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

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

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.

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.