Franklin Ohio Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• County: Franklin
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

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 Franklin Ohio Sub-Advisory Agreement refers to a specific contract entered into between Franklin Ohio and Berger and Berman Management, Inc. The agreement outlines the terms and conditions under which Berger and Berman will act as a sub-advisor for Franklin Ohio in managing their investment portfolios. Berger and Berman Management, Inc. is a renowned investment management firm with expertise in various financial markets and asset classes. By entering into a sub-advisory agreement, Franklin Ohio can benefit from the knowledge and experience of Berger and Berman in optimizing their investment strategies. The content of the Franklin Ohio Sub-Advisory Agreement typically covers the following key aspects: 1. Parties Involved: The agreement will clearly identify the parties involved, namely Franklin Ohio and Berger and Berman Management, Inc. 2. Scope of Engagement: The agreement specifies the scope of the sub-advisory engagement, outlining the specific investment portfolios or strategies that Berger and Berman will manage on behalf of Franklin Ohio. 3. Investment Objectives and Guidelines: The agreement details the investment objectives and guidelines that Berger and Berman must adhere to while managing Franklin Ohio's assets. This may include target returns, risk tolerance, specific asset classes, and any constraints or limitations. 4. Reporting and Communication: The agreement sets out the frequency and format of reporting requirements from Berger and Berman to Franklin Ohio. This includes performance reports, investment analysis, and other pertinent information necessary for monitoring and evaluation. 5. Compensation and Fees: The agreement states the compensation structure and fees payable to Berger and Berman for their services. This may include a management fee, performance-based incentives, or any other payment arrangements agreed upon. 6. Termination and Amendments: The agreement specifies the conditions under which either party can terminate the engagement and the process for amending the agreement if necessary. It is important to note that the Franklin Ohio Sub-Advisory Agreement may have variations or additional