STP Investment Services and CAPIS have partnered to launch a coordinated outsourced trading and operations model, combining execution services with middle- and back-office support.
Jeff Hooks
The partnership brings together CAPIS’ outsourced and supplemental trading capabilities with STP’s technology-enabled investment operations offering, aiming to provide a more seamless experience across the trade lifecycle.
Under the model, CAPIS will deliver outsourced and supplemental trading services designed to operate as an extension of a client’s trading desk. Investment managers can outsource specific elements of their trading activity, use CAPIS as a contingency or overflow solution, or fully outsource execution depending on their operating model.
Jeff Hooks, senior vice president at STP Investment Services, said: “Buy-side firms don’t want more vendors, they want integrated infrastructure. By partnering with CAPIS, we’re able to present a flexible, packaged solution that allows firms to outsource as much or as little as they need, whether that’s execution support, trade settlements, reconciliations, or broader middle-office functions.”
Through the integrated model, investment managers can access execution, settlement, reconciliation and broader operational support within a single framework.
The solution is designed with flexibility for clients to outsource specific functions or adopt a more comprehensive model depending on their requirements, according to the firms.
Chris Hurley, senior vice president and head of institutional sales at CAPIS, added: “By combining CAPIS’ proven trade execution and commission management services with STP’s middle- and back-office expertise, we’re offering clients a seamless experience that reduces complexity, strengthens oversight, and ensures that execution and post-trade processes move in lockstep.”
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STP, meanwhile, will provide middle- and back-office outsourcing services designed to integrate with clients’ existing systems.
Through its BluePrint platform, the firm supports functions including reconciliation and trade settlements, performance measurement, corporate actions and pricing, portfolio accounting, client reporting, fee billing, and compliance.
The joint model is intended to offer a more scalable operating framework for investment managers.