF #investmentmanagement #transitionmanagement #portfoliomanagement #institutionalinvestors #assetallocation #capitalmarkets #marketstrategy #investmentstrategy

CAPIS is proud to amplify the news that Chris Halverson, Director, Institutional Sales, is this year’s recipient of the prestigious Security Traders Association Dictum Meum Pactum Award! A former STA National Chair and Past President of Dallas STA, Chris has been recognized by the entire STA community for his continued and unwavering support of the organization and its members. The award will be presented to Chris at STA's 91st Annual Market Structure in Orlando, Florida on Wednesday, September 18.

ICYMI: Key Insights from Our July 2024 Research Briefing Watch the Recap Here: https://lnkd.in/gjjBNgVq Brendan Walsh and John Fagan from Markets Policy Partners joined us this month to provide their insights on: 🔹Election 2024: Trump's reelection and Biden's potential withdrawal. 🔹Market Impact: Anticipated tax cuts and inflation concerns 🔹Fed Policy: Potential rate cuts in July vs. September. 🔹Global Outlook: China's economy and geopolitical tensions. 🔹Market Trends: Speculations on corrections and election impacts. #MarketInsights #EconomicTrends #CAPIS #ResearchBriefing

ICYMI: In a recent episode of TabbFORUM’s Market Structure Wave video series, CAPIS Sr. VP and Director of Institutional Sales Christopher J. Hurley sat down with TABB Group CEO Bruce Morris to unpack the evolution of trading that has created the need for asset managers to use outsourced trading. Chris also highlights why OST is being called upon to meet buy-side trading desks' need to generate alpha. Watch the video: https://lnkd.in/dksYnMGz #trading #outsourcedtrading #assetmanagement #buyside #capitalmarkets

This Thursday: Join us at 10:00 AM CDT as we welcome back John Fagan and Brendan Walsh of Markets Policy Partners for the latest installment of CAPIS’ Monthly Research Briefing. Each month, we help you stay ahead of the curve with valuable insights on current economic trends and developments. Our expert analysts provide in-depth perspectives, providing the valuable insights needed to help firms navigate today's ever-changing financial landscape. Tune in as Jon and Brendan hit on several current topics, including: ➡ The Federal Reserve's actions and their economic impact ➡ Insights into the activities of central banks ➡ The current economic landscape ➡ Potential implications of the 2024 election Stay informed. Register now: https://lnkd.in/ev9TVXC9 #financialwebinar #marketanaysis #outlook #capitalmarkets #fianciallandscape #finance

ICYMI: Nearly four years after CAPIS’ Chris Halverson wrote his initial piece highlighting the pivotal role of Section 28(e) in facilitating cost-effective acquisition of investment research, it seems the tide is turning in Europe. The UK’s FCA recently revised its stance on bundled research, highlighting that the US may have had it right all along. MiFID II aimed to illuminate research costs, but its downstream implications impeded access to crucial market insights. In contrast, the US’s Section 28(e) continues to nurture a robust research ecosystem, supporting innovation and competitive advantages for funds. Let's unpack what MiFID II got wrong about research: https://lnkd.in/eqfv-X7B #investmentresearch #financialregulation #mifidii #assetmanagement #marketinsights

Amid rising cost pressures and operational complexities, buy-side firms are increasingly turning to outsourced trading to optimize their performance. Our recent virtual panel, "Outsourced Trading: Streamlining Operations for Enhanced Performance," brought together industry leaders to share their experiences and insights. Over the course of the conversation, experts Colin Kelly, CFA (Signia Capital), Matthew Krebs (CAPIS) and Jeffrey Estella (Estella LLC) hit on the the following benefits and considerations: ➡️Flexibility: Outsourced trading isn't all-or-nothing. Firms can outsource as much or as little as needed, working in conjunction with their internal desks. ➡️Broad Adoption: From hedge funds to pension funds, a wide range of asset managers now leverage outsourced trading to meet regulatory demands and cost pressures. ➡️Strategic Partnership: Finding a provider with the right capabilities and communication style is crucial for success. ➡️Enhanced Reach: Smaller firms gain global market access and reduce key-man risk by partnering with outsourced trading providers. Couldn’t join us? Dive into the full recap and watch the recording here: https://lnkd.in/esvfeXDm #assetmanagement #outsourcedtrading #investmentstrategy #financialservices #buyside #tradingoperations #markettrends #portfoliomanagement

Join us for the CAPIS July 2024 Webinar featuring expert insights from Brendan Walsh and John Fagan of Markets Policy Partners. Gain valuable perspectives on current economic trends and market developments as we enter Q3. Date: 07-18-2024 Time: 10:00am CDT REGISTER TODAY: https://lnkd.in/gHYQMzkG #Webinar #EconomicInsights #FinancialAnalysis #CAPIS #Dallas

With an exclusive focus on high-touch global trading execution and commission management, CAPIS has long since refined our independent solutions and solidified key industry relationships. The result? The optimal trading outcomes for our clients. We invite you to experience the difference for yourself. Get in touch today: https://lnkd.in/emtu4EyP #capitalmarkets #trading #tradeexecution #institutionalinvestors #comissionmanagement