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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 and precise investing

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    Low Beta Momentum

    Volatility getting too much but still want to participate in the price action? This strategy has been just right.

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    A Portfolio for U.S. Earnings Surprises

    Learn how Phil Dabo assembles a group of U.S. stocks that consistently beat analyst expectations.

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    A Portfolio for Canadian Earnings Surprises

    Learn how Phil Dabo assembles a group of Canadian stocks that consistently beat analyst expectations.

  • Person holding small flower

    Low Beta Momentum

    Volatility getting too much but still want to participate in the price action? This strategy has been just right.

  • Small flower sprouting

    Price and Earnings Momentum

    Believe there are still pockets of the market with prices ready to move higher? Consider this strategy.

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    Resilient ESG

    A responsible approach to investing performs particularly well in downmarkets, finds Phil Dabo.

  • CPMS Quantitative Ratings

    Rely on proven, quantitative analysis and timely data

  • CPMS search

    Disciplined stock selection delivers superior returns

  • CPMS Reports

    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.

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