Add alpha to your investment practice with Morningstar CPMS.



Rely on proven, quantitative analysis and timely data

Morningstar CPMS is a powerful online platform that quantitatively ranks and filters stocks based on a variety of equity strategies. When you employ CPMS strategies as part of your investment process you'll have more time to focus on growing your business.

Disciplined stock selection delivers superior returns

CPMS strategies are used by Canada's top institutional money managers. The strategies are time-tested and have outperformed the S&P/TSX composite index since inception.

Actionable reports provide stock picks and insights

Several on-screen reports at the individual stock level include market information, daily price information, latest earnings reports, and financial information.
 
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**Morningstar Managed Portfolios℠ are offered by the entities within  Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of a discretionary investment advisory service or as model portfolios to third-party advisory programs on a discretionary or non-discretionary basis.  In the United States, Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. Portfolio construction and ongoing monitoring and maintenance of the portfolios within the Morningstar Managed Portfolios program is provided on Morningstar Investment Services’ behalf by Morningstar Investment Management LLC.