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 New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions governing the relationship between both parties involved in the management of certain assets or investment portfolios. This agreement can vary in terms and may encompass different types based on the specific nature of the management services being provided. One type of the New York Management Agreement could focus on mutual funds, wherein Advisers Managers Trust acts as the investment adviser and Berger and Berman Management Inc. functions as the fund manager. This agreement would detail the responsibilities, obligations, and compensation structure for each party involved in the efficient and effective management of the mutual funds offered to investors. Another type of the New York Management Agreement might pertain to separately managed accounts (SMA's). In this scenario, Advisers Managers Trust could act as a trust company, overseeing and administering SMA's on behalf of individual clients, while Berger and Berman Management Inc. would handle the day-to-day investment decisions within these accounts. This agreement would outline the specific investment objectives, risk tolerances, and fee structure associated with managing these individual portfolios. The New York Management Agreement can also address specialized investment vehicles such as hedge funds. If Advisers Managers Trust serves as the investment adviser to a hedge fund, while Berger and Berman Management Inc. acts as the fund's general partner or manager, the agreement would specify the respective roles and responsibilities of each party. The agreement would cover aspects such as investment strategies, compensation arrangements, profit sharing, and any additional terms unique to hedge fund management. Key terms associated with the New York Management Agreement may include "investment management," "portfolio administration," "fiduciary duty," "disclosure requirements," "performance benchmarks," "termination provisions," "indemnification," "conflict of interest," "compliance," and "governing law," among others. Overall, this detailed description provides an overview of what the New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. entails, highlighting its capabilities and potential types that may exist within this agreement framework.
The New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions governing the relationship between both parties involved in the management of certain assets or investment portfolios. This agreement can vary in terms and may encompass different types based on the specific nature of the management services being provided. One type of the New York Management Agreement could focus on mutual funds, wherein Advisers Managers Trust acts as the investment adviser and Berger and Berman Management Inc. functions as the fund manager. This agreement would detail the responsibilities, obligations, and compensation structure for each party involved in the efficient and effective management of the mutual funds offered to investors. Another type of the New York Management Agreement might pertain to separately managed accounts (SMA's). In this scenario, Advisers Managers Trust could act as a trust company, overseeing and administering SMA's on behalf of individual clients, while Berger and Berman Management Inc. would handle the day-to-day investment decisions within these accounts. This agreement would outline the specific investment objectives, risk tolerances, and fee structure associated with managing these individual portfolios. The New York Management Agreement can also address specialized investment vehicles such as hedge funds. If Advisers Managers Trust serves as the investment adviser to a hedge fund, while Berger and Berman Management Inc. acts as the fund's general partner or manager, the agreement would specify the respective roles and responsibilities of each party. The agreement would cover aspects such as investment strategies, compensation arrangements, profit sharing, and any additional terms unique to hedge fund management. Key terms associated with the New York Management Agreement may include "investment management," "portfolio administration," "fiduciary duty," "disclosure requirements," "performance benchmarks," "termination provisions," "indemnification," "conflict of interest," "compliance," and "governing law," among others. Overall, this detailed description provides an overview of what the New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. entails, highlighting its capabilities and potential types that may exist within this agreement framework.