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Federated Hermes Inc's Business Segments
Federated Hermes Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of FY
Reportable Segments
12
Largest Segment
Federated Hermes Funds
Total Revenue
$ 485
Regions Reported
1
Revenue Share by Reportable Segment - FY
- Federated Hermes Funds0%
- U S87.2%
- Money market53%
- Administrative Service45.4%
- Equity29.6%
- Investment Advisory, Management and Administrative Service28.2%
- Separate Accounts28.2%
- Non-US24.2%
- Non-U S11.5%
- Fixed-income10%
- Other2.7%
- Financial Service, Other2.7%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Federated Hermes Funds | $ 832 | - |
| U S | $ 423 | 87.2% |
| Money market | $ 257 | 53% |
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Revenue Share by Region - FY
- Non-US12.6%
Revenue by Geographic Region - FY
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| Non-US | $ 54 | 12.6% |
Revenue by Product & Service Category - FY
- Federated Hermes Funds83%
- Investment Advisory, Management and Administrative Service52.3%
- Administrative Service23.6%
- Separate Accounts14.4%
- Financial Service, Other7.1%
- Other1.2%
Revenue by Product & Service Category - FY
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Federated Hermes Funds | $ 357 | 83% |
| Investment Advisory, Management and Administrative Service | $ 225 | 52.3% |
| Administrative Service | $ 102 | 23.6% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Annual Results
Revenue Share by Reportable Segment - FY
- Federated Hermes Funds0%
- U S87.2%
- Money market53%
- Administrative Service45.4%
- Equity29.6%
- Investment Advisory, Management and Administrative Service28.2%
- Separate Accounts28.2%
- Non-US24.2%
- Non-U S11.5%
- Fixed-income10%
- Other2.7%
- Financial Service, Other2.7%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Federated Hermes Funds | $ 832 | - |
| U S | $ 423 | 87.2% |
| Money market | $ 257 | 53% |
9 more segments available
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Description of Federated Hermes Inc
Federated Hermes Inc., formerly known as Federated Investors, Inc., is a publicly-traded investment management company headquartered in Pittsburgh, Pennsylvania. It was founded in 1955 by John F. Donahue, who remains an important figure in the company to this day. The company operates as a global investment manager and provides a wide range of investment products to clients, including mutual funds, separately managed accounts, and institutional products.
Federated Hermes operates through several subsidiaries, including Federated Investment Management Company, Federated Advisory Services Company, Federated Securities Corp., and Federated Global Investment Management Corp. These subsidiaries allow the company to offer a broad range of investment and financial services to individual and institutional investors.
The company's investment philosophy is rooted in actively managing portfolios based on rigorous research and a focus on risk management. Federated Hermes has teams of investment professionals specializing in different asset classes, such as equities, fixed income, real estate, and alternative investments. The teams work together to create investment strategies and products that are designed to meet the needs of clients with varying investment objectives and risk tolerances.
Federated Hermes has more than $600 billion in assets under management as of December 2020. The company serves a variety of clients from individual investors to large corporations and governments worldwide. Federated Hermes has offices in cities all over the world, including London, New York, Hong Kong, and Melbourne.
The company's commitment to sustainability is evident in its incorporation of environmental, social and governance (ESG) factors into its investment process. Federated Hermes believes that by considering ESG factors in its investment decision-making, it can deliver better risk-adjusted returns to clients while also contributing to a more sustainable future for society and the planet.
In summary, Federated Hermes is a global investment manager that provides a wide range of investment products and services to clients worldwide. The company's investment philosophy is rooted in active management, rigorous research, and a focus on risk management, with a commitment to sustainability and ESG factors. Federated Hermes is a reputable and respected investment firm with a long history of providing high-quality investment solutions to investors worldwide.
Federated Hermes operates through several subsidiaries, including Federated Investment Management Company, Federated Advisory Services Company, Federated Securities Corp., and Federated Global Investment Management Corp. These subsidiaries allow the company to offer a broad range of investment and financial services to individual and institutional investors.
The company's investment philosophy is rooted in actively managing portfolios based on rigorous research and a focus on risk management. Federated Hermes has teams of investment professionals specializing in different asset classes, such as equities, fixed income, real estate, and alternative investments. The teams work together to create investment strategies and products that are designed to meet the needs of clients with varying investment objectives and risk tolerances.
