Federated Investors

Firm Profile

Federated Investors, Inc. is a leading global investment manager
and one of the largest in the United States, managing $367.2 billion
in assets as of June 30, 2016. Federated was founded over 60 years ago
with the belief that doing business the right way over time presents
the best opportunity for future growth. Through countless market
cycles, Federated has been dedicated to meeting the diverse needs
of institutions, financial advisers and their clients with discipline and
innovation, stability and forward thinking, consistently employing
the highest standards of fiduciary responsibility.

Our investment experience spans domestic and international
equity, fixed-income, alternative and money market strategies to
help investors pursue their financial goals. Federated’s experienced
investment professionals are committed to fundamental research
and employ a collaborative approach that integrates their
knowledge, perspectives and understanding as they seek to
outperform benchmarks in both bull and bear markets. Knowing
how crucial strategic diversification and allocation are in reducing
overall portfolio volatility, we continue to develop competitive
products that cover all asset classes, sectors and styles with the goal
of long-term consistent performance.

Federated continues to increase its market footprint through organic
growth and strategic acquisitions to take advantage of global
opportunities.

KEY CONTACTS
Bryan Burke, AIF, Senior Vice President, National Sales Manager
(405) 229-7996, bburke@federatedinv.com

WEBSITE
www.FederatedInvestors.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million)

TOTAL AUM ($MM)
As of 6/30/16: $367,178MM
As of 12/31/15: $361,100MM
As of 6/30/15: $349,700MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $44,510MM
As of 12/31/15: $43,956MM

DCIO ASSETS BREAKDOWN
Mutual Funds: 87%
Collective Trusts: 12%
Separate Accounts: 1%

ASSET ALLOCATION FUNDS
Capital Income Fund
Global Allocation Fund
MDT Balanced Fund

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional,
plan benchmarking, target-date evaluation tools, investment committee
meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 7/58

Top 5 Funds By DC Asset
1. Federated Strategic Value Dividend Fund, $7,104MM
2. Capital Preservation Fund, $5,122MM
3. Federated Total Return Bond Fund, $3,243MM
4. Federated Kaufmann Fund, $2,544MM
5. Federated Institutional High Yield, $2,454MM

The numbers listed in the top 5 funds by DC asset are the total DC plan assets, not the total assets of the fund.