Alaska Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services

• Category: Corporations - Public - Management
• State: Multi-State
• Control #: US-EG-9318
• Format: Word; Rich Text

Description

Investment Management Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services dated The Alaska Investment Management Agreement is a legally binding contract that outlines the terms and conditions between an investor (referred to as "the client") and Morgan Stanley Dean Witter Advisors, Inc. (hereafter referred to as "MSW Advisors"). Under this agreement, MSW Advisors is employed to provide professional management and investment advisory services to the client. The main purpose of the Alaska Investment Management Agreement is to establish a framework for the client's investment goals, risk tolerance, and objectives, which MSW Advisors will adhere to while managing the client's assets. This agreement ensures a clear understanding of the roles, responsibilities, and expectations of both parties involved. Key elements of the Alaska Investment Management Agreement may include: 1. Scope of Services: The agreement specifies the scope of services that MSW Advisors will provide, which can include portfolio construction, investment selection, risk assessment, asset allocation, and ongoing investment monitoring. 2. Investment Policy: The client's investment objectives, restrictions, and preferences are defined in the investment policy section of the agreement. It outlines the target returns, risk tolerance, investment horizons, and any specific investment restrictions or guidelines. 3. Fee Structure: The agreement outlines the compensation structure for MSW Advisors. This may include management fees, performance-based fees, custodial fees, or other charges. The payment terms and frequency are also included. 4. Reporting and Communication: The agreement sets expectations for reporting and communication between the client and MSW Advisors. It details the frequency and format of investment reports, performance updates, and client meetings to ensure transparency and accountability. 5. Termination Clause: The provisions for terminating the agreement by either party are included. It specifies the notice period, any applicable penalties, and the procedure for transitioning the client's assets to another manager. There may be different types of Alaska Investment Management Agreements offered by MSW Advisors, depending on the specific financial needs and preferences of the client. These variations may include: 1. Discretionary Management Agreement: Under this agreement, the client entrusts MSW Advisors with complete discretion to make investment decisions on their behalf within the established investment policy framework. 2. Non-Discretionary Management Agreement: This agreement allows the client to retain decision-making authority, with MSW Advisors providing investment recommendations and executing the client's approved transactions. 3. Limited Power of Attorney Agreement: This agreement grants MSW Advisors limited authority to transact on behalf of the client, such as executing trades, managing cash flows, or accessing financial accounts. 4. Specialized Investment Agreement: This type of agreement may be tailored to specific investment strategies or asset classes, such as fixed income, equities, alternative investments, or socially responsible investing. It is important for individuals or institutions considering an Alaska Investment Management Agreement with MSW Advisors to carefully review and understand the terms and conditions before entering into the agreement. Seeking legal and financial advice is recommended to ensure the agreement suits their specific needs and objectives.

The Alaska Investment Management Agreement is a legally binding contract that outlines the terms and conditions between an investor (referred to as "the client") and Morgan Stanley Dean Witter Advisors, Inc. (hereafter referred to as "MSW Advisors"). Under this agreement, MSW Advisors is employed to provide professional management and investment advisory services to the client. The main purpose of the Alaska Investment Management Agreement is to establish a framework for the client's investment goals, risk tolerance, and objectives, which MSW Advisors will adhere to while managing the client's assets. This agreement ensures a clear understanding of the roles, responsibilities, and expectations of both parties involved. Key elements of the Alaska Investment Management Agreement may include: 1. Scope of Services: The agreement specifies the scope of services that MSW Advisors will provide, which can include portfolio construction, investment selection, risk assessment, asset allocation, and ongoing investment monitoring. 2. Investment Policy: The client's investment objectives, restrictions, and preferences are defined in the investment policy section of the agreement. It outlines the target returns, risk tolerance, investment horizons, and any specific investment restrictions or guidelines. 3. Fee Structure: The agreement outlines the compensation structure for MSW Advisors. This may include management fees, performance-based fees, custodial fees, or other charges. The payment terms and frequency are also included. 4. Reporting and Communication: The agreement sets expectations for reporting and communication between the client and MSW Advisors. It details the frequency and format of investment reports, performance updates, and client meetings to ensure transparency and accountability. 5. Termination Clause: The provisions for terminating the agreement by either party are included. It specifies the notice period, any applicable penalties, and the procedure for transitioning the client's assets to another manager. There may be different types of Alaska Investment Management Agreements offered by MSW Advisors, depending on the specific financial needs and preferences of the client. These variations may include: 1. Discretionary Management Agreement: Under this agreement, the client entrusts MSW Advisors with complete discretion to make investment decisions on their behalf within the established investment policy framework. 2. Non-Discretionary Management Agreement: This agreement allows the client to retain decision-making authority, with MSW Advisors providing investment recommendations and executing the client's approved transactions. 3. Limited Power of Attorney Agreement: This agreement grants MSW Advisors limited authority to transact on behalf of the client, such as executing trades, managing cash flows, or accessing financial accounts. 4. Specialized Investment Agreement: This type of agreement may be tailored to specific investment strategies or asset classes, such as fixed income, equities, alternative investments, or socially responsible investing. It is important for individuals or institutions considering an Alaska Investment Management Agreement with MSW Advisors to carefully review and understand the terms and conditions before entering into the agreement. Seeking legal and financial advice is recommended to ensure the agreement suits their specific needs and objectives.