Literature and Forms

MDT SMA investment team, process and philosophy

Looking beyond the ratings FIHYBF

The Federated Hermes Inflation Dashboard is a snapshot of U.S. inflation. The dashboard’s indicators work together to create a more comprehensive picture of inflation’s trajectory on a monthly basis rather than relying just on the Federal Reserve’s preferred inflation metric, Core Personal Consumption Expenditures.

Conservative Municipal Microshort Fund Overview Sheet

Conservative Microshort Fund Overview Sheet

An overview of frequently asked questions about tender offer fund vehicles.

Tracking key historic recession indicators and comparing to current data

Tracking key historic market bottom indicators and comparing to current data

Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.

The paper discusses the relationship between a company’s age and stock returns.

For Participating Plans in the Wilmington Trust Collective Investment Trust

Strategic Value Dividend SMA investment team, process and philosophy

Federated Hermes Kaufmann Large Cap Fund Holdings - Seeking growth through IPOs and innovation

Reasons to consider International Leaders Fund now

Build your core with a diversified U.S. equity portfolio built from the bottom up that is designed to respond to opportunities amid changing marketing conditions.

Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund

We believe the fund currently offers an opportunity for income at an attractive valuation

Short Duration High Yield Exchange-Traded Fund Investment Case

We believe the SMA currently offers an opportunity for income at an attractive valuation

Why high dividends now, and the investment case for the U.S. Strategic Dividend ETF

Access small-cap IPOs selected by a team with a 20 year history of IPO investing

Short Duration Corporate ETF Investment Case

Quarterly in-depth review of Federated Hermes International Equity Fund performance, characteristics and investment process.

A potential buying opportunity in small-cap value

An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.

Federated Hermes Capital Income Q1-23 - Consistent Yields and Returns

Federated Hermes Capital Income Q1-23 - Perf in Rising Rates and Declining Markets

Why international equities now?

Core Plus SMA Investment Case

Quarterly and trailing-12 month market and ESG attribution.

Investment Case Federated Hermes Total Return Bond Fund

MDT Small Cap Core Fund Record of Outperformance

MDT Market Neutral Update

Quarterly in-depth review of Federated Hermes International Leaders Fund performance, characteristics and investment process.

Reasons to own Federated Hermes Prudent Bear Fund

MDT Small Cap Growth Fund Record of Outperformance

Operational Guidelines

Ultrashort bond funds can provide an attractive complement to cash and money market investments by offering a potential yield advantage in exchange for some share price fluctuation.

Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.

The Federated Hermes Approach to Managing Fixed-Income Investments

Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation

Federated Hermes Kaufmann Fund Holdings - Seeking growth through IPOs and innovation

Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.

Weatehring the strom explores how people are navigating short- and long-term changes in retirement saving and wealth.

This introductory document describes the SDG Shares of GOF and the features associated with the share class. 

Traditional and Roth IRAs

401(k)s and Business IRAs

When you receive notice that the Department of Labor (DOL) plans to investigate your 401(k) plan, you can feel a bit overwhelmed, to say the least.That’s why we’ve created the Department of Labor Investigation Preparedness guide. An illustration of plan sponsor bestpractices, this guide positions you and the plan to respond fully and completely. It will also be beneficial to you if the DOL contemplates an on-site field investigation.

This guide is your resource for valuable information and ideas to help you develop and enhance your retirement plan business.

Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.

Beyond the summary explores the six key issues advisors need to understand to maximize opportunities with the Secure Act 2.0

Low duration brochure

An overview of small cap vs. large cap performance in the year following the end of a recession.

Why small-cap value now?

A look at the performance of the S&P 500 from the years 1999 to 2009, aka "The lost decade"

A guide for plan sponsors to review their fiduciary roles and goals using our five-step process.

Beyond Gravity is a ready-to-use kit, that is a complete introductory training session for new committee members and clients, as well as a refresher that helps experienced committee members better understand their roles and document their actions.

Direct Filing Entity Notification

Overview of the Strategic Value Dividend team's ESG integration process.

ESG integration in trade finance

Which investment vehicle is right for you?

Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.

Explore a range of international equity opportunities

Over Time, Investing in the Stock Market Has Paid Off

At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2013.

Active ETF Guide

Firm Overview of MDT Advisers

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Certificates of deposit: The real outcome

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA. 

An overview of the people, process and philosophy behind MDT SMA strategies

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Overview of our small-cap capabilities

An overview of Federated Hermes' SMA offerings

Muni bond opp

A snapshot of key facts and figures and a brief overview of the ETF's investment process and team

An actively managed ETF investing in short duration investment-grade corporate bonds

This paper reviews a key concept behind the MDT investment process: regression trees.

CW Henderson focus on quality

A conservative investment option for qualifiedretirement plan investors.

ESG integration in Federated Hermes quant strategies