San Antonio Texas Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• City: San Antonio
• 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. San Antonio Texas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. outlines the terms and conditions agreed upon between the two parties for the management of assets and funds within the San Antonio area. This agreement serves as a legally binding contract that defines the rights, responsibilities, and expectations of both Advisers Managers Trust and Berger and Berman Management Inc. In this Management Agreement, the keyword "San Antonio Texas" highlights the geographical location of the agreement, indicating that the assets and funds being managed are primarily related to this specific region. This signifies that both parties have a focus on the financial activities within San Antonio and are committed to providing efficient and effective management services to clients in the area. The Agreement describes the roles and responsibilities of each party. Advisers Managers Trust is a trusted management company that specializes in providing financial advisory services, investment management, and administrative support. Berger and Berman Management Inc. is a renowned investment management firm, known for its expertise in asset management, wealth planning, and portfolio management. The Management Agreement includes various clauses addressing key areas such as: 1. Investment Policies: This section outlines the investment strategies, risk tolerance, and objectives agreed upon by both parties. It provides a framework for managing the assets and funds in a manner that aligns with the agreed-upon goals. 2. Fee Structure: The agreement clearly defines the fee structure that Advisers Managers Trust and Berger and Berman Management Inc. will employ for their services. This could include management fees based on a percentage of assets under management or a flat fee. 3. Reporting and Review: The agreement stipulates the process for regular reporting and review of the managed assets and funds. It specifies the frequency and format of reports, ensuring transparency and accountability. 4. Termination Clause: This section details the conditions and procedures for terminating the agreement, including any notice periods and potential penalties. Types of San Antonio Texas Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may include variations based on specific asset classes, investment vehicles, or client preferences. For example: 1. Real Estate Management Agreement: This type of agreement focuses on the management of real estate assets within the San Antonio area, involving property management, tenant relations, and lease administration. 2. Mutual Fund Management Agreement: This agreement pertains to the management of mutual funds, highlighting the responsibilities and obligations of both parties in terms of investment decisions, fund administration, and compliance with regulations. 3. Private Equity Management Agreement: This type of agreement is tailored for managing private equity investments in San Antonio. It includes provisions for deal sourcing, due diligence, investment structuring, and exit strategies. By tailoring the Management Agreement to specific asset classes or investment vehicles, Advisers Managers Trust and Berger and Berman Management Inc. cater to the diverse needs of clients and deliver focused solutions in the San Antonio Texas market.

San Antonio Texas Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. outlines the terms and conditions agreed upon between the two parties for the management of assets and funds within the San Antonio area. This agreement serves as a legally binding contract that defines the rights, responsibilities, and expectations of both Advisers Managers Trust and Berger and Berman Management Inc. In this Management Agreement, the keyword "San Antonio Texas" highlights the geographical location of the agreement, indicating that the assets and funds being managed are primarily related to this specific region. This signifies that both parties have a focus on the financial activities within San Antonio and are committed to providing efficient and effective management services to clients in the area. The Agreement describes the roles and responsibilities of each party. Advisers Managers Trust is a trusted management company that specializes in providing financial advisory services, investment management, and administrative support. Berger and Berman Management Inc. is a renowned investment management firm, known for its expertise in asset management, wealth planning, and portfolio management. The Management Agreement includes various clauses addressing key areas such as: 1. Investment Policies: This section outlines the investment strategies, risk tolerance, and objectives agreed upon by both parties. It provides a framework for managing the assets and funds in a manner that aligns with the agreed-upon goals. 2. Fee Structure: The agreement clearly defines the fee structure that Advisers Managers Trust and Berger and Berman Management Inc. will employ for their services. This could include management fees based on a percentage of assets under management or a flat fee. 3. Reporting and Review: The agreement stipulates the process for regular reporting and review of the managed assets and funds. It specifies the frequency and format of reports, ensuring transparency and accountability. 4. Termination Clause: This section details the conditions and procedures for terminating the agreement, including any notice periods and potential penalties. Types of San Antonio Texas Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may include variations based on specific asset classes, investment vehicles, or client preferences. For example: 1. Real Estate Management Agreement: This type of agreement focuses on the management of real estate assets within the San Antonio area, involving property management, tenant relations, and lease administration. 2. Mutual Fund Management Agreement: This agreement pertains to the management of mutual funds, highlighting the responsibilities and obligations of both parties in terms of investment decisions, fund administration, and compliance with regulations. 3. Private Equity Management Agreement: This type of agreement is tailored for managing private equity investments in San Antonio. It includes provisions for deal sourcing, due diligence, investment structuring, and exit strategies. By tailoring the Management Agreement to specific asset classes or investment vehicles, Advisers Managers Trust and Berger and Berman Management Inc. cater to the diverse needs of clients and deliver focused solutions in the San Antonio Texas market.