• US Legal Forms

Maryland Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

State:
Multi-State
Control #:
US-CC-7-644
Format:
Word; 
Rich Text
Instant download

Description

This sample form, a detailed Sub-advisory 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.

Maryland Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions of the partnership between Berger and Berman Management, Inc. (BMI) and the sub-advisory firm, specifically for operations and investments in the state of Maryland. This agreement allows for the appointment of a sub-advisor to manage a portion or the entirety of BMI's Maryland-based investment portfolio, providing specialized expertise and diversification opportunities. The Maryland Sub-Advisory Agreement establishes a clear framework for collaboration, specifying the responsibilities and obligations of both parties involved. It encompasses various phases of the partnership, including initial engagement, ongoing management, reporting, and termination procedures. This legally binding agreement ensures that all parties involved operate within the bounds of applicable laws and regulations governing Maryland's investment landscape. Berger and Berman Management, Inc. may have different types of Maryland Sub-Advisory Agreements tailored to specific investment objectives or asset classes. Some potential variations may include: 1. Equity Sub-Advisory Agreement: This type of sub-advisory agreement could focus on managing BMI's equity holdings in Maryland. It may involve the sub-advisor's expertise in researching and selecting individual stocks, constructing portfolios, and implementing investment strategies aimed at maximizing returns to the state's equity market. 2. Fixed Income Sub-Advisory Agreement: This agreement type could involve the sub-advisor overseeing BMI's fixed income investments within Maryland. The sub-advisor may be responsible for analyzing and managing bonds, mortgage-backed securities, treasury bills, or other fixed income instruments to generate consistent income and manage risk in compliance with relevant investment guidelines. 3. Real Estate Sub-Advisory Agreement: In this case, the sub-advisor may specialize in managing BMI's real estate investments in Maryland. This agreement might entail identifying and evaluating potential real estate properties, conducting due diligence, managing property portfolios, negotiating leases or sales, and creating value for BMI's clients through strategic real estate investments. It's important to note that the specific types of Maryland Sub-Advisory Agreements offered by Berger and Berman Management, Inc. may vary depending on their business model, client needs, and available resources. Investors and interested parties can consult with BMI directly for more comprehensive information on the various agreement options and scope of services provided under these arrangements.

Free preview
  • Form preview
  • Form preview
  • Form preview

How to fill out Maryland Sub-Advisory Agreement Of Neuberger And Berman Management, Inc.?

You can commit several hours on the web trying to find the lawful document template which fits the federal and state requirements you need. US Legal Forms supplies 1000s of lawful types that happen to be reviewed by specialists. It is simple to acquire or produce the Maryland Sub-Advisory Agreement of Neuberger and Berman Management, Inc. from my service.

If you have a US Legal Forms account, you are able to log in and click the Obtain button. Afterward, you are able to full, change, produce, or indicator the Maryland Sub-Advisory Agreement of Neuberger and Berman Management, Inc.. Every lawful document template you acquire is your own for a long time. To obtain an additional duplicate associated with a obtained form, check out the My Forms tab and click the corresponding button.

If you use the US Legal Forms web site initially, stick to the simple instructions below:

  • First, make certain you have selected the correct document template for that region/metropolis of your choosing. Browse the form description to make sure you have picked the right form. If available, make use of the Preview button to look from the document template also.
  • If you would like find an additional version in the form, make use of the Look for field to discover the template that suits you and requirements.
  • Upon having identified the template you need, click Acquire now to carry on.
  • Find the rates program you need, key in your qualifications, and sign up for a merchant account on US Legal Forms.
  • Comprehensive the deal. You can use your bank card or PayPal account to pay for the lawful form.
  • Find the formatting in the document and acquire it to the device.
  • Make alterations to the document if required. You can full, change and indicator and produce Maryland Sub-Advisory Agreement of Neuberger and Berman Management, Inc..

Obtain and produce 1000s of document web templates using the US Legal Forms website, that offers the biggest variety of lawful types. Use specialist and status-certain web templates to deal with your business or individual requires.

Form popularity

FAQ

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 Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.

Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.

As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission.

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.

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).

More info

How to fill out Montgomery Maryland Sub-Advisory Agreement Of Neuberger And Berman Management, Inc.? If you need to find a trustworthy legal form provider to ... ... Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana ... How to fill out Sub-Advisory Agreement Of Neuberger And Berman Management, Inc.?... the laws of the State of Delaware (“Sub-Adviser”). WHEREAS, the Adviser has entered into an Investment Advisory Agreement (“Management Agreement”) with the ... ... the Funds. New Management and Sub-Advisory Agreements NB Management serves as advisor to each Fund and Neuberger Berman serves as sub-advisor to each Fund. Add the Sub-Advisory Agreement of Neuberger and Berman Management, Inc. for ... filling out. Finish redacting the form. Save the modified document on your ... reviews and approves each Fund's investment advisory and sub-advisory contracts and other principal contracts. The Board has appointed an Independent Fund ... FORM OF SUB-ADVISORY AGREEMENT NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST filed by Neuberger Berman Advisers Management Trust on February 7th, 2014. Mar 31, 2023 — In the case of the Sub-Advised Accounts, NBIA enters into a sub-advisory agreement with the relevant investment adviser. The terms and ... May 8, 2007 — Neuberger Berman Management, Inc. (NBM) acts as the investment adviser to NRL; Neuberger Berman, LLC ("NBLLC") is the sub-adviser. Six ... ... advisory agreement with the Corporation. The ... Pursuant to the relevant Subadvisory Agreement, the Adviser may compensate a Subadviser out of its advisory fees.

Trusted and secure by over 3 million people of the world’s leading companies

Maryland Sub-Advisory Agreement of Neuberger and Berman Management, Inc.