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

  • Art

    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.