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Morningstar CPMS
Equity Strategy Design
Equity Strategy Backtesting
Performance Analysis
Equity Information and Estimates
Quantitative. Disciplined. Precise.
Institutional equity strategy software.
Institutional money managers and licensed advisors use Morningstar® CPMS™ to design, modify, test, and track the performance of equity portfolio strategies. The software integrates high-quality fundamental, earnings estimate, and technical data on Canadian and U.S. stocks for screening and analysis based on 4,000+ variables in our proprietary ranking system. Investment professionals can refer to the CPMS investment strategies built into the software or create their own custom multi-factor portfolios and analyze their holdings with comprehensive equity information that’s updated daily.
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