MDT Advisers, a Division of Federated MDTA LLC logo

MDT Advisers, a Division of Federated MDTA LLC

Updated today

Total assets under management

$11,663,958,404

Total clients

1,287

13% high-net worth

Total advisors

14

of 20 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

92

Average account size

$9,062,905

About

MDT Advisers, a division of Federated MDTA LLC, is an institutional-scale quantitative investment manager that provides discretionary Investment Supervisory Services, model portfolio management, and subadvisory services to a mix of individual, high-net-worth, and institutional clients, including registered investment companies and managed-account programs. The firm’s brochure reports approximately $11.66 billion in discretionary assets under management and describes services for Separate Accounts, Managed Accounts, Investment Companies and other pooled vehicles.

The firm describes a proprietary quantitative investment process built around three elements — portfolio selection, trading, and model construction — and offers a range of equity strategies (all-cap, large-, mid-, small- and micro-cap, market neutral, tax-aware, and a balanced option for investment companies). The brochure emphasizes bottom-up stock selection, incorporation of trading- and tax-cost considerations to control turnover, and periodic model releases used to generate model portfolios for Overlay Managers and Managed Account sponsors.

The brochure also highlights two features that differ from many peers: it discloses affiliated entities that are registered as commodity pool operators and trading advisors, and it makes performance materials available (including GIPS-compliant reports posted at FederatedHermes.com) and presents predecessor performance information in its materials. The filing further notes the firm operates within the Federated Hermes group and leverages shared resources — for example, stewardship and engagement insights from EOS — which the firm says are managed under information barriers and governance protocols.

Client services

Portfolio management Educational seminars or workshops
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Fee options

Percentage

$0+: 0.65% to 0.80% (Investment Companies, negotiable, may include breakpoints) $0+: 0.40% to 0.50% (Pooled Investment Vehicles, negotiable, may include performance-based fees)

Performance-based

Performance-based fees may be charged for Pooled Investment Vehicles as a percentage of excess performance above certain levels as detailed in governing documents.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

MDT Advisers, a Division of Federated MDTA LLC

125 High Street, Oliver Street Tower, 21 St Floor

Boston MA 02110, United States

Number of offices

2

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