The Wyoming Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions regarding the management of specific assets or investment portfolios. This agreement establishes a unified understanding and cooperation between the involved parties, ensuring transparency, accountability, and adherence to regulatory requirements. Key parties involved: 1. Advisers Managers Trust: As a financial institution, it entrusts Berger and Berman Management Inc. with managing investment portfolios, providing expertise in asset allocation, risk management, and investment strategies. 2. Berger and Berman Management Inc.: This firm specializes in investment management and acts as a fiduciary on behalf of Advisers Managers Trust, diligently working to enhance portfolio performance, aligning investment goals with client objectives. Key provisions and terms: 1. Objective: The agreement specifies the primary objective and investment strategy to be employed by Berger and Berman Management Inc., such as growth, capital preservation, or income generation. This section clarifies the expected performance benchmarks or benchmarks to be used to evaluate success. 2. Scope of services: The agreement outlines the specific services to be provided by Berger and Berman Management Inc., including investment research, portfolio management, asset allocation, performance reporting, and client communication. 3. Fees and expenses: This section details the compensation structure for Berger and Berman Management Inc., specifying the management fees, advisory fees, distribution fees, and any other charges applicable to the assets under management. It also outlines any potential additional expenses, such as custodian fees or transaction costs. 4. Duration and termination: The agreement specifies the initial term and conditions for renewal or termination. It may include provisions for termination with cause, liquidation process, or circumstances under which either party can terminate the agreement. 5. Reporting and review: This section outlines the frequency, format, and content of performance reports to be provided by Berger and Berman Management Inc. It may also include provisions for periodic performance reviews and meetings between the parties involved. Types of Wyoming Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc.: 1. General Investment Management Agreement: This agreement covers the overall management of investment portfolios, taking into account the specific needs and preferences of Advisers Managers Trust. 2. Specific Asset Class Management Agreement: In some cases, a more specialized agreement may be established to delegate the management of specific asset classes, such as equity, fixed income, or alternative investments, to Berger and Berman Management Inc. 3. Wrap Fee Program Agreement: This type of agreement combines investment management services with other financial services, such as custody, brokerage, and administrative services, offering a comprehensive solution to Advisers Managers Trust clients. It is important for all parties involved to thoroughly review, understand, and seek legal counsel before entering into a Wyoming Management Agreement to ensure compliance with applicable laws, regulations, and industry best practices.
Wyoming Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
Category:
State:
Multi-State
Control #:
US-CC-7-628
Format:
Word;
Rich Text
Instant download
Description
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 Wyoming Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions regarding the management of specific assets or investment portfolios. This agreement establishes a unified understanding and cooperation between the involved parties, ensuring transparency, accountability, and adherence to regulatory requirements. Key parties involved: 1. Advisers Managers Trust: As a financial institution, it entrusts Berger and Berman Management Inc. with managing investment portfolios, providing expertise in asset allocation, risk management, and investment strategies. 2. Berger and Berman Management Inc.: This firm specializes in investment management and acts as a fiduciary on behalf of Advisers Managers Trust, diligently working to enhance portfolio performance, aligning investment goals with client objectives. Key provisions and terms: 1. Objective: The agreement specifies the primary objective and investment strategy to be employed by Berger and Berman Management Inc., such as growth, capital preservation, or income generation. This section clarifies the expected performance benchmarks or benchmarks to be used to evaluate success. 2. Scope of services: The agreement outlines the specific services to be provided by Berger and Berman Management Inc., including investment research, portfolio management, asset allocation, performance reporting, and client communication. 3. Fees and expenses: This section details the compensation structure for Berger and Berman Management Inc., specifying the management fees, advisory fees, distribution fees, and any other charges applicable to the assets under management. It also outlines any potential additional expenses, such as custodian fees or transaction costs. 4. Duration and termination: The agreement specifies the initial term and conditions for renewal or termination. It may include provisions for termination with cause, liquidation process, or circumstances under which either party can terminate the agreement. 5. Reporting and review: This section outlines the frequency, format, and content of performance reports to be provided by Berger and Berman Management Inc. It may also include provisions for periodic performance reviews and meetings between the parties involved. Types of Wyoming Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc.: 1. General Investment Management Agreement: This agreement covers the overall management of investment portfolios, taking into account the specific needs and preferences of Advisers Managers Trust. 2. Specific Asset Class Management Agreement: In some cases, a more specialized agreement may be established to delegate the management of specific asset classes, such as equity, fixed income, or alternative investments, to Berger and Berman Management Inc. 3. Wrap Fee Program Agreement: This type of agreement combines investment management services with other financial services, such as custody, brokerage, and administrative services, offering a comprehensive solution to Advisers Managers Trust clients. It is important for all parties involved to thoroughly review, understand, and seek legal counsel before entering into a Wyoming Management Agreement to ensure compliance with applicable laws, regulations, and industry best practices.
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