Literature and Forms

Marketing Materials
Showing 1 through 92 out of 92 total documents
Literature and Forms
Document Name Name / As of Description As Of Actions
Federated Hermes Inflation Dashboard
February 21 2024
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.
February 21 2024
The case for bonds as interest rates normalize
February 9 2024
Historical and potential bond performance after Fed pauses. 
February 9 2024
In need of dividend income? - International Strategic Value Dividend ADR SMA
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend SMA portfolio.
January 31 2024
In need of dividend income? - International Strategic Value Dividend Fund
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in International Strategic Value Dividend Fund's portfolio.
January 31 2024
In need of dividend income? - International Strategic Value Dividend with MAP SMA
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the International Strategic Value Dividend with MAP SMA portfolio.
January 31 2024
In need of dividend income? - Strategic Value Dividend SMA
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Strategic Value Dividend SMA portfolio.
January 31 2024
In need of dividend income? - Strategic Value Dividend Fund
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Strategic Value Dividend Fund's portfolio.
January 31 2024
In need of dividend income? - U.S. Strategic Dividend ETF
January 31 2024
Highlight of dividend histories and dividend status of dividend-paying companies in the U.S. Strategic Dividend ETF portfolio.
January 31 2024
In need of dividend income? - Global Strategic Value Dividend SMA
January 31 2024
Highlight of yields, dividend histories and dividend status of dividend-paying companies in the Global Strategic Value Dividend SMA portfolio.
January 31 2024
Comparison Matrix: ETF vs. SMA vs. mutual fund
January 30 2024
Which investment vehicle is right for you?
January 30 2024
Total Return Bond ETF Characteristics
January 23 2024
Total Return Bond ETF (Ticker: FTRB) as of January 23, 2024.
January 23 2024
Capital Preservation Fund - Direct Filing Entity (DFE) Notification
January 17 2024
Direct Filing Entity Notification
January 17 2024
A beacon of innovation in the money markets
January 12 2024
A beacon of innovation in the money markets: 50 years of evolving to meet investor's changing needs
January 12 2024
Total Return Bond ETF Overview
January 2 2024
Total Return Bond ETF Overview
January 2 2024
Kaufmann Large Cap Fund Holdings
December 31 2023
Federated Hermes Kaufmann Large Cap Fund Holdings - Seeking growth through IPOs and innovation
December 31 2023
Investment team insights and investment view
December 31 2023
Investment team insights and investment view (mutual fund)
December 31 2023
Federated Hermes International Leaders Fund Quarterly Review
December 31 2023
Federated Hermes International Leaders Fund Quarterly Review
December 31 2023
Dividend Strategies and Portfolio Construction
December 31 2023
Dividend strategies are a time-tested addition to the equity strategies commonly incorporated into a diversified portfolio.
December 31 2023
Investment case: International Leaders Fund
December 31 2023
Reasons to consider International Leaders Fund now
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 FIHYBF
December 31 2023
Looking beyond the ratings FIHYBF
December 31 2023
Core Plus Sector Highlights 
December 31 2023
Sector allocation update - Purusing alpha through a consistent, risk-managed process 
December 31 2023
A buying opportunity?
December 31 2023
We believe the fund currently offers an opportunity for income at an attractive valuation
December 31 2023
Separately Managed Accounts Overview
December 31 2023
An overview of Federated Hermes' SMA offerings
December 31 2023
MDT All Cap Core SMA - Seeking alpha in all markets
December 31 2023
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.
December 31 2023
Investment Case: MDT Mid Cap Growth Fund
December 31 2023
Investment Case for Mid Cap Stocks and Mid Cap Growth Fund
December 31 2023
MDT Advisers Overview
December 31 2023
Firm Overview of MDT Advisers
December 31 2023
Liquidity management profile
December 31 2023
Annual snapshot with key statistics on Federated Hermes' money market funds: number of funds, assets by fund type, industry standings and leadership record.
December 31 2023
A buying opportunity? 
December 31 2023
We believe the SMA currently offers an opportunity for income at an attractive valuation
December 31 2023
Product Profile: International Equity Fund
December 31 2023
Quarterly in-depth review of Federated Hermes International Equity Fund performance, characteristics and investment process.
