The Kentucky Sub-Advisory Agreement is a legal contract established between Berger and Berman Management, Inc. (BMI) and clients in the state of Kentucky. This agreement outlines the terms and conditions under which BMI will provide sub-advisory services to clients in Kentucky. As a sub-advisory agreement, it means that BMI acts as a secondary investment advisor to clients who have entrusted their assets to a primary investment advisor. This agreement allows BMI to manage a portion of the client's portfolio, offering specialized expertise and diversification benefits. The Kentucky Sub-Advisory Agreement covers various aspects of the relationship between BMI and the client, including the scope of services, investment objectives, fee structure, responsibilities, and obligations of both parties. It ensures transparency, clarity, and a mutual understanding of the roles and expectations. One type of Kentucky Sub-Advisory Agreement that BMI offers is the Equity Sub-Advisory Agreement. This agreement focuses on the management of equity assets within the client's portfolio. BMI's team of experienced investment professionals leverages their knowledge and research capabilities to make informed investment decisions in line with the client's investment objectives. Another type of Kentucky Sub-Advisory Agreement provided by BMI is the Fixed Income Sub-Advisory Agreement. This agreement focuses on the management of fixed income assets, such as bonds and other debt instruments. BMI's expertise lies in analyzing and selecting suitable fixed income securities that align with the client's risk tolerance and income objectives. The Kentucky Sub-Advisory Agreement of BMI demonstrates their commitment to providing tailored investment solutions to clients in Kentucky. By entering into this agreement, clients can benefit from BMI's extensive resources, research capabilities, and investment expertise, allowing for a customized and diversified approach to managing their assets. Keywords: Kentucky Sub-Advisory Agreement, Berger and Berman Management, Inc., BMI, sub-advisory services, investment advisor, portfolio management, specialized expertise, diversification benefits, investment objectives, fee structure, responsibilities, obligations, equity sub-advisory agreement, fixed income sub-advisory agreement, tailored investment solutions, customized approach, diversified approach.
Kentucky Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.
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).
Neuberger Berman actively manages over $120bn2 of assets across its private equity platform and has been a private markets investor for more than 30 years. We believe our position within the private equity ecosystem provides differentiated access to investment opportunities as well as enhanced information.
From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
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.
Chairman/CEO, Neuberger Berman Group LLC.
Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.
Overview. Founded in 1939, Neuberger Berman is a privately held asset management firm, which is 100% owned by its employees.