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
-
A magical blend of momentum and income
Dividend investors want high yield and low volatility, but mixing in a little momentum can yield significant long-term outperformance while maintaining downside protection
-
The importance of sector diversification in Canada
CPMS's Ian Tam shows why investors need to ensure their bets are in more than a few baskets
-
Value alone is not enough
When considering factors to look for, consider combining value, momentum and quality metrics together to find a more suitable strategy
-
Trust in analyst recommendations?
We'll show you how to build a buy-signal based portfolio
-
Think the bull run still has legs?
We have the model for you: momentum, positive price performance, and fundamental stability make these quantitative stock picks a quality addition to an optimistic approach
-
How to invest in familiar names
Investing in known names brings a sense of comfort - here's how to create a screen for them using a U.S. dividend approach
-
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.