Daily updates. Keeping you informed.
In addition to providing third-party research and CSA services, CAPIS provides clients with valuable research designed to inform your investment decision-making process.
CAPIS Morning Note
The CAPIS Morning Note is a quick summary to start your day that alerts you to upcoming earnings announcements, economic releases and important technical levels. The latest Morning Notes can be found under CAPIS News. To be added to the distribution list, please email us at firstname.lastname@example.org.
CAPIS Monthly Research Briefing
CAPIS is pleased to present Nick Colas and Jessica Rabe of DataTrek Research, Katie Stockton of Fairlead Strategies, and others for informative 30-minute briefings each month. Each speaker’s unique style and perspective consistently receive high marks for impact and clarity. To listen to last quarter’s CAPIS Monthly Research Briefing or to request an invitation to the next event, please email us at email@example.com. To RSVP for the next research call, complete the registration form.
CAPIS Daily Holdings Update
Based on a client-specific holdings or focus list, CAPIS provides an automated morning email identifying major news items impacting your portfolio. Clients can update their holdings in CAPIS Concourse or contact their CAPIS support team. To begin receiving the CAPIS Daily Holdings Update or to update your holdings, please email us by selecting Contact Us below. A sample Daily Holdings email can be viewed here.