Federated Hermes has more than $600 billion in assets under management as of December 2020. The company serves a variety of clients from individual investors to large corporations and governments worldwide. Federated Hermes has offices in cities all over the world, including London, New York, Hong Kong, and Melbourne.
The company's commitment to sustainability is evident in its incorporation of environmental, social and governance (ESG) factors into its investment process. Federated Hermes believes that by considering ESG factors in its investment decision-making, it can deliver better risk-adjusted returns to clients while also contributing to a more sustainable future for society and the planet.
In summary, Federated Hermes is a global investment manager that provides a wide range of investment products and services to clients worldwide. The company's investment philosophy is rooted in active management, rigorous research, and a focus on risk management, with a commitment to sustainability and ESG factors. Federated Hermes is a reputable and respected investment firm with a long history of providing high-quality investment solutions to investors worldwide.
Overview of Federated Hermes Inc
Federated Hermes Inc. (FHI) stands as a prominent global investment management firm, catering to diverse clientele, including individual investors, institutions, and financial intermediaries. The firm is recognized for its extensive lineup of investment solutions, showcasing its commitment to delivering innovative and high-quality offerings that align with the unique investment objectives of its clients.
Segments of Federated Hermes Inc.
1. Asset Management
The Asset Management segment is the cornerstone of Federated Hermes operations, accounting for the majority of the company’s revenue. This segment is characterized by its vast array of investment products and services designed for a wide spectrum of investors. Key features include:
- Custom Investment Solutions: Tailored approaches designed to meet the specific requirements of clients, reflecting varying risk tolerances and investment goals.
- Advisory Services: Expert guidance in investment strategies, aimed at optimizing portfolio performance.
- Fund Management: Professional management of investment funds across multiple asset classes, including equities, fixed income, and alternative assets.
Asset Servicing
The Asset Servicing segment is integral for providing operational support to institutional clients. Within this segment, the company offers:
- Custodial Services: Safekeeping of financial assets and facilitating transactions.
- Accounting and Reporting: Comprehensive services that ensure compliance with regulatory standards and provide clear financial reporting.
- Technology Solutions: Innovative tech-driven options that enhance efficiency and transparency for asset managers and financial institutions.
Other
This segment encompasses initiatives that extend beyond traditional asset management and servicing. It includes:
- Investment Activities: Involvement in private equity and real estate investments.
- Strategic Partnerships: Collaborations aimed at enhancing offerings and expanding market reach.
Products and Services Offered by Federated Hermes Inc.
1. Mutual Funds
Federated Hermes offers a diverse range of mutual funds that cater to various investment objectives. These funds include:
- Equity Funds: Targeting stock market investments.
- Fixed-Income Funds: Focusing on debt instruments like bonds.
- Alternative Asset Funds: Investing in non-traditional assets to provide diversification.
Separately Managed Accounts (SMAs)
The firm provides SMAs designed for individual investors seeking tailored investment strategies. Key aspects include:
- Customization: Investment plans specifically designed to align with the clients risk profile and financial goals.
- Professional Management: Accounts managed by seasoned investment professionals with a focus on achieving optimal returns.
Exchange-Traded Funds (ETFs)
Federated Hermes offers an array of ETFs that grant investors low-cost access to various asset classes and investment approaches. Notable features include:
- Diversification: Broad exposure to multiple sectors and markets.
- Liquidity: ETFs can be bought and sold throughout the trading day, offering flexibility for investors.
Closed-End Funds
The company manages multiple closed-end funds that focus on various asset classes, including:
- Equities: Investments in stocks, particularly those with growth potential.
- Fixed Income: Funds dedicated to bonds, often aiming for income stability.
- Municipal Bonds: Investments in debt issued by municipalities, typically offering tax advantages.
Advisory Services
Federated Hermes provides robust advisory services tailored for institutional clients, which include:
- Asset Allocation: Strategies designed to optimize the distribution of assets across different investment categories.
- Portfolio Construction: Methodologies to build portfolios that meet unique investment objectives and risk profiles.
- Risk Management: Techniques and tools to mitigate investment risks while pursuing desired returns.
Asset Servicing Solutions
The firm offers an extensive suite of asset servicing solutions that facilitate effective asset management for institutional clients:
- Global Custody Services: Comprehensive asset protection and transaction facilitation across different jurisdictions.
- Compliance Services: Tools and support to ensure regulatory adherence.
- Reporting Services: Detailed and frequent reporting that provides transparency into investment performance and operations.
