This sample form, a detailed Sub-advisory 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 Cook Illinois Sub-Advisory Agreement is a contractual arrangement entered into between Berger and Berman Management, Inc. (IBM) and Cook Illinois Corporation. This agreement outlines the terms and conditions under which IBM will act as a sub-advisor to Cook Illinois Corporation in regard to investment management services. Keyword: Cook Illinois Sub-Advisory Agreement, Berger and Berman Management, Inc., contractual arrangement, investment management services, sub-advisor, Cook Illinois Corporation. The primary focus of the Cook Illinois Sub-Advisory Agreement is to establish a clear understanding between IBM and Cook Illinois Corporation regarding the investment goals, strategies, and guidelines that will be followed during the management of Cook Illinois Corporation's assets. It ensures that IBM will act in the best interests of Cook Illinois Corporation and diligently execute the agreed-upon investment strategy. Keyword: investment goals, strategies, guidelines, management of assets, best interests, investment strategy. Under the Cook Illinois Sub-Advisory Agreement, IBM has the responsibility to provide Cook Illinois Corporation with regular reports and updates on the performance of the assets under management. These reports include detailed financial statements, investment summaries, and any relevant market analysis that may impact the investment strategy. Keyword: regular reports, performance, assets under management, financial statements, investment summaries, market analysis. Additionally, the Cook Illinois Sub-Advisory Agreement outlines the fees and compensation that IBM will receive for its services. The agreement specifies the basis of calculation for these fees, whether it is a percentage of assets under management, a fixed fee, or any other agreed-upon structure. Keyword: fees, compensation, percentage of assets under management, fixed fee, basis of calculation, agreed-upon structure. It is important to note that there may be different types of Cook Illinois Sub-Advisory Agreements offered by Berger and Berman Management, Inc. to cater to different investment strategies or specific client requirements. These variations may include tailored agreements for different client segments, alternative investment strategies, or specialized funds. Keyword: variations, tailored agreements, investment strategies, client requirements, alternative investment strategies, specialized funds. In conclusion, the Cook Illinois Sub-Advisory Agreement of Berger and Berman Management, Inc. is a contractual arrangement that outlines the responsibilities and obligations of IBM as a sub-advisor to Cook Illinois Corporation. The agreement focuses on investment management services, performance reporting, fees, and compensation. Potential variations of the agreement may exist to accommodate different investment strategies or client preferences.
The Cook Illinois Sub-Advisory Agreement is a contractual arrangement entered into between Berger and Berman Management, Inc. (IBM) and Cook Illinois Corporation. This agreement outlines the terms and conditions under which IBM will act as a sub-advisor to Cook Illinois Corporation in regard to investment management services. Keyword: Cook Illinois Sub-Advisory Agreement, Berger and Berman Management, Inc., contractual arrangement, investment management services, sub-advisor, Cook Illinois Corporation. The primary focus of the Cook Illinois Sub-Advisory Agreement is to establish a clear understanding between IBM and Cook Illinois Corporation regarding the investment goals, strategies, and guidelines that will be followed during the management of Cook Illinois Corporation's assets. It ensures that IBM will act in the best interests of Cook Illinois Corporation and diligently execute the agreed-upon investment strategy. Keyword: investment goals, strategies, guidelines, management of assets, best interests, investment strategy. Under the Cook Illinois Sub-Advisory Agreement, IBM has the responsibility to provide Cook Illinois Corporation with regular reports and updates on the performance of the assets under management. These reports include detailed financial statements, investment summaries, and any relevant market analysis that may impact the investment strategy. Keyword: regular reports, performance, assets under management, financial statements, investment summaries, market analysis. Additionally, the Cook Illinois Sub-Advisory Agreement outlines the fees and compensation that IBM will receive for its services. The agreement specifies the basis of calculation for these fees, whether it is a percentage of assets under management, a fixed fee, or any other agreed-upon structure. Keyword: fees, compensation, percentage of assets under management, fixed fee, basis of calculation, agreed-upon structure. It is important to note that there may be different types of Cook Illinois Sub-Advisory Agreements offered by Berger and Berman Management, Inc. to cater to different investment strategies or specific client requirements. These variations may include tailored agreements for different client segments, alternative investment strategies, or specialized funds. Keyword: variations, tailored agreements, investment strategies, client requirements, alternative investment strategies, specialized funds. In conclusion, the Cook Illinois Sub-Advisory Agreement of Berger and Berman Management, Inc. is a contractual arrangement that outlines the responsibilities and obligations of IBM as a sub-advisor to Cook Illinois Corporation. The agreement focuses on investment management services, performance reporting, fees, and compensation. Potential variations of the agreement may exist to accommodate different investment strategies or client preferences.