Federated Global Investment Management Corporation provides continuous and regular investment management services across various asset classes, with a strong emphasis on equity strategies including international, emerging markets, and small-to-mid-cap equities. Operating as an indirect, wholly-owned subsidiary of Federated Hermes, Incorporated, Federated Global Investment Management Corporation manages separate accounts, wrap fee programs, registered investment companies, and pooled investment vehicles. The firm utilizes fundamental analysis, technical analysis, quantitative security selection models, and qualitative evaluations to construct and monitor portfolios. In addition to direct account management, Federated Global Investment Management Corporation offers model portfolio management services to overlay managers and financial intermediaries. The firm implements investment strategies designed to meet diverse client objectives, incorporating environmental, social, and corporate governance factors when specified by client mandates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule reflects Managed Accounts and Model Portfolio Management for Large Cap, All Cap Value, and Balanced accounts. International Equity managed accounts range from 0.40% to 0.75%. Separate account schedules start at 0.30% to 0.70% with higher tier thresholds. Fees are negotiable.