Conclusion
Overall, Federated Hermes Inc. is committed to delivering an extensive range of investment products and services designed to meet the needs of a diverse clientele. By leveraging its expertise and industry experience, Federated Hermes aims to provide innovative solutions that support the investment strategies and objectives of individual and institutional investors worldwide. Through its varied segments and comprehensive offerings, the firm seeks to empower its clients with the tools necessary to navigate the complex world of investment management effectively.
Federated Hermes Inc. (FHI) stands as a prominent global investment management firm, catering to diverse clientele, including individual investors, institutions, and financial intermediaries. The firm is recognized for its extensive lineup of investment solutions, showcasing its commitment to delivering innovative and high-quality offerings that align with the unique investment objectives of its clients.
Segments of Federated Hermes Inc.
1. Asset Management
The Asset Management segment is the cornerstone of Federated Hermes operations, accounting for the majority of the company’s revenue. This segment is characterized by its vast array of investment products and services designed for a wide spectrum of investors. Key features include:
- Custom Investment Solutions: Tailored approaches designed to meet the specific requirements of clients, reflecting varying risk tolerances and investment goals.
- Advisory Services: Expert guidance in investment strategies, aimed at optimizing portfolio performance.
- Fund Management: Professional management of investment funds across multiple asset classes, including equities, fixed income, and alternative assets.
Asset Servicing
The Asset Servicing segment is integral for providing operational support to institutional clients. Within this segment, the company offers:
- Custodial Services: Safekeeping of financial assets and facilitating transactions.
- Accounting and Reporting: Comprehensive services that ensure compliance with regulatory standards and provide clear financial reporting.
- Technology Solutions: Innovative tech-driven options that enhance efficiency and transparency for asset managers and financial institutions.
Other
This segment encompasses initiatives that extend beyond traditional asset management and servicing. It includes:
- Investment Activities: Involvement in private equity and real estate investments.
- Strategic Partnerships: Collaborations aimed at enhancing offerings and expanding market reach.
Products and Services Offered by Federated Hermes Inc.
1. Mutual Funds
Federated Hermes offers a diverse range of mutual funds that cater to various investment objectives. These funds include:
- Equity Funds: Targeting stock market investments.
- Fixed-Income Funds: Focusing on debt instruments like bonds.
- Alternative Asset Funds: Investing in non-traditional assets to provide diversification.
Separately Managed Accounts (SMAs)
The firm provides SMAs designed for individual investors seeking tailored investment strategies. Key aspects include:
- Customization: Investment plans specifically designed to align with the clients risk profile and financial goals.
- Professional Management: Accounts managed by seasoned investment professionals with a focus on achieving optimal returns.
Exchange-Traded Funds (ETFs)
Federated Hermes offers an array of ETFs that grant investors low-cost access to various asset classes and investment approaches. Notable features include:
- Diversification: Broad exposure to multiple sectors and markets.
- Liquidity: ETFs can be bought and sold throughout the trading day, offering flexibility for investors.
Closed-End Funds
The company manages multiple closed-end funds that focus on various asset classes, including:
- Equities: Investments in stocks, particularly those with growth potential.
- Fixed Income: Funds dedicated to bonds, often aiming for income stability.
- Municipal Bonds: Investments in debt issued by municipalities, typically offering tax advantages.
Advisory Services
Federated Hermes provides robust advisory services tailored for institutional clients, which include:
- Asset Allocation: Strategies designed to optimize the distribution of assets across different investment categories.
- Portfolio Construction: Methodologies to build portfolios that meet unique investment objectives and risk profiles.
- Risk Management: Techniques and tools to mitigate investment risks while pursuing desired returns.
Asset Servicing Solutions
The firm offers an extensive suite of asset servicing solutions that facilitate effective asset management for institutional clients:
- Global Custody Services: Comprehensive asset protection and transaction facilitation across different jurisdictions.
- Compliance Services: Tools and support to ensure regulatory adherence.
- Reporting Services: Detailed and frequent reporting that provides transparency into investment performance and operations.
Conclusion
Overall, Federated Hermes Inc. is committed to delivering an extensive range of investment products and services designed to meet the needs of a diverse clientele. By leveraging its expertise and industry experience, Federated Hermes aims to provide innovative solutions that support the investment strategies and objectives of individual and institutional investors worldwide. Through its varied segments and comprehensive offerings, the firm seeks to empower its clients with the tools necessary to navigate the complex world of investment management effectively.