| Products & Services |
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| DATA |
| CPMS maintains proprietary databases for the Canadian and US Markets. We conduct our own in-house independent research and provide updates to our clients daily. We maintain historic data, adjusted for unusual, non-recurring items and/or discontinued operations. We provide data on stocks, industry groups, and indices, including capped indices unique to the CPMS database. |
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| ESTIMATE SERVICE |
| We receive quarterly and annual earnings estimates as well as annual cash flow estimates from leading brokers and research firms from all over the world. This information is fully integrated with all of our other primary data. Practical applications of the estimate service include: |
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- Monitor the stocks in a portfolio for significant earnings or cash flow estimate revisions
- Scroll through previous, current and next year's estimates
- Select and screen analyst estimates to create your own consensus estimate
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| EQUITY MARKET SERVICES |
| The CPMS Equity Market Services integrate reported fundamental, expectational and technical data, as well as economic and commodity data in a user-friendly software platform. Use the service to perform numerous applications including: |
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- View any combination of data on any stock all on one screen
- Generate long and short strategies with our proprietary ranking and screening system
- Create strategies for specific industries
- View historic data with pre-defined or user-defined graph lines
- Determine the fundamental characteristics or "style" of a portfolio against a benchmark
- Perform stock and portfolio sensitivity analysis
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| MODEL PORTFOLIOS |
| CPMS has designed several unique strategies to reflect fundamentally distinct investment philosophies. These strategies dictate how stocks are bought and sold for each portfolio. |
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Examples of reports that are available to Model Portfolio clients are:
- Daily buy and sell transactions and reasons why the transactions occurred
- Numerical and Graphical fundamental characteristics or "style" of each portfolio
- Industry allocation
- A variety of performance statistics against the benchmark
- Cross Holdings Report: stocks held in more than one fund
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| BACKTEST SERVICE |
| The CPMS Backtest Service integrates real time historic data from the Equity Market Service into a powerful software package to allow users to perform numerous applications: |
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- Create and test the performance of any investment strategy or "style" over time
- Create long or short strategies for stock selection within industries or sectors
- Determine the characteristics of up markets versus down markets
- Create custom benchmarks
We offer Backtest Services for our Canadian (since 1985), U.S. (since 1993) markets.
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| SINGLE VARIABLE TEST |
| The Single Variable Test is an extensive analysis of the most commonly used variables for investment analysis and decision-making. We create a series of monthly stock portfolios that contain either the best or the worst stocks ranked in terms of a particular CPMS variable. The results of these tests are then compiled and summarized numerically and graphically. Examples of what clients may then do with these results are: |
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- Analyze statistics such as alpha, beta, turnover, T-statistics, success ratio, etc.
- Determine the variables that perform in up markets versus down markets
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| TIME SERIES ANALYSIS |
| A CPMS Time Series analysis examines the historic fundamental characteristics of a given portfolio measured against a chosen benchmark. The results can then be graphed to visualize a portfolio's style over time and how its characteristics compare with the chosen benchmark. Invaluable for communicating "who you are" and "how you manage money" to committees or clients and prospective clients. |
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| PLAN SPONSORS: PORTFOLIO ATTRIBUTE AND STYLE ANALYSIS |
| CPMS creates specific service plans for Plan Sponsors and Financial Planners to assist with: |
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- Manager selection - selecting managers with complementary styles
- Manager supervision - monitoring style and manager mandates
- Manager allocation - creating a set of desired characteristics for the manager pool
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| OUR COMMITMENT TO YOU |
| At CPMS, our commitment is to you. We do what is necessary to ensure that our services are fully integrated into your specific investment decision making process and that you are aware of all of our useful and profitable applications. It is our responsibility to continuously demonstrate that our services are of value to you. |
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For more information on CPMS or any of the services listed above, please call a Customer Service Representative at
416-366-4253 or contact us via email. |
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