CPMS empowers investment selection
Morningstar Quant Concepts
Choosing what stocks to invest in is hard, and knowing when to sell them is harder still. Welcome to Quant concepts, a weekly series where our experts explore different rules-based strategies for the North American equity market, leveraging Morningstar’s proprietary quantitative investment platform, CPMS™.
Intelligent, disciplined, precision investing
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Defensive dividends?
Value investing's had a tough run in Canada - but markets have a tendency to mean-revert, meaning you might want to stock up on discount names with these tips from CPMS's Ian Tam
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Picking the best of the bunch
Is your stock the gold standard for its industry? Find companies with the factors that matter with CPMS's Emily Halverson-Duncan
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Stocks for the cautiously optimistic
Morningstar CPMS's Ian Tam looks for steady companies that have out-paced their peers in terms of their short term earnings growth
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Building the right momentum
Uptrends and promising revenues are worth aiming for, as long as your strategy doesn't also pick up volatility, explains CPMS's Emily Halverson-Duncan
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Dividends that matter
Past dividends don't always mean future dividends - CPMS's Ian Tam shows us how to screen for sustainable payouts with these key metrics
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Top Canadian ESG dividend stocks
Uptrends and promising revenues are worth aiming for, as long as your strategy doesn't also pick up volatility, explains CPMS's Emily Halverson-Duncan
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Rely on proven, quantitative analysis and timely data
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Disciplined stock selection delivers superior returns
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Actionable reports provide stock picks and insights
Product demonstrations and complimentary trials
To arrange for a product demonstration or to request a free trial of Morningstar® CPMS™ please contact us at cacpmsupport@morningstar.com, or call 1-877-489-7074 ext. 3 then ext. 2 - to speak to a representative.