December 31 2023
Capital Preservation Fund - Operational Guidelines
December 31 2023
Operational Guidelines
December 31 2023
Power of Dividends
December 31 2023
An illustration of the Strategic Value Dividend Fund's longstanding ability to deliver on the power of dividend investing.
December 31 2023
Two ways to be wrong in equity portfolio management
December 31 2023
Discussing various strategies to mitigate portfolio risk
December 31 2023
Investment team insights and investment view
December 31 2023
Investment team insights and investment view (SMA)
December 31 2023
The real outcome: Certificates of Deposit
December 31 2023
Certificates of deposit: The real outcome
December 31 2023
Federated Hermes Kaufmann IPO update
December 31 2023
Kaufmann IPO update
December 31 2023
Investment case: Federated Hermes International Small-Mid Company Fund
December 31 2023
Reasons to consider Federated Hermes International Small-Mid Company Fund now
December 31 2023
Index interest rate sensitivity analysis
December 31 2023
Changes in fixed-income index returns based on 50 basis point moves in interest rates up or down.
December 31 2023
MDT Market Neutral Update
December 31 2023
MDT Market Neutral Fund Update
December 31 2023
Product Profile: International Leaders Fund
December 31 2023
Quarterly in-depth review of Federated Hermes International Leaders Fund performance, characteristics and investment process.
December 31 2023
Why own Federated Hermes Prudent Bear Fund
December 31 2023
Reasons to own Federated Hermes Prudent Bear Fund
December 31 2023
Investment team insights and investment view
December 31 2023
The latest market insights and investment view from the U.S. Strategic Dividend ETF (FDV) investment team
December 31 2023
MDT SMA strategies
December 31 2023
An overview of the people, process and philosophy behind MDT SMA strategies
December 31 2023
Kaufmann Small Cap Fund Holdings
December 31 2023
Federated Hermes Kaufmann Small Cap Fund Holdings - Seeking growth through IPOs and innovation
December 31 2023
Kaufmann Fund Holdings
December 31 2023
Federated Hermes Kaufmann Fund Holdings - Seeking growth through IPOs and innovation
December 31 2023
Morningstar Notable Performers
December 31 2023
Quarterly update listing Federated Hermes 5-star and 4-star Morningstar funds.
December 31 2023
Classification and regression trees: a deliberate approach to stock selection
December 15 2023
This paper reviews a key concept behind the MDT investment process: regression trees.
December 15 2023
CW Henderson A focus on quality
November 15 2023
CW Henderson A focus on quality
November 15 2023
The difference between investing and depositing your cash
November 3 2023
Money market funds vs. deposit accounts
November 3 2023
Kaufmann products-Three ways to pursue growth
November 1 2023
Brochure featuring Federated Hermes' Kaufmann intensive, bottom-up focus on growth.
November 1 2023
Is a big opportunity in small cap growth approaching?
October 31 2023
Is a big opportunity in small cap growth approaching?
October 31 2023
EMD Q3 Report Looking Beyond China
October 31 2023
As China faces a range of economic challenges, other markets offer opportunity.
October 31 2023
United Nations Sustainable Development Goals
October 1 2023
What are the United Nations Sustainable Development Goals?
October 1 2023
The Case for Active ETFs
September 30 2023
The case for active exchange-traded funds
September 30 2023
Short Duration Corporate ETF Investment Case
September 30 2023
Short Duration Corporate ETF Investment Case
September 30 2023
Short Duration High Yield ETF Investment Case
September 30 2023
Short Duration High Yield ETF Investment Case
September 30 2023
High-yield municipal bonds:an overlooked sector
September 30 2023
A discussion on the role of high yield municipal bonds in a fixed income portfolio.
September 30 2023
Investment Case - Federated Hermes Total Return Bond Fund
September 30 2023
Investment Case Federated Hermes Total Return Bond Fund
September 30 2023
A step up the yield curve: Ultrashort bond funds
September 30 2023
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 2023
Three reasons investors value ETFs 
September 30 2023
Three reasons investors choose to invest in ETFs.
September 30 2023
Active ETF Guide
September 29 2023
Active ETF Guide
September 29 2023
The municipal bond opportunity
September 29 2023
The current outlook for municipal bonds 
September 29 2023
Trade Finance Q&A
September 25 2023
Q&A: How trade finance plays a key role in multi-asset portfolios
September 25 2023
The ABCs of ESG
September 21 2023
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. 
