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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

  • 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

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

  • 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

  • Healthy balance sheets

    What to look for when building a basket of strong stocks with CPMS's Emily Halverson-Duncan

  • Best of both worlds

    Have more than one style? Want income and growth at the same time? Here's how to create and combine two separate sleeves in one portfolio

  • Companies with cash on hand

    A good stack of cash combined with a history of growth can make a portfolio stronger in times of trouble

  • 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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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here