About Hermes

Hermes Investment Management provides active investment strategies and stewardship. Our goal is to help people invest better, retire better, and create a better society for all. We currently manage £30.8bn* for a global clientele of institutional and wholesaler investors, offering public and private market solutions across equity, fixed income, real estate and alternatives. However, we believe that our duty extends beyond achieving clients’ financial outcomes: we must act as stewards of the investments we manage and advise. In 2004 we established Hermes Equity Ownership Services (Hermes EOS), which is now one of the largest stewardship teams in the industry and currently advises on £317.1bn*

 

Outcomes Beyond Performance

We are an asset manager with a difference. We believe that while our primary purpose is helping beneficiaries retire better by providing world class active investment management and stewardship services, our role goes further. We believe we have a duty to deliver holistic returns – outcomes for our clients that go far beyond the financial and consider the impact our decisions have on society, the environment and the wider world. Our goal is to help people invest better, retire better, and create a better society for all.

Source *Please not the total AUM figure includes £6.0bn of assets managed or under an advisory agreement by Hermes GPE LLP (“HGPE”), a joint venture between Hermes Fund Managers Limited (“HFM”) and GPE Partners Limited. HGPE is an independent entity and not part of the Hermes group. £76.3m of total group AUM figure represents HFM mandates under advice. Source: Hermes as at 30 September 2017 with the exception of two portfolios totalling £12.5m valued as at 30 June 2017.

Hermes’ investment solutions include:

  • Private markets
    International real estate, UK commercial real estate, UK private rental sector real estate, infrastructure and private equity
  • High active share equities
    Asia, global emerging markets, Europe, US, global, and small and mid cap
  • Credit
    Absolute return, global high yield, multi strategy, global investment grade, real estate debt, direct lending
  • Multi asset
    Multi asset inflation
  • Responsible investment services
    Corporate engagement, intelligent voting and public policy engagement

Source: *Please note the total AUM figure includes £5.9bn of assets managed or under an advisory agreement by Hermes GPE LLP (“HGPE”), a joint venture between Hermes Fund Managers Limited (“HFM”) and GPE Partner Limited. HGPE is an independent entity and not part of the Hermes group. £0.1bn of total group AUM figure represents HFM mandates under advice. Source: Hermes as at 30 June 2017 with the exception of one portfolio using estimated values totalling £10.5m as at 31 May 2017.