CPMS empowers investment selection
Morningstar Quant Concepts
No need to choose - this strategy from CPMS's Emily Halverson-Duncan benefits from both types of analyses
Intelligent, disciplined, precision investing
-
Canadian stocks for volatile markets
Today we focus on downside protection to avoid any severe downward fluctuations in your portfolio
-
Will the dividends last?
You might be holding dividend-paying stocks, but you should see what dividend-growing stocks do in the long term
-
Underloved equities
Even with consistent profitability and quality, these companies were missed by investors last year - what happens when you pick them for your portfolio? CPMS's Ian Tam investigates
-
Strong balance sheet strategy
How well do companies with solid books perform? CPMS's Emily Halverson-Duncan investigates with a universe of U.S. stocks
-
Value traps
Difficult to discern and potentially dangerous to portfolios - how to scan for value stocks at risk of decline with CPMS's Emily Halverson-Duncan
-
Why diversification matters
Systematic risk is best managed through asset allocation, while unsystematic risk is best managed by diversifying through multiple securities within an asset class
-
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.