CPMS empowers investment selection

Morningstar Quant Concepts

Phil Dabo finds a strategy with superior up- and down- side capture ratios throughout different market cycles

Intelligent, disciplined and precise investing

  • Person holding small flower

    Dividend Downside Protection

    CPMS's Phil Dabo creates a strategy that benefits from the downside mitigating properties of dividend leaders

  • Small flower sprouting

    ESG Alpha

    Phil Dabo builds a responsible investment portfolio that delivers consistent outperformance with a mix of value and growth characteristics

  • Cameras and pipe on top of a map

    Top Canadian Tech Stocks

    Local leaders in technology often get overlooked, but as Phil Dabo finds, they can add meaningful alpha to your portfolio

  • Illustration of woman with sunglasses

    Cash Flow Kings

    Local leaders in technology often get overlooked, but as Phil Dabo finds, they can add meaningful alpha to your portfolio

  • Metal sander spraying sparks

    Wide Moat Winners

    Phil Dabo builds a strategy that looks for companies with a sustainable competitive advantage and strong financial health

  • TTC street car

    A Portfolio for Shopping Sprees

    Phil Dabo builds a strategy that looks for companies with a sustainable competitive advantage and strong financial health

  • CPMS Quantitative Ratings

    Rely on proven, quantitative analysis and timely data

  • CPMS search

    Disciplined stock selection delivers superior returns

  • CPMS Reports

    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.

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies