[ O U T S O U R C E D T R A D I N G S U R V E Y ]
Chart 2
RIA market ”. Given all these changes and developments , the past 12 months have been busy for CAPIS . The firm noted that there has been a noticeable increase in the number of managers who are realising that “ outsourcing is not an all or nothing proposition , and that through a supplemental arrangement , managers can outsource as little or as much as they want or need .” This sudden uptick in involvement has only been beneficial to CAPIS , with managers increasingly recognising the different arrangements that can be made , and most importantly , that outsourcing does not mean they are losing control . Taking a look at Chart 1 , it would seem that CAPIS ’ clients are happy with the service they are receiving – with an impressive 75 % rating them Excellent . Across the board it would seem that clients are very happy with CAPIS , with only two categories receiving a score of Good – Onboarding and Execution Decision Support . Even then , these two categories score very well . Overall , it has been a strong start for CAPIS . “ Today ’ s trading environment is growing increasingly complex - and the demands and trading strategies of asset managers , hedge funds ,
RIAs and other institutional buy-side firms are evolving alongside them ,” the provider said . Earlier this year CAPIS announced strategic partnerships with Key Bridge Compliance and FiSolve as part of its expanded outsourced trading offering . The firm said the partnerships enable it to further extend its outsourced trading solution by offering comprehensive and fully outsourced operations , legal and compliance functions from " well-established and regarded " firms .
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