Literature and Forms

The potential for competitive income, higher total returns and portfolio diversification.

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.

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.

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.

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.

Federated Hermes International Leaders Fund Quarterly Review

The current market environment has forced some managers to balance concentration risk, tracking error and active risk exposures. Over the last several years, managers with lower active share in the large-capitalization growth space generally outperformed those with higher active share.

The latest thoughts and views from the team about the fund.

Investment Case for Mid Cap Stocks and Mid Cap Growth Fund

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 the Federated Hermes MDT Balanced Fund

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

Backed by a disciplined, quantitative approach, MDT large cap portfolios seek to deliver consistent outperformance

A severe austerity package has helped tame the country’s chronic inflation crisis.

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.

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

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

Diversify portfolio risk with a flexible core-plus approach

Investment case for the Federated Hermes Capital Income Fund

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.

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

Operational Guidelines

MDT Market Neutral Fund Performance Update

The case for active exchange-traded funds

How the MDT All Cap Core Fund can add value.

Holdings for International Leaders ADR SMA.

An overview of engagement activity and sustainability statistics for the Federated Hermes Sustainable High Yield Bond Fund.

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

Reasons to own Federated Hermes Prudent Bear Fund

Kaufmann IPO update

Short Duration High Yield ETF Investment Case

Short Duration Corporate ETF Investment Case

Investment case for the Federated Hermes Global Allocation Fund.

The case for owning Federated Hermes MDT Large Cap Value Fund

MDT ETF Suite Document

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

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.

Tax advantage investing using the Federated Hermes Muni and Stock Advantage 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

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

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.

Provides a high level overview of our active ETF offerings

A discussion of how quant strategies have evolved over recent decades and been enhanced by advances in technology.

The team's latest thoughts on dividend investing and the broad equity market.

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

Firm Overview of MDT Advisers

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.

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

An overview of Federated Hermes' SMA offerings

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

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

Debunks common misconceptions about ETF trading volume and liquidity.

Tracking key historic recession indicators and comparing to current data

Total Return Bond ETF Overview

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

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

Which investment vehicle is right for you?

Direct Filing Entity Notification

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

Considerations for investors in choosing a large cap core benchmark.

Over Time, Investing in the Stock Market Has Paid Off

Certificates of deposit: The real outcome

The Federated Hermes Approach to Managing Fixed-Income Investments

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

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

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.

Describes the potential advantages of dividend investing.

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.

Federated Hermes municipal bond fund offerings

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

Explore a range of international equity opportunities

Overview of our small-cap capabilities

Liquidity strategies across the short end of the curve

Could your money do more for you?

Biotech innovation can transcend traditional business cycles, offering the potential for attractive uncorrelated excess returns versus the broad stock market. But what is the biotech industry, and what does its future hold?

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

Overview of Money Market Funds

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

Discussion of MDT's Industry Moat factor