Literature and Forms

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

Overview of Money Market Funds

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

Tracking key historic recession indicators and comparing to current data

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

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 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.

MDT Mid Cap Growth Collective Investment Fund 3(38) Participation Agreement

Money market funds vs. deposit accounts

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.

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.

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

Firm Overview of MDT Advisers

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 International Strategic Value Dividend Fund's 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.

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

Investment team insights and investment view (SMA)

The politics risk and potential reward in biotech stocks

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

Potential advantages of utilizing a boutique approach to municipal SMAs 

Participation Agreement from Great Grey Trust Company for the MDT Mid Cap Growth Collective Investment Fund

Investment team insights and investment view (mutual fund)

Overview for the Federated Hermes Small Cap Core ETF

Overview for the Federated Hermes MDT Large Cap Core ETF

Overview for the Federated Hermes MDT Large Cap Growth ETF

Overview of the MDT Large Cap Value ETF

An overview of Federated Hermes' SMA offerings

Learn more about Federated Hermes MDT ETFs

The latest market insights and investment view from the U.S. Strategic Dividend ETF (FDV) investment team

MDT ETF Suite Document

For Participating Plans in the Great Gray Collective Investment Trust

For Participating Plans in the Great Gray Collective Investment Trust

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

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

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.

Reasons to own Federated Hermes Prudent Bear Fund

Reasons to consider Federated Hermes International Leaders Fund now

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

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

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

Investment Case for Mid Cap Stocks and Mid Cap Growth Fund

Active ETF Guide

Core Plus SMA Investment Case

The case for active exchange-traded funds

One page overview of MDT process and long-equity funds relative performance

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

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

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

Investment Case Federated Hermes Total Return Bond Fund

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

Short Duration Corporate ETF Investment Case

Short Duration High Yield ETF Investment Case

Kaufmann IPO update

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

MDT Market Neutral Fund Performance Update

Investment case for the Federated Hermes Global Allocation Fund.

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 Fund Holdings - Seeking growth through IPOs and innovation

Highlighting key ESG engagements for the fund.

Highlighting key ESG engagements for the fund.

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.

Discussion of artificial intelligence and machine learning 

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

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

The potential for competitive income, higher total return and portfolio diversification

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.

A series of economic indicators that have historically been predictive of re-election results

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

Additional Information on the Project and Trade Finance - Tender Fund

The Federated Hermes Approach to Managing Fixed-Income Investments

Overview of Mid Cap Growth asset class

Traditional and Roth IRAs

401(k)s and Business IRAs

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

Real estate ownership and retirement accounts are powering Millennial asset growth in these early years of the great generational wealth transfer.

Historical and potential bond performance after Fed pauses. 

Which investment vehicle is right for you?

Direct Filing Entity Notification

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

Total Return Bond ETF Overview

Explore a range of international equity opportunities

Over Time, Investing in the Stock Market Has Paid Off

Looking beyond the ratings 

Compares asset class performance during previous Fed rate cut cycles

Discussing various strategies to mitigate portfolio risk

Certificates of deposit: The real outcome

Describes the potential advantages of dividend investing.

A discussion on the role of high yield municipal bonds in a fixed income portfolio.

Changes in fixed-income index returns based on 50 basis point moves in interest rates up or down.

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

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

Overview of our small-cap capabilities

This paper reviews a key concept behind the MDT investment process: regression trees.

CW Henderson A focus on quality

Is a big opportunity in small cap growth approaching?