September 21 2023
What are ETFs?
August 31 2023
Short overview of exchange-traded funds.
August 31 2023
Analyzing asset class performance after rate hike pauses
August 31 2023
Which asset classes performed best after rate hike pauses?
August 31 2023
SDG Engagement Equity Fund engagement report
June 30 2023
Highlighting key ESG engagements for the fund.
June 30 2023
SDG Engagement High Yield Credit engagement report
June 30 2023
Highlighting key ESG engagements for the fund.
June 30 2023
Uncut Gems: The evolution of ESG in EM sovereign debt
June 9 2023
Challenges emerging market sovereign debt investors face and how we are inintegrating ESG factors.
June 9 2023
Opportunities beyond tax-free income
June 6 2023
Federated Hermes CW Henderson Opportunities beyond tax-free income with tax-loss harvesting
June 6 2023
Conservative Municipal Microshort Fund Overview Sheet
May 4 2023
Conservative Municipal Microshort Fund Overview Sheet
May 4 2023
Conservative Microshort Fund Overview Sheet
May 4 2023
Conservative Microshort Fund Overview Sheet
May 4 2023
Tender Offer Funds
May 1 2023
An overview of frequently asked questions about tender offer fund vehicles.
May 1 2023
Company age – How to measure it and why it matters
April 30 2023
The paper discusses the relationship between a company’s age and stock returns.
April 30 2023
Participation Agreement - Federated Hermes Total Return Bond CIF
April 27 2023
For Participating Plans in the Wilmington Trust Collective Investment Trust
April 27 2023
Why international equities now?
March 31 2023
Why international equities now?
March 31 2023
The Federated Hermes Approach to Managing Fixed-Income Investments
March 31 2023
The Federated Hermes Approach to Managing Fixed-Income Investments
March 31 2023
Weathering the storm: Surprising facts about the financial profile of the younger generations
March 29 2023
Weathering the storm explores how people are navigating short- and long-term changes in retirement saving and wealth.
March 29 2023
Introducing SDG Shares
March 23 2023
This introductory document describes the SDG Shares of GOF and the features associated with the share class. 
March 23 2023
Traditional and Roth IRAs: Side-by-Side Comparison
March 23 2023
Traditional and Roth IRAs
March 23 2023
401(k)s and Business IRAs: At-A-Glance Guide
March 23 2023
401(k)s and Business IRAs
March 23 2023
An investor's guide: Understanding Federated Hermes' liquidity management
March 15 2023
Overview of Federated Hermes' approach to managing money market funds, including process, philosophy and intensive credit analysis.
March 15 2023
Beyond the summary: What does the Secure Act 2.0 really mean for participants, plans, and advisors?
March 2 2023
Beyond the summary explores the six key issues advisors need to understand to maximize opportunities with the Secure Act 2.0
March 2 2023
Federated Hermes low duration funds: Addressing the Challenges of Rate Volatility and Income
February 28 2023
Low duration brochure
February 28 2023
Small caps outperformed large caps following the last 6 recessions
February 16 2023
An overview of small cap vs. large cap performance in the year following the end of a recession.
February 16 2023
Why small-cap value now?
February 15 2023
Why small-cap value now?
February 15 2023
Federated Hermes international equity capabilities
December 31 2022
Explore a range of international equity opportunities
December 31 2022
Strategic Value Dividend SMA overview
December 31 2022
A brief look at the investment team, objective, philosophy, and investment process behind Strategic Value Dividend SMA
December 31 2022
Explore a range of opportunities to invest in international equities
December 31 2022
Overview of our key international equity mutual funds and SMAs
December 31 2022
Federated Hermes small-cap capabilities brochure
December 31 2022
Overview of our small-cap capabilities
December 31 2022
Fund Declaration - Federated Hermes High Yield Bond CIF
January 13 2022
Federated Hermes High Yield Bond Collective Investment Fund- Fund Declaration
January 13 2022
Fund Declaration - Federated Hermes Prime Cash CIF
August 17 2020
Federated Hermes Prime Cash Collective Investment Fund- Fund Declaration
August 17 2020
Showing 1 through 92 out of 92 total documents