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Alabama Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

State:
Multi-State
Control #:
US-CC-7-628
Format:
Word; 
Rich Text
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Description

This sample form, a detailed Management Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats.

The Alabama Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of the partnership between the two entities. This agreement serves to establish a framework for effective management and investment strategies. Keywords: Alabama, Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., partnership, management, investment strategies. There are several types of Alabama Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc., and here are a few notable ones: 1. General Management Agreement: This agreement sets out the overall partnership between Advisers Managers Trust and Berger and Berman Management Inc. It defines the roles, responsibilities, and obligations of both parties involved in the management and investment activities in Alabama. 2. Investment Management Agreement: This type of agreement focuses specifically on the investment strategies and approaches to be taken by Advisers Managers Trust in collaboration with Berger and Berman Management Inc. It outlines the investment objectives, risk tolerance, and evaluation criteria to be employed for optimal portfolio management. 3. Financial Planning Agreement: In this agreement, Advisers Managers Trust and Berger and Berman Management Inc. outline their joint efforts to develop comprehensive and tailored financial plans for individuals or entities in Alabama. This may include retirement planning, tax optimization, estate planning, and other related financial services. 4. Compliance and Regulatory Agreement: As financial institutions, both Advisers Managers Trust and Berger and Berman Management Inc. must adhere to strict regulatory guidelines and requirements. This agreement ensures compliance with federal, state, and local laws governing financial services in Alabama. 5. Termination Agreement: While not necessarily a "type" of management agreement, a termination agreement establishes the conditions under which the partnership between Advisers Managers Trust and Berger and Berman Management Inc. may be dissolved. This includes the process for asset distribution, settlement of outstanding liabilities, and termination fees if applicable. Overall, these Alabama Management Agreements serve to outline the nature of the partnership between Advisers Managers Trust and Berger and Berman Management Inc., ensuring clarity and alignment in their management, investment, and financial planning endeavors in the state of Alabama.

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Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors. Neuberger Berman is an independent, employee majority-controlled global asset management firm.

Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions. Who We Are | Neuberger Berman Neuberger Berman ? who-we-are Neuberger Berman ? who-we-are

For nine consecutive years, Neuberger Berman has been named first or second in Pensions & Investment's Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $436 billion in client assets as of March 31, 2023.

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This sample form, a detailed Management Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific ... This Agreement is made by each Series pursuant to authority granted by the Trustees, and the obligations created hereby are not binding on any of the Trustees ...The Manager and Adviser have entered into a sub-advisory agreement (“Sub-Advisory Agreement”) with the following Sub-Advisers for the NB ARMM Fund: The Boston ... Sep 24, 2012 — adviser under the Advisers Act. 4 Currently the Trust offers the Neuberger Berman ... Agreement'') between the Manager and the Adviser. The ... and other services to the Funds pursuant to two administration agreements with the Trust, one for. Class I and one for Class S (each, a “Class”), each dated ... net assets for Class I. A discussion regarding the basis for the Board of Trustees' approval of the investment advisory agreement is available in the Fund's. FEES AND EXPENSES. These tables describe the fees and expenses that you may pay if you buy, hold or sell shares of the Fund. These tables do not reflect. Mar 18, 2020 — agreement for Neuberger Berman to resume management of the account. Id. Initially, the Committee attempted to reverse the transaction by having. This Disclosure Document describes revenue sharing, financial benefits and fees (“Third Party Compensation”) received by LPL. Financial LLC (“LPL”) from ... Under the current Advisory Agreement for this fund with J.P. Morgan Investment Management Inc. (“J.P. Morgan”),. UBS AM (not the fund) pays J.P. Morgan a fee ...

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Alabama Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.