Federated Investors
- Company typePublic
- Founded1955
- HeadquartersPittsburgh, United States
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
Federated Investors firmographics
Firmographics- Name
- Federated Investors
- Legal name
- Federated Hermes, Inc.
- Website
- https://federatedinvestors.com
- Company type
- Public
- Founded year
- 1955
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Federated Investors industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where Federated Investors is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Federated Investors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Federated Hermes generates revenue primarily through asset management fees charged on the assets under management across its mutual funds, ETFs, separately managed accounts, and institutional products. Fee structures vary by product type and share class.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Federated Investors product offering
Product offeringCore offering
Federated Hermes is an active asset manager that builds, manages, and distributes investment vehicles spanning Mutual Funds, Exchange-Traded Funds (ETFs), Separately Managed Accounts, Institutional Separate Accounts, Closed-End Funds, Collective Investment Funds, Variable Annuity Funds, U.S. Private Funds, Private Markets, and Non-U.S. Products (including UCITS funds). The firm runs equity, fixed-income, money market, and multi-asset strategies via human investment committees as well as its proprietary MDT quantitative platform.
Product overview
Federated Hermes is a global active asset management firm offering a comprehensive suite of investment products including Mutual Funds, Exchange-Traded Funds (ETFs), Separately Managed Accounts, Institutional Separate Accounts, Closed-End Funds, Collective Investment Funds, Variable Annuity Funds, U.S. Private Funds, and Private Markets. The company also provides Non-U.S. Products including UCITS funds for international investors. The product lineup is organized by investment goals such as Retirement, Growth, Income, Inflation Options, Cash Management, Tax Aware, Portfolio Stability, Global Diversification, and Capital Preservation. Notable sub-brands include MDT Advisers, which offers quantitative investment solutions including the MDT All Cap Core Fund and MDT Large Cap funds. The firm operates across multiple jurisdictions including the United States, Cayman Islands, European Union, and United Kingdom.
Differentiator
Problem solved
Functional benefit
Brands
- MDT Advisers: MDT Advisers offers a suite of US quant solutions.
Products and services
- Mutual Funds Professionally managed pooled investment funds that invest in securities portfolios across asset classes, available to financial advisors, institutional investors, and individual investors.
- Exchange-Traded Funds (ETFs) Baskets of securities that trade on stock exchanges with intra-day trading flexibility, providing exposure to various asset classes for advisors and individual investors.
- Separately Managed Accounts Individual investment accounts managed separately with customized strategies designed for specific client objectives.
- Institutional Separate Accounts Investment accounts designed for institutional investors with large capital bases that require dedicated portfolio management and active oversight.
- Closed-End Funds Pooled investment vehicles with a fixed number of shares that trade on exchanges at market prices that may differ from net asset value.
- Collective Investment Funds Investment vehicles that pool assets from multiple investors for collective investment management, commonly used by institutional clients.
- Variable Annuity Funds Investment options within variable annuity contracts that provide market-linked growth potential for retirement savers.
- U.S. Private Funds Privately offered investment funds with limited accessibility to qualified investors.
- Private Markets Alternative investment opportunities including private equity, private credit, and real assets accessed outside the public markets.
- Non-U.S. Products (UCITS / UK UCITS / OEIC) Investment products domiciled and regulated outside the United States, including UCITS funds for European Union and UK investors and OEIC products for Cayman Islands investors.
- MDT All Cap Core Fund Quantitatively managed mutual fund using MDT (Macdonald, Tessler, & Wiss) investment methodology to provide all-cap core equity exposure; offered in R6 share class.
- MDT Large Cap Fund Quantitative large-cap equity fund managed through MDT Advisers' quant solutions suite.
- MDT Advisers (Quantitative Solutions Suite) Suite of U.S. quantitative investment solutions utilizing algorithmic and data-driven strategies across large-cap and other equity mandates.
