联邦投资(FHI)
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FHI or SEIC: Which Is the Better Value Stock Right Now?
Zacks Investment Research· 2024-03-05 01:46
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Federated Hermes (FHI) or SEI Investments (SEIC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision tr ...
Here's Why Federated Hermes (FHI) is a Strong Growth Stock
Zacks Investment Research· 2024-03-04 23:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...
Federated Hermes (FHI) Could Be a Great Choice
Zacks Investment Research· 2024-03-01 01:46
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yie ...
Federated Hermes, Inc.'s CEO to participate in 2024 RBC Capital Markets Financial Institutions Conference
Prnewswire· 2024-02-28 22:00
公司概况 - Federated Hermes, Inc.是一家全球领先的积极、负责任的投资管理公司,截至2023年12月31日,资产管理规模达7576亿美元[3] - Federated Hermes总部位于匹兹堡,在伦敦、纽约、波士顿和全球各地设有办事处,拥有超过2000名员工[3] - Federated Hermes将投资解决方案提供给超过11000家机构和中介机构,包括企业、政府实体、保险公司、基金会和捐赠基金、银行和经纪/交易商[3]
Why Federated Hermes (FHI) is a Top Value Stock for the Long-Term
Zacks Investment Research· 2024-02-26 23:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...
Federated Hermes, Inc. files annual report on Form 10-K with U.S. Securities and Exchange Commission
Prnewswire· 2024-02-24 06:22
公司概况 - Federated Hermes, Inc.是一家全球领先的积极、负责任的投资管理公司,资产管理规模达7576亿美元[3] - 公司总部位于匹兹堡,全球范围内拥有超过2000名员工,分布在伦敦、纽约、波士顿和全球各地办公室[3] 财务报告 - Federated Hermes, Inc.在2023年12月31日提交了其年度10-K表格,向美国证券交易委员会报告截至2023年12月31日的财政年度[1]
Federated Hermes, Inc. announces nomination of new independent director
Prnewswire· 2024-02-23 22:02
PITTSBURGH, Feb. 23, 2024 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in active, responsible investing, today announced that its board of directors nominated business leader Karen L. Hanlon to stand for election to the board as an independent director at the company's Annual Meeting of Shareholders in April 2024. At that time, the board is expected to expand from six to seven members. Hanlon, who has more than 30 years of financial and leadership experience, is executive vice preside ...
Federated(FHI) - 2023 Q4 - Annual Report
2024-02-23 00:00
主要收入来源 - Federated Hermes的主要收入来源是根据其投资产品和策略的AUM而赚取的投资顾问费用[8] 资产管理情况 - Federated Hermes管理的资产总额为7576.22亿美元,较前一年增长13%[17] - Federated Hermes管理的各类基金资产分布情况:货币市场基金4062亿美元,股票基金425亿美元,固定收益基金439亿美元,另类/私募市场基金124亿美元,多资产基金27亿美元[11] - Federated Hermes截至2023年12月31日为Separate Accounts提供投资策略,资产总额为2499亿美元[12] 投资顾问费用 - Federated Hermes的投资顾问费用净收入在过去三年中呈现增长趋势,2023年达到了1115783千美元[19] 资产管理分布 - Federated Hermes在2023年12月31日管理的资产分布在美国金融中介(63%)、美国机构(28%)和国际市场(9%)[27] - Federated Hermes在2023年12月31日管理的美国金融中介市场资产包括货币市场资产、股票资产、固定收益资产、多资产和另类/私人市场资产[28] - Federated Hermes在2023年12月31日管理的美国机构市场资产包括货币市场资产、固定收益资产、股票资产、另类/私人市场资产和多资产[29] 监管和规则 - SEC、FSOC和其他联邦监管机构继续关注企业发行人、注册投资顾问和注册投资公司的气候和ESG相关披露[51] - SEC在2023年9月通过了对1940年法案下的规则35d-1(名称规则)进行的修订,要求基金至少80%的资产价值符合基金名称所暗示的投资类型[55] - SEC在2023年8月重新开放了对其修改和重新指定的投资顾问法案规则206(4)-2(托管规则)的意见征询期[57] - DOL在2023年10月发布了新的“受托人规则”,扩大了适用于投资顾问、经纪人和其他实体的ERISA受托人地位的情况[59] 员工福利和发展 - Federated Hermes的员工福利包括传统的医疗和牙科保险、员工援助计划、健康和福祉重点的健康计划、残疾、带薪休假和退休计划[117] - Federated Hermes的员工发展框架包括在职培训机会和由内部和外部专家组成的网络提供的课程,重点是技术、专业、领导和管理技能[118] - Federated Hermes的多样性和包容性战略围绕四个支柱展开:推动多样性、创造包容性、外展和可持续性,持续开发项目[120] 高管变动 - Mr. Ceresino将于2024年5月9日退休,之前已于2024年1月12日开始过渡其日常职责[130] - Mr. Thomas R. Donahue自1998年起担任Federated Hermes的副总裁、财务总监,此前曾担任Federated Hermes董事会成员[131] - Ms. Dolores D. Dudiak自2021年2月起担任Federated Hermes的副总裁,自1997年起担任人力资源总监[132] - Mr. John B. Fisher自1998年起担任Federated Hermes的副总裁,此前曾担任Federated Hermes董事会成员[133] - Mr. Peter J. Germain自2017年10月起担任Federated Hermes的执行副总裁、首席法律官和秘书[135] - Mr. Richard A. Novak自2013年4月起担任Federated Hermes的副总裁、助理财务总监和首席会计官[137] - Mr. Saker A. Nusseibeh是FHL的董事和首席执行官,自2009年起担任该职务[138] - Mr. Paul A. Uhlman自2016年6月起担任Federated Hermes的副总裁、Federated Securities Corp.的总裁和董事[139] - Mr. Stephen P. Van Meter自2015年7月起担任Federated Hermes的副总裁和首席合规官[140]
Here's Why Federated (FHI) Stock is Worth Buying Right Now
Zacks Investment Research· 2024-02-22 01:41
Federated Hermes, Inc. (FHI) is a solid bet now, given its strong fundamentals and an improvement in assets under management (AUM) balance. Further, backed by a decent liquidity position, its sustainable capital distribution activities are likely to continue enhancing shareholder value.The Zacks Consensus Estimate for Federated's 2024 earnings has been revised 1% north over the past week. This shows that analysts are optimistic regarding the company’s earnings prospects. FHI currently sports a Zacks Rank #1 ...
Here's Why Federated Hermes (FHI) is a Strong Momentum Stock
Zacks Investment Research· 2024-02-21 23:56
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well.What are the Zacks Style Scores?The Z ...