The Wisconsin Sub-Advisory Agreement is a legal document between Berger and Berman Management, Inc. (IBM) and a sub-advisor based in Wisconsin. This agreement outlines the terms and conditions under which the sub-advisor will provide advisory services to IBM for certain investment strategies or funds. Keywords: Wisconsin, Sub-Advisory Agreement, Berger and Berman Management, Inc., legal document, sub-advisor, investment strategies, funds. Types of Wisconsin Sub-Advisory Agreements by Berger and Berman Management, Inc.: 1. Wisconsin Equity Sub-Advisory Agreement: This type of agreement focuses on the sub-advisory services provided by a Wisconsin-based sub-advisor for equity investment strategies managed by IBM. It includes details on the scope of services, compensation, responsibilities, termination clauses, and other relevant provisions specific to equity investments. Keywords: Wisconsin, Equity, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, responsibilities, termination clauses. 2. Wisconsin Fixed Income Sub-Advisory Agreement: This agreement pertains to the sub-advisory services for fixed income investment strategies offered by IBM. It specifies the roles and obligations of the Wisconsin sub-advisor, compensation terms, compliance requirements, confidentiality measures, and termination clauses applicable to fixed income investments. Keywords: Wisconsin, Fixed Income, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, compliance requirements, confidentiality, termination clauses. 3. Wisconsin Real Estate Sub-Advisory Agreement: In this agreement, IBM engages a Wisconsin-based sub-advisor to provide advisory services specifically for real estate investment strategies. The document outlines the responsibilities of the sub-advisor, compensation structure, reporting requirements, confidentiality obligations, and other provisions relevant to real estate investments. Keywords: Wisconsin, Real Estate, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, reporting requirements, confidentiality, responsibilities. 4. Wisconsin Wealth Management Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services for IBM's wealth management offerings. It includes the rights and obligations of the Wisconsin sub-advisor in advising on wealth management strategies, the compensation arrangement, compliance requirements, termination provisions, and any specific considerations related to wealth management. Keywords: Wisconsin, Wealth Management, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, advisory services, compensation, compliance requirements, termination provisions.
The Wisconsin Sub-Advisory Agreement is a legal document between Berger and Berman Management, Inc. (IBM) and a sub-advisor based in Wisconsin. This agreement outlines the terms and conditions under which the sub-advisor will provide advisory services to IBM for certain investment strategies or funds. Keywords: Wisconsin, Sub-Advisory Agreement, Berger and Berman Management, Inc., legal document, sub-advisor, investment strategies, funds. Types of Wisconsin Sub-Advisory Agreements by Berger and Berman Management, Inc.: 1. Wisconsin Equity Sub-Advisory Agreement: This type of agreement focuses on the sub-advisory services provided by a Wisconsin-based sub-advisor for equity investment strategies managed by IBM. It includes details on the scope of services, compensation, responsibilities, termination clauses, and other relevant provisions specific to equity investments. Keywords: Wisconsin, Equity, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, responsibilities, termination clauses. 2. Wisconsin Fixed Income Sub-Advisory Agreement: This agreement pertains to the sub-advisory services for fixed income investment strategies offered by IBM. It specifies the roles and obligations of the Wisconsin sub-advisor, compensation terms, compliance requirements, confidentiality measures, and termination clauses applicable to fixed income investments. Keywords: Wisconsin, Fixed Income, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, compliance requirements, confidentiality, termination clauses. 3. Wisconsin Real Estate Sub-Advisory Agreement: In this agreement, IBM engages a Wisconsin-based sub-advisor to provide advisory services specifically for real estate investment strategies. The document outlines the responsibilities of the sub-advisor, compensation structure, reporting requirements, confidentiality obligations, and other provisions relevant to real estate investments. Keywords: Wisconsin, Real Estate, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, investment strategies, compensation, reporting requirements, confidentiality, responsibilities. 4. Wisconsin Wealth Management Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services for IBM's wealth management offerings. It includes the rights and obligations of the Wisconsin sub-advisor in advising on wealth management strategies, the compensation arrangement, compliance requirements, termination provisions, and any specific considerations related to wealth management. Keywords: Wisconsin, Wealth Management, Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, advisory services, compensation, compliance requirements, termination provisions.
