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ABOUT US

An asset manager with a difference

At Hermes, our primary purpose is to help our clients retire better by providing world-class active investment management and stewardship services.

Alongside this is a commitment to delivering holistic returns – outcomes that consider the impact our decisions have on society, the environment and the wider world.

We aim to help people invest better and retire better, while at the same time creating a better society for all.

Specialist thinking that adds value

We offer clients access to a wide range of specialist investment teams with US$44.2 billion assets under management.1

In Hermes EOS, we have one of the industry’s leading engagement resource, advising on US$781.4 billion of assets.

We concentrate on areas where our expertise can add the most value for our investors, whether through specialist skill or accessing unique investment opportunities.

This is reflected in our capabilities – our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.

A fast-growing and stable business

We were founded in 1983 as the in-house manager for the BT Pension Scheme (BTPS). Today, thanks largely to our reputation as a socially-conscious investment firm, we’re now proud to be the investment partner of choice for 550 clients worldwide 2.

Federated Investors, a leading US investment manager with US$527.2 billion assets under management3, owns a majority stake in Hermes.

BTPS retains a minority stake and this relationship offers an expert global platform as both firms share a strong commitment to delivering client-centric investment returns responsibly.

Our beliefs

We believe in putting our clients, and their beneficiaries, first.

This is reflected in our recognition of the importance of shared objectives – our investment teams’ incentives are always aligned with those of our clients.

Our investment decisions are motivated by sustainability considerations and justified by the use of leading industry research and proprietary data.

Leading the way responsibly

We have a long and proud history in responsibility. Whether presented as corporate governance or acting as a responsible owner or steward, Hermes has led the way for decades. 

We believe that responsibility is business critical. We also believe that:

  • Companies that recognise the importance of ESG factors – and manage them well – are increasingly attractive to investors and deliver greater shareholder value at lower risk.
  • For the economy to be sustainable, all resources have to be used optimally and costed appropriately.
  • Regulators should be encouraged to intervene selectively to correct market distortions and eliminate bribery and corruption throughout the economy.
  • Local and global infrastructure, whether provided publicly or privately, is key to an economy’s success. Considering all stakeholders’ needs leads to greater and more sustainable value being created.
  • As active members of the investment industry, we should work to ensure that the global financial system operates in the interests of its ultimate asset owners, not its various agents.
  1. 1 Please note the total AUM figure includes US$8.1bn of assets managed or under an advisory agreement by Hermes GPE LLP (“HGPE”), a joint venture between Hermes Fund Managers Limited ("HFM"), HGPE Capital Limited and GPE Partner Limited. HGPE is an independent entity and not part of the Hermes group. US$33.2m of total group AUM figure represents HFM mandates under advice. Source: Hermes as at 30 September 2019.
  2. 2Source; Hermes, September 2019
  3. 3Source: Federated as at 30 September 2019.
The Team
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Our story
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Awards
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Responsible Investing

Corporate Information

Hermes Pledge
Policies & Disclosures
Annual Report & Financial Statements 2018
Corporate Citizenship