The Washington Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of their professional relationship. This agreement pertains to the management of assets and investments in Washington state. Keywords: Washington Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., assets, investments, Washington state There may be different types of Washington Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc., each tailored to specific investment strategies or client requirements. Some possible types of agreements include: 1. General Investment Management Agreement: This type of agreement covers the overall management of a client's investment portfolio in Washington state, including asset allocation, risk management, and performance reporting. 2. Discretionary Management Agreement: This agreement grants Berger and Berman Management Inc. the authority to make investment decisions on behalf of the client without seeking prior approval for each transaction. The client establishes guidelines, investment objectives, and risk tolerance, and the manager has the discretion to execute investment strategies accordingly. 3. Non-Discretionary Management Agreement: In this type of agreement, the client retains full control over investment decisions, and Berger and Berman Management Inc. acts solely as an adviser, providing recommendations based on their expertise. The client approves and executes all investment transactions themselves. 4. Specialty Investment Management Agreement: This agreement is designed for clients with specific investment restrictions, such as ethical or environmental preferences. Berger and Berman Management Inc. conforms its investment strategies to align with these restrictions, ensuring that the client's values are upheld while managing their assets in Washington state. 5. Fixed-Term Management Agreement: In this case, the agreement has a specific duration or end date, typically agreed upon by both parties. It establishes the scope of management services to be provided by Berger and Berman Management Inc. during the predetermined period in Washington state. Each of these Washington Management Agreements serves to formalize the relationship between Advisers Managers Trust and Berger and Berman Management Inc. while outlining the responsibilities, expectations, and investment strategies involved in managing assets in compliance with Washington state regulations and the client's preferences.
Washington Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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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).
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.
For nine consecutive years, Neuberger Berman has been named first or second in Pensions & Investment's Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $436 billion in client assets as of March 31, 2023.
Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors. Neuberger Berman is an independent, employee majority-controlled global asset management firm.
Neuberger Berman actively manages over $120bn2 of assets across its private equity platform and has been a private markets investor for more than 30 years. We believe our position within the private equity ecosystem provides differentiated access to investment opportunities as well as enhanced information.
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.