Puerto Rico Sub-Advisory Agreement is a specialized agreement established between Berger and Berman Management, Inc. (BMI) and clients in Puerto Rico. This agreement outlines the terms and conditions for the provision of sub-advisory services relating to investment management in Puerto Rico. Under this agreement, BMI acts as a sub-advisor to clients based in Puerto Rico, providing investment advisory services in accordance with their specific needs and objectives. As a sub-advisor, BMI works closely with clients, offering expertise, guidance, and support in managing their investment portfolios and achieving financial goals. The Puerto Rico Sub-Advisory Agreement of BMI encompasses a range of services, including but not limited to: 1. Portfolio Management: BMI takes responsibility for managing and overseeing the investments in the client's portfolio, ensuring that it aligns with the client's investment objectives and risk tolerance. They make investment decisions, execute trades, and monitor the performance of the portfolio. 2. Risk Assessment and Monitoring: BMI conducts thorough assessments of the investment risks associated with the Puerto Rico market, taking into account factors such as market volatility, economic conditions, and regulatory changes. They continuously monitor the portfolio's performance and update the client accordingly. 3. Research and Analysis: BMI utilizes its extensive research capabilities to identify investment opportunities and develop investment strategies tailored to the Puerto Rico market. They conduct in-depth analysis of various asset classes, sectors, and individual securities to make informed investment decisions. 4. Reporting and Communication: BMI provides regular reports to clients, detailing the performance of the portfolio, investment strategy updates, and any relevant market insights. They also engage in regular communication with clients to address their queries, provide guidance, and keep them informed about any changes in the investment landscape. Different types of Puerto Rico Sub-Advisory Agreements offered by BMI may include: 1. Fixed-Income Sub-Advisory Agreement: Specifically focused on managing fixed-income securities, bonds, or debt instruments within the Puerto Rico market. 2. Equity Sub-Advisory Agreement: Focusing on managing equity investments in Puerto Rico, including stocks, shares, and other equity instruments. 3. Multi-Asset Sub-Advisory Agreement: Covering a broader spectrum of investment classes, such as equities, fixed-income, and potentially alternative investments, based on the client's preferences and investment goals. It is important to note that the specific terms, conditions, and scope of services covered by the Puerto Rico Sub-Advisory Agreement can vary based on the individual client's needs, and are defined in detail within the agreement itself.
Puerto Rico Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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Neuberger Berman is an experienced hedge fund solutions provider investing on behalf of institutional, high-net-worth and retail clients via registered liquid alternative funds, custom portfolios, and commingled products.
Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
Provider of investment advisory and broker-dealer services. The company offers separately managed accounts, mutual funds and advice to high net worth and institutional investors. It also offers sub-advisory of funds for institutional clients, including insurance companies, banks and other financial services firms.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.
Investing For You and With You Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.
At Neuberger Berman, our mission is clear ? to partner with clients to achieve their unique investment objectives. Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors.
With offices in 25 countries, Neuberger Berman's diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission.