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 | |