Quantifiable outcome
- Stock appreciation of 40.25% over the past year reaching all-time high of $59.05
- +2 more outcomes
Companies that use Federated Investors
Customer profileSegments3 records
Ideal customer profiles3 records
Federated Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Federated Investors partnerships and signals
Strategic signalScale indicators6 records
Recent moves7 records
Expansion highlights5 records
Federated Investors competitors and assessment
Company assessmentDirect peers
- Virtus Investment Partners: Virtus is a multi-affiliate active asset manager distributing mutual funds, ETFs, and SMAs through advisor and institutional channels, closely mirroring Federated Hermes' multi-boutique wholesale distribution model.
- Janus Henderson Group: Janus Henderson is a global active asset manager with a comparable mix of mutual funds, ETFs, and institutional products, similar distribution channels, and a similar market-cap profile to Federated Hermes.
- T. Rowe Price: T. Rowe Price is a publicly traded active asset manager with strong retirement and advisor distribution, offering mutual funds, sub-advisory, and ETFs — directly comparable to Federated Hermes' active equity and fixed-income focus.
- Franklin Resources: Franklin Resources (Franklin Templeton) operates a comparable global active asset management platform with mutual funds, ETFs, and alternatives, and is a direct peer in scale, product mix, and active-management orientation.
- Invesco: Invesco is a global active asset manager offering mutual funds, ETFs, SMAs, and institutional products with comparable product breadth and distribution model to Federated Hermes, and a similar mid-size public profile.
Emerging players
- Cohen & Steers: Cohen & Steers is a specialist active asset manager in real assets and alternatives; while narrower in product mix, it competes with Federated Hermes' private markets and SMA capabilities in similar institutional and advisor channels.
- Affiliated Managers Group: AMG is a multi-affiliate active asset management holding company with both traditional and alternative strategies; its multi-boutique model overlaps with Federated Hermes' federated active management approach at a comparable scale.
Broad incumbents
- BlackRock: BlackRock is the dominant global asset manager with iShares as the leading ETF franchise; it competes with Federated Hermes across institutional, advisor, and ETF channels, but at vastly greater scale and with a passive-heavy mix.
- Vanguard: Vanguard is the largest mutual fund and ETF provider and the principal driver of the passive shift pressuring active managers like Federated Hermes; it competes directly in mutual fund and ETF product categories.
- Nuveen (TIAA): Nuveen is a large global asset manager with deep institutional roots in retirement, fixed income, and real assets; it competes with Federated Hermes in institutional separate accounts, fixed income, and increasingly private markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Federated Investors social profiles
Digital presenceFederated Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Federated Investors leadership team
Management profileNumber of profiles
Profiles2 records
Federated Investors subsidiaries and ownership
Company hierarchySubsidiaries2 records
Federated Investors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Federated Investors M&A and investment
M&A and investmentM&A1 record
Investments11 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Federated Investors
What does Federated Investors do?
Federated Hermes is an active asset manager that builds, manages, and distributes investment vehicles spanning Mutual Funds, Exchange-Traded Funds (ETFs), Separately Managed Accounts, Institutional Separate Accounts, Closed-End Funds, Collective Investment Funds, Variable Annuity Funds, U.S. Private Funds, Private Markets, and Non-U.S. Products (including UCITS funds). The firm runs equity, fixed-income, money market, and multi-asset strategies via human investment committees as well as its proprietary MDT quantitative platform.
Is Federated Investors a public or private company?
Federated Investors is a public company. It is classified as public and is currently operating.
When was Federated Investors founded?
Federated Investors was founded in 1955. It employs 1,001 to 5,000 people.
Where is Federated Investors based?
Federated Investors is headquartered in Pittsburgh, United States, in the North America region.
How does Federated Investors make money?
One revenue line is on record: asset Management Fees.
Who are Federated Investors's main competitors?
Direct peers on record are Virtus Investment Partners, Janus Henderson Group, T. Rowe Price, Franklin Resources and Invesco. Emerging players are Cohen & Steers and Affiliated Managers Group. Broad incumbents are BlackRock, Vanguard and Nuveen (TIAA).
Does Federated Investors have an API?
No public API is recorded for Federated Investors.
What industry is Federated Investors in?
Federated Investors's product category is Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.