Alameda California Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• County: Alameda
• Control #: US-CC-7-628
• Format: Word; Rich Text

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 Alameda California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally-binding document that outlines the terms and conditions of the partnership between these two entities. This agreement establishes a framework for effective collaboration and ensures that both parties are aligned in their goals and responsibilities. The Alameda California Management Agreement covers various aspects, including investment management, consultancy services, and client representation. It is designed to protect the interests of all parties involved and lays out the rights, obligations, and restrictions for both Advisers Managers Trust and Berger and Berman Management Inc. Key provisions typically included in the Alameda California Management Agreement are: 1. Scope of Services: The agreement outlines the specific services provided by Berger and Berman Management Inc., such as portfolio management, research, risk assessment, and investment advice. It clarifies the responsibilities of Advisers Managers Trust regarding client communication, reporting, and fee schedules. 2. Duration of Agreement: This section details the length of the agreement, specifying the start and end dates. It may also include conditions for renewing or terminating the agreement. 3. Compensation and Fees: The Alameda California Management Agreement outlines the fee structure for the services provided by Berger and Berman Management Inc. This may include management fees, performance-based fees, and any other applicable charges. 4. Investment Objectives and Restrictions: The agreement defines the investment objectives, risk tolerance, and asset allocation limits agreed upon by the parties. It may also include any restrictions on investment strategies, asset types, or geographies. 5. Client Confidentiality: Both Advisers Managers Trust and Berger and Berman Management Inc. commit to maintaining client confidentiality and safeguarding sensitive information. This section outlines the protocols and measures to be implemented to protect client privacy. 6. Indemnification and Liability: The agreement identifies the responsibility and liability of each party. It may include provisions for indemnification, outlining the conditions under which one party may be held responsible for losses or damages incurred by the other. There may be different types of Alameda California Management Agreements between the Advisers Managers Trust and Berger and Berman Management Inc., depending on the specific services offered or the nature of the partnership. Some variations may include: 1. Investment Management Agreement: This type of agreement primarily focuses on the provision of investment management services by Berger and Berman Management Inc., with specific terms around investment strategies, risk management, and performance benchmarks. 2. Consultancy Agreement: A consultancy agreement may be established in cases where Berger and Berman Management Inc. offers specialized advisory services to Advisers Managers Trust. This could include expert guidance on financial planning, regulatory compliance, or market research. 3. Outsourced Portfolio Management Agreement: In this type of agreement, Advisers Managers Trust may fully or partially outsource their portfolio management responsibilities to Berger and Berman Management Inc. This allows for increased efficiency and expertise in managing investment portfolios on behalf of clients. In conclusion, the Alameda California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive document that governs their partnership, ensuring clarity, accountability, and the achievement of mutually defined investment goals.

The Alameda California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally-binding document that outlines the terms and conditions of the partnership between these two entities. This agreement establishes a framework for effective collaboration and ensures that both parties are aligned in their goals and responsibilities. The Alameda California Management Agreement covers various aspects, including investment management, consultancy services, and client representation. It is designed to protect the interests of all parties involved and lays out the rights, obligations, and restrictions for both Advisers Managers Trust and Berger and Berman Management Inc. Key provisions typically included in the Alameda California Management Agreement are: 1. Scope of Services: The agreement outlines the specific services provided by Berger and Berman Management Inc., such as portfolio management, research, risk assessment, and investment advice. It clarifies the responsibilities of Advisers Managers Trust regarding client communication, reporting, and fee schedules. 2. Duration of Agreement: This section details the length of the agreement, specifying the start and end dates. It may also include conditions for renewing or terminating the agreement. 3. Compensation and Fees: The Alameda California Management Agreement outlines the fee structure for the services provided by Berger and Berman Management Inc. This may include management fees, performance-based fees, and any other applicable charges. 4. Investment Objectives and Restrictions: The agreement defines the investment objectives, risk tolerance, and asset allocation limits agreed upon by the parties. It may also include any restrictions on investment strategies, asset types, or geographies. 5. Client Confidentiality: Both Advisers Managers Trust and Berger and Berman Management Inc. commit to maintaining client confidentiality and safeguarding sensitive information. This section outlines the protocols and measures to be implemented to protect client privacy. 6. Indemnification and Liability: The agreement identifies the responsibility and liability of each party. It may include provisions for indemnification, outlining the conditions under which one party may be held responsible for losses or damages incurred by the other. There may be different types of Alameda California Management Agreements between the Advisers Managers Trust and Berger and Berman Management Inc., depending on the specific services offered or the nature of the partnership. Some variations may include: 1. Investment Management Agreement: This type of agreement primarily focuses on the provision of investment management services by Berger and Berman Management Inc., with specific terms around investment strategies, risk management, and performance benchmarks. 2. Consultancy Agreement: A consultancy agreement may be established in cases where Berger and Berman Management Inc. offers specialized advisory services to Advisers Managers Trust. This could include expert guidance on financial planning, regulatory compliance, or market research. 3. Outsourced Portfolio Management Agreement: In this type of agreement, Advisers Managers Trust may fully or partially outsource their portfolio management responsibilities to Berger and Berman Management Inc. This allows for increased efficiency and expertise in managing investment portfolios on behalf of clients. In conclusion, the Alameda California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive document that governs their partnership, ensuring clarity, accountability, and the achievement of mutually defined investment goals.