The Indiana Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract between Berger and Berman Management, Inc. and a third-party sub-advisor located in the state of Indiana. This agreement outlines the terms and conditions of the sub-advisory relationship and sets forth the responsibilities, rights, and obligations of both parties involved. Berger and Berman Management, Inc., a prominent investment management firm, offers various types of sub-advisory agreements tailored to specific client needs and investment strategies. These agreements may include but are not limited to: 1. Equity Sub-Advisory Agreement: This type of sub-advisory agreement focuses on managing equity-based investments on behalf of clients. It stipulates the specific responsibilities and guidelines for the sub-advisor in relation to selecting, monitoring, and executing equity-related investment decisions. 2. Fixed Income Sub-Advisory Agreement: This agreement concentrates on managing fixed income assets like bonds and securities. It outlines the sub-advisor's responsibilities and parameters for evaluating, selecting, and monitoring fixed income investments to achieve the client's investment goals. 3. Multi-Asset Sub-Advisory Agreement: This type of sub-advisory agreement covers a broader investment spectrum, including various asset classes such as equities, fixed income, and alternative investments. It defines the sub-advisor's role in allocating and rebalancing assets across different investment categories to optimize portfolio performance. 4. Alternative Investment Sub-Advisory Agreement: This agreement focuses on managing alternative investment strategies, including hedge funds, private equity, or real estate investments. It outlines the sub-advisor's responsibilities, risk management procedures, and investment selection criteria within the alternative investment space. Regardless of the specific type of Indiana Sub-Advisory Agreement, all agreements will typically define the sub-advisor's compensation structure, reporting requirements, and termination provisions. It may also specify any confidentiality obligations, compliance with applicable laws and regulations, and the standard of care expected from the sub-advisor. Berger and Berman Management, Inc. ensures that each Indiana Sub-Advisory Agreement is tailored to meet the unique needs of its clients, taking into account their investment objectives, risk tolerance, and desired level of involvement in the investment decision-making process. These agreements provide a transparent framework for the sub-advisor-client relationship, fostering trust and alignment of interests.
Indiana Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC.
Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.
Joseph V. Amato serves as President of Neuberger Berman Group LLC and Chief Investment Officer of Equities. He is a member of the firm's Board of Directors and its Audit Committee. His responsibilities also include overseeing the firm's Fixed Income and hedge fund businesses.