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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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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Winning attributes?
Stocks that outperformed the dip at the end of 2018 carried certain characteristics - CPMS's Ian Tam tests whether that resilience can lead to long term results
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Invest in earnings
Prepare for earnings season by screening for companies with a strong growth story
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ESG metrics to mitigate risk
Ethics and personal beliefs aside, CPMS shows us that screening for responsible corporate policies can pay off
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How to pick value stocks?
Looking for companies with a low P/E ratio is a good starting point, says 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
Investors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan
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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.