A beacon of innovation in the money markets February 6 2025 | A beacon of innovation in the money markets: 50 years of evolving to meet investor's changing needs | February 6 2025 | |
Emerging markets leaders drive fiscal improvements February 1 2025 | Emerging Market Debt Q1 Report 2025 outlook and analysis | February 1 2025 | |
In need of dividend income? - U.S. Strategic Dividend ETF January 31 2025 | Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio. | January 31 2025 | |
In need of dividend income? - International Strategic Value Dividend ADR SMA January 31 2025 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio. | January 31 2025 | |
In need of dividend income? - International Strategic Value Dividend Fund January 31 2025 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio. | January 31 2025 | |
In need of dividend income? - International Strategic Value Dividend with MAP SMA January 31 2025 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio. | January 31 2025 | |
In need of dividend income? - Strategic Value Dividend SMA January 31 2025 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio. | January 31 2025 | |
In need of dividend income? - Strategic Value Dividend Fund January 31 2025 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio. | January 31 2025 | |
Opportunities beyond tax-free income January 30 2025 | Federated Hermes CW Henderson Opportunities beyond tax-free income with tax-loss harvesting | January 30 2025 | |
Federated Hermes Inflation Dashboard January 24 2025 | 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 24 2025 | |
Capital Preservation Fund - Direct Filing Entity (DFE) Notification January 17 2025 | Direct Filing Entity Notification | January 17 2025 | |
Federated Hermes Recession Dashboard January 9 2025 | Tracking key historic recession indicators and comparing to current data | January 9 2025 | |
Federated Hermes International Leaders Fund Quarterly Review December 31 2024 | Federated Hermes International Leaders Fund Quarterly Review | December 31 2024 | |
Federated Hermes 2025 Outlook December 31 2024 | Federated Hermes 2025 Outlook | December 31 2024 | |
MDT Market Neutral Update December 31 2024 | MDT Market Neutral Fund Performance Update | December 31 2024 | |
Investment Case: MDT Mid Cap Growth Fund December 31 2024 | Investment Case for Mid Cap Stocks and Mid Cap Growth Fund | December 31 2024 | |
Capital Preservation Fund - Operational Guidelines December 31 2024 | Operational Guidelines | December 31 2024 | |
A buying opportunity? December 31 2024 | We believe the fund currently offers an opportunity for income at an attractive valuation | December 31 2024 | |
Federated Hermes active ETFs December 31 2024 | Provides a high level overview of our active ETF offerings | December 31 2024 | |
Municipal Market Insights December 31 2024 | Federated Hermes CW Henderson. A division of Federated Investment Counseling. | December 31 2024 | |
Precision in process, power in performance December 31 2024 | Advisors and investors want to be confident that their managers’ performance is driven by skill, not chance, and that results can be delivered consistently. Federated Hermes MDT Advisers employs a systematic, repeatable process built on well-tested metrics believed to be predictive of a stock’s future performance. MDT funds offer a history of outperformance driven by this process. | December 31 2024 | |
MDT All Cap Core SMA - Seeking alpha in all markets December 31 2024 | Build your core with a diversified US equity portfolio built from the bottom up that is designed to respond to opportunities amid changing marketing conditions. | December 31 2024 | |
The short term is not the enemy of the long term December 31 2024 | Discussion of how long-term fundamentals are crucial, but information may potentially be gleaned from short-term market trends to address near-term performance. | December 31 2024 | |
Federated Hermes Kaufmann IPO update December 31 2024 | | December 31 2024 | |
Two ways to be wrong in equity portfolio management December 31 2024 | Discussion of various strategies to mitigate portfolio risk | December 31 2024 | |
In need of dividend income? - Global Strategic Value Dividend SMA December 31 2024 | Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio. | December 31 2024 | |
Classification and regression trees: a deliberate approach to stock selection December 31 2024 | This paper reviews a key concept behind the MDT investment process: regression trees. | December 31 2024 | |
A buying opportunity? December 31 2024 | We believe the strategy currently offers an opportunity for income at an attractive valuation | December 31 2024 | |
Core Plus Sector Highlights December 31 2024 | Sector allocation update - Purusing alpha through a consistent, risk-managed process | December 31 2024 | |
Kaufmann Small Cap Fund Holdings December 31 2024 | Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation | December 31 2024 | |
Morningstar Notable Performers December 31 2024 | Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds. | December 31 2024 | |
Liquidity strategies across the short end of the curve December 16 2024 | Liquidity strategies across the short end of the curve | December 16 2024 | |
