Literature and Forms

Tracking key historic recession indicators and comparing to current data

Core Plus SMA Investment Case

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.

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

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

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

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

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.

MDT Market Neutral Update

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

A conservative investment option for qualifiedretirement plan investors.

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

Mitigate interest rate risk while pursuing higher income

Operational Guidelines

We believe current valuations make the fund particularly attractive. Now may be a buying opportunity.

We believe current valuations make SVD SMA particularly attractive. Now may be a buying opportunity.

Active ETF Guide

ESG integration in Federated Hermes quant strategies

Asset class performance in rising rate environments

An actively managed ETF investing in short duration high-yield corporate bonds and bank loans

An opportunity for high yield and lower interest rate risk

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

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

ESG Case Study: General Motors

Kaufmann IPO Update

Federated Hermes Clover Small Value Fund Newsletter

Quarterly and trailing-12 month market and ESG attribution.

Investment Case Federated Hermes Total Return Bond Fund

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.

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

Reasons to own Federated Hermes Prudent Bear Fund

Global IPO Update

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.

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

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

capital income fund second quarter newsletter.

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

Money market funds vs. deposit accounts

An ESG case study in the structures products space

Federated HermesESG integration inValue Income strategies

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

ESG integration in Federated Hermes high-yield fixed-income strategies

Q&A: How trade finance plays a key role in multi-asset portfolios

The ABCs of ESG explains the basic fundamentals of Environmental, Social and Governance integration, in addition to how Federated Hermes incorporates the importance of engaged investing. 

Ways to position for the market ahead

Municipal ESG case study

ESG Case Study: Tencent 

ESG integration in Federated Hermes multi-sector strategies

The Federated Hermes Approach to Managing Fixed-Income Investments

ESG Case Study: Veeva Systems Inc

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Federated Hermes Muni and Stock Advantage Fund Q2 22: monthly tax-advantaged income, lower volatility, lower downside risk

Federated Hermes Muni and Stock Advantage Fund - 2Q Newsletter

What are the United Nations Sustainable Development Goals?

ESG Case Study: Akbank 

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.

Highlighting key ESG engagements for the fund.

MDT Small Cap Core Fund Record of Outperformance

MDT Small Cap Growth Fund Record of Outperformance

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Conservative Microshort Fund Overview Sheet

Conservative Municipal Microshort Fund Overview Sheet

Potential Income Advantage of Starting with a High Dividend Yield

Certificates of deposit: The real outcome

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

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

Annual snapshot with key statistics on Federated Hermes' money market funds: number of funds, assets by fund type, industry standings and leadership record.

Describes the potential advantages of dividend investing.

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

An overview of Federated Hermes' SMA offerings

Direct Filing Entity Notification

Federated Hermes High Yield Bond Collective Investment Fund- Fund Declaration

Which investment vehicle is right for you?

Over Time, Investing in the Stock Market Has Paid Off

At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2012.

ESG integration in trade finance

ESG integration in Federated Hermes Strategic Value Dividend 

What advisors need to know about prudent ESG investing

A leader in active fixed-income investing

Complete findings from the 2021 Federated Hermes ESG Investing Survey

Unemotional, repeatable investment discipline.

Low duration brochure