CPMS Empowers Investment Selection

Morningstar Quant Concepts

Picking stocks is hard, knowing when to sell is harder still. Welcome to Quant concepts, a weekly series where we explore different rules-based strategies for the North American equity market, leveraging Morningstar’s proprietary quantitative investment platform, CPMS™. Morningstar® CPMS™ is a quantitative, fundamental portfolio management tool, used by Institutional Portfolio Managers and Investment Advisors, to effectively manage a portfolio of stocks while maintaining investment discipline.

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A variety of insightful topics for you to explore

How to invest in familiar names

Investing in known names brings a sense of comfort - here's how to create a screen for them - Morningstar CPMS' Emily Halverson-Duncan takes a U.S. dividend approach
The best Canadian high yield stocks

As the Bank of Canada continues to hold rates steady, income seeking investors continue to seek fixed income alternatives, says Morningstar CPMS' Ian Tam
Want to manage multiple styles?

Styles go in and out of favour, so it's better to have more than one - here's how to build your own value and growth portfolio
Style-oriented portfolio construction

From dividends to momentum, you can put your strategy in motion with Emily Halverson-Duncan, Director of CPMS Sales at Morningstar as she shows to build a portfolio around your preferred investment characteristics
Finding value stocks in Canada

Are there bargains to be had at home amidst the global trade tensions? Morningstar''s Director of CPMS Sales, Ian Tam shows us a few tricks he uses to find them, including comparing a company''s valuation against its own history
How to build a portfolio set for growth

Learn how to pick growth companies which offer the potential for great long term gains
Rely on Proven, Quantitative Analysis and Timely Analytics

Morningstar CPMS is a powerful online platform that quantitatively ranks and filters stocks based on a variety of equity strategies. When you employ CPMS strategies as part of your investment process you'll have more time to focus on growing your business.
Disciplined Stock Selection Delivers Superior Returns

CPMS strategies are used by Canada's top institutional money managers. The strategies are time-tested and have outperformed the S&P/TSX composite index since inception.
Actionable Reports Provide Stock Picks and Insights

Several on-screen reports at the individual stock level include market information, daily price information, latest earnings reports, and financial information.