Literature and Forms

Marketing Materials
Showing 1 through 100 out of 105 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
What a sideways market looks like
January 30 2023
A look at the performance of the S&P 500 from the years 1999 to 2009, aka "The lost decade"
January 30 2023
Federated Hermes Inflation Dashboard
January 23 2023
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.
January 23 2023
The Fiduciary Planning Process: A guide for plan sponsors
January 18 2023
A guide for plan sponsors to review their fiduciary roles and goals using our five-step process.
January 18 2023
Beyond Gravity: A guide for fiduciary meetings
January 18 2023
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.
January 18 2023
Capital Preservation Fund - Direct Filing Entity (DFE) Notification
January 13 2023
Direct Filing Entity Notification
January 13 2023
Sustainable dividends require sustainable business models
January 13 2023
Overview of the Strategic Value Dividend team's ESG integration process.
January 13 2023
ESG integration in trade finance
January 13 2023
ESG integration in trade finance
January 13 2023
Federated Hermes Recession Dashboard
January 9 2023
Tracking key historic recession indicators and comparing to current data
January 9 2023
Over Time, Investing in the Stock Market Has Paid Off
December 31 2022
Over Time, Investing in the Stock Market Has Paid Off
December 31 2022
Capital Preservation Fund - Operational Guidelines
December 31 2022
Operational Guidelines
December 31 2022
Still a good time to invest?
December 31 2022
We believe current valuations make the fund particularly attractive. Now may be a buying opportunity.
December 31 2022
Asset Class Returns
December 31 2022
At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2013.
December 31 2022
Analyzing asset class performance in rising rate environments
December 31 2022
Asset class performance in rising rate environments
December 31 2022
Product Profile: International Equity Fund
December 31 2022
Quarterly in-depth review of Federated Hermes International Equity Fund performance, characteristics and investment process.
December 31 2022
Municipal Market Insights
December 31 2022
Municipal Market Insights for CW Henderson Seperately Managed Accounts
December 31 2022
ESG performance monitor
December 31 2022
Quarterly and trailing-12 month market and ESG attribution.
December 31 2022
Investment Case - Federated Hermes Total Return Bond Fund
December 31 2022
Investment Case Federated Hermes Total Return Bond Fund
December 31 2022
Product Profile: International Leaders Fund
December 31 2022
Quarterly in-depth review of Federated Hermes International Leaders Fund performance, characteristics and investment process.
December 31 2022
In need of dividend income? - Global Strategic Value Dividend SMA
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.
December 31 2022
In need of dividend income? - U.S. Strategic Dividend ETF
December 31 2022
Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.
December 31 2022
In need of dividend income? - International Strategic Value Dividend ADR SMA
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.
December 31 2022
In need of dividend income? - International Strategic Value Dividend ADR with MAP SMA
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.
December 31 2022
In need of dividend income? - International Strategic Value Dividend Fund
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.
December 31 2022
In need of dividend income? - Strategic Value Dividend SMA
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.
December 31 2022
In need of dividend income? - Strategic Value Dividend Fund
December 31 2022
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.
December 31 2022
Company age – How to measure it and why it matters
December 31 2022
The paper discusses the relationship between a company’s age and stock returns.
December 31 2022
A step up the yield curve: Ultrashort bond funds
December 31 2022
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.
December 31 2022
Morningstar Notable Performers
December 31 2022
Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.
December 31 2022
The municipal bond opportunity
November 30 2022
Muni bond opp
November 30 2022
Overview - U.S. Strategic Dividend ETF
November 15 2022
A snapshot of key facts and figures and a brief overview of the ETF's investment process and team
November 15 2022
Investment Case - U.S. Strategic Dividend ETF
November 15 2022
Why high dividends now, and the investment case for the U.S. Strategic Dividend ETF
November 15 2022
Federated Hermes Short Duration Corporate ETF - Overview
November 15 2022
An actively managed ETF investing in short duration investment-grade corporate bonds
November 15 2022
Classification and regression trees: a deliberate approach to stock selection
November 15 2022
This paper reviews a key concept behind the MDT investment process: regression trees.
November 15 2022
CW Henderson A focus on quality
November 3 2022
CW Henderson focus on quality
November 3 2022
MDT Market Neutral Update
October 31 2022
MDT Market Neutral Update
October 31 2022
An ESG integrated approach to capital preservation
October 5 2022
A conservative investment option for qualifiedretirement plan investors.
October 5 2022
Kaufmann Large Cap Fund Holdings
September 30 2022
Federated Hermes Kaufmann Large Cap Fund Holdings - Seeking growth through IPOs and innovation
September 30 2022
Why Own Federated Hermes Short Duration Corporate ETF?
September 30 2022
Mitigate interest rate risk while pursuing higher income
September 30 2022
Still a good time to invest?
September 30 2022
We believe current valuations make SVD SMA particularly attractive. Now may be a buying opportunity.
September 30 2022
Active ETF Guide
September 30 2022
Active ETF Guide
September 30 2022
MDT Advisers Overview
September 30 2022
Firm Overview of MDT Advisers
September 30 2022
ESG integration in Federated Hermes quant strategies
September 30 2022
ESG integration in Federated Hermes quant strategies
September 30 2022
Federated Hermes Short Duration High Yield ETF - Overview
September 30 2022
An actively managed ETF investing in short duration high-yield corporate bonds and bank loans
September 30 2022
Why own Short Duration High Yield ETF?
September 30 2022
An opportunity for high yield and lower interest rate risk
September 30 2022
Power of Dividends
September 30 2022
An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.
