Literature and Forms

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

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

Operational Guidelines

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

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.

Short Duration Corporate ETF Investment Case

Short Duration High Yield ETF Investment Case

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

Investment Case Federated Hermes Total Return Bond Fund

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.

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 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.

MDT Market Neutral Fund Performance Update

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

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.

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

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

Tracking key historic recession indicators and comparing to current data

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

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

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.

Which investment vehicle is right for you?

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

Direct Filing Entity Notification

Federated Hermes International Leaders Fund Quarterly Review

Reasons to own Federated Hermes Prudent Bear Fund

Small cap, big opportunity?

Federated Hermes 2025 Outlook

MDT has demostrated low correlations to the major asset classes for the three years it has beenmanaging the fund.

Investment Case for Mid Cap Stocks and Mid Cap Growth Fund

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

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

Provides a high level overview of our active ETF offerings

Considerations for investors in choosing a large cap core benchmark.

Over Time, Investing in the Stock Market Has Paid Off

U.S. SMID SMA Investment Case

Certificates of deposit: The real outcome

Investment case for the Federated Hermes MDT Balanced Fund

The Federated Hermes Approach to Managing Fixed-Income Investments

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.

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

Discussion of how long-term fundamentals are crucial, but information may potentially be gleaned from short-term market trends to address near-term performance.

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

Diversify portfolio risk with a flexible core-plus approach

Kaufmann IPO update

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. 

Describes how a mix of uncorrelated assets may lead to more stable and predictable portfolio performance.

Discussion of various strategies to mitigate portfolio risk

Learn more about Federated Hermes MDT ETFs

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

Investment case for the Federated Hermes Global Allocation Fund.

Federated Hermes municipal bond fund offerings

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

Overview of our key international equity mutual funds and SMAs

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

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

Investment case for the Federated Hermes Capital Income Fund

Explore a range of international equity opportunities

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

Overview of our small-cap capabilities

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

Liquidity strategies across the short end of the curve

Could your money do more for you?

Quick math to better compare taxable and tax-free options

Three reasons investors choose to invest in ETFs.

Traditional and Roth IRAs

401(k)s and Business IRAs

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.

How ETFs canbe tax advantageous

Short overview of exchange-traded funds.

Opportunities will persist

This piece answers frequently asked questions about Federated Hermes' Prime Private Liquidity Fund, including how to open an account and execute a trade.

Overview of Money Market Funds

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

Firm Overview of MDT Advisers

Discussion of MDT's Industry Moat factor

Case study for Varun beverages.

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

Money market funds vs. deposit accounts

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.

The politics risk and potential reward in biotech stocks

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

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

MDT ETF Suite Document

For Participating Plans in the Great Gray Collective Investment Trust

For Participating Plans in the Great Gray Collective Investment Trust

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

The case for active exchange-traded funds

Federated Hermes SDG Engagement Equity H1 2024 highlights