The Indiana Management Agreement between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of the management services provided by Berger and Berman Management Inc. to AMT. This agreement governs the relationship between the two entities and establishes the responsibilities, obligations, and rights of each party involved. The agreement covers various aspects, including investment management, advisory services, compliance, fiduciary duties, and compensation. It specifically outlines the scope of Berger and Berman Management Inc.'s responsibilities in managing the investment portfolio of AMT, including the identification, selection, and monitoring of appropriate investments, the implementation of investment strategies, and the ongoing review and assessment of the portfolio's performance. Additionally, the agreement highlights the compliance requirements that Berger and Berman Management Inc. must adhere to, ensuring that all investment activities are conducted in accordance with applicable laws, regulations, and industry standards. This includes conducting periodic audits, maintaining proper records and documentation, and providing timely reports to AMT. Compensation terms are also a crucial part of the Indiana Management Agreement. It outlines the fee structure, including the basis for calculating fees, payment terms, and any other expenses that may be reimbursed. These compensation provisions serve to establish a fair and transparent arrangement between the parties involved. While the details of the specific types of Indiana Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may vary depending on the circumstances, some common variants include: 1. Investment Management Agreement: This type of agreement primarily focuses on Berger and Berman Management Inc.'s responsibilities related to the management of AMT's investment portfolio. It outlines the investment objectives, risk tolerance, and performance benchmarks to be achieved. It also covers details like asset allocation strategies, investment restrictions, and reporting requirements. 2. Advisory Services Agreement: This agreement typically encompasses a broader range of services, beyond just investment management. It may include financial planning, estate planning, tax planning, and other advisory services that Berger and Berman Management Inc. provides to AMT. The terms and compensation structure specified in this agreement will be tailored to address these additional services. 3. Model Portfolio Management Agreement: In certain cases, instead of managing a customized portfolio for AMT, Berger and Berman Management Inc. may offer predesigned model portfolios. In such instances, a Model Portfolio Management Agreement may be used, which outlines the terms and conditions specific to managing these pre-constructed portfolios. It's important to note that the specifics of each Indiana Management Agreement may vary based on factors such as the size of the investment, the investment goals of AMT, and the discretion given to Berger and Berman Management Inc. Always consult the actual agreement and seek legal advice for accurate and comprehensive understanding of its terms and conditions.
Indiana Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.
With offices in 25 countries, Neuberger Berman's diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
Great company to work for Neuberger Berman is an established asset management company that stands for diversity, inclusion, sustainability and work-life balance. I have learned so much during my time at Neuberger and I feel that I can take what I have learned and apply it to helping any company meet its goals.
Neuberger Berman is an experienced hedge fund solutions provider investing on behalf of institutional, high-net-worth and retail clients via registered liquid alternative funds, custom portfolios, and commingled products.
For nine consecutive years, Neuberger Berman has been named first or second in Pensions & Investment's Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $436 billion in client assets as of March 31, 2023.
Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.
Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors. Neuberger Berman is an independent, employee majority-controlled global asset management firm.