Federated Hermes, Inc. · NYSE:FHI
Federated Hermes — Federated Investors — Merger or Acquisition (April 2018)
12 slides from Federated Hermes's merger presentation, Apr 13, 2018
Slide 1: Acquisition of Hermes Fund Managers Limited from BT Pension Scheme
Stability Investment Solutions Diligence Federated Investors, Inc. Acquisition of Hermes Fund Managers Limited from BT Pension Scheme 0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134
Slide 2: Forward-Looking Information
Forward-Looking Information This presentation is provided as of the date on the cover. Certain statements in this presentation, including those related to the potential for growth and stability constitute forward-looking statements, which involve known and unknown risks, uncertainties, and other fac
Slide 3: Strategic Rationale
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Strategic Rationale Federated’s acquisition of 60% of Hermes Fund Managers Limited (“Hermes”) significantly enhances its international growth strategy, increases speci
Slide 4: Overview of Hermes
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Overview of Hermes Hermes is a leading provider of differentiated and award-winning capabilities across public and private markets with a heritage of responsible inves
Slide 5: Unique Investment Platform
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Unique Investment Platform Strong active management capabilities complemented by ESG approach. High Active Share Equities Credit Private Markets Thematic AUM Contribut
Slide 6: Iconic Brand with a Heritage of Responsible Investing
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Iconic Brand with a Heritage of Responsible Investing Hermes has established itself as premier brand within the asset management sector, founded upon the core tenets
Slide 7: Exceptional Track Record of Growth
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Exceptional Track Record of Growth Exceptional Track Record of Third Party AUM Growth Driven Primarily by Net Third Party Inflows Analysis of Third Party Gross Inflows
Slide 8: Strong Investment Performance
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Strong Investment Performance The Hermes brand is built on strong performance, responsibly delivered. Public Markets Private Markets Strategies Outperformed(1) of benc
Slide 9: Experienced Senior Management Team
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Experienced Senior Management Team Hermes will be managed by a highly experienced executive team who have a strong cultural alignment with Federated and are wholly com
Slide 10: Highly Complementary Platforms – Ex. Money Market Assets
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Institutional 45% BTPS 10% Wholesale / Retail 45% AUM ex. MM by Product AUM ex. MM by Client AUM ex. MM by Geography Highly Complementary Platforms – Ex. Money Market
Slide 11: Highly Complementary Platforms
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 AUM by Product AUM by Client AUM by Geography Highly Complementary Platforms Institutional 68% Wholesale / Retail 32% Institutional 65% BTPS 4% Wholesale / Retail 31%
Slide 12: Transaction Detail
0, 47, 95 123, 161, 206 252, 141, 44 191, 191, 191 3, 189, 34 255, 192, 0 0, 0, 0 153, 204, 0 216, 164, 5 57, 111, 164 152, 143, 134 Transaction Detail Transaction represents a landmark event in Federated’s history as it implements its strategic vision of becoming a premier global investment managem
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