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 New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions of a sub-advisory relationship between Berger and Berman Management, Inc. (the "Manager") and another entity (the "Sub-Adviser") based in New Jersey. This agreement governs the responsibilities, obligations, and compensation involved in the provision of investment advisory services. Berger and Berman Management, Inc. is a renowned investment management firm that offers a range of investment solutions to clients. They may have different types of Sub-Advisory Agreements tailored to specific investment strategies, clients, or investment vehicles. These agreements can vary based on the scope of services provided, duration, compensation structure, and specific investment parameters. Some key types of New Jersey Sub-Advisory Agreements offered by Berger and Berman Management, Inc. might include: 1. Equity Sub-Advisory Agreement: This agreement focuses on the management of equity portfolios or strategies, allowing the Sub-Adviser to make investment decisions within the specified parameters for equity securities, such as individual stocks or equity funds. 2. Fixed Income Sub-Advisory Agreement: This type of agreement focuses on the management of fixed income, bond, or debt portfolios. The Sub-Adviser may be responsible for making investment decisions related to various fixed-income securities, including government bonds, corporate bonds, or other debt instruments. 3. Multi-Asset Sub-Advisory Agreement: This agreement covers a broader range of investment classes, including equities, fixed-income, and alternative investments. The Sub-Adviser may have the authority to allocate assets among different investment categories based on the agreed-upon investment strategy. 4. Specialty Sub-Advisory Agreement: Berger and Berman Management, Inc. may offer specialized sub-advisory agreements tailored to specific investment sectors or approaches, such as Environmental, Social, and Governance (ESG) investing, sector-specific strategies (e.g., technology, healthcare), or alternative asset classes (e.g., private equity, real estate). The New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. ensures that both parties operate within applicable legal and regulatory frameworks while maintaining the highest standards of professionalism, fiduciary duty, and investment expertise. It also outlines the specific reporting requirements, communication protocols, and fee structure applicable to the sub-advisory relationship. In conclusion, the New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. encompasses various types of agreements tailored to specific investment strategies, sectors, or asset classes. These agreements enable Berger and Berman Management, Inc. to engage in partnerships with Sub-Advisers based in New Jersey and provide clients with a wide range of investment solutions.
The New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions of a sub-advisory relationship between Berger and Berman Management, Inc. (the "Manager") and another entity (the "Sub-Adviser") based in New Jersey. This agreement governs the responsibilities, obligations, and compensation involved in the provision of investment advisory services. Berger and Berman Management, Inc. is a renowned investment management firm that offers a range of investment solutions to clients. They may have different types of Sub-Advisory Agreements tailored to specific investment strategies, clients, or investment vehicles. These agreements can vary based on the scope of services provided, duration, compensation structure, and specific investment parameters. Some key types of New Jersey Sub-Advisory Agreements offered by Berger and Berman Management, Inc. might include: 1. Equity Sub-Advisory Agreement: This agreement focuses on the management of equity portfolios or strategies, allowing the Sub-Adviser to make investment decisions within the specified parameters for equity securities, such as individual stocks or equity funds. 2. Fixed Income Sub-Advisory Agreement: This type of agreement focuses on the management of fixed income, bond, or debt portfolios. The Sub-Adviser may be responsible for making investment decisions related to various fixed-income securities, including government bonds, corporate bonds, or other debt instruments. 3. Multi-Asset Sub-Advisory Agreement: This agreement covers a broader range of investment classes, including equities, fixed-income, and alternative investments. The Sub-Adviser may have the authority to allocate assets among different investment categories based on the agreed-upon investment strategy. 4. Specialty Sub-Advisory Agreement: Berger and Berman Management, Inc. may offer specialized sub-advisory agreements tailored to specific investment sectors or approaches, such as Environmental, Social, and Governance (ESG) investing, sector-specific strategies (e.g., technology, healthcare), or alternative asset classes (e.g., private equity, real estate). The New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. ensures that both parties operate within applicable legal and regulatory frameworks while maintaining the highest standards of professionalism, fiduciary duty, and investment expertise. It also outlines the specific reporting requirements, communication protocols, and fee structure applicable to the sub-advisory relationship. In conclusion, the New Jersey Sub-Advisory Agreement of Berger and Berman Management, Inc. encompasses various types of agreements tailored to specific investment strategies, sectors, or asset classes. These agreements enable Berger and Berman Management, Inc. to engage in partnerships with Sub-Advisers based in New Jersey and provide clients with a wide range of investment solutions.