Hermes Investment Management

Hermes Investment Management

Hermes is majority owned by Federated Investors, Inc (Federated), a leading US investment manager with $392.2 billion assets under management. BTPS retains a minority stake, alongside members of Hermes’ management. This relationship offers a strong global platform as both firms share a commitment to delivering client-centric investment returns responsibly, offering clients access to a broad range of specialist, high conviction investment teams with £33.6 billion assets under management.1 Hermes EOS is one of the industry’s leading engagement resource, advising on £330.5 billion of assets.

Source: Hermes as at 31 March 2018 with the exception of two portfolios totalling £3.6m/US$5.1m/€4.1m valued as at 31 December 2017.

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.

We have been doing this since 1983, firstly to manage the assets of our owner, the BT Pension Scheme, and more recently for a growing range of external customers, from institutions to advised private investors resulting in £33.0 billion of assets under management and £336.1 billion in assets under advice.

We concentrate on areas where our expertise can add most value for our investors, whether through specialist skill or accessing unique investment opportunities. We offer actively managed public and private markets solutions to investors across the world and, in Hermes EOS, have one of the world’s largest stewardship resources.

Our public markets capabilities include high active share equities, specialist credit and multi asset. Our private markets expertise includes real estate, infrastructure, private equity and private debt.

Offering long-term solutions to investors

Our ownership by one of the UK’s largest corporate pension schemes, and our partnership with some of the world’s leading institutions, provides us deep insight into the long-term needs of investors and enables us to offer solutions to their investment needs that may be hard to access elsewhere.

These range from the re-development of King’s Cross in London – one of Europe’s largest urban regeneration projects - to flagship infrastructure investments such as Eurostar and Associated British Ports.

A fast growing business

We were founded as the in-house manager for the BT Pension Scheme, but today, we attract clients and partners from around the world, including many of the world’s best known financial organisations. We manage money for more than 564 clients in 32 different locations across the world. 

We believe that stewardship matters

Since our establishment in 1983, we have believed that we have a duty that extends beyond the purely financial; that we must act as stewards of the investments we manage and advise. We established Hermes EOS, one of the world’s largest stewardship teams, in 2004. Today Hermes EOS advises more than £336.1 billion for some of the world’s leading pension funds.

We do this because we believe it is right for investors and right for society. We believe better governed companies deliver better returns and create a better society in which investors live. We are involved in many of the world’s leading stewardship organisations including the PRI.

Stewardship

Hermes EOS vision

Our vision is to contribute to a more sustainable form of capitalism by creating the world's most effective stewardship platform. Hermes EOS anticipates a world where the power of effecting change through engagement with companies is front of mind for all owners. That is because, for us, the link between these topics and long-term value for companies and investors is clear.

Hermes EOS, founded in 2004, is a world leader in stewardship services helping clients to meet their legal obligations for active stewardship in order to create long-term value for beneficiaries. Hermes EOS represents £336.2/€378.7/$454.7 billion of assets under advice (AuA)1 invested in more than 10,000 companies worldwide. Hermes Investment Management has been engaging with companies for over 20 years, building a compelling story for responsible investment.

Today, Hermes EOS boasts an incredibly effective group of highly skilled, multi-national professionals, all committed to advising leading businesses on sustainability, governance and the environment.