September 30 2022
ESG Case Study: General Motors
September 30 2022
ESG Case Study: General Motors
September 30 2022
Federated Hermes Kaufmann IPO Update
September 30 2022
Kaufmann IPO Update
September 30 2022
Federated Hermes Clover Small Value Fund Newsletter
September 30 2022
Federated Hermes Clover Small Value Fund Newsletter
September 30 2022
MDT All Cap Core SMA - Seeking alpha in all markets
September 30 2022
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.
September 30 2022
Fixed-income funds Yields & total returns
September 30 2022
Fixed-income fundsYields & total returns
September 30 2022
Kaufmann Small Cap Fund Holdings
September 30 2022
Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation
September 30 2022
Kaufmann Fund Holdings
September 30 2022
Federated Hermes Kaufmann Fund Holdings - Seeking growth through IPOs and innovation
September 30 2022
Federated Hermes Capital Income Fund Newsletter
September 30 2022
capital income fund second quarter newsletter.
September 30 2022
The difference between investing and depositing your cash
September 29 2022
Money market funds vs. deposit accounts
September 29 2022
Structured Products ESG Case Study: Tesla
September 14 2022
An ESG case study in the structures products space
September 14 2022
Federated Hermes ESG integration in Value Income strategies
September 1 2022
Federated HermesESG integration inValue Income strategies
September 1 2022
Dividend Strategies and Portfolio Construction
August 31 2022
Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.
August 31 2022
Materiality and Engagement
August 22 2022
ESG integration in Federated Hermes high-yield fixed-income strategies
August 22 2022
Trade Finance Q&A
August 9 2022
Q&A: How trade finance plays a key role in multi-asset portfolios
August 9 2022
The ABCs of ESG
August 9 2022
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. 
August 9 2022
2022 Outlook update: Slowdown, not a meltdown
August 5 2022
Ways to position for the market ahead
August 5 2022
Muni ESG case study: a utility holding company
July 12 2022
Municipal ESG case study
July 12 2022
ESG Case Study: Tencent 
July 1 2022
ESG Case Study: Tencent 
July 1 2022
ESG integration in Federated Hermes multi-sector strategies
July 1 2022
ESG integration in Federated Hermes multi-sector strategies
July 1 2022
The Federated Hermes Approach to Managing Fixed-Income Investments
July 1 2022
The Federated Hermes Approach to Managing Fixed-Income Investments
July 1 2022
ESG Case Study: Veeva Systems Inc
June 30 2022
ESG Case Study: Veeva Systems Inc
June 30 2022
International Small Cap Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Total Return Bond Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
International Strategic Value Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Federated Hermes Muni Stock 2Q 22
June 30 2022
Federated Hermes Muni and Stock Advantage Fund Q2 22: monthly tax-advantaged income, lower volatility, lower downside risk
June 30 2022
Federated Hermes Muni and Stock Advantage Fund 2Q Newsletter
June 30 2022
Federated Hermes Muni and Stock Advantage Fund - 2Q Newsletter
June 30 2022
United Nations Sustainable Development Goals
June 30 2022
What are the United Nations Sustainable Development Goals?
June 30 2022
ESG Case Study: Akbank 
June 30 2022
ESG Case Study: Akbank 
June 30 2022
Emerging Markets Equity Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Equity Income Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Global Equity Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Government Obligation Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
International Growth Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Kaufmann Large Cap Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
SDG Engagement Equity Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
SDG Engagement High Yield Credit engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
U.S. SMID Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Ultrashort Bond Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Institutional High Yield Bond Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Institutional Prime Obligations Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Strategic Value Dividend Fund engagement report
June 30 2022
Highlighting key ESG engagements for the fund.
June 30 2022
Conservative Microshort Fund Overview Sheet
May 3 2022
Conservative Microshort Fund Overview Sheet
May 3 2022
Conservative Municipal Microshort Fund Overview Sheet
May 3 2022
Conservative Municipal Microshort Fund Overview Sheet
May 3 2022
Potential Income Advantage of Starting with a High Dividend Yield
May 2 2022
Potential Income Advantage of Starting with a High Dividend Yield
May 2 2022
The real outcome: certificate of Deposit
April 22 2022
Certificates of deposit: The real outcome
April 22 2022
Kaufmann products-Three ways to pursue growth
April 18 2022
Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.
April 18 2022
Tender Offer Funds
April 1 2022
An overview of frequently asked questions about tender offer fund vehicles.
April 1 2022
Liquidity management profile
March 31 2022
Annual snapshot with key statistics on Federated Hermes' money market funds: number of funds, assets by fund type, industry standings and leadership record.
March 31 2022
Why Dividend Investing
March 31 2022
Describes the potential advantages of dividend investing.
March 31 2022
Introducing SDG Shares
March 30 2022
This introductory document describes the SDG Shares of GOF and the features associated with the share class. 
March 30 2022
Separately Managed Accounts Overview
March 1 2022
An overview of Federated Hermes' SMA offerings
March 1 2022
Fund Declaration - Federated Hermes High Yield Bond CIF
January 13 2022
Federated Hermes High Yield Bond Collective Investment Fund- Fund Declaration
January 13 2022
Comparison Matrix: ETF vs. SMA vs. Mutual Fund
January 1 2022
Which investment vehicle is right for you?
January 1 2022
New DOL proposed rule endorses ESG-related investments in retirement plans
December 1 2021
What advisors need to know about prudent ESG investing
December 1 2021
Why Federated Hermes active fixed-income ETFs   
December 1 2021
A leader in active fixed-income investing
December 1 2021
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