Puerto Rico Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

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. 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 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.