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 and precise investing

  • Person holding small flower

    Diversified Growth

    Get that ideal blend of booming businesses that reinvest earnings across an array of sectors.

  • TTC street car

    Yield and Momentum Portfolio

    Phil Dabo hunts for income stocks that also participate in wider market momentum.

  • Small flower sprouting

    ESG Bets

    Phil Dabo hunts for companies that focus on environmental, social and governance factors.

  • Cameras and pipe on top of a map

    Small Cap Equities

    Phil Dabo hunts for small companies that have good short term cash metrics.

  • Illustration of woman with sunglasses

    Mid Cap Equities

    Phil Dabo hunts for mid-cap companies that have good short term cash metrics.

  • Construction scene

    Outperforming Canadian Value

    Value investors don't necessarily need to give up great returns in both up and down markets, Phil Dabo finds.

  • 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.

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