Complement your cash December 16 2024 | Could your money do more for you? | December 16 2024 | |
Taxable equivalent yield calculations December 12 2024 | Quick math to better compare taxable and tax-free options | December 12 2024 | |
Three reasons investors value ETFs November 30 2024 | Three reasons investors choose to invest in ETFs. | November 30 2024 | |
Traditional and Roth IRAs: Side-by-Side Comparison November 29 2024 | Traditional and Roth IRAs | November 29 2024 | |
401(k)s and Business IRAs: At-A-Glance Guide November 29 2024 | 401(k)s and Business IRAs | November 29 2024 | |
A leader in active, low-duration fixed income investing November 22 2024 | Whether moving up the yield curve to seek greater total return potential or down to reduce rate risk, investors should consider our range of low duration funds. | November 22 2024 | |
How ETFs can be tax advantageous November 1 2024 | How ETFs canbe tax advantageous | November 1 2024 | |
Introduction to ETFs October 31 2024 | Short overview of exchange-traded funds. | October 31 2024 | |
Fixed Income Viewpoint October 30 2024 | Opportunities will persist | October 30 2024 | |
Goldilocks zone of the yield curve: Microshort funds October 24 2024 | Microshort funds can provide an attractive way to extend duration beyond bank products for those comfortable with some NAV volatility. | October 24 2024 | |
Federated Hermes Municipal Bond Funds October 23 2024 | Federated Hermes municipal bond fund offerings | October 23 2024 | |
Federated Hermes Prime Private Liquidity Fund Frequently Asked Questions October 22 2024 | This piece answers frequently asked questions about Federated Hermes' Prime Private Liquidity Fund, including how to open an account and execute a trade. | October 22 2024 | |
Money Market Funds 101 October 2 2024 | Overview of Money Market Funds | October 2 2024 | |
An investor's guide: Understanding Federated Hermes' liquidity management October 2 2024 | Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis. | October 2 2024 | |
MDT Advisers Overview October 1 2024 | Firm Overview of MDT Advisers | October 1 2024 | |
Kaufmann products-Three ways to pursue growth October 1 2024 | Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth. | October 1 2024 | |
Bringing economic moats to quantitative investing October 1 2024 | Discussion of MDT's Industry Moat factor | October 1 2024 | |
Why own Federated Hermes Prudent Bear Fund September 30 2024 | Reasons to own Federated Hermes Prudent Bear Fund | September 30 2024 | |
Muni and Stock Advantage Fund - Keep more of every dollar September 30 2024 | Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund | September 30 2024 | |
Active ETF Guide September 30 2024 | A guide to the Active ETF universe | September 30 2024 | |
Varun Beverages: Engagement Commentary September 30 2024 | Case study for Varun beverages. | September 30 2024 | |
Investment Case - Federated Hermes Total Return Bond Fund September 30 2024 | Investment Case Federated Hermes Total Return Bond Fund | September 30 2024 | |
Power of Dividends September 30 2024 | An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing. | September 30 2024 | |
Positioning EMD ahead of the US election September 30 2024 | Positioning EMD ahead of the US election | September 30 2024 | |
Liquidity management profile September 30 2024 | Snapshot with key statistics on Federated Hermes' money market funds: assets by fund type, industry standings and leadership record. | September 30 2024 | |
Short Duration Corporate ETF Investment Case September 30 2024 | Short Duration Corporate ETF Investment Case | September 30 2024 | |
Short Duration High Yield ETF Investment Case September 30 2024 | Short Duration High Yield ETF Investment Case | September 30 2024 | |
Investment case: Global Allocation Fund September 30 2024 | Investment case for the Federated Hermes Global Allocation Fund. | September 30 2024 | |
A step up the yield curve: Ultrashort bond funds September 30 2024 | 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. | September 30 2024 | |
Performance following Fed pauses September 19 2024 | The Federal Reserve (Fed) has recently paused, or not moved interest rates, for over a year. Historically, when the Fed lowers rates, or eases, fixed-income performance has been strong. | September 19 2024 | |
Participation Agreement 3(38) – Federated Hermes MDT Mid Cap Growth CIF Class P September 18 2024 | MDT Mid Cap Growth Collective Investment Fund 3(38) Participation Agreement | September 18 2024 | |
The difference between investing and depositing your cash September 16 2024 | Money market funds vs. deposit accounts | September 16 2024 | |
Rhythmic volatility - SIFMA's four week cycle September 16 2024 | A tax-sensitive investor faces a never-ending choice of moving back and forth between taxable and tax-free products or committing to a tax-free product over time. | September 16 2024 | |
Federated Hermes Sustainable High Yield Bond Fund Quarterly Sustainability Update September 16 2024 | The following pages contain an overview of engagement activity and sustainability statistics for the Federated Hermes Sustainable High Yield Bond Fund (the Fund). Engagement is dialogue with companies on environmental, social and governance (ESG) issues and is driven through objectives which are specific, measurable changes defined at the company that are designed to improve ESG performance. | September 16 2024 | |
