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Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Portfolio Construction Insights
In search of tomorrow's winning stocks
This piece is approved to use with clients.
The approach is the same regardless of the environment.
Active/Passive Management
Turbulent times call for a little ballast
This piece is approved to use with clients.
And investors may find some by including a balanced approach in their portfolios.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
This piece is approved to use with clients.
Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
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.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.