Salt Lake Utah Investment Management Agreement between Fund, Asia Management and NICAM

• Category: Corporations - Public - Investment Companies and Real Estate Investment Trusts (REIT)
• State: Multi-State
• County: Salt Lake
• 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. Salt Lake Utah 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 between the parties involved. This agreement is designed to ensure efficient and effective management of investment portfolios in accordance with the specific goals and objectives of the fund. Key elements of the Salt Lake Utah Investment Management Agreement include the following: 1. Parties Involved: The agreement involves three primary parties — the Fund, which refers to an investment fund seeking management services, Asia Management, which represents the investment management firm, and CICAM, which denotes a regulatory authority or governing body overseeing investments. 2. Investment Objectives: The agreement clearly articulates the specific investment objectives of the Fund. These objectives can vary based on factors such as risk tolerance, time horizon, and financial goals. Common investment objectives may include capital appreciation, income generation, or a combination of both. 3. Scope of Services: The agreement defines the range of services to be provided by Asia Management to the Fund. These may encompass investment research, asset allocation, portfolio management, risk assessment, performance monitoring, and reporting. 4. Investment Restrictions: The agreement outlines any limitations or restrictions on the types of investments that can be made on behalf of the Fund. This can include restrictions on certain asset classes, geographic regions, industry sectors, or investment strategies. It also specifies any regulatory or legal compliance obligations that must be adhered to. 5. Fee Structure: The agreement stipulates the fee structure for Asia Management's services. This may involve a combination of management fees, performance-based fees, or other compensation arrangements based on the agreed-upon terms. 6. Termination Clause: The agreement contains provisions for termination, including circumstances under which either party can terminate the agreement and the notice period required. It may also detail any penalties or costs associated with early termination. Types of Salt Lake Utah Investment Management Agreements between Fund, Asia Management, and CICAM can include: 1. General Investment Management Agreement: This is a standard agreement covering a broad range of investment management services with a specific fund. 2. Customized Investment Management Agreement: This agreement incorporates tailor-made provisions to meet the unique investment objectives or strategies of a particular fund. 3. Limited Duration Investment Management Agreement: This agreement is valid for a fixed period or until a specific investment objective is achieved. It allows for flexibility in evaluating and renewing the partnership periodically. In conclusion, the Salt Lake Utah Investment Management Agreement between Fund, Asia Management, and CICAM establishes a framework for a professional relationship between these entities, ensuring the effective management of investment portfolios while adhering to relevant regulations and the specific goals of the Fund.

Salt Lake Utah 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 between the parties involved. This agreement is designed to ensure efficient and effective management of investment portfolios in accordance with the specific goals and objectives of the fund. Key elements of the Salt Lake Utah Investment Management Agreement include the following: 1. Parties Involved: The agreement involves three primary parties — the Fund, which refers to an investment fund seeking management services, Asia Management, which represents the investment management firm, and CICAM, which denotes a regulatory authority or governing body overseeing investments. 2. Investment Objectives: The agreement clearly articulates the specific investment objectives of the Fund. These objectives can vary based on factors such as risk tolerance, time horizon, and financial goals. Common investment objectives may include capital appreciation, income generation, or a combination of both. 3. Scope of Services: The agreement defines the range of services to be provided by Asia Management to the Fund. These may encompass investment research, asset allocation, portfolio management, risk assessment, performance monitoring, and reporting. 4. Investment Restrictions: The agreement outlines any limitations or restrictions on the types of investments that can be made on behalf of the Fund. This can include restrictions on certain asset classes, geographic regions, industry sectors, or investment strategies. It also specifies any regulatory or legal compliance obligations that must be adhered to. 5. Fee Structure: The agreement stipulates the fee structure for Asia Management's services. This may involve a combination of management fees, performance-based fees, or other compensation arrangements based on the agreed-upon terms. 6. Termination Clause: The agreement contains provisions for termination, including circumstances under which either party can terminate the agreement and the notice period required. It may also detail any penalties or costs associated with early termination. Types of Salt Lake Utah Investment Management Agreements between Fund, Asia Management, and CICAM can include: 1. General Investment Management Agreement: This is a standard agreement covering a broad range of investment management services with a specific fund. 2. Customized Investment Management Agreement: This agreement incorporates tailor-made provisions to meet the unique investment objectives or strategies of a particular fund. 3. Limited Duration Investment Management Agreement: This agreement is valid for a fixed period or until a specific investment objective is achieved. It allows for flexibility in evaluating and renewing the partnership periodically. In conclusion, the Salt Lake Utah Investment Management Agreement between Fund, Asia Management, and CICAM establishes a framework for a professional relationship between these entities, ensuring the effective management of investment portfolios while adhering to relevant regulations and the specific goals of the Fund.