Oregon Investment Management Agreement

• Category: Contracts - Equity Funds
• State: Multi-State
• Control #: US-PE-EAM
• Format: Word; Rich Text

Description

This is a sample private equity company form, an Investment Management Agreement. Available in Word format. An Oregon Investment Management Agreement is a legally binding document that outlines the terms and conditions between an investor and an investment manager in the state of Oregon. It establishes the rules and guidelines for the investment manager to manage the investor's assets, making decisions and taking actions on behalf of the investor. The agreement typically includes several key components: 1. Parties involved: It identifies the investor(s) and the investment manager(s) involved in the agreement. 2. Scope of services: It outlines the specific services that the investment manager will provide, such as investment advisory services, portfolio management, and investment research. 3. Investment objectives: It defines the investment objectives and goals of the investor, which can range from capital appreciation to income generation or risk management. 4. Performance benchmarks: It sets forth the benchmarks against which the investment manager's performance will be measured, allowing the investor to evaluate the success of their investment strategy. 5. Investment restrictions: It details any limitations or restrictions on the investment manager's actions, such as restrictions on investing in certain industries or assets, or following specific investment strategies. 6. Compensation structure: It outlines how the investment manager will be compensated, which can be based on a percentage of assets under management (AUM) or a performance-based fee structure. 7. Termination provisions: It includes provisions for terminating the agreement, including notice periods, reasons for termination, and any potential penalties or fees. There can be different types of Oregon Investment Management Agreements, tailored to meet specific needs and circumstances: 1. Individual Investment Management Agreement: This is an agreement between an individual investor and an investment manager or firm. 2. Institutional Investment Management Agreement: This type is prevalent among institutional investors, such as pension funds or endowments, and outlines the terms of the investment management provided by a professional investment manager. 3. Discretionary Investment Management Agreement: This agreement gives the investment manager full discretion to make investment decisions on behalf of the investor, within the defined scope and guidelines. 4. Non-discretionary Investment Management Agreement: In this arrangement, the investment manager provides advice and recommendations to the investor, who retains the final decision-making authority. 5. Wrap Fee Investment Management Agreement: This type of agreement bundles investment management services with other services, such as custodial services, and combines them into a single fee structure. 6. Limited Power of Attorney Investment Management Agreement: This agreement grants the investment manager a limited power of attorney to manage the investor's assets, allowing them to execute trades, make financial decisions, and access necessary information. In conclusion, an Oregon Investment Management Agreement is a crucial document that outlines the relationship and responsibilities between an investor and an investment manager. Depending on an individual's or institution's preferences and requirements, there are various types of agreements available to cater to specific circumstances and objectives.

An Oregon Investment Management Agreement is a legally binding document that outlines the terms and conditions between an investor and an investment manager in the state of Oregon. It establishes the rules and guidelines for the investment manager to manage the investor's assets, making decisions and taking actions on behalf of the investor. The agreement typically includes several key components: 1. Parties involved: It identifies the investor(s) and the investment manager(s) involved in the agreement. 2. Scope of services: It outlines the specific services that the investment manager will provide, such as investment advisory services, portfolio management, and investment research. 3. Investment objectives: It defines the investment objectives and goals of the investor, which can range from capital appreciation to income generation or risk management. 4. Performance benchmarks: It sets forth the benchmarks against which the investment manager's performance will be measured, allowing the investor to evaluate the success of their investment strategy. 5. Investment restrictions: It details any limitations or restrictions on the investment manager's actions, such as restrictions on investing in certain industries or assets, or following specific investment strategies. 6. Compensation structure: It outlines how the investment manager will be compensated, which can be based on a percentage of assets under management (AUM) or a performance-based fee structure. 7. Termination provisions: It includes provisions for terminating the agreement, including notice periods, reasons for termination, and any potential penalties or fees. There can be different types of Oregon Investment Management Agreements, tailored to meet specific needs and circumstances: 1. Individual Investment Management Agreement: This is an agreement between an individual investor and an investment manager or firm. 2. Institutional Investment Management Agreement: This type is prevalent among institutional investors, such as pension funds or endowments, and outlines the terms of the investment management provided by a professional investment manager. 3. Discretionary Investment Management Agreement: This agreement gives the investment manager full discretion to make investment decisions on behalf of the investor, within the defined scope and guidelines. 4. Non-discretionary Investment Management Agreement: In this arrangement, the investment manager provides advice and recommendations to the investor, who retains the final decision-making authority. 5. Wrap Fee Investment Management Agreement: This type of agreement bundles investment management services with other services, such as custodial services, and combines them into a single fee structure. 6. Limited Power of Attorney Investment Management Agreement: This agreement grants the investment manager a limited power of attorney to manage the investor's assets, allowing them to execute trades, make financial decisions, and access necessary information. In conclusion, an Oregon Investment Management Agreement is a crucial document that outlines the relationship and responsibilities between an investor and an investment manager. Depending on an individual's or institution's preferences and requirements, there are various types of agreements available to cater to specific circumstances and objectives.