Literature and Forms

Federated Hermes CW Henderson. A division of Federated Investment Counseling.

Federated Hermes CW Henderson Opportunities beyond tax-free income with tax-loss harvesting

Views from our Alpha Pods

Direct Filing Entity Notification

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.

Will emerging market debt outperformance continue in 2026?

How to use options to enhance a portfolio's income.

Backed by a disciplined, quantitative approach, MDT large cap portfolios seek to deliver consistent outperformance

Short introduction to exchange-traded funds.

Over Time, Investing in the Stock Market Has Paid Off

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.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.

Kaufmann IPO update

Short Duration Corporate ETF Investment Case

Traditional and Roth IRAs

401(k)s and Business IRAs

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.

MDT Market Neutral Fund Performance Update

Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.

Operational Guidelines

Three reasons investors choose to invest in ETFs.

Highlight of yields, dividend histories and dividend status of dividend-paying companies, along with a breakdown of the derivatives overlay featured in the Enhanced Income ETF's portfolio.

Quarterly in-depth review of Federated Hermes Total Return Bond Collective Investment Fund performance, characteristics and investment process.

Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation

Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.

Overview of Money Market Funds

Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.

Dan Mahr, Head of Federated Hermes MDT Advisers (MDT), was recently interviewed by Ted Seides for his Capital Allocators podcast.

A short, educational primer about return of capital distributions.

Quick math to better compare taxable and tax-free options

Could your money do more for you?

Liquidity strategies across the short end of the curve

Federated Hermes MDT Large Cap Growth Collective Investment Fund overview

Potential tax advantages of exchange traded funds (ETFs).

How bonds have performed after a Fed interest rate pause

Provides a high level overview of our active ETF offerings

Compares asset class performance during previous Fed rate cut cycles

Discussion of MDT's Industry Moat factor

Overview for the Federated Hermes Enhanced Income ETF

Analysis suggests a "neutral" strategic long-term allocation to international equities should be around 20% to optimize risk/return. Tactical shifts may benefit shorter term performance of a portfolio.

Firm Overview of MDT Advisers

A compendium of previously released MDT white papers.

This Total Return Bond Fund Quarterly Update includes commentary and performance.

We believe the fund currently offers an opportunity for income at an attractive valuation

MDT has demonstrated low correlations to the major asset classes for the four years it has been managing the fund.

How quant strategies can fit with fundamental investing

Microshort funds can provide an attractive way to extend duration beyond bank products for those comfortable with some NAV volatility.

Potential advantages of utilizing a boutique approach to municipal SMAs 

Tax advantage investing using the Federated Hermes Muni and Stock Advantage Fund

A look at Federated Hermes MDT's excess return correlation and diversification benefits. 

An analysis of Clarios, the world’s largest manufacturer and supplier of low-voltage batteries.

Fast-developing economies are transforming global markets

Investment Case Federated Hermes Total Return Bond Fund

Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.

Sector allocation update - Purusing alpha through a consistent, risk-managed process

An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.

How the MDT All Cap Core Fund can add value.

The multi-asset team discusses current influences on long-term strategic equity allocation.

Investment case for the Federated Hermes MDT Balanced Fund

Snapshot with key statistics on Federated Hermes' money market funds: assets by fund type, industry standings and leadership record.

Reasons to own Federated Hermes Prudent Bear Fund

SDG Engagement Equity Fund commentary YTD

Short Duration High Yield ETF Investment Case

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.

The case for owning Federated Hermes MDT Large Cap Value Fund

Holdings for International Leaders ADR SMA.

Investment case for the Federated Hermes Capital Income Fund

Diversify portfolio risk with a flexible core-plus approach

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.

Investment case for the Federated Hermes Global Allocation Fund.

Overview for the Federated Hermes MDT Market Neutral ETF

The potential for competitive income, higher total returns and portfolio diversification.

MDT ETF Suite Document

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.

An overview of the Federated Hermes Small Cap Core Collective Investment Fund

The current market environment has forced some managers to balance concentration risk, tracking error and active risk exposures. Over the last several years, managers with lower active share in the large-capitalization growth space generally outperformed those with higher active share.

This guide is your resource for valuable information and ideas to help you develop and enhance your retirement plan business.

A severe austerity package has helped tame the country’s chronic inflation crisis.

The case for active exchange-traded funds

An overview of engagement activity and sustainability statistics for the Federated Hermes Sustainable High Yield Bond Fund.

The paper discusses the relationship between a company’s age and stock returns.

Learn how advances in quantitative investing have evolved in recent years.

The team's latest thoughts on dividend investing and the broad equity market.

Despite near-constant advances in artificial intelligence, it remains unclear who the ultimate winners of the AI race will be — and what those products and businesses will look like.

A discussion of how quant strategies have evolved over recent decades and been enhanced by advances in technology.

Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.

Discussion of artificial intelligence and machine learning 

The value of asset-backed securities in low duration portfolios.

Q&A: How trade finance plays a key role in multi-asset portfolios

Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.

An overview of Federated Hermes' SMA offerings

This introductory document describes the SDG Shares of GOF and the features associated with the share class. 

Debunks common misconceptions about ETF trading volume and liquidity.

Total Return Bond ETF Overview

A beacon of innovation in the money markets: 50 years of evolving to meet investor's changing needs

Emerging Market Debt Q1 Report 2025 outlook and analysis