New Hampshire Investment Management Agreement

• Category: Contracts - Equity Funds
• State: Multi-State
• Control #: US-PE-EAM
• Format: Word; Rich Text

Description

This is a sample private equity company form, an Investment Management Agreement. Available in Word format. The New Hampshire Investment Management Agreement is a legally binding contract entered into between an investor and a professional investment manager in New Hampshire. This agreement outlines the terms and conditions under which the investment manager will manage the investor's assets and make investment decisions on their behalf. The primary purpose of the New Hampshire Investment Management Agreement is to establish a clear understanding between the investor and the investment manager, ensuring that both parties are aware of their rights and responsibilities. It helps protect the investor's interests and provides a framework for the investment manager to execute their duties efficiently. Key components of the New Hampshire Investment Management Agreement typically include: 1. Parties: Identification of the investor and the investment manager involved in the agreement. This section may also include the contact information of both parties. 2. Investment Objectives: A detailed description of the investor's investment objectives, which may include goals such as capital appreciation, income generation, or risk management. 3. Scope of Services: A comprehensive overview of the services to be provided by the investment manager. This section may encompass investment analysis, asset allocation, portfolio management, and regular reporting to the investor. 4. Investment Authority: Specification of the investment manager's powers and authorities, including the discretion to make investment decisions without prior approval from the investor. The agreement may also detail any limitations or restrictions on the investment manager's authority. 5. Fees and Expenses: The structure and amount of fees payable to the investment manager for their services. Typically, fees are based on a percentage of the managed assets or as a flat fee. This section may also outline any additional expenses that the investor may be responsible for, such as transaction fees or custody fees. 6. Performance Evaluation: The methods and benchmarks the investment manager will use to evaluate the performance of the investment portfolio. This section may also outline the frequency of reporting and the format in which the performance results will be delivered to the investor. 7. Termination: The conditions under which either party can terminate the agreement. This section may specify notice periods, termination fees, or other provisions relevant to the termination process. Types of New Hampshire Investment Management Agreements may vary depending on the specific needs of the investor. For instance, there could be agreements tailored to individual investors, institutional investors, or fiduciaries representing beneficiaries. Each type may include specific clauses to address the particular requirements of these different investor profiles.

The New Hampshire Investment Management Agreement is a legally binding contract entered into between an investor and a professional investment manager in New Hampshire. This agreement outlines the terms and conditions under which the investment manager will manage the investor's assets and make investment decisions on their behalf. The primary purpose of the New Hampshire Investment Management Agreement is to establish a clear understanding between the investor and the investment manager, ensuring that both parties are aware of their rights and responsibilities. It helps protect the investor's interests and provides a framework for the investment manager to execute their duties efficiently. Key components of the New Hampshire Investment Management Agreement typically include: 1. Parties: Identification of the investor and the investment manager involved in the agreement. This section may also include the contact information of both parties. 2. Investment Objectives: A detailed description of the investor's investment objectives, which may include goals such as capital appreciation, income generation, or risk management. 3. Scope of Services: A comprehensive overview of the services to be provided by the investment manager. This section may encompass investment analysis, asset allocation, portfolio management, and regular reporting to the investor. 4. Investment Authority: Specification of the investment manager's powers and authorities, including the discretion to make investment decisions without prior approval from the investor. The agreement may also detail any limitations or restrictions on the investment manager's authority. 5. Fees and Expenses: The structure and amount of fees payable to the investment manager for their services. Typically, fees are based on a percentage of the managed assets or as a flat fee. This section may also outline any additional expenses that the investor may be responsible for, such as transaction fees or custody fees. 6. Performance Evaluation: The methods and benchmarks the investment manager will use to evaluate the performance of the investment portfolio. This section may also outline the frequency of reporting and the format in which the performance results will be delivered to the investor. 7. Termination: The conditions under which either party can terminate the agreement. This section may specify notice periods, termination fees, or other provisions relevant to the termination process. Types of New Hampshire Investment Management Agreements may vary depending on the specific needs of the investor. For instance, there could be agreements tailored to individual investors, institutional investors, or fiduciaries representing beneficiaries. Each type may include specific clauses to address the particular requirements of these different investor profiles.