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

  • Classic Growth Outperforms

    Emily Halverson-Duncan proves that it can pay off to go with the names you know

  • Do You Need the Risk?

    CPMS's Emily Halverson-Duncan creates a value strategy that focuses on small-cap U.S. stocks

  • When Two Styles Become One

    Income and momentum meet to find alpha

  • Using Beta to Build Low Volatility

    Turns out that playing it safe can still lead to double-digit gains, CPMS's Emily Halverson-Duncan finds

  • Value Stocks in a Recovery

    CPMS's Emily Halverson-Duncan looks at dividend stocks with ESG factors incorporated, to provide a more ESG friendly portfolio

  • ESG Grows

    Responsible investing can make for great risk mitigation, but when paired with the right partner metrics, it can help you get an edge on growth

  • 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.

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