Literature and Forms

Marketing Materials
Showing 1 through 100 out of 120 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
MDT SMA Strategies: People, Process, Philosophy 
May 26 2023
MDT SMA investment team, process and philosophy
May 26 2023
Looking beyond the ratings FIHYBF
May 22 2023
Looking beyond the ratings FIHYBF
May 22 2023
Federated Hermes Inflation Dashboard
May 15 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.
May 15 2023
Conservative Municipal Microshort Fund Overview Sheet
May 4 2023
Conservative Municipal Microshort Fund Overview Sheet
May 4 2023
Conservative Microshort Fund Overview Sheet
May 4 2023
Conservative Microshort Fund Overview Sheet
May 4 2023
Tender Offer Funds
May 1 2023
An overview of frequently asked questions about tender offer fund vehicles.
May 1 2023
Federated Hermes Recession Dashboard
May 1 2023
Tracking key historic recession indicators and comparing to current data
May 1 2023
Federated Hermes Market Bottom Monitor
May 1 2023
Tracking key historic market bottom indicators and comparing to current data
May 1 2023
In need of dividend income? - U.S. Strategic Dividend ETF
April 30 2023
Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.
April 30 2023
In need of dividend income? - International Strategic Value Dividend ADR SMA
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.
April 30 2023
In need of dividend income? - International Strategic Value Dividend ADR with MAP SMA
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.
April 30 2023
In need of dividend income? - International Strategic Value Dividend Fund
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.
April 30 2023
In need of dividend income? - Strategic Value Dividend SMA
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.
April 30 2023
In need of dividend income? - Strategic Value Dividend Fund
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.
April 30 2023
In need of dividend income? - Global Strategic Value Dividend SMA
April 30 2023
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.
April 30 2023
Company age – How to measure it and why it matters
April 30 2023
The paper discusses the relationship between a company’s age and stock returns.
April 30 2023
Participation Agreement - Federated Hermes Total Return Bond CIF
April 27 2023
For Participating Plans in the Wilmington Trust Collective Investment Trust
April 27 2023
Strategic Value Dividend SMA: People, Process, Philosophy
April 5 2023
Strategic Value Dividend SMA investment team, process and philosophy
April 5 2023
Kaufmann Large Cap Fund Holdings
March 31 2023
Federated Hermes Kaufmann Large Cap Fund Holdings - Seeking growth through IPOs and innovation
March 31 2023
Investment case: International Leaders Fund
March 31 2023
Reasons to consider International Leaders Fund now
March 31 2023
MDT All Cap Core SMA - Seeking alpha in all markets
March 31 2023
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.
March 31 2023
Muni and Stock Advantage Fund - Keep more of every dollar
March 31 2023
Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund
March 31 2023
A buying opportunity?
March 31 2023
We believe the fund currently offers an opportunity for income at an attractive valuation
March 31 2023
Short Duration High Yield ETF Investment Case
March 31 2023
Short Duration High Yield Exchange-Traded Fund Investment Case
March 31 2023
A buying opportunity?
March 31 2023
We believe the SMA currently offers an opportunity for income at an attractive valuation
March 31 2023
Investment Case - U.S. Strategic Dividend ETF
March 31 2023
Why high dividends now, and the investment case for the U.S. Strategic Dividend ETF
March 31 2023
An active approach to IPO investing - Kaufmann Small Cap
March 31 2023
Access small-cap IPOs selected by a team with a 20 year history of IPO investing
March 31 2023
Short Duration Corporate ETF Investment Case
March 31 2023
Short Duration Corporate ETF Investment Case
March 31 2023
Product Profile: International Equity Fund
March 31 2023
Quarterly in-depth review of Federated Hermes International Equity Fund performance, characteristics and investment process.
March 31 2023
A potential buying opportunity in small-cap value
March 31 2023
A potential buying opportunity in small-cap value
March 31 2023
Power of Dividends
March 31 2023
An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.
March 31 2023
Federated Hermes Capital Income Q1-23 - Consistent Yields and Returns
March 31 2023
Federated Hermes Capital Income Q1-23 - Consistent Yields and Returns
March 31 2023
Federated Hermes Capital Income Q1-23 - Perf in Rising Rates and Declining Markets
March 31 2023
Federated Hermes Capital Income Q1-23 - Perf in Rising Rates and Declining Markets
March 31 2023
Why international equities now?
March 31 2023
Why international equities now?
March 31 2023
Core Plus SMA Investment Case
March 31 2023
Core Plus SMA Investment Case
March 31 2023
ESG performance monitor
March 31 2023
Quarterly and trailing-12 month market and ESG attribution.
