Terminology such as “integrated,” “sustainable” or “impact,” among other terms, when used in the context of governance, environmental, social and other factors (factors), is not uniformly defined across the industry. Investment managers may understand and apply such other factors in different ways, and that the role those factors play in investment decisions also varies. Therefore, we recommend investors understand the role of such factors in a strategy to ensure that approach is consistent with their investment objectives. Like any aspect of investment analysis, there is no guarantee that an investment strategy that considers such factors will result in performance better than or equal to products that do not consider such factors. Investing and making buy-and-sell decisions that emphasize such factors carries the risk that, under certain market conditions, the fund or strategy may underperform those that do not incorporate such factors explicitly into the decision-making process. The application of these other factors may affect exposure to certain sectors or securities and may impact relative investment performance depending on whether such sectors or securities are generally in or out of favor in the market.
Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes representative or your home office to ascertain accessibility.
Investments are subject to risk and may lose value.
Investing in equities is speculative and involves substantial risk.
For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.
Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed.
Refer to the GIPS® report/Performance Profile found on this website in the Documents section.
The characteristics are based on a portfolio which is used as a guide for cloning (or managing) underlying accounts to a particular strategy. Taking into consideration individual investor circumstances could cause deviation from this guide (e.g. restrictions, tax requests, etc.). Portfolio characteristics are as of the date shown above and are based on individual securities in the portfolio on that date. Securities in the portfolio are subject to change.
Past performance is no guarantee of future results.
For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary. In addition, by accessing documents containing CUSIP information, you agree to the Terms of Use for CUSIP Information contained in the Financial Glossary.
Hermes Investment Management Limited.