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 York Sub-Advisory Agreement of Berger and Berman Management, Inc. is a contractual agreement between Berger and Berman Management, Inc. (BMI), a prominent investment management firm based in New York, and its sub-advisors. This agreement outlines the terms and conditions under which the sub-advisors will provide their services to BMI. Berger and Berman Management, Inc. offers various types of sub-advisory agreements to cater to the diverse needs of its clients. Some different types of New York Sub-Advisory Agreements offered by BMI include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services related to equity investments. The sub-advisors assist BMI in managing and making investment decisions concerning equity securities to maximize returns for clients. 2. Fixed Income Sub-Advisory Agreement: This agreement primarily revolves around sub-advisory services related to fixed income securities, such as bonds and treasury bills. The sub-advisors will assist BMI in analyzing market conditions, assessing credit risks, and identifying suitable fixed income investment opportunities. 3. Multi-Asset Sub-Advisory Agreement: This comprehensive agreement covers sub-advisory services for managing a portfolio consisting of various asset classes, including equities, fixed income, and alternative investments. The sub-advisors collaborate with BMI to create a diversified investment strategy tailored to meet the specific objectives of clients. 4. Alternative Investments Sub-Advisory Agreement: This specialized agreement focuses on sub-advisory services related to alternative investments, such as private equity, real estate assets, hedge funds, and commodities. The sub-advisors work closely with BMI to identify and evaluate these alternative investments to enhance risk-adjusted returns for clients. The New York Sub-Advisory Agreement of Berger and Berman Management, Inc. typically includes essential components such as the scope of services to be provided, the fee structure, the duration of the agreement, termination conditions, confidentiality clauses, and any specific requirements or guidelines set by BMI. It is important for clients to review and understand the terms of the agreement thoroughly before engaging in any sub-advisory services with BMI. The agreement ensures transparency, accountability, and a legally binding relationship between Berger and Berman Management, Inc. and its sub-advisors, ultimately aiming to deliver optimal investment outcomes for clients.
The New York Sub-Advisory Agreement of Berger and Berman Management, Inc. is a contractual agreement between Berger and Berman Management, Inc. (BMI), a prominent investment management firm based in New York, and its sub-advisors. This agreement outlines the terms and conditions under which the sub-advisors will provide their services to BMI. Berger and Berman Management, Inc. offers various types of sub-advisory agreements to cater to the diverse needs of its clients. Some different types of New York Sub-Advisory Agreements offered by BMI include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services related to equity investments. The sub-advisors assist BMI in managing and making investment decisions concerning equity securities to maximize returns for clients. 2. Fixed Income Sub-Advisory Agreement: This agreement primarily revolves around sub-advisory services related to fixed income securities, such as bonds and treasury bills. The sub-advisors will assist BMI in analyzing market conditions, assessing credit risks, and identifying suitable fixed income investment opportunities. 3. Multi-Asset Sub-Advisory Agreement: This comprehensive agreement covers sub-advisory services for managing a portfolio consisting of various asset classes, including equities, fixed income, and alternative investments. The sub-advisors collaborate with BMI to create a diversified investment strategy tailored to meet the specific objectives of clients. 4. Alternative Investments Sub-Advisory Agreement: This specialized agreement focuses on sub-advisory services related to alternative investments, such as private equity, real estate assets, hedge funds, and commodities. The sub-advisors work closely with BMI to identify and evaluate these alternative investments to enhance risk-adjusted returns for clients. The New York Sub-Advisory Agreement of Berger and Berman Management, Inc. typically includes essential components such as the scope of services to be provided, the fee structure, the duration of the agreement, termination conditions, confidentiality clauses, and any specific requirements or guidelines set by BMI. It is important for clients to review and understand the terms of the agreement thoroughly before engaging in any sub-advisory services with BMI. The agreement ensures transparency, accountability, and a legally binding relationship between Berger and Berman Management, Inc. and its sub-advisors, ultimately aiming to deliver optimal investment outcomes for clients.