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.
The Michigan Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that governs the relationship between Berger and Berman Management, Inc. as the sub-advisor and its clients in the state of Michigan. This agreement outlines the terms and conditions under which Berger and Berman Management, Inc. will provide sub-advisory services to their clients in Michigan. The agreement typically covers various key aspects, including the scope of services, duties and responsibilities of both parties, compensation structure, termination provisions, and other relevant terms. It serves as a comprehensive guide for the sub-advisor and clients to understand their obligations and rights throughout the duration of the engagement. Within the realm of Michigan Sub-Advisory Agreements offered by Berger and Berman Management, Inc., there may be different types or variations addressing specific investment strategies, fund types, or client preferences. Some potential types of Michigan Sub-Advisory Agreements provided by Berger and Berman Management, Inc. could be: 1. Michigan Equity Sub-Advisory Agreement: This type of agreement would focus on providing sub-advisory services for equity-related investment portfolios within the state of Michigan. It would outline the specific strategies, risk parameters, and performance objectives for managing equity investments. 2. Michigan Fixed-Income Sub-Advisory Agreement: This agreement variant would cater to clients seeking sub-advisory services for fixed-income investments in Michigan. It would outline the bond selection criteria, duration management strategies, credit ratings considerations, and other relevant factors to achieve the desired investment outcomes. 3. Michigan Multi-Asset Sub-Advisory Agreement: This type of agreement would encompass a comprehensive approach, covering various asset classes such as equity, fixed-income, and potentially alternative investments. It would detail the allocation strategies, risk management techniques, and performance measurement criteria employed by Berger and Berman Management, Inc. for managing a diversified portfolio for Michigan-based clients. 4. Michigan Specialty Sub-Advisory Agreement: This particular agreement could focus on specialized investment mandates, such as sector-specific or niche strategies catering to unique investment objectives or client preferences within the Michigan market. It would outline the distinctive considerations, sector analysis, and expertise needed to meet the specific requirements of these specialty investments. These are some possible variations of the Michigan Sub-Advisory Agreement that Berger and Berman Management, Inc. may offer to clients in the state. However, it is important to note that the exact types or variations of agreements may vary based on the specific offerings and strategies that Berger and Berman Management, Inc. provides within Michigan's regulatory framework.
The Michigan Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that governs the relationship between Berger and Berman Management, Inc. as the sub-advisor and its clients in the state of Michigan. This agreement outlines the terms and conditions under which Berger and Berman Management, Inc. will provide sub-advisory services to their clients in Michigan. The agreement typically covers various key aspects, including the scope of services, duties and responsibilities of both parties, compensation structure, termination provisions, and other relevant terms. It serves as a comprehensive guide for the sub-advisor and clients to understand their obligations and rights throughout the duration of the engagement. Within the realm of Michigan Sub-Advisory Agreements offered by Berger and Berman Management, Inc., there may be different types or variations addressing specific investment strategies, fund types, or client preferences. Some potential types of Michigan Sub-Advisory Agreements provided by Berger and Berman Management, Inc. could be: 1. Michigan Equity Sub-Advisory Agreement: This type of agreement would focus on providing sub-advisory services for equity-related investment portfolios within the state of Michigan. It would outline the specific strategies, risk parameters, and performance objectives for managing equity investments. 2. Michigan Fixed-Income Sub-Advisory Agreement: This agreement variant would cater to clients seeking sub-advisory services for fixed-income investments in Michigan. It would outline the bond selection criteria, duration management strategies, credit ratings considerations, and other relevant factors to achieve the desired investment outcomes. 3. Michigan Multi-Asset Sub-Advisory Agreement: This type of agreement would encompass a comprehensive approach, covering various asset classes such as equity, fixed-income, and potentially alternative investments. It would detail the allocation strategies, risk management techniques, and performance measurement criteria employed by Berger and Berman Management, Inc. for managing a diversified portfolio for Michigan-based clients. 4. Michigan Specialty Sub-Advisory Agreement: This particular agreement could focus on specialized investment mandates, such as sector-specific or niche strategies catering to unique investment objectives or client preferences within the Michigan market. It would outline the distinctive considerations, sector analysis, and expertise needed to meet the specific requirements of these specialty investments. These are some possible variations of the Michigan Sub-Advisory Agreement that Berger and Berman Management, Inc. may offer to clients in the state. However, it is important to note that the exact types or variations of agreements may vary based on the specific offerings and strategies that Berger and Berman Management, Inc. provides within Michigan's regulatory framework.