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

  • A magical blend of momentum and income

    Dividend investors want high yield and low volatility, but mixing in a little momentum can yield significant long-term outperformance while maintaining downside protection

  • The importance of sector diversification in Canada

    CPMS's Ian Tam shows why investors need to ensure their bets are in more than a few baskets

  • Value alone is not enough

    When considering factors to look for, consider combining value, momentum and quality metrics together to find a more suitable strategy

  • Trust in analyst recommendations?

    We'll show you how to build a buy-signal based portfolio

  • Think the bull run still has legs?

    We have the model for you: momentum, positive price performance, and fundamental stability make these quantitative stock picks a quality addition to an optimistic approach

  • How to invest in familiar names

    Investing in known names brings a sense of comfort - here's how to create a screen for them using a U.S. dividend approach

  • 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.