Rhode Island Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. The Rhode Island Management Agreement between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI) is a legally binding document that outlines the terms and conditions governing the relationship between the two entities concerning investment management services. This agreement is tailored to the unique requirements and regulations of Rhode Island. Under this agreement, AMT acts as the investment adviser to clients, while BMI acts as the investment manager with the authority to make investment decisions on behalf of the clients. Their collaboration aims to optimize investment performance and uphold the best interests of the clients. The agreement encompasses important aspects such as: 1. Roles and Responsibilities: The agreement clearly defines the roles and responsibilities of both AMT and BMI. AMT provides valuable advice and guidance on the creation and execution of investment strategies, while BMI has the power to implement and manage these strategies effectively. This ensures a collaborative approach, where both parties contribute their expertise to achieve the client's objectives. 2. Investment Objectives and Restrictions: The agreement articulates the investment objectives of the clients, such as capital growth, income generation, or a combination of both. It also outlines any specific investment restrictions or guidelines that need to be adhered to. These objectives and restrictions serve as the foundation for the investment management process. 3. Compensation and Fees: The agreement details the compensation structure agreed upon by both parties. This typically includes management fees, performance-based fees, and any other expenses related to the investment management services. Clarity regarding compensation ensures transparency and aligns the interests of both AMT and BMI with those of the clients. 4. Termination and Amendment: The agreement outlines the conditions under which the agreement may be terminated by either party. It also addresses the possibility of amending the agreement, specifying the procedures for making changes and obtaining necessary approvals. Types of Rhode Island Management Agreements between AMT and BMI: 1. Standard Management Agreement: This is the general form of the agreement that governs the relationship between AMT and BMI for most clients. It encompasses all the fundamental provisions and considerations mentioned above. 2. Customized Management Agreement: In certain cases, clients may have specific requirements or preferences that necessitate a customized management agreement. This type of agreement is tailored to meet the unique needs of these clients, while still ensuring compliance with the relevant regulations in Rhode Island. In conclusion, the Rhode Island Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. establishes a comprehensive framework for the provision of investment management services. It enables effective collaboration, promotes client satisfaction, and ensures compliance with Rhode Island's regulatory environment.
Rhode Island Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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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 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.
Neuberger Berman's range of fund types includes UCITS, QIAIFs and private funds, among others. They span asset classes, investment styles and geographies, offering investors a broad range of options to suit their investment objectives.
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.
Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.
Overview. Founded in 1939, Neuberger Berman is a privately held asset management firm, which is 100% owned by its employees.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.
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).