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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    ESG Cash Flow

    Phil Dabo finds 10 years of outperformance in a cash-flow-focused strategy that leverages the power of responsible investing

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    Growing Dividends

    Companies that consistently increase their dividends tend to outperform, CPMS's Phil Dabo finds

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    A U.S. ESG Strategy

    Phil Dabo finds an ESG strategy for U.S. stocks with strong fundamentals

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    Small and Mid-Cap Value

    RBC's Sarah Riopelle wields an array of small bets aimed at smooth and consistent fund performance

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    Dividend Downside Protection

    CPMS's Phil Dabo creates a strategy that benefits from the downside mitigating properties of dividend leaders

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    ESG Alpha

    Phil Dabo builds a responsible investment portfolio that delivers consistent outperformance with a mix of value and growth characteristics

  • 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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