How we make recommendations (2024)

Our process: Discipline, rigor, experience

Our team of analysts use a disciplined approach to make sure we’re giving you the best possible choices. We only move forward with recommendations that we believe can help execute our investment philosophy. We focus on quality investments that we expect to deliver on their performance expectations over the long term and work well in a diversified portfolio.

Our recommendations give you and your financial advisor a starting point for choosing investments to help build a portfolio aligned with your comfort with risk and financial goals.

How we choose stocks

Before your financial advisor recommends a stock to you, it must pass a disciplined analysis by our Securities Research team. We filter stocks based on geography, longevity, financial risk and a company’s size before applying fundamental and valuation analysis.

We look at factors including company balance sheet strength and the management team’s track record to assess the quality of a stock. We spend time thinking about past, present and future opportunities and challenges for each sector to identify the companies we believe have sustainable competitive advantages for the long term. Then we apply strict valuation analysis and consider any specific risks to determine a fair price for the stock.

How we choose bonds

Individual fixed-income investmentscan provide diversification, income and stability to an investment portfolio.

Given the importance of credit risk when evaluating individual bonds, a focus on diversification and quality can help meet these objectives. We also consider other risks, including interest rate risk and reinvestment risk, when helping you build a bond portfolio. This timely, insightful information is at your financial advisor's fingertips so they have what they need to help you make a decision.

How we choose funds

With thousands ofmutual fundsandexchange-traded funds(ETFs)to choose from, it can be overwhelming to pick which ones to buy. That's where our Investment Manager Research team comes in.

They bring significant investment experience and a robust framework to analyzing mutual funds and ETFs, helping provide quality recommendations. Your financial advisor can use this team’s expertise to provide choices that make the most sense for you.

We're here for you

With the support of our experienced research team, yourfinancial advisorcan provide you with investment recommendations that may be appropriate for your portfolio.

How we make recommendations (2024)

FAQs

How do you make recommendations? ›

You can write a recommendation report with the following steps:
  1. Choose a topic. ...
  2. Collect research. ...
  3. Write your executive summary. ...
  4. Write your problem statement. ...
  5. Write your solution paragraphs. ...
  6. Include your evaluation criteria. ...
  7. Discuss your final recommendation. ...
  8. Compile your works cited.
Jun 29, 2023

What is an example of a good recommendation? ›

"I had the pleasure of working closely with [Name] on a challenging project. Their exceptional problem-solving skills and attention to detail were instrumental in its success. I highly recommend [Name] for their dedication, professionalism, and ability to deliver results."

How to give a good recommendation? ›

Aim for at least one page but no more than two. Focus on the most important qualifications. Discuss two or three of the candidate's most relevant achievements in the job description for the highest impact and provide specific examples to illustrate their fitness for the role. Follow the request instructions.

How do you make a recommendation stand out? ›

A great letter of recommendation includes specific examples and anecdotes that demonstrate the applicant's skills and qualifications. It backs up descriptions of your qualifications with examples. You want your letters of recommendation to demonstrate that you not only possess good qualities but also apply them.

How do you make suggestions and recommendations? ›

Be polite: When making suggestions, it is important to be polite and considerate of the other person's feelings. Avoid being blunt or rude, as this may come across as aggressive or confrontational. Use polite language and tone, such as "perhaps you could consider" or "I was wondering if you might want to try."

How do I write my recommendation? ›

When writing your own letter of recommendation, keep these tips in mind.
  1. Do not sell yourself short. Modesty is the last thing you need in a recommendation letter. ...
  2. State the recommender's relationship to you. ...
  3. Only include relevant skills and examples. ...
  4. Write in the third person.

How do you start a recommendation sentence example? ›

The Only Recommendation Letter Template You Need

Dear [hiring manager / admissions office / name], I'm writing to recommend [name] to your [company/university/program/etc.]. I've known [name] since [year], when [explain how you know the person, what your relationship is; you can take more than one sentence for this].

What are strong recommendation phrases? ›

They do this by invoking the linguistic terms mentioned above: standout terms or phrases, such as “unparalleled,” “one of the best I have worked with,” “incredible,” “fantastic,” “prodigy,” “unrivaled,” “outstanding,” “rising star,” “as good or better than” (a well-known person), “amazing,” and others.

What is an effective recommendation? ›

An effective recommendation should be constructive by offering solutions rather than just problems, specific in identifying both strengths and weaknesses, measurable so progress can be determined, sensitive by keeping comments positive and avoiding negativity, and balanced by pointing out both strengths and weaknesses.

How to answer recommendation questions? ›

2. Make your answers specific. Try to avoid using generic terminologies that don't clearly highlight an applicant's characteristics or achievements. Ensure the feedback you provide in your reference is specific to the individual's performance and behaviour, using examples to highlight their strengths and achievements.

What is the best message for a recommendation? ›

It's my absolute pleasure to recommend [Name] for [position] with [Company]. [Name] and I [relationship] at [Company] for [length of time]. I thoroughly enjoyed my time working with [Name], and came to know [him/her/them] as a truly valuable asset to our team.

How do I get the best recommendations? ›

What they say about you (and how they say it) matters.
  1. Find Out What the College Requires. ...
  2. Choose Your Recommenders Carefully. ...
  3. Make Sure the Recommendation Will Be Strong. ...
  4. Give Your Recommenders Plenty of Time. ...
  5. Make It Easy for Them. ...
  6. Be Careful About Sending Extra Recommendations.

What is a good example of a recommendation? ›

In conclusion, I am happy to give Mr. Harris my highest recommendation for your residency program. In my experience, he is in the top 10% of all medical students with whom I have worked over the past 20 years. If you have any additional questions or require further information, please do not hesitate to contact me.

How do you create a recommendation? ›

To make a research recommendation, analyze your findings, identify key insights, and propose specific, evidence-based actions. Include the relevance of the recommendations to the study's objectives and provide practical steps for implementation.

What is recommendation format? ›

The format typically consists of 1) the letterhead and full contact information, 2) a salutation, 3) an introduction, 4) an overview, 5) a personal story, 6) a closing sentence and 7) your signature. The three types of recommendation letters are employment, academic, and character recommendation letters.

What are the steps of recommendation? ›

The recommendation process consists of 4 main steps: collecting, analyzing, and filtering data, and then generating recommendations using machine learning techniques.

How do you start a recommendation sentence? ›

Establish excitement for your strong recommendation in the first sentence. Stating that it is your pleasure to recommend Marcy Jones, for example, is a good way to kick things off. Explain your relationship. If you're the manager at XYZ company who supervised the candidate for four years, say this.

What words to use when making recommendations? ›

Let's take each one at a time.
  • Integrity. Trust is the watchword of leadership. ...
  • Intellect. You have to have smarts to lead others. ...
  • Inclusion. This word sums up the reality of creating a culture where people feel wanted. ...
  • The importance of character.
Aug 6, 2023

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