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

  • 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

  • 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

  • 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

  • Man holding light bulb

    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

  • Flower growing

    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

  • 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

  • Rely on proven, quantitative analysis and timely data

  • Disciplined stock selection delivers superior returns

  • 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.