The Ohio Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of the partnership between the two entities. This agreement serves as a framework for the management of investment funds and portfolios in Ohio and ensures the alignment of interests and responsibilities between Advisers Managers Trust and Berger and Berman Management Inc. By working together under this agreement, both parties can effectively collaborate and execute their respective roles in the investment management process. The Ohio Management Agreement covers various important aspects, including: 1. Rights and Obligations: This section defines the rights and obligations of both parties involved in the agreement. It outlines the responsibilities of Advisers Managers Trust and Berger and Berman Management Inc. in managing the investment funds and portfolios, as well as any specific roles they have agreed upon. 2. Investment Objectives and Strategies: This part of the agreement details the investment objectives and strategies that will be followed by Advisers Managers Trust and Berger and Berman Management Inc. It outlines the desired outcomes, risk tolerance, and any specific guidelines or restrictions that may be applicable to the investment management process in Ohio. 3. Fees and Compensation: The Ohio Management Agreement includes provisions for the fees and compensation structure agreed upon by both parties. It outlines how Advisers Managers Trust and Berger and Berman Management Inc. will be compensated for their services and any associated expenses or reimbursements. 4. Reporting and Communication: This section specifies the reporting requirements and communication channels between Advisers Managers Trust and Berger and Berman Management Inc. It outlines the frequency and format of performance reports, as well as the parties' mutual commitment to keeping each other informed about any relevant changes or updates. 5. Term and Termination: The agreement defines the initial term of the partnership between Advisers Managers Trust and Berger and Berman Management Inc. It also outlines the conditions and procedures for terminating the agreement, including any notice periods or dispute resolution mechanisms that may be applicable. Different types of Ohio Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may exist based on the specific requirements of each investment fund or portfolio. These agreements can vary in terms of investment objectives, asset classes, risk management strategies, and other relevant factors. However, the basic structure and key provisions of the Ohio Management Agreement remain consistent across different types, with variations tailored to meet the unique needs of each investment arrangement. Keywords: Ohio Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., investment funds, investment portfolios, investment objectives, investment strategies, risk tolerance, fees, compensation, reporting, communication, termination, dispute resolution.
Ohio Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
Category:
State:
Multi-State
Control #:
US-CC-7-628
Format:
Word;
Rich Text
Instant download
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 Ohio Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of the partnership between the two entities. This agreement serves as a framework for the management of investment funds and portfolios in Ohio and ensures the alignment of interests and responsibilities between Advisers Managers Trust and Berger and Berman Management Inc. By working together under this agreement, both parties can effectively collaborate and execute their respective roles in the investment management process. The Ohio Management Agreement covers various important aspects, including: 1. Rights and Obligations: This section defines the rights and obligations of both parties involved in the agreement. It outlines the responsibilities of Advisers Managers Trust and Berger and Berman Management Inc. in managing the investment funds and portfolios, as well as any specific roles they have agreed upon. 2. Investment Objectives and Strategies: This part of the agreement details the investment objectives and strategies that will be followed by Advisers Managers Trust and Berger and Berman Management Inc. It outlines the desired outcomes, risk tolerance, and any specific guidelines or restrictions that may be applicable to the investment management process in Ohio. 3. Fees and Compensation: The Ohio Management Agreement includes provisions for the fees and compensation structure agreed upon by both parties. It outlines how Advisers Managers Trust and Berger and Berman Management Inc. will be compensated for their services and any associated expenses or reimbursements. 4. Reporting and Communication: This section specifies the reporting requirements and communication channels between Advisers Managers Trust and Berger and Berman Management Inc. It outlines the frequency and format of performance reports, as well as the parties' mutual commitment to keeping each other informed about any relevant changes or updates. 5. Term and Termination: The agreement defines the initial term of the partnership between Advisers Managers Trust and Berger and Berman Management Inc. It also outlines the conditions and procedures for terminating the agreement, including any notice periods or dispute resolution mechanisms that may be applicable. Different types of Ohio Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may exist based on the specific requirements of each investment fund or portfolio. These agreements can vary in terms of investment objectives, asset classes, risk management strategies, and other relevant factors. However, the basic structure and key provisions of the Ohio Management Agreement remain consistent across different types, with variations tailored to meet the unique needs of each investment arrangement. Keywords: Ohio Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., investment funds, investment portfolios, investment objectives, investment strategies, risk tolerance, fees, compensation, reporting, communication, termination, dispute resolution.
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