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

  • Flower growing

    Dividends that matter

    Past dividends don't always mean future dividends - CPMS's Ian Tam shows us how to screen for sustainable payouts with these key metrics

  • Top Canadian ESG dividend stocks

    Uptrends and promising revenues are worth aiming for, as long as your strategy doesn't also pick up volatility, explains CPMS's Emily Halverson-Duncan

  • Winning attributes?

    Stocks that outperformed the dip at the end of 2018 carried certain characteristics - CPMS's Ian Tam tests whether that resilience can lead to long term results

  • Invest in earnings

    Prepare for earnings season by screening for companies with a strong growth story

  • ESG metrics to mitigate risk

    Ethics and personal beliefs aside, CPMS shows us that screening for responsible corporate policies can pay off

  • How to pick value stocks?

    Looking for companies with a low P/E ratio is a good starting point, says CPMS's Emily Halverson-Duncan

  • Rely on proven, quantitative analysis and timely data

  • Disciplined stock selection delivers superior returns

    Investors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan

  • 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.