Literature and Forms

Marketing Materials
Showing 1 through 100 out of 103 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
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
Kaufmann IPO update
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
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