The Colorado Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions under which the two parties will work together for the management of assets and investments. This agreement serves as a foundation for a successful and professional relationship between the two entities. The Colorado Management Agreement is designed to protect the interests of both Advisers Managers Trust and Berger and Berman Management Inc. and ensure that the management of assets is carried out efficiently and in compliance with relevant laws and regulations. It establishes the roles and responsibilities of each party, as well as the scope of services to be provided. The agreement covers various key aspects related to the management of assets, including but not limited to: 1. Objective: The agreement outlines the shared objective of both parties, which is to achieve optimum returns on the assets under management while minimizing risks. 2. Scope of Services: It clearly defines the range of services that Berger and Berman Management Inc. will provide, which may include portfolio management, risk assessment, research, asset allocation, and reporting. 3. Fees and Expenses: The agreement specifies the fees to be paid to Berger and Berman Management Inc. for their services, as well as any additional expenses that may be incurred during the course of managing the assets. 4. Reporting and Communication: The agreement outlines the frequency and format of reporting that Berger and Berman Management Inc. will provide to Advisers Managers Trust. It also clarifies the communication channels between both parties and the responsibilities of each in terms of providing timely and accurate information. 5. Termination: The agreement includes provisions for termination, stating the conditions under which either party can end the agreement. It may also include details regarding transition plans and associated costs in case of termination. Types of Colorado Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may vary based on factors such as the specific nature of assets being managed or the duration of the agreement. Some common variations may include: 1. Investment Management Agreement: This type of agreement specifically focuses on the management of investment portfolios and related services. 2. Wealth Management Agreement: This agreement encompasses a broader range of services, including investment management, financial planning, and estate planning. 3. Institutional Management Agreement: This type of agreement is tailored for institutional clients, such as pension funds or endowments, and includes specialized services and reporting requirements. In conclusion, the Colorado Management Agreement is a crucial document that establishes the framework for the collaboration between Advisers Managers Trust and Berger and Berman Management Inc. It provides clarity on roles, responsibilities, and expectations, ensuring a smooth and compliant management of assets.