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Fixed Income Insights
The Federated Approach to Managing Fixed-Income Investments
Federated believes that optimum results in fixed-income products are best achieved through a traditional value-based approach, using fundamental analysis with teams focused by sector to extract value from each step.
Portfolio Construction Insights
ESG Case Studies
Find out how Hermes’ in-house stewardship team, Hermes Equity Ownership Service (EOS), seeks to benefit shareholders around the world through engagement.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.