Tennessee Investment Management Agreement between Fund, Asia Management and NICAM

• Category: Corporations - Public - Investment Companies and Real Estate Investment Trusts (REIT)
• State: Multi-State
• Control #: US-CC-11-121
• Format: Word; Rich Text

Description

This is an Investment Management Agreement, to be used across the United States. An Investment Management Agreement increases the fee to be paid by a mutual fund, to the investment manager. Tennessee Investment Management Agreement: The Tennessee Investment Management Agreement between Fund, Asia Management, and CICAM is a legally binding document that outlines the terms and conditions of the investment management relationship between these parties. It sets forth the roles, responsibilities, and rights of each party involved, ensuring transparency and clarity throughout the investment process. Keywords: Tennessee, Investment Management Agreement, Fund, Asia Management, CICAM 1. Types of Tennessee Investment Management Agreement: a) General Tennessee Investment Management Agreement: This type of agreement establishes a broad framework for the investment management relationship between Fund, Asia Management, and CICAM. It covers all essential aspects of investment management, such as objective setting, investment guidelines, asset allocation, risk management, reporting, fee structure, and termination clauses. b) Fixed-Term Tennessee Investment Management Agreement: This agreement variant specifies a predetermined period during which Fund, Asia Management, and CICAM will enter into an investment management relationship. It outlines the terms and conditions that govern the relationship for the specified timeframe, including investment objectives, strategies, and performance metrics. c) Customized Tennessee Investment Management Agreement: This agreement type is tailored to meet specific requirements or objectives of Fund, Asia Management, and CICAM. It may include additional provisions, specific investment guidelines, or unique fee structures, providing a more personalized approach to the investment management relationship. d) Service-Specific Tennessee Investment Management Agreement: This type of agreement focuses on a particular service provided by Fund, Asia Management, or CICAM within the investment management context. For example, it may solely cover portfolio management, risk assessment, or asset allocation, depending on the parties' needs and preferences. e) Principal-Agent Tennessee Investment Management Agreement: In this agreement structure, Fund appoints Asia Management and CICAM as its agents to manage the investments on its behalf. The agreement sets forth the agent's fiduciary duty, authority, and limitations, ensuring that the agent acts in the best interest of Fund while adhering to the agreed investment guidelines. f) Discretionary Tennessee Investment Management Agreement: Under this agreement, Fund grants full discretionary authority to Asia Management and CICAM to make investment decisions on behalf of Fund. The agreement outlines the scope of this discretionary power, including risk tolerance, investment objectives, and portfolio composition. g) Non-Discretionary Tennessee Investment Management Agreement: In this type of agreement, Fund retains the authority to make final investment decisions, while Asia Management and CICAM provide advisory services and recommendations based on their expertise. The agreement clarifies the extent of advisory services, reporting requirements, and fee structures. In conclusion, the Tennessee Investment Management Agreement between Fund, Asia Management, and CICAM is a critical document that governs the investment management relationship between these entities. The types of agreements may vary based on specific needs and investment objectives, ensuring a customized approach and tailored solutions for each situation.

Tennessee Investment Management Agreement: The Tennessee Investment Management Agreement between Fund, Asia Management, and CICAM is a legally binding document that outlines the terms and conditions of the investment management relationship between these parties. It sets forth the roles, responsibilities, and rights of each party involved, ensuring transparency and clarity throughout the investment process. Keywords: Tennessee, Investment Management Agreement, Fund, Asia Management, CICAM 1. Types of Tennessee Investment Management Agreement: a) General Tennessee Investment Management Agreement: This type of agreement establishes a broad framework for the investment management relationship between Fund, Asia Management, and CICAM. It covers all essential aspects of investment management, such as objective setting, investment guidelines, asset allocation, risk management, reporting, fee structure, and termination clauses. b) Fixed-Term Tennessee Investment Management Agreement: This agreement variant specifies a predetermined period during which Fund, Asia Management, and CICAM will enter into an investment management relationship. It outlines the terms and conditions that govern the relationship for the specified timeframe, including investment objectives, strategies, and performance metrics. c) Customized Tennessee Investment Management Agreement: This agreement type is tailored to meet specific requirements or objectives of Fund, Asia Management, and CICAM. It may include additional provisions, specific investment guidelines, or unique fee structures, providing a more personalized approach to the investment management relationship. d) Service-Specific Tennessee Investment Management Agreement: This type of agreement focuses on a particular service provided by Fund, Asia Management, or CICAM within the investment management context. For example, it may solely cover portfolio management, risk assessment, or asset allocation, depending on the parties' needs and preferences. e) Principal-Agent Tennessee Investment Management Agreement: In this agreement structure, Fund appoints Asia Management and CICAM as its agents to manage the investments on its behalf. The agreement sets forth the agent's fiduciary duty, authority, and limitations, ensuring that the agent acts in the best interest of Fund while adhering to the agreed investment guidelines. f) Discretionary Tennessee Investment Management Agreement: Under this agreement, Fund grants full discretionary authority to Asia Management and CICAM to make investment decisions on behalf of Fund. The agreement outlines the scope of this discretionary power, including risk tolerance, investment objectives, and portfolio composition. g) Non-Discretionary Tennessee Investment Management Agreement: In this type of agreement, Fund retains the authority to make final investment decisions, while Asia Management and CICAM provide advisory services and recommendations based on their expertise. The agreement clarifies the extent of advisory services, reporting requirements, and fee structures. In conclusion, the Tennessee Investment Management Agreement between Fund, Asia Management, and CICAM is a critical document that governs the investment management relationship between these entities. The types of agreements may vary based on specific needs and investment objectives, ensuring a customized approach and tailored solutions for each situation.