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

• Category: Corporations - Public - Restructuring
• State: Multi-State
• City: San Jose
• 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. A San Jose California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions agreed upon by the parties involved in the management of various assets and investments. This agreement typically covers the following aspects: 1. Parties involved: The agreement identifies the parties involved, including Advisers Managers Trust and Berger and Berman Management Inc. It clarifies the roles and responsibilities of each party throughout the duration of the agreement. 2. Asset management: The agreement outlines the specific assets and investments that will be managed by the parties. This may include stocks, bonds, real estate, or other financial instruments. 3. Investment objectives: The agreement defines the investment objectives to be pursued, such as capital preservation, growth, income generation, or a combination thereof. It ensures that both parties have a clear understanding of the goals and strategies to be employed. 4. Fee structure: The management agreement specifies the fees and compensation arrangements for the services provided by Advisers Managers Trust and Berger and Berman Management Inc. This includes management fees, performance fees, and any other associated costs. 5. Risk management: The agreement discusses the risk management strategies and practices being employed to mitigate potential risks and losses. It may include provisions for diversification, risk monitoring, and compliance with regulatory requirements. 6. Reporting and communication: The agreement establishes the frequency and format of reports that will be provided to clients by Advisers Managers Trust and Berger and Berman Management Inc. It ensures transparent communication regarding investment performance, account activity, and other relevant information. 7. Duration and termination: The agreement specifies the duration of the management relationship and the circumstances under which either party may terminate the agreement. It may also include provisions for the transfer of assets and obligations in case of termination. Some types of San Jose California Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may include: 1. Individual portfolio management agreement: This involves the management of assets and investments on an individual basis, typically tailored to the specific needs and objectives of the client. 2. Institutional portfolio management agreement: This type of agreement is designed for institutional clients, such as pension funds, endowments, or foundations. It involves the management of larger pools of assets and may incorporate additional provisions specific to institutional investors. 3. Collective investment scheme agreement: This agreement is related to the management of collective investment schemes, such as mutual funds or exchange-traded funds (ETFs). It outlines the responsibilities of Advisers Managers Trust and Berger and Berman Management Inc. in managing the pooled assets on behalf of multiple investors. In conclusion, a San Jose California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive contract that governs the management of assets and investments. It covers various aspects, including asset management, investment objectives, fee structure, risk management, reporting, and termination provisions. Different types of agreements may exist depending on the nature of the client relationship or the investment vehicle involved.

A San Jose California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions agreed upon by the parties involved in the management of various assets and investments. This agreement typically covers the following aspects: 1. Parties involved: The agreement identifies the parties involved, including Advisers Managers Trust and Berger and Berman Management Inc. It clarifies the roles and responsibilities of each party throughout the duration of the agreement. 2. Asset management: The agreement outlines the specific assets and investments that will be managed by the parties. This may include stocks, bonds, real estate, or other financial instruments. 3. Investment objectives: The agreement defines the investment objectives to be pursued, such as capital preservation, growth, income generation, or a combination thereof. It ensures that both parties have a clear understanding of the goals and strategies to be employed. 4. Fee structure: The management agreement specifies the fees and compensation arrangements for the services provided by Advisers Managers Trust and Berger and Berman Management Inc. This includes management fees, performance fees, and any other associated costs. 5. Risk management: The agreement discusses the risk management strategies and practices being employed to mitigate potential risks and losses. It may include provisions for diversification, risk monitoring, and compliance with regulatory requirements. 6. Reporting and communication: The agreement establishes the frequency and format of reports that will be provided to clients by Advisers Managers Trust and Berger and Berman Management Inc. It ensures transparent communication regarding investment performance, account activity, and other relevant information. 7. Duration and termination: The agreement specifies the duration of the management relationship and the circumstances under which either party may terminate the agreement. It may also include provisions for the transfer of assets and obligations in case of termination. Some types of San Jose California Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may include: 1. Individual portfolio management agreement: This involves the management of assets and investments on an individual basis, typically tailored to the specific needs and objectives of the client. 2. Institutional portfolio management agreement: This type of agreement is designed for institutional clients, such as pension funds, endowments, or foundations. It involves the management of larger pools of assets and may incorporate additional provisions specific to institutional investors. 3. Collective investment scheme agreement: This agreement is related to the management of collective investment schemes, such as mutual funds or exchange-traded funds (ETFs). It outlines the responsibilities of Advisers Managers Trust and Berger and Berman Management Inc. in managing the pooled assets on behalf of multiple investors. In conclusion, a San Jose California Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive contract that governs the management of assets and investments. It covers various aspects, including asset management, investment objectives, fee structure, risk management, reporting, and termination provisions. Different types of agreements may exist depending on the nature of the client relationship or the investment vehicle involved.