Minnesota Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-628
• Format: Word; Rich Text

Description

This sample form, a detailed Management 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 Minnesota Management Agreement between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI) is a legally binding document that outlines the terms and conditions of the relationship between the two parties. This agreement establishes the framework for the management of investment portfolios as per the guidelines set by Minnesota state law. Under the Minnesota Management Agreement, AMT serves as the investment adviser to various funds maintained by BMI. Both parties work collaboratively to ensure effective portfolio management and investment strategies that align with the goals and objectives of the investors. Keywords: Minnesota Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., investment portfolios, guidelines, state law, investment adviser, funds, portfolio management, investment strategies, goals, objectives, investors. Different types of Minnesota Management Agreements between AMT and BMI may include: 1. General Investment Management Agreement: This type of agreement covers the overall management of the investment portfolios, including the selection and monitoring of securities, asset allocation, risk management, and reporting. 2. Mutual Fund Management Agreement: This agreement specifically caters to the management of mutual funds offered by BMI to individual and institutional investors. It includes provisions related to compliance with securities regulations, fund objectives, fee structures, and reporting requirements. 3. Separately Managed Accounts Agreement: This agreement is tailored to the management of individual or institutional investment accounts that are separately managed by BMI. It covers the scope of services provided, investment objectives, performance benchmarks, and fee arrangements. 4. Limited Partnership Agreement: In the case of a limited partnership structure, this agreement establishes the roles and responsibilities of AMT and BMI as the general partner and limited partner, respectively. It outlines the terms governing capital contributions, profit-sharing, decision-making authority, and termination provisions. 5. Wrap Fee Program Agreement: If BMI offers a wrap fee program, this agreement outlines the terms and conditions of that program, including the bundled services, investment strategies, fee structures, and disclosures required for participants. Keywords: General Investment Management Agreement, Mutual Fund Management Agreement, Separately Managed Accounts Agreement, Limited Partnership Agreement, Wrap Fee Program Agreement, investment portfolios, mutual funds, separately managed accounts, limited partnership, wrap fee program, securities regulations, fund objectives, fee structures, reporting requirements, capital contributions, profit-sharing, decision-making authority, termination provisions, bundled services, investment strategies, disclosures.

The Minnesota Management Agreement between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI) is a legally binding document that outlines the terms and conditions of the relationship between the two parties. This agreement establishes the framework for the management of investment portfolios as per the guidelines set by Minnesota state law. Under the Minnesota Management Agreement, AMT serves as the investment adviser to various funds maintained by BMI. Both parties work collaboratively to ensure effective portfolio management and investment strategies that align with the goals and objectives of the investors. Keywords: Minnesota Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., investment portfolios, guidelines, state law, investment adviser, funds, portfolio management, investment strategies, goals, objectives, investors. Different types of Minnesota Management Agreements between AMT and BMI may include: 1. General Investment Management Agreement: This type of agreement covers the overall management of the investment portfolios, including the selection and monitoring of securities, asset allocation, risk management, and reporting. 2. Mutual Fund Management Agreement: This agreement specifically caters to the management of mutual funds offered by BMI to individual and institutional investors. It includes provisions related to compliance with securities regulations, fund objectives, fee structures, and reporting requirements. 3. Separately Managed Accounts Agreement: This agreement is tailored to the management of individual or institutional investment accounts that are separately managed by BMI. It covers the scope of services provided, investment objectives, performance benchmarks, and fee arrangements. 4. Limited Partnership Agreement: In the case of a limited partnership structure, this agreement establishes the roles and responsibilities of AMT and BMI as the general partner and limited partner, respectively. It outlines the terms governing capital contributions, profit-sharing, decision-making authority, and termination provisions. 5. Wrap Fee Program Agreement: If BMI offers a wrap fee program, this agreement outlines the terms and conditions of that program, including the bundled services, investment strategies, fee structures, and disclosures required for participants. Keywords: General Investment Management Agreement, Mutual Fund Management Agreement, Separately Managed Accounts Agreement, Limited Partnership Agreement, Wrap Fee Program Agreement, investment portfolios, mutual funds, separately managed accounts, limited partnership, wrap fee program, securities regulations, fund objectives, fee structures, reporting requirements, capital contributions, profit-sharing, decision-making authority, termination provisions, bundled services, investment strategies, disclosures.