March 31 2023
Investment Case - Federated Hermes Total Return Bond Fund
March 31 2023
Investment Case Federated Hermes Total Return Bond Fund
March 31 2023
MDT Small Cap Core Fund Record of Outperformance
March 31 2023
MDT Small Cap Core Fund Record of Outperformance
March 31 2023
MDT Market Neutral Update
March 31 2023
MDT Market Neutral Update
March 31 2023
Product Profile: International Leaders Fund
March 31 2023
Quarterly in-depth review of Federated Hermes International Leaders Fund performance, characteristics and investment process.
March 31 2023
Why own Federated Hermes Prudent Bear Fund
March 31 2023
Reasons to own Federated Hermes Prudent Bear Fund
March 31 2023
MDT Small Cap Growth Fund Record of Outperformance
March 31 2023
MDT Small Cap Growth Fund Record of Outperformance
March 31 2023
Capital Preservation Fund - Operational Guidelines
March 31 2023
Operational Guidelines
March 31 2023
A step up the yield curve: Ultrashort bond funds
March 31 2023
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.
March 31 2023
Kaufmann products-Three ways to pursue growth
March 31 2023
Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.
March 31 2023
The Federated Hermes Approach to Managing Fixed-Income Investments
March 31 2023
The Federated Hermes Approach to Managing Fixed-Income Investments
March 31 2023
Kaufmann Small Cap Fund Holdings
March 31 2023
Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation
March 31 2023
Kaufmann Fund Holdings
March 31 2023
Federated Hermes Kaufmann Fund Holdings - Seeking growth through IPOs and innovation
March 31 2023
Morningstar Notable Performers
March 31 2023
Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.
March 31 2023
Weathering the storm: Surprising facts about the financial profile of the younger generations
March 29 2023
Weatehring the strom explores how people are navigating short- and long-term changes in retirement saving and wealth.
March 29 2023
Introducing SDG Shares
March 23 2023
This introductory document describes the SDG Shares of GOF and the features associated with the share class. 
March 23 2023
Traditional and Roth IRAs: Side-by-Side Comparison
March 23 2023
Traditional and Roth IRAs
March 23 2023
401(k)s and Business IRAs: At-A-Glance Guide
March 23 2023
401(k)s and Business IRAs
March 23 2023
Department of Labor: Investigation Preparedness
March 16 2023
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.
March 16 2023
5 Steps for Success: Winning retirement plan business
March 16 2023
This guide is your resource for valuable information and ideas to help you develop and enhance your retirement plan business.
March 16 2023
An investor's guide: Understanding Federated Hermes' liquidity management
March 15 2023
Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.
March 15 2023
Beyond the summary: What does the Secure Act 2.0 really mean for participants, plans, and advisors?
March 2 2023
Beyond the summary explores the six key issues advisors need to understand to maximize opportunities with the Secure Act 2.0
March 2 2023
Federated Hermes low duration funds: Addressing the Challenges of Rate Volatility and Income
February 28 2023
Low duration brochure
February 28 2023
Small caps outperformed large caps following the last 6 recessions
February 16 2023
An overview of small cap vs. large cap performance in the year following the end of a recession.
February 16 2023
Why small-cap value now?
February 15 2023
Why small-cap value now?
February 15 2023
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
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
Comparison Matrix: ETF vs. SMA vs. mutual fund
January 1 2023
Which investment vehicle is right for you?
January 1 2023
Dividend Strategies and Portfolio Construction
December 31 2022
Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.
December 31 2022
Federated Hermes international equity capabilities
December 31 2022
Explore a range of international equity opportunities
December 31 2022
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
Asset Class Returns
December 31 2022
At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2013.
December 31 2022
Active ETF Guide
December 31 2022
Active ETF Guide
December 31 2022
MDT Advisers Overview
December 31 2022
Firm Overview of MDT Advisers
December 31 2022
International Small Cap Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Total Return Bond Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
International Strategic Value Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
The real outcome: Certificates of Deposit
December 31 2022
Certificates of deposit: The real outcome
December 31 2022
Emerging Markets Equity Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Equity Income Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Global Equity Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Government Obligation Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
International Growth Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Kaufmann Large Cap Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
SDG Engagement Equity Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
U.S. SMID Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Ultrashort Bond Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Strategic Value Dividend SMA overview
December 31 2022
A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA. 
December 31 2022
MDT SMA strategies
December 31 2022
An overview of the people, process and philosophy behind MDT SMA strategies
December 31 2022
Institutional High Yield Bond Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Institutional Prime Obligations Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Strategic Value Dividend Fund engagement report
December 31 2022
Highlighting key ESG engagements for the fund.
December 31 2022
Federated Hermes small-cap capabilities brochure
December 31 2022
Overview of our small-cap capabilities
December 31 2022
Separately Managed Accounts Overview
December 30 2022
An overview of Federated Hermes' SMA offerings
December 30 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
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
An ESG integrated approach to capital preservation
October 5 2022
A conservative investment option for qualifiedretirement plan investors.
October 5 2022
ESG integration in Federated Hermes quant strategies
September 30 2022
ESG integration in Federated Hermes quant strategies
September 30 2022
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