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FHIBullishIndustry Newsnews
High materiality7/10

Federated Hermes survey signals ETF tilt and AI adoption shaping advisory growth

Sep 22, 2026, 9:54 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The shift to ETFs and growing AI adoption could accelerate flows into FHI’s ETF-focused and active strategies, supporting near-term AUM growth and potential multiple expansion. Positive ETF momentum, plus >$3B ETF asset base across 12 strategies, signals scalable product demand and cross-sell potential to RIAs. Risks include aging client base opposing growth if younger, higher-growth client segments aren’t captured quickly.

AI summary

What happened, with direct paths to the underlying reporting

Federated Hermes' 2026 RIA and Independent Advisor Survey of 300 advisors shows AI driving efficiency and growing interest in alternative investments, while advisors warn aging client bases could hamper growth. For the first time, ETFs outsized mutual funds in client portfolios (29% vs 26%), with 64% planning to boost ETF allocations next year. Federated Hermes reports ETF assets across 12 active strategies surpassed $3B as of Aug 30, 2026.

  • AI seen as opportunity by 56% of advisors; only 8% see threat.
  • ETFs now 29% of client assets, vs mutual funds 26%.
  • Aging client base concern among 60+ advisors; younger hiring lag.
  • ETF assets across Federated Hermes' 12 active strategies exceed $3B.

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