Federated Investors, Inc. Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis

April 2024 | 50 pages | ID: FC8E1E4F0FFBEN
BAC Reports

Abstracts

Federated Investors, Inc. Fundamental Company Report provides a complete overview of the company’s affairs. All available data is presented in a comprehensive and easily accessed format. The report includes financial and SWOT information, industry analysis, opinions, estimates, plus annual and quarterly forecasts made by stock market experts. The report also enables direct comparison to be made between Federated Investors, Inc. and its competitors. This provides our Clients with a clear understanding of Federated Investors, Inc. position in the Industry.

• The report contains detailed information about Federated Investors, Inc. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
• Another part of the report is a SWOT-analysis carried out for Federated Investors, Inc.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
• The Federated Investors, Inc. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
• In the part that describes Federated Investors, Inc. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
• Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Federated Investors, Inc. business.

About Federated Investors, Inc.

Federated Investors, Inc. provides investment management products and related financial services in the United States. The company sponsors, markets and provides investment-related services to various investment products include mutual funds and Separate Accounts, including separately managed accounts, institutional accounts and sub-advised funds, both variable annuity and other.

The company is the mutual fund managers in the United States. The company provided investment advisory services to 148 Federated-sponsored funds, which included 51 money market funds, 48 fixed-income funds, and 49 equity funds as of December 31, 2006. The company markets these funds to banks, broker/dealers and other financial intermediaries who use them to meet the needs of their customers, including retail investors, corporations and retirement plans.

As of December 31, 2006, the company provided investment advisory services to separate account assets. These separate accounts (together with the Federated Funds, ‘Managed Assets’) represented assets from high net worth individuals, government entities, pension and other employee benefit plans, corporations, trusts, foundations, endowments, mutual funds and other products sponsored by third parties. The company also provides various services to support the operation and administration of the Federated Funds. These services include administrative services, shareholder servicing and general support.

Investment Products

The company offers various products, including money market, equity and fixed-income investments. The company also manages retail money market products that are distributed through broker/dealers. The company manages money market in various asset classes, including prime corporate; government; and tax free.

Equity assets are managed across various styles including small-mid cap growth; core equity; large-cap value; flexible; equity income; international/global; and mid-large cap growth. It also manages assets in equity index funds and balanced and asset allocation funds. These asset allocation funds include fixed-income assets.

The company’s fixed-income assets are managed in various sectors including multi-sector; mortgage-backed; municipal; U.S. corporate; high-yield; U.S. government; and international/global. The company’s fixed-income products offer fiduciaries and others various products designed to meet many of their investment needs.

Product Markets

The company’s investment products are distributed in four principal markets: the trust market, the broker/dealer market, the institutional market and the international market.

Wealth Management & Trust, Global Capital Markets and Institutional Cash: The company provides cash management to bank trust departments through money market mutual funds. Wealth management professionals in bank trust departments and at registered investment advisory firms (RIAs) use various the company's equity and fixed-income funds to invest the assets through which they have discretion. The company also supports its clients’ asset allocation programs through its PRISM series, which comprises quarterly market outlooks, asset allocation models and online proposals for investors.

Money market funds contain the majority of the company’s Managed Assets in the wealth management channel. In allocating investments across various asset classes, investors maintain a portion of their portfolios in cash or cash equivalents, including money market funds, irrespective of trends in bond or stock prices. The company also offers a menu of equity and fixed-income mutual funds and separately managed accounts structured for use in the trust market. The company also provides products and services to capital markets clients (institutional brokerages generally within banks) and directly to cash management and treasury departments at major corporations and government entities.

Broker/Dealer Market: The company distributes its products in this market through a diversified group of approximately 2,600 national, regional and independent broker/dealers and bank broker/dealers. Broker/dealers use the company's products to meet the needs of their customers, who are retail investors. It offers products with various commission structures that enable brokers to offer their customers a choice of pricing options. It also offers money market mutual funds as cash management products designed for use by its broker/dealer clients.

Global Institutional Market: The company has structured its investment process to meet the requirements of fiduciaries and others who use its products to meet the needs of their customers. The company focuses on the distribution of its products to various global institutional customers: corporations, corporate and public pension funds, government entities, foundations, endowments, hospitals, and non-Federated investment companies. It includes institutional assets gathered in the U.S. in this market, including two local government investment pools in the state of Texas. As of December 31, 2006, Managed Assets in the global institutional market included money market assets, fixed-income assets, and equity assets.

Other Markets: Other markets as of December 31, 2006, included assets under management from the following sources: certain affinity groups and direct sales efforts including the retail assets associated with the Federated Kaufmann Fund; and collateralized debt obligation (CDO) products for which Federated acts as the investment adviser.

