Delaware Investment Management Agreement for Separate Account Clients is a comprehensive contract that outlines the terms, conditions, and responsibilities between Delaware Investments and its separate account clients. This agreement serves as a legal framework for managing investment portfolios tailored to the unique investment objectives and preferences of each client. The Delaware Investment Management Agreement for Separate Account Clients encompasses various aspects of the investment process, including portfolio construction, asset allocation, risk management, and performance reporting. It ensures transparency, accountability, and alignment of interests between Delaware Investments and its clients. Key components covered in the Delaware Investment Management Agreement for Separate Account Clients may include: 1. Investment Objectives: Specification of the client's investment goals, risk tolerance, time horizon, and any specific requirements or considerations. 2. Portfolio Management: Details regarding the investment strategy to be employed, including asset selection, diversification, and active or passive management approaches. 3. Fee Structure: Outlining the management fees, advisory fees, performance fees, and any other charges associated with the management of the separate account. 4. Reporting and Communication: Frequency and format of performance reporting and updates on the portfolio. It may include information on holdings, transactions, investment performance, and tax reporting. 5. Investment Guidelines: Clearly defined investment restrictions or guidelines to ensure compliance with regulatory restrictions or client-specific preferences (e.g., socially responsible investing, sector exclusions). 6. Termination: Terms and conditions under which the separate account management agreement can be terminated by either party, including any applicable notice periods or penalties. 7. Legal Considerations: Clauses addressing legal matters such as indemnification, dispute resolution, and limitations of liability. Delaware Investments may offer variations to the standard Delaware Investment Management Agreement for Separate Account Clients to cater to specific client needs or investment strategies. These variations may include: 1. Model Portfolios: Predefined, ready-to-implement portfolios designed to match different risk profiles or investment objectives. 2. Customized Solutions: Tailored investment strategies and portfolio construction services based on the client's unique requirements, which may involve dedicated research and analysis resources. 3. Multi-Manager Structures: Offering access to multiple investment managers within a single separate account to achieve diversified exposure across different asset classes or specialized investment styles. In summary, Delaware Investment Management Agreement for Separate Account Clients is a comprehensive legal contract that outlines the terms, responsibilities, and expectations governing the management of client portfolios. By using this agreement, Delaware Investments ensures a transparent, efficient, and client-focused approach to investment management.
Delaware Investment Management Agreement for Separate Account Clients
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How to fill out Delaware Investment Management Agreement For Separate Account Clients?
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