EOS by Federated Hermes Limited Surpasses $2 Trillion in Assets Under Advisement
18 NOV, 2024
Stewardship Service Provider Celebrates 20 Years and Welcomes New Clients
As it celebrates its 20th anniversary, EOS by Federated Hermes Limited has reached a major milestone, surpassing $2 trillion in assets under advisement on behalf of its asset-owner clients. Known for its corporate engagement and proxy voting services, EOS enables its clients to take an active role in managing their equity and fixed-income investments, with a focus not only on improving long-term financial performance but also on generating positive outcomes for society and the environment.
This year, EOS has welcomed six new clients across the insurance, local government, and private pension sectors. Collectively representing portfolios totaling $330 billion, these new clients are based in Australia, Denmark, Sweden, and the United States. Since entering the U.S. market in 2018, EOS has doubled its client base in the region, reflecting the growing interest in responsible investment strategies.
EOS by Federated Hermes Limited Surpasses $2 Trillion in Assets Under Advisement
Stewardship Service Provider Celebrates 20 Years and Welcomes New Clients
Marking 20 Years of Growth and Impact
As it celebrates its 20th anniversary, EOS by Federated Hermes Limited has reached a major milestone, surpassing $2 trillion in assets under advisement on behalf of its asset-owner clients. Known for its corporate engagement and proxy voting services, EOS enables its clients to take an active role in managing their equity and fixed-income investments, with a focus not only on improving long-term financial performance but also on generating positive outcomes for society and the environment.
This year, EOS has welcomed six new clients across the insurance, local government, and private pension sectors. Collectively representing portfolios totaling $330 billion, these new clients are based in Australia, Denmark, Sweden, and the United States. Since entering the U.S. market in 2018, EOS has doubled its client base in the region, reflecting the growing interest in responsible investment strategies.
A Focus on Active Ownership and Financial Value
Leon Kamhi, Head of Responsibility and EOS at Federated Hermes Limited, highlights EOS's mission of offering an active ownership model that allows more than 70 institutional investors to achieve their financial and non-financial goals. With a multidisciplinary, international team of over 40 people across Europe and the United States, EOS focuses on critical aspects of corporate performance, including corporate governance, business purpose, climate change, human capital, and human rights.
Kamhi explains that EOS’s active engagement with companies and policymakers is built on advanced techniques and tracking tools that allow for measuring progress and outcomes. In a context where demand for responsible investing continues to grow, EOS positions itself as a key player for investors seeking both positive impact and profitability.
Looking Ahead: Stewardship for a More Inclusive and Sustainable Economy
Looking to the next 20 years, EOS remains committed to generating financial and social value through its stewardship approach. According to Mike Wills, Head of EOS Business Development & Client Management, a recent survey among EOS clients reveals a consensus on the importance of enhancing financial results while also achieving positive real-world impact. This includes efforts towards natural ecosystem recovery, effective decarbonization, reducing inequality, and improving labor conditions.
Clients also emphasize the need for companies and policymakers to adopt longer-term planning horizons, allowing better alignment of strategic and capital investment decisions with the transition to a sustainable economy. This holistic approach seeks for all stakeholders—from investors to lawmakers—to contribute to developing an inclusive, resilient global economy, addressing both current and future market and planetary challenges.
