Literature and Forms

Views from our Alpha Pods

Certificates of deposit: The real outcome

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

Discussion of various strategies to mitigate portfolio risk

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

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

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.

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.

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

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

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

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

Seeking outperformance and smoother return-look at excess return correlation

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

Short Duration High Yield ETF Investment Case

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

Build your core with a diversified US equity portfolio built from the bottom up that is designed to respond to opportunities amid changing market conditions. 

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

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.

Will emerging market debt outperformance continue in 2026?

Holdings for International Leaders ADR SMA.

How the MDT All Cap Core Fund can add value.

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

Investment case for the Federated Hermes Capital Income Fund

Reasons to own Federated Hermes Prudent Bear Fund

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

Kaufmann IPO update

Diversify portfolio risk with a flexible core-plus approach

Investment Case Federated Hermes Total Return Bond Fund

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

Short Duration Corporate ETF Investment Case

Traditional and Roth IRAs

401(k)s and Business IRAs

An overview of Federated Hermes' SMA offerings

Learn more about Federated Hermes MDT ETFs

The case for owning Federated Hermes MDT Large Cap Value 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.

MDT Market Neutral Fund Performance Update

Investment case for the Federated Hermes MDT Balanced Fund

Operational Guidelines

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

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.

Investment case for the Federated Hermes Global Allocation Fund.

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

Overview of our small-cap capabilities

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.

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?

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

Liquidity strategies across the short end of the curve

Federated Hermes MDT Large Cap Growth Collective Investment Fund overview

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

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.

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 

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

Fast-developing economies are transforming global markets

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

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

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.

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

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.

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