Hawaii Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-628
• Format: Word; Rich Text

Description

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. The Hawaii Management Agreement is a contractual agreement between Advisers Managers Trust and Berger and Berman Management Inc., outlining the terms and conditions of their collaboration in managing investment portfolios in the state of Hawaii. As a crucial legal tool, this agreement defines the roles, responsibilities, and obligations of both parties involved. It ensures a clear understanding of the scope of services provided, investment strategies implemented, and compensation arrangements. Under the Hawaii Management Agreement, Advisers Managers Trust serves as the primary investment adviser, responsible for making investment decisions and managing the assets based on the agreed-upon investment objectives and guidelines. Berger and Berman Management Inc. act as sub-advisers, assisting in the management process and providing additional expertise in specific investment areas. This agreement may consist of various types, depending on the specific investment strategies employed and the needs of the clients. Some notable types of Hawaii Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. include: 1. Discretionary Management Agreement: This type of agreement grants Advisers Managers Trust the authority to make investment decisions without prior approval from the client, allowing for faster execution of investment strategies. 2. Non-Discretionary Management Agreement: In contrast to the discretionary agreement, this type requires Advisers Managers Trust to seek approval from the client for each investment decision, providing a higher level of client involvement and control over the portfolio. 3. Fiduciary Management Agreement: A fiduciary agreement ensures that Advisers Managers Trust and Berger and Berman Management Inc. act in the best interests of the client, prioritizing the client's goals and objectives above all else. 4. Customized Management Agreement: This type allows clients to tailor the terms and conditions of the agreement based on their specific needs and preferences, including investment strategies, risk tolerance, and reporting requirements. Overall, the Hawaii Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. aims to establish a mutually beneficial partnership in managing investment portfolios in Hawaii while providing clarity, transparency, and accountability to clients.

The Hawaii Management Agreement is a contractual agreement between Advisers Managers Trust and Berger and Berman Management Inc., outlining the terms and conditions of their collaboration in managing investment portfolios in the state of Hawaii. As a crucial legal tool, this agreement defines the roles, responsibilities, and obligations of both parties involved. It ensures a clear understanding of the scope of services provided, investment strategies implemented, and compensation arrangements. Under the Hawaii Management Agreement, Advisers Managers Trust serves as the primary investment adviser, responsible for making investment decisions and managing the assets based on the agreed-upon investment objectives and guidelines. Berger and Berman Management Inc. act as sub-advisers, assisting in the management process and providing additional expertise in specific investment areas. This agreement may consist of various types, depending on the specific investment strategies employed and the needs of the clients. Some notable types of Hawaii Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. include: 1. Discretionary Management Agreement: This type of agreement grants Advisers Managers Trust the authority to make investment decisions without prior approval from the client, allowing for faster execution of investment strategies. 2. Non-Discretionary Management Agreement: In contrast to the discretionary agreement, this type requires Advisers Managers Trust to seek approval from the client for each investment decision, providing a higher level of client involvement and control over the portfolio. 3. Fiduciary Management Agreement: A fiduciary agreement ensures that Advisers Managers Trust and Berger and Berman Management Inc. act in the best interests of the client, prioritizing the client's goals and objectives above all else. 4. Customized Management Agreement: This type allows clients to tailor the terms and conditions of the agreement based on their specific needs and preferences, including investment strategies, risk tolerance, and reporting requirements. Overall, the Hawaii Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. aims to establish a mutually beneficial partnership in managing investment portfolios in Hawaii while providing clarity, transparency, and accountability to clients.