Contra Costa California Investment Management Agreement between Fund, Asia Management and NICAM

• Category: Corporations - Public - Investment Companies and Real Estate Investment Trusts (REIT)
• State: Multi-State
• County: Contra Costa
• Control #: US-CC-11-121
• Format: Word; Rich Text

Description

This is an Investment Management Agreement, to be used across the United States. An Investment Management Agreement increases the fee to be paid by a mutual fund, to the investment manager. The Contra Costa California Investment Management Agreement between Fund, Asia Management, and CICAM is a legally binding document that outlines the terms and conditions of the investment management relationship. This agreement governs the relationship between the Fund, which is the entity looking to invest its assets, Asia Management, which acts as the investment manager, and CICAM, which provides investment advisory services. This agreement is designed to protect the interests of all parties involved and ensures transparency and accountability in the investment management process. It outlines the roles and responsibilities of each party and defines the objectives and investment strategies to be pursued. The Contra Costa California Investment Management Agreement includes various essential components that encompass the following keywords: 1. Parties: It identifies the Fund, Asia Management, and CICAM as the signatories to the agreement. 2. Objectives: This section outlines the investment objectives of the Fund, such as capital growth, income generation, or risk mitigation. 3. Investment Guidelines: It specifies the guidelines and restrictions for the investment manager, including asset allocation, risk parameters, and any ethical or socially responsible investment considerations. 4. Investment strategies: This section describes the investment strategies that will be employed to achieve the Fund's objectives, such as active or passive management, value or growth investing, or a combination of various approaches. 5. Performance Benchmark: It defines the benchmark against which the performance of the investment manager will be measured. This benchmark helps assess the manager's ability to add value and outperform or track the market. 6. Reporting and Communication: The agreement establishes the frequency and format of performance reports, as well as the regularity of communication between the investment manager and the Fund. 7. Fees and Compensation: It outlines the compensation structure for the investment manager, including management fees, performance fees, and any other related expenses. 8. Termination: This section covers the conditions under which the agreement can be terminated by either party, including notice periods and potential penalties. Different types of Contra Costa California Investment Management Agreements between Fund, Asia Management, and CICAM may vary depending on factors such as the size of the Fund, the investment objectives, and the investment strategies employed. For example, there may be separate agreements for different asset classes, such as equities, fixed income, or alternative investments. Alternatively, there could be variations in fee structures or additional provisions for specific types of funds, such as pension funds or endowments. In summary, the Contra Costa California Investment Management Agreement establishes the terms and conditions governing the partnership between the Fund, Asia Management, and CICAM. It provides a comprehensive framework for managing investments and ensuring that the interests of all parties involved are protected.

The Contra Costa California Investment Management Agreement between Fund, Asia Management, and CICAM is a legally binding document that outlines the terms and conditions of the investment management relationship. This agreement governs the relationship between the Fund, which is the entity looking to invest its assets, Asia Management, which acts as the investment manager, and CICAM, which provides investment advisory services. This agreement is designed to protect the interests of all parties involved and ensures transparency and accountability in the investment management process. It outlines the roles and responsibilities of each party and defines the objectives and investment strategies to be pursued. The Contra Costa California Investment Management Agreement includes various essential components that encompass the following keywords: 1. Parties: It identifies the Fund, Asia Management, and CICAM as the signatories to the agreement. 2. Objectives: This section outlines the investment objectives of the Fund, such as capital growth, income generation, or risk mitigation. 3. Investment Guidelines: It specifies the guidelines and restrictions for the investment manager, including asset allocation, risk parameters, and any ethical or socially responsible investment considerations. 4. Investment strategies: This section describes the investment strategies that will be employed to achieve the Fund's objectives, such as active or passive management, value or growth investing, or a combination of various approaches. 5. Performance Benchmark: It defines the benchmark against which the performance of the investment manager will be measured. This benchmark helps assess the manager's ability to add value and outperform or track the market. 6. Reporting and Communication: The agreement establishes the frequency and format of performance reports, as well as the regularity of communication between the investment manager and the Fund. 7. Fees and Compensation: It outlines the compensation structure for the investment manager, including management fees, performance fees, and any other related expenses. 8. Termination: This section covers the conditions under which the agreement can be terminated by either party, including notice periods and potential penalties. Different types of Contra Costa California Investment Management Agreements between Fund, Asia Management, and CICAM may vary depending on factors such as the size of the Fund, the investment objectives, and the investment strategies employed. For example, there may be separate agreements for different asset classes, such as equities, fixed income, or alternative investments. Alternatively, there could be variations in fee structures or additional provisions for specific types of funds, such as pension funds or endowments. In summary, the Contra Costa California Investment Management Agreement establishes the terms and conditions governing the partnership between the Fund, Asia Management, and CICAM. It provides a comprehensive framework for managing investments and ensuring that the interests of all parties involved are protected.