This sample form, a detailed Management 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.
The Utah Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions of the partnership between the two entities in managing investment funds within the state of Utah. This agreement governs the roles, responsibilities, and obligations of both parties involved in managing these funds and aims to ensure compliance with applicable laws and regulations. This comprehensive agreement encompasses various key aspects, including investment strategies, risk management, fee structures, performance evaluation, and reporting requirements. It establishes the guidelines for the investment activities conducted by Advisers Managers Trust, including the selection of securities, asset allocation, and portfolio diversification, all in alignment with the objectives outlined by Berger and Berman Management Inc. Furthermore, this agreement emphasizes the fiduciary duty of Advisers Managers Trust towards the clients and the necessity to act in their best interests at all times. It specifies the level of care, skill, and diligence that the managers should apply in executing their responsibilities. Additionally, it includes provisions for confidentiality, non-disclosure, and potential conflicts of interest, aiming to maintain the integrity and confidentiality of sensitive information. The Utah Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. can be classified into various types based on the specific investment funds it governs. For instance: 1. Equity Fund Management Agreement: This type of agreement focuses on the management of equity funds, which primarily invest in stocks and other equity-related instruments. 2. Fixed Income Fund Management Agreement: This agreement pertains to the management of fixed income funds, which primarily invest in bonds, treasury bills, and other debt securities. 3. Balanced Fund Management Agreement: This type of agreement governs the management of balanced funds, which aim to maintain a diversified portfolio by investing in both equity and fixed income securities. 4. Index Fund Management Agreement: This agreement caters to the management of index funds, which aim to replicate the performance of a specific market index, such as the S&P 500. Each of these Utah Management Agreements may vary in their specific provisions and terms, depending on the nature of the investment funds and the investment strategies employed by Advisers Managers Trust in collaboration with Berger and Berman Management Inc.
The Utah Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions of the partnership between the two entities in managing investment funds within the state of Utah. This agreement governs the roles, responsibilities, and obligations of both parties involved in managing these funds and aims to ensure compliance with applicable laws and regulations. This comprehensive agreement encompasses various key aspects, including investment strategies, risk management, fee structures, performance evaluation, and reporting requirements. It establishes the guidelines for the investment activities conducted by Advisers Managers Trust, including the selection of securities, asset allocation, and portfolio diversification, all in alignment with the objectives outlined by Berger and Berman Management Inc. Furthermore, this agreement emphasizes the fiduciary duty of Advisers Managers Trust towards the clients and the necessity to act in their best interests at all times. It specifies the level of care, skill, and diligence that the managers should apply in executing their responsibilities. Additionally, it includes provisions for confidentiality, non-disclosure, and potential conflicts of interest, aiming to maintain the integrity and confidentiality of sensitive information. The Utah Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. can be classified into various types based on the specific investment funds it governs. For instance: 1. Equity Fund Management Agreement: This type of agreement focuses on the management of equity funds, which primarily invest in stocks and other equity-related instruments. 2. Fixed Income Fund Management Agreement: This agreement pertains to the management of fixed income funds, which primarily invest in bonds, treasury bills, and other debt securities. 3. Balanced Fund Management Agreement: This type of agreement governs the management of balanced funds, which aim to maintain a diversified portfolio by investing in both equity and fixed income securities. 4. Index Fund Management Agreement: This agreement caters to the management of index funds, which aim to replicate the performance of a specific market index, such as the S&P 500. Each of these Utah Management Agreements may vary in their specific provisions and terms, depending on the nature of the investment funds and the investment strategies employed by Advisers Managers Trust in collaboration with Berger and Berman Management Inc.