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.
Connecticut Management Agreement is a legal document that outlines the terms and conditions of the partnership between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (IBM). This agreement establishes a framework for managing and overseeing investment assets, ensuring transparency and alignment of interests between the two entities. Keywords: Connecticut Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., partnership, investment assets, transparency, alignment of interests. There are various types of Connecticut Management Agreements between AMT and IBM, each catering to specific needs and circumstances. Some common types of agreements include: 1. General Management Agreement: This type of agreement establishes the overall framework for the partnership, defining the roles and responsibilities of both parties. It covers areas such as investment strategies, risk management, compliance, reporting, and fee structures. 2. Asset-Specific Management Agreement: In certain instances, AMT and IBM may enter into agreements that are specific to a particular asset or group of assets. This allows for a more focused approach to managing those assets and tailoring the investment strategy accordingly. 3. Mutual Fund Management Agreement: When AMT and IBM collaborate on managing a mutual fund, a specialized agreement is drafted. This agreement includes provisions related to fund administration, investment objectives, regulatory compliance, distribution, and shareholder services. 4. Advisory Services Agreement: In some cases, IBM may provide advisory services to AMT, assisting them in making strategic investment decisions. This type of agreement typically outlines the scope of services, compensation arrangements, and other relevant terms. 5. Sub-Advisory Agreement: AMT may engage IBM as a sub-adviser for certain investment strategies or portfolios. In such cases, a sub-advisory agreement is executed, which clearly defines the mandates and responsibilities of the sub-adviser, including compensation arrangements. These are just a few examples of the different types of Connecticut Management Agreements that can exist between Advisers Managers Trust and Berger and Berman Management Inc. The specific terms and provisions of each agreement may vary based on the nature of the partnership and the objectives of the parties involved.
Connecticut Management Agreement is a legal document that outlines the terms and conditions of the partnership between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (IBM). This agreement establishes a framework for managing and overseeing investment assets, ensuring transparency and alignment of interests between the two entities. Keywords: Connecticut Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., partnership, investment assets, transparency, alignment of interests. There are various types of Connecticut Management Agreements between AMT and IBM, each catering to specific needs and circumstances. Some common types of agreements include: 1. General Management Agreement: This type of agreement establishes the overall framework for the partnership, defining the roles and responsibilities of both parties. It covers areas such as investment strategies, risk management, compliance, reporting, and fee structures. 2. Asset-Specific Management Agreement: In certain instances, AMT and IBM may enter into agreements that are specific to a particular asset or group of assets. This allows for a more focused approach to managing those assets and tailoring the investment strategy accordingly. 3. Mutual Fund Management Agreement: When AMT and IBM collaborate on managing a mutual fund, a specialized agreement is drafted. This agreement includes provisions related to fund administration, investment objectives, regulatory compliance, distribution, and shareholder services. 4. Advisory Services Agreement: In some cases, IBM may provide advisory services to AMT, assisting them in making strategic investment decisions. This type of agreement typically outlines the scope of services, compensation arrangements, and other relevant terms. 5. Sub-Advisory Agreement: AMT may engage IBM as a sub-adviser for certain investment strategies or portfolios. In such cases, a sub-advisory agreement is executed, which clearly defines the mandates and responsibilities of the sub-adviser, including compensation arrangements. These are just a few examples of the different types of Connecticut Management Agreements that can exist between Advisers Managers Trust and Berger and Berman Management Inc. The specific terms and provisions of each agreement may vary based on the nature of the partnership and the objectives of the parties involved.