Acquisitions

In 2006, the company acquired MDTA LLC (MDTA) which, through its registered investment advisory division, MDT Advisers.

In 2006, the company purchased the non-controlling interest in Passport Research II, Ltd., a registered investment advisor organized as a limited partnership between an indirect, wholly owned subsidiary of Federated and Edward D. Jones & Co.

History

Federated Investors, Inc. was founded in 1955.

The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.

Contents

RESEARCH METHODOLOGY

DISCLAIMER

1. FEDERATED INVESTORS, INC. COMPANY PROFILE

1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History

2. FEDERATED INVESTORS, INC. BUSINESS OVERVIEW

2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units

3. FEDERATED INVESTORS, INC. SWOT ANALYSIS

3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats

4. FEDERATED INVESTORS, INC. FINANCIAL ANALYSIS

4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot

5. FEDERATED INVESTORS, INC. COMPETITORS AND INDUSTRY ANALYSIS

5.1. Federated Investors, Inc. Direct Competitors
5.2. Comparison of Federated Investors, Inc. and Direct Competitors Financial Ratios
5.3. Comparison of Federated Investors, Inc. and Direct Competitors Stock Charts
5.4. Federated Investors, Inc. Industry Analysis
5.4.1. Industry Snapshot
  5.4.2. Federated Investors, Inc. Industry Position Analysis

6. FEDERATED INVESTORS, INC. NEWS & EVENTS

6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events

7. FEDERATED INVESTORS, INC. EXPERTS REVIEW¹

7.1. Experts Consensus
7.2. Experts Revisions

8. FEDERATED INVESTORS, INC. ENHANCED SWOT ANALYSIS²

9. UNITED STATES PESTEL ANALYSIS²

9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors

10. FEDERATED INVESTORS, INC. IFE, EFE, IE MATRICES²

10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix

11. FEDERATED INVESTORS, INC. PORTER FIVE FORCES ANALYSIS²

12. FEDERATED INVESTORS, INC. VRIO ANALYSIS²

APPENDIX: RATIO DEFINITIONS

LIST OF FIGURES

Federated Investors, Inc. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Federated Investors, Inc. 1-year Stock Charts
Federated Investors, Inc. 5-year Stock Charts
Federated Investors, Inc. vs. Main Indexes 1-year Stock Chart
Federated Investors, Inc. vs. Direct Competitors 1-year Stock Charts
Federated Investors, Inc. Article Density Chart

1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.

List Of Tables

LIST OF TABLES

Federated Investors, Inc. Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Federated Investors, Inc. Key Executives
Federated Investors, Inc. Major Shareholders
Federated Investors, Inc. History
Federated Investors, Inc. Products
Revenues by Segment
Revenues by Region
Federated Investors, Inc. Offices and Representations
Federated Investors, Inc. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Federated Investors, Inc. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Federated Investors, Inc. Capital Market Snapshot
Federated Investors, Inc. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Industry Statistics
Federated Investors, Inc. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Federated Investors, Inc. Consensus Recommendations¹
Analyst Recommendation Summary¹
Price Target Summary¹
Experts Recommendation Trends¹
Revenue Estimates Analysis¹
Earnings Estimates Analysis¹
Historical Surprises¹
Revenue Estimates Trend¹
Earnings Estimates Trend¹
Revenue Revisions¹

ANALYSIS FEATURES

SWOT Analysis

SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.

Enhanced SWOT Analysis

Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:

• How to use the strengths to take advantage of the opportunities?
• How to use the strengths to reduce likelihood and impact of the threats?
• How to overcome the weaknesses that obstruct taking advantage of the opportunities?
• How to overcome the weaknesses that can make the threats a reality?

Upon answering these questions a company can develop a project plan to improve its business performance.

PESTEL Analysis

PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.

Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.

Key Factors Examined by PESTEL Analysis:

• Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
• Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
• Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
• Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
• Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
• Legal – What laws and legislation will exert influence on the style the business is carried out?

IFE, EFE, IE Matrices

The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.

The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.

The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.

Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.

Porter Five Forces Analysis

The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:

1. What composes a threat of substitute products and services?
2. Is there a threat of new competitors entering the market?
3. What is the intensity of competitive rivalry?
4. How big is the bargaining power of buyers?
5. How significant is the bargaining power of suppliers?

VRIO Analysis

VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:

• Tangible resources
  • Financial
  • Physical
  • Technological
  • Organizational
• Intangible resources
  • Human
  • Innovation and Creativity
  • Reputation
• Organizational capabilities

The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:

• Valuable?
• Rare?
• Costly to imitate?
• Organized properly?