Florida Investment Management Agreement between Fund, Asia Management and NICAM

• Category: Corporations - Public - Investment Companies and Real Estate Investment Trusts (REIT)
• State: Multi-State
• Control #: US-CC-11-121
• Format: Word; Rich Text

Description

This is an Investment Management Agreement, to be used across the United States. An Investment Management Agreement increases the fee to be paid by a mutual fund, to the investment manager. Florida Investment Management Agreement is a legally binding contract that defines the terms and conditions between the Fund, Asia Management, and CICAM regarding investment management services in the state of Florida. This agreement lays out the roles, responsibilities, and obligations of all parties involved, ensuring transparency and establishing guidelines for collaboration. The agreement outlines various provisions and clauses that contribute to a mutually beneficial partnership. It covers key aspects such as investment objectives, investment strategies, risk management, performance benchmarks, compensation, and termination procedures. By clearly defining these terms, the agreement aims to minimize potential conflicts and foster a successful investment management relationship. In Florida, there are different types of Investment Management Agreements that can be established between the Fund, Asia Management, and CICAM based on their specific needs and requirements. Here are some notable variations: 1. Comprehensive Investment Management Agreement: This type of agreement encompasses a wide range of investment services, including portfolio construction, asset allocation, investment selection, and ongoing monitoring. It provides a holistic approach to investment management, ensuring all aspects of the Fund's portfolio are efficiently managed. 2. Limited Scope Investment Management Agreement: In certain cases, the agreement may focus on specific investment activities or strategies. For instance, it may solely cover asset allocation or target a particular investment class, such as equities or fixed income securities. This type of agreement allows for a more specialized approach tailored to the Fund's investment goals. 3. Performance-Based Investment Management Agreement: Some agreements may incorporate performance-based compensation structures, where the investment manager's fees are tied to the Fund's performance relative to specified benchmarks. This arrangement aligns the interests of the investment manager and the Fund, as it incentivizes the manager to generate superior investment results. 4. Termination or Redemption Agreement: In situations where the parties wish to terminate the investment management agreement or redeem assets, a separate termination or redemption agreement could be established. This agreement would outline the conditions, procedures, and potential consequences associated with the termination or redemption process. It is essential for all parties involved to thoroughly review and understand the terms and conditions within the Florida Investment Management Agreement. Seeking legal guidance and conducting due diligence will ensure that the agreement accurately reflects the intentions and requirements of all parties, promoting a harmonious and productive investment management relationship in the dynamic Florida investment landscape.

Florida Investment Management Agreement is a legally binding contract that defines the terms and conditions between the Fund, Asia Management, and CICAM regarding investment management services in the state of Florida. This agreement lays out the roles, responsibilities, and obligations of all parties involved, ensuring transparency and establishing guidelines for collaboration. The agreement outlines various provisions and clauses that contribute to a mutually beneficial partnership. It covers key aspects such as investment objectives, investment strategies, risk management, performance benchmarks, compensation, and termination procedures. By clearly defining these terms, the agreement aims to minimize potential conflicts and foster a successful investment management relationship. In Florida, there are different types of Investment Management Agreements that can be established between the Fund, Asia Management, and CICAM based on their specific needs and requirements. Here are some notable variations: 1. Comprehensive Investment Management Agreement: This type of agreement encompasses a wide range of investment services, including portfolio construction, asset allocation, investment selection, and ongoing monitoring. It provides a holistic approach to investment management, ensuring all aspects of the Fund's portfolio are efficiently managed. 2. Limited Scope Investment Management Agreement: In certain cases, the agreement may focus on specific investment activities or strategies. For instance, it may solely cover asset allocation or target a particular investment class, such as equities or fixed income securities. This type of agreement allows for a more specialized approach tailored to the Fund's investment goals. 3. Performance-Based Investment Management Agreement: Some agreements may incorporate performance-based compensation structures, where the investment manager's fees are tied to the Fund's performance relative to specified benchmarks. This arrangement aligns the interests of the investment manager and the Fund, as it incentivizes the manager to generate superior investment results. 4. Termination or Redemption Agreement: In situations where the parties wish to terminate the investment management agreement or redeem assets, a separate termination or redemption agreement could be established. This agreement would outline the conditions, procedures, and potential consequences associated with the termination or redemption process. It is essential for all parties involved to thoroughly review and understand the terms and conditions within the Florida Investment Management Agreement. Seeking legal guidance and conducting due diligence will ensure that the agreement accurately reflects the intentions and requirements of all parties, promoting a harmonious and productive investment management relationship in the dynamic Florida investment landscape.