Search this website. You can use fund codes to locate specific funds

Federated Hermes reveals proprietary database to quantify total impact of AUM and holdings on behalf of clients

The Impact and Sustainable Investing team at the international business of Federated Hermes has launched the Federated Hermes Impact Database. With this innovative and proprietary database, the team is able to report to clients on the overall impact of the Federated Hermes Impact Opportunities Fund’s assets under management, as well as the impact of individual holdings.


Assessing the impact of companies at such a granular level with quantifiable outcomes allows the team to achieve two important objectives:

  • Portfolio managers can trace and account for each investment, providing a means through which they can monitor a company and ensure its impact intentionality as a business.
  • To provide clients with a quantifiable indication of how their capital allocation is helping achieve positive impact, as aligned to the 17 UN Sustainable Development Goals.

The team has carefully selected 20 impact metrics, which have been grouped into 11 relevant themes. Each theme contains either, or both, an operations-based metric relating to a company’s operations, or a solutions-based metric relating to the specific outcomes a company is looking to provide.

According to the Federated Hermes Impact Database, in 2019, the capital deployed in the Federated Hermes Impact Opportunities Fund achieved a wealth of impactful outcomes, including the following:

  • 33.4k MWH of clean energy generated
  • 1.1k tonnes of waste was recycled plus a further 201 tonnes through recycling programs in operations
  • Avoided 3.6k MT of food waste
  • Financial access was given to 4.7k people
  • 153k patients were treated and 7k lives were extended
  • 2.5 hectares of forest were protected

These will be updated once 2020 company data is available.

Ingrid Kukuljan, Head of Impact and Sustainable Investing, at the international business of Federated Hermes, said “After looking at the tools available in the market to analyse impact data, we did not believe that any one provider could help with the depth of understanding and granularity we required at a company level. It is imperative that all investee companies generate a positive impact that can be measured quantitatively, as well as qualitatively. With support from data provider Net Purpose, we have put a significant amount of time and resource into producing the database and it has yielded extremely valuable results. Not only can we clearly demonstrate to clients the real impact of our investments, but also use it as a framework to assess companies on our watchlist.

Latest Articles

High Copper Prices to Drive Peru’s Economy
Our GEMs team share findings from a recent trip to Peru
Federated Hermes expands Global Fixed Income team with Private Debt hire
Federated Hermes has announced the appointment of Christoph Lausecker as a Director in its Private Debt team. Reporting to the Head of Direct Lending, Laura Vaughan, Christoph will be based in London and will work across the private debt platform, with a focus on the German-speaking market.
Federated Hermes launches ‘Article 9’ Biodiversity Fund in affiliation with the Natural History Museum
Biodiversity Fund is newest addition to Impact product offering
Engagement relating to the conflict in Ukraine
An update on our engagement efforts
Five trends shaping expectations for Global Credit fundamentals in 2022
Our Credit team has become moderately cautious on the outlook for global fundamentals
China Property: are the new rules on escrow accounts a buy signal for offshore bonds?
New escrow rules could mark inflection point Chinese property has been waiting for

Press Contacts

Johnny Weir,
Head of Corporate Communications, Federated Hermes Limited
Rachael Dowers,
Associate Director - Corporate Communications
Hannah Bellfield,
Manager - Corporate Communications
Jake Rosenberg,
Assistant Manager - Corporate Communications