ESG case study: Clarios September 15 2024 | An analysis of Clarios, the world’s largest manufacturer and supplier of low-voltage batteries. | September 15 2024 | |
The politics risk and potential reward in biotech stocks August 31 2024 | The politics risk and potential reward in biotech stocks | August 31 2024 | |
Is bigger always better? August 8 2024 | Potential advantages of utilizing a boutique approach to municipal SMAs | August 8 2024 | |
Participation Agreement 3(21) - Federated Hermes MDT Mid Cap Growth CIF Class P August 1 2024 | Participation Agreement from Great Grey Trust Company for the MDT Mid Cap Growth Collective Investment Fund | August 1 2024 | |
Federated Hermes MDT Small Cap Core ETF overview July 31 2024 | Overview for the Federated Hermes Small Cap Core ETF | July 31 2024 | |
Federated Hermes MDT Large Cap Core ETF overview July 31 2024 | Overview for the Federated Hermes MDT Large Cap Core ETF | July 31 2024 | |
Federated Hermes MDT Large Cap Growth ETF overview July 31 2024 | Overview for the Federated Hermes MDT Large Cap Growth ETF | July 31 2024 | |
Federated Hermes MDT Large Cap Value ETF overview July 31 2024 | Overview of the MDT Large Cap Value ETF | July 31 2024 | |
Separately Managed Accounts Overview July 31 2024 | An overview of Federated Hermes' SMA offerings | July 31 2024 | |
MDT ETF investment case July 31 2024 | Learn more about Federated Hermes MDT ETFs | July 31 2024 | |
MDT ETF suite July 30 2024 | MDT ETF Suite Document | July 30 2024 | |
Participation Agreement – Federated Hermes High Yield Bond CIF July 30 2024 | For Participating Plans in the Great Gray Collective Investment Trust | July 30 2024 | |
Participation Agreement – Federated Hermes Prime Cash CIF July 30 2024 | For Participating Plans in the Great Gray Collective Investment Trust | July 30 2024 | |
5 Steps for Success: Winning retirement plan business June 30 2024 | This guide is your resource for valuable information and ideas to help you develop and enhance your retirement plan business. | June 30 2024 | |
The Case for Active ETFs June 30 2024 | The case for active exchange-traded funds | June 30 2024 | |
Federated Hermes SDG Equity Engagement Report H1 2024 June 30 2024 | Federated Hermes SDG Engagement Equity H1 2024 highlights | June 30 2024 | |
SDG Engagement High Yield Credit engagement report June 30 2024 | Highlighting key ESG engagements for the fund. | June 30 2024 | |
SDG Engagement Equity Fund engagement report June 30 2024 | Highlighting key ESG engagements for the fund. | June 30 2024 | |
Artificial intelligence and machine learning: It’s still about the data May 31 2024 | Discussion of artificial intelligence and machine learning | May 31 2024 | |
Company age – How to measure it and why it matters May 31 2024 | The paper discusses the relationship between a company’s age and stock returns. | May 31 2024 | |
Tender Offer Funds May 1 2024 | An overview of frequently asked questions about tender offer fund vehicles. | May 1 2024 | |
3 timely reasons to consider bonds April 26 2024 | The potential for competitive income, higher total return and portfolio diversification | April 26 2024 | |
Dividend Strategies and Portfolio Construction March 31 2024 | Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio. | March 31 2024 | |
The Federated Hermes Approach to Managing Fixed-Income Investments March 31 2024 | The Federated Hermes Approach to Managing Fixed-Income Investments | March 31 2024 | |
Introducing SDG Shares March 12 2024 | This introductory document describes the SDG Shares of GOF and the features associated with the share class. | March 12 2024 | |
The generational balance sheet: Younger investors begin to push the envelope March 6 2024 | Real estate ownership and retirement investing are powering Millennial asset growth and demonstrating the need for holistic financial advisory services. | March 6 2024 | |
Comparison Matrix: ETF vs. SMA vs. mutual fund January 30 2024 | Which investment vehicle is right for you? | January 30 2024 | |
Federated Hermes international equity capabilities December 31 2023 | Explore a range of international equity opportunities | December 31 2023 | |
Over Time, Investing in the Stock Market Has Paid Off December 31 2023 | Over Time, Investing in the Stock Market Has Paid Off | December 31 2023 | |
Looking beyond the ratings December 31 2023 | Looking beyond the ratings | December 31 2023 | |
Which asset classes performed best during rate cut cycles? December 31 2023 | Compares asset class performance during previous Fed rate cut cycles | December 31 2023 | |
The real outcome: Certificates of Deposit December 31 2023 | Certificates of deposit: The real outcome | December 31 2023 | |
Why Dividend Investing December 31 2023 | Describes the potential advantages of dividend investing. | December 31 2023 | |
High-yield municipal bonds: an overlooked sector December 31 2023 | A discussion on the role of high yield municipal bonds in a fixed income portfolio. | December 31 2023 | |