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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