Literature and Forms

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.

The ABCs of ESG explains the basic fundamentals of Environmental, Social and Governance integration, in addition to how Federated Hermes incorporates the importance of engaged investing. 

Tracking key historic market bottom indicators and comparing to current data

Tracking key historic recession indicators and comparing to current data

Short overview of exchange-traded funds.

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 International Strategic Value Dividend Fund's portfolio.

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

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

Which asset classes performed best after rate hike pauses?

Reasons to consider Federated Hermes International Small-Mid Company Fund now

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

Market insights and investment view from the Strategic Value Dividend Team

Reasons to consider International Leaders Fund now

Factors for fixed income investors to consider as the Fed reaches the end of the current rate tightening cycle.

Investment team insights and investment view

Small cap growth, big opportunity? 

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

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

Short Duration High Yield Exchange-Traded Fund Investment Case

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

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.

Active ETF Guide

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

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

Why high dividends now, and the investment case for the U.S. Strategic Dividend ETF

Short Duration Corporate ETF Investment Case

Quarterly in-depth review of Federated Hermes International Equity Fund performance, characteristics and investment process.

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

Kaufmann IPO Update

Highlighting key ESG engagements for the fund.

Quarterly and trailing-12 month market and ESG attribution.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

Investment Case Federated Hermes Total Return Bond Fund

MDT Market Neutral Fund Update

Highlighting key ESG engagements for the fund.

Quarterly in-depth review of Federated Hermes International Leaders Fund performance, characteristics and investment process.

Reasons to own Federated Hermes Prudent Bear Fund

Core Plus SMA Investment Case

Operational Guidelines

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.

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

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

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

Challenges emerging market sovereign debt investors face and how we are inintegrating ESG factors.

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

Over time, investing in the stock market has paid off

Looking beyond the ratings FIHYBF

Conservative Municipal Microshort Fund Overview Sheet

Conservative Microshort Fund Overview Sheet

An overview of frequently asked questions about tender offer fund vehicles.

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

For Participating Plans in the Wilmington Trust Collective Investment Trust

Federated Hermes Capital Income Q1-23 - Consistent Yields and Returns

Federated Hermes Capital Income Q1-23 - Perf in Rising Rates and Declining Markets

Why international equities now?

MDT Small Cap Core Fund Record of Outperformance

MDT Small Cap Growth Fund Record of Outperformance

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

The Federated Hermes Approach to Managing Fixed-Income Investments

Weathering the storm explores how people are navigating short- and long-term changes in retirement saving and wealth.

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

Traditional and Roth IRAs

401(k)s and Business IRAs

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

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

Beyond the summary explores the six key issues advisors need to understand to maximize opportunities with the Secure Act 2.0

Low duration brochure

An overview of small cap vs. large cap performance in the year following the end of a recession.

Why small-cap value now?

A look at the performance of the S&P 500 from the years 1999 to 2009, aka "The lost decade"

A guide for plan sponsors to review their fiduciary roles and goals using our five-step process.

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.

Direct Filing Entity Notification

Overview of the Strategic Value Dividend team's ESG integration process.

ESG integration in trade finance

Which investment vehicle is right for you?

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

Explore a range of international equity opportunities

Over Time, Investing in the Stock Market Has Paid Off

At-a-glance chart illustrating annual equity and fixed-income asset class returns since 2013.

Certificates of deposit: The real outcome

A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA. 

Overview of our key international equity mutual funds and SMAs

An overview of the people, process and philosophy behind MDT SMA strategies

Overview of our small-cap capabilities

An overview of Federated Hermes' SMA offerings