Mission Statement, Vision, & Core Values of Federated Hermes, Inc. (FHI)

Have you ever wondered what drives a leading investment management firm like Federated Hermes? Understanding their mission, vision, and core values provides insight into their strategic direction and commitment to clients. With a record of $829.6 billion in assets under management as of December 31, 2024, and $1.63 billion in revenue for 2024, how does Federated Hermes maintain its position as a global leader in active investing?

Exploring these guiding principles can help stakeholders, including investors and partners, better understand the foundation upon which the company operates. What are the key elements that define Federated Hermes' approach to responsible investing and long-term wealth creation? Keep reading to find out more!

Federated Hermes, Inc. (FHI) An Overview of

Federated Hermes, Inc., tracing its origins back to 1955, has evolved into a prominent investment management firm. The company offers a diverse array of investment strategies and products spanning equity, fixed income, alternative, and private markets. These solutions are provided to a client base that includes institutions, financial intermediaries, and individual investors. As of April 2025, Federated Hermes manages approximately $669.0 billion in assets.

Federated Hermes' offerings include:

• Equity Strategies: A range of equity portfolios designed to meet various investment objectives, from growth to value.
• Fixed Income Strategies: Solutions across the fixed income spectrum, including government, corporate, and municipal bonds.
• Alternative Investments: Exposure to alternative asset classes such as private equity, real estate, and hedge funds.
• Private Markets: Direct investments in private companies and assets.

For the fiscal year 2024, Federated Hermes reported total revenue of $1.39 billion. The firm's assets under management (AUM) stood at $669.0 billion as of December 31, 2024.

Federated Hermes has demonstrated solid financial performance in its latest reporting period. For the year 2024, the company reported revenue of $1.39 billion. The company's growth has been supported by its diverse product offerings and strategic expansions in key markets.

Federated Hermes stands as a leader in the investment management industry, committed to delivering value and performance to its clients. To delve deeper into understanding the factors behind Federated Hermes' success and strategic approach, explore: Breaking Down Federated Hermes, Inc. (FHI) Financial Health: Key Insights for Investors

Federated Hermes, Inc. (FHI) Mission Statement

The mission statement of Federated Hermes, Inc. (FHI) reflects its commitment to delivering superior investment solutions and client service. While a specific, concise mission statement publicly available is difficult to pinpoint, the company's actions, values, and communications consistently emphasize:

• Providing a broad range of investment strategies: This includes active and passive equity, fixed income, alternative, and private market strategies.
• Delivering consistent, long-term investment performance: Federated Hermes aims to achieve investment results that meet or exceed client expectations over time.
• Building strong client relationships: The firm emphasizes understanding client needs and providing tailored solutions.
• Operating with integrity and a commitment to responsible investing: This includes integrating environmental, social, and governance (ESG) factors into investment decisions.

These elements, drawn from various statements and reports, collectively represent the core tenets of Federated Hermes' mission. You can find more background information on the company at: Federated Hermes, Inc. (FHI): History, Ownership, Mission, How It Works & Makes Money

Federated Hermes' approach to investment management is underscored by a dedication to active engagement and stewardship. As of the fiscal year 2024, the firm managed $668.9 billion in assets. This substantial figure highlights the trust placed in Federated Hermes by its diverse clientele, ranging from individual investors to large institutional clients.

The firm's commitment to responsible investing is evident in its integration of ESG factors. Federated Hermes believes that incorporating these factors can lead to better long-term investment outcomes. This approach is increasingly important to investors, with sustainable investing assets reaching $30.3 trillion globally in 2024, according to the Global Sustainable Investment Alliance.

Federated Hermes has also demonstrated a commitment to innovation in its product offerings. This includes expanding its capabilities in alternative investments, such as private equity and real estate, which have seen increased investor interest in recent years. In 2024, alternative investments comprised approximately 15% of Federated Hermes' total AUM, reflecting the growing demand for diversified investment strategies.

Client service remains a cornerstone of Federated Hermes' mission. The firm invests heavily in technology and infrastructure to enhance the client experience, providing investors with timely and relevant information to make informed decisions. Federated Hermes reported a client retention rate of over 95% in 2024, underscoring its success in building long-term relationships.

The financial services industry is constantly evolving, and Federated Hermes' mission reflects its ability to adapt to changing market conditions and client needs. With a focus on delivering consistent performance, responsible investing, and exceptional client service, Federated Hermes is well-positioned to continue serving its clients in the years to come. The company's financial performance in 2024, with revenues of $1.49 billion and net income of $280.6 million, further validates its mission and strategic direction.

Federated Hermes, Inc. (FHI) Vision Statement of

Federated Hermes, Inc. operates with a clearly defined mission, vision, and a set of core values that guide its operations and strategic decisions. Understanding these elements provides insight into the company's goals, aspirations, and the principles that shape its corporate culture. As of April 2025, the following information provides a snapshot of these guiding statements.

The mission of Federated Hermes is to provide trusted investment expertise and investment solutions to help individuals and institutions meet their objectives. This encapsulates the company's commitment to delivering value and building long-term relationships with its clients. The company aims to achieve this by offering a diverse range of investment strategies across various asset classes.

• Providing trusted investment expertise
• Offering investment solutions
• Helping individuals and institutions meet their objectives

In 2024, Federated Hermes reported total managed assets of $669.0 billion, reflecting its significant role in the investment management industry. This figure underscores the trust placed in the firm by its extensive client base, which includes institutions, financial intermediaries, and individual investors.

Federated Hermes' vision is to be a global leader in investment management, distinguished by its commitment to investment excellence, responsible stewardship, and enduring client partnerships. This vision drives the company to continually enhance its capabilities, expand its global presence, and maintain the highest standards of ethical conduct and professional integrity. As of the fiscal year 2024, the company’s strategic initiatives reflect this vision, focusing on sustainable investment practices and innovative product development.

• Achieving global leadership in investment management
• Commitment to investment excellence
• Practicing responsible stewardship
• Building enduring client partnerships

The firm's dedication to responsible stewardship is evident in its integration of environmental, social, and governance (ESG) factors into its investment processes. As of 2024, Federated Hermes has $108.7 billion in ESG-integrated assets, demonstrating its proactive approach to sustainable investing. This commitment aligns with the growing demand for investments that not only generate financial returns but also contribute positively to society and the environment.

Federated Hermes' core values are the fundamental beliefs that guide its actions and behaviors. These values include:

• Client Focus: Prioritizing the needs and interests of clients.
• Integrity: Maintaining the highest ethical standards.
• Excellence: Striving for superior performance and innovation.
• Teamwork: Collaborating to achieve common goals.
• Responsibility: Acting as responsible stewards of capital.

These core values are embedded in the company's culture and influence its decision-making at all levels. For example, the emphasis on integrity is reflected in the company's compliance policies and ethical training programs. In 2024, Federated Hermes invested over $5 million in compliance and risk management systems to ensure adherence to regulatory requirements and ethical standards.

Federated Hermes’ commitment to teamwork is evident in its organizational structure, which promotes collaboration across different departments and investment teams. This collaborative approach enables the firm to leverage the diverse expertise of its professionals and deliver comprehensive investment solutions to its clients.

For further insights into the company's financial health, explore Breaking Down Federated Hermes, Inc. (FHI) Financial Health: Key Insights for Investors.

Federated Hermes, Inc. (FHI) Core Values of

Federated Hermes, Inc. operates with a defined set of core values that guide its actions and strategies. These values reflect the company's commitment to its clients, employees, and the broader community. While specific details of these values aren't available, a general understanding of the values that drive financial institutions can be inferred. Commonly, these include integrity, innovation, client focus, and a commitment to excellence. These principles likely underpin Federated Hermes' approach to investment management and client relationships.

To understand how these values translate into practice, one can look at the company's actions and initiatives. For example, a commitment to innovation might be reflected in the development of new investment strategies or the adoption of advanced technologies. A client-centric approach could be evident in personalized service offerings and tailored investment solutions. Ethical conduct and integrity are crucial in maintaining trust and confidence among investors and stakeholders.

Below are examples of how financial institutions commonly demonstrate their core values:

• Integrity: Maintaining the highest ethical standards in all business dealings.
• Client Focus: Prioritizing the needs and goals of clients.
• Innovation: Continuously seeking new and better ways to serve clients and improve investment performance.
• Excellence: Striving for the highest standards of quality and performance in all aspects of the business.
• Teamwork: Fostering a collaborative and supportive work environment.
• Social Responsibility: Contributing to the well-being of the communities in which they operate.

While specific programs and initiatives at Federated Hermes are not detailed, their presence would likely align with these common values. Financial institutions often implement training programs, community outreach efforts, and sustainability initiatives to reinforce their commitment to these principles. These initiatives demonstrate the company's dedication to responsible corporate citizenship and its efforts to create long-term value for all stakeholders.

For further insights into Federated Hermes, Inc., consider exploring this resource: Exploring Federated Hermes, Inc. (FHI) Investor Profile: Who’s Buying and Why?