Arkansas Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

This sample form, a detailed Sub-advisory 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 Arkansas Sub-Advisory Agreement is a contractual agreement between Berger and Berman Management, Inc. (BMI) and an entity or individual located in the state of Arkansas. This agreement outlines the terms, conditions, and responsibilities related to sub-advisory services provided by BMI to the Arkansas-based client. Berger and Berman Management, Inc. is a renowned investment management company offering a range of comprehensive investment services. Their sub-advisory agreements are designed to meet the specific needs of Arkansas-based clients seeking professional investment management expertise. There may be different types of Arkansas Sub-Advisory Agreements offered by BMI, tailored to different market segments or investment strategies. Some possible variations may include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on equity investments, where BMI offers advice and expertise in managing a portfolio comprising stocks and other equity-related instruments. The agreement may outline the investment objectives, risk tolerance, asset allocation, and other relevant details. 2. Fixed-Income Sub-Advisory Agreement: This variant of the Arkansas Sub-Advisory Agreement specializes in fixed-income investments. It involves BMI providing valuable guidance on managing a portfolio consisting of bonds, debt securities, and other fixed-income instruments. The agreement may outline the risk management strategies, maturity preferences, credit quality considerations, and other relevant factors. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement is focused on a diversified portfolio combining various asset classes, such as equities, fixed-income securities, and alternative investments. BMI offers comprehensive advice on asset allocation, rebalancing, risk management, and investment selection to achieve the desired investment objectives. The agreement may highlight the flexibility and customization based on the client's specific goals and risk appetite. Regardless of the specific type, the Arkansas Sub-Advisory Agreement generally covers essential aspects such as: — Scope of Services: The agreement will define the range and nature of services provided by BMI, including investment advice, portfolio management, performance reporting, and ongoing monitoring. — Compensation and Fees: The agreement will outline the compensation structure, including management fees, performance-based fees, and any other charges associated with the sub-advisory services. — Investment Objectives: The agreement will clearly state the objectives and goals of the investment strategy, ensuring alignment with the client's risk tolerance, time horizon, and financial goals. — Reporting and Communication: The agreement will specify the frequency and format of performance reporting, client communication, and periodic meetings to review progress and address any concerns. — Termination and Dispute Resolution: The agreement will detail conditions under which either party can terminate the agreement, as well as provisions for resolving disputes or conflicts that may arise during the contractual relationship. By tailoring their sub-advisory agreements to the specific needs of Arkansas clients, Berger and Berman Management, Inc. aims to provide a comprehensive and personalized investment management experience.

The Arkansas Sub-Advisory Agreement is a contractual agreement between Berger and Berman Management, Inc. (BMI) and an entity or individual located in the state of Arkansas. This agreement outlines the terms, conditions, and responsibilities related to sub-advisory services provided by BMI to the Arkansas-based client. Berger and Berman Management, Inc. is a renowned investment management company offering a range of comprehensive investment services. Their sub-advisory agreements are designed to meet the specific needs of Arkansas-based clients seeking professional investment management expertise. There may be different types of Arkansas Sub-Advisory Agreements offered by BMI, tailored to different market segments or investment strategies. Some possible variations may include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on equity investments, where BMI offers advice and expertise in managing a portfolio comprising stocks and other equity-related instruments. The agreement may outline the investment objectives, risk tolerance, asset allocation, and other relevant details. 2. Fixed-Income Sub-Advisory Agreement: This variant of the Arkansas Sub-Advisory Agreement specializes in fixed-income investments. It involves BMI providing valuable guidance on managing a portfolio consisting of bonds, debt securities, and other fixed-income instruments. The agreement may outline the risk management strategies, maturity preferences, credit quality considerations, and other relevant factors. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement is focused on a diversified portfolio combining various asset classes, such as equities, fixed-income securities, and alternative investments. BMI offers comprehensive advice on asset allocation, rebalancing, risk management, and investment selection to achieve the desired investment objectives. The agreement may highlight the flexibility and customization based on the client's specific goals and risk appetite. Regardless of the specific type, the Arkansas Sub-Advisory Agreement generally covers essential aspects such as: — Scope of Services: The agreement will define the range and nature of services provided by BMI, including investment advice, portfolio management, performance reporting, and ongoing monitoring. — Compensation and Fees: The agreement will outline the compensation structure, including management fees, performance-based fees, and any other charges associated with the sub-advisory services. — Investment Objectives: The agreement will clearly state the objectives and goals of the investment strategy, ensuring alignment with the client's risk tolerance, time horizon, and financial goals. — Reporting and Communication: The agreement will specify the frequency and format of performance reporting, client communication, and periodic meetings to review progress and address any concerns. — Termination and Dispute Resolution: The agreement will detail conditions under which either party can terminate the agreement, as well as provisions for resolving disputes or conflicts that may arise during the contractual relationship. By tailoring their sub-advisory agreements to the specific needs of Arkansas clients, Berger and Berman Management, Inc. aims to provide a comprehensive and personalized investment management experience.