The Guam Sub-Advisory Agreement is a contractual agreement between Berger and Berman Management, Inc. (IBM) and an entity located in Guam for the provision of investment management services. This agreement outlines the terms and conditions under which IBM will act as a sub-advisor to the Guam entity in managing their investment portfolio. The Guam Sub-Advisory Agreement is tailored to meet the specific investment needs and preferences of the Guam entity. It includes essential details such as the duration of the agreement, fee structure, investment objectives, and limitations placed on IBM's discretionary power. Different types or variations of the Guam Sub-Advisory Agreement may exist, depending on the specific investment strategies, risk preferences, or asset classes chosen by the Guam entity. These variations may include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on managing equity investments, such as stocks, for the Guam entity. IBM's sub-advisory role would involve making investment recommendations and executing trades on behalf of the Guam entity in the equity market. 2. Fixed Income Sub-Advisory Agreement: In this type of agreement, IBM would primarily handle fixed income investments, including bonds, treasury bills, and other debt securities. IBM's sub-advisory role would involve making recommendations for the Guam entity's fixed income portfolio, considering factors such as interest rate risk and credit ratings. 3. Multi-Asset Sub-Advisory Agreement: This agreement involves managing a diversified investment portfolio for the Guam entity, including various asset classes such as equities, fixed income securities, real estate, and possibly alternative investments. IBM's sub-advisory role would include asset allocation decisions and ongoing portfolio rebalancing to meet the Guam entity's investment objectives. The Guam Sub-Advisory Agreement is designed to establish a clear working relationship between IBM and the Guam entity, ensuring that investment management services are provided in accordance with both parties' expectations. It aims to protect the interests of the Guam entity by outlining the roles, responsibilities, and regulatory compliance requirements for IBM as the sub-advisor. Overall, the Guam Sub-Advisory Agreement of Berger and Berman Management, Inc. provides a framework for effective collaboration between IBM and the Guam entity, enabling the professional management of their investment portfolio based on their specific objectives and requirements.
Guam Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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