Oregon Investment Management Agreement is a legally binding document that outlines the terms and conditions governing the investment management services provided by Fund, Asia Management, and CICAM in the state of Oregon. This agreement serves as a vital framework for the parties involved and helps establish a mutually beneficial relationship. The primary goal of the Oregon Investment Management Agreement is to provide a clear understanding of the responsibilities, obligations, and rights of each party involved in the investment process. It ensures that the investment management services rendered by Fund, Asia Management, and CICAM meet the specific needs and goals of the investors in Oregon. This agreement typically covers various aspects, including: 1. Parties Involved: The agreement identifies the parties involved in the arrangement — the Fund, Asia Management, and NICAM. It also outlines their respective roles and responsibilities. 2. Scope of Investment Management Services: The agreement specifies the scope of services to be provided by Fund, Asia Management, and CICAM. This may include portfolio management, asset allocation, investment research, risk management, and other related services necessary for effective investment management. 3. Investment Objectives and Constraints: The agreement establishes the investment objectives and constraints for the Fund managed by Asia Management and CICAM. It outlines the criteria for investment selection, risk tolerance, performance benchmarks, and any other relevant factors that may impact the investment strategy. 4. Investment Guidelines: This section sets forth the investment guidelines that ensure compliance with legal requirements, regulatory frameworks, and any specific investment restrictions. It may cover asset class allocation, investment limits, diversification requirements, and any other relevant guidelines to guide the investment decision-making process. 5. Fees and Compensation: The agreement specifies the fees and compensation structure, including management fees, performance fees, or any other charges related to the investment management services rendered by Fund, Asia Management, and CICAM. As for the different types of Oregon Investment Management Agreements, they may include: 1. Discretionary Investment Management Agreement: In this type of agreement, the Fund grants Asia Management and CICAM the authority to make investment decisions autonomously on behalf of the investors, within the defined investment objectives and constraints. 2. Non-Discretionary Investment Management Agreement: This agreement type allows the Fund to receive investment advice and recommendations from Asia Management and CICAM. However, the final investment decisions rest with the Fund, requiring its consent before executing any trades. In conclusion, the Oregon Investment Management Agreement is a comprehensive contract that establishes the relationship between the Fund, Asia Management, and CICAM. It ensures that the investment management services provided align with the investment objectives and constraints of the investors. It covers various aspects such as parties involved, investment scope, objectives, guidelines, compensation, and more. The different types of agreements include discretionary and non-discretionary arrangements, each serving distinct purposes in the investment management process.
Oregon Investment Management Agreement between Fund, Asia Management and NICAM
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The key components of an IMA include identification of parties, scope of services, investment objectives and guidelines, investment restrictions, fees and expenses, performance measurement and reporting, risk management, confidentiality and data protection, termination and dispute resolution, and compliance with ...
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