The Washington Sub-Advisory Agreement is a legal document established by Berger and Berman Management, Inc., a reputable investment management company. This agreement defines the terms and conditions of the sub-advisory relationship between Berger and Berman and its clients in the state of Washington. The agreement covers various key aspects such as investment strategies, fee structure, responsibilities, and termination provisions. Berger and Berman Management, Inc. offer various types of Washington Sub-Advisory Agreements tailored to meet the specific needs of their clients. Some of these types include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the management of equity investments in Washington. It outlines the investment objectives, guidelines, and restrictions for the equity portfolio managed by Berger and Berman. 2. Fixed Income Sub-Advisory Agreement: This agreement relates to the management of fixed income or bond investments within the state of Washington. It encompasses the strategies, duration, credit quality, and other crucial factors that govern the fixed income portfolio managed by Berger and Berman. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement involves the management of a diversified investment portfolio consisting of various asset classes, including equities, fixed income, and potentially other alternative investments. Berger and Berman create a tailored investment approach for Washington clients seeking a diversified portfolio. 4. Sustainable Investing Sub-Advisory Agreement: With a growing emphasis on sustainability, this agreement focuses on creating and managing investment portfolios aligned with Environmental, Social, and Governance (ESG) principles. Berger and Berman integrate sustainability factors into their investment process, addressing the unique preferences and values of clients in Washington who prioritize socially responsible investing. The Washington Sub-Advisory Agreement of Berger and Berman Management, Inc., ensures a transparent and mutually beneficial relationship between the company and its clients. It protects the interests of both parties and sets clear guidelines for investment management within the state of Washington. Clients can confidently rely on the expertise of Berger and Berman to navigate the complexities of the financial markets and achieve their investment goals.
Washington Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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