Core Aggregate SMA

Separately Managed Accounts .

Overview

 
STRATEGY

A composite of separately managed account portfolios managed to the Bloomberg US Aggregate Bond Index with authorization to use Federated Hermes Managed Account Pools (MAPs). MAPs are "zero" advisory fee mutual funds specifically designed for use with Federated Hermes managed accounts. Generally, primary sector MAPs are used strategically and secondary sector MAPs are used opportunistically. For this strategy, corporate and mortgage MAPs are primary and international and high yield are secondary.

KEY FACTS
Key Facts - Part 1
Benchmark Bloomberg US Aggregate Bond Index
Key Facts - Part 2
Strategy Inception Date April 1 1992
Managed Accounts Pools (MAPs)

MAPs are unique asset class pools specifically designed for Separately Managed Account (SMA) strategies. They are registered investment companies with "zero" advisory fees. MAPs are available only in conjunction with Federated Hermes SMAs. The implementation of MAPs can be at the discretion of the financial professional.

Specific Asset Class Pools Available:

  • BBB Corporate
  • Mortgage
  • High Yield
  • International
INVESTMENT GOALS Retirement
Income
KEY INVESTMENT TEAM
Robert Ostrowski, CFA
Executive Vice President
Chief Investment Officer, Global Fixed Income Group
Senior Portfolio Manager

joined Federated Hermes
35 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated Hermes
35 years of experience
Robert Schwartz
Associate Portfolio Manager, Fixed Income Managed Accounts

joined Federated Hermes
5 years of experience

Characteristics

Commentary

Documents