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| CORPORATE PROFILE |
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| Who Are We? |
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| CPMS, acquired in 2009 by Morningstar Research Inc., the Canadian subsidiary of Morningstar Inc. (NASDAQ: MORN), provides a broad range of portfolio analysis and equity return enhancement products to the investment community. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. We provide data on more than 4,000 companies in North America. |
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| Products and Services |
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| Our equity products utilize reported fundamental, expectational and technical data, as well as economic and commodity data maintained in a user-friendly platform. They are designed to add value to all aspects of the investment analysis and decision-making processes as well as client and prospect communications. |
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| Competitive Advantage |
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| CPMS has dedicated and experienced teams in three critical areas - research, programming and client service - that ensure our products and services are without equal. When coupled with the best data and our software platform, all of these resources afford CPMS with a competitive advantage over other equity research products and data vendors. |
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