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

  • Capturing Momentum

    A focus on recent performance factors in the S&P/TSX and a strategy worth considering

  • Income and Growth at the Same Time?

    CPMS's Emily Halverson-Duncan finds out that the two goals can get along

  • Still Pays to Be Sustainable

    We get an update on the outperformance of ESG investing

  • Taking a Break?

    We test what can happen when you go cash in downmarkets, and finds some surprising outperformance

  • ESG in Volatile Times

    We check in on the performance of responsible investments through the crisis - with a pleasant surprise

  • Classic Growth Outperforms

    Emily Halverson-Duncan proves that it can pay off to go with the names you know

  • Do You Need the Risk?

    We create a value strategy that focuses on small-cap U.S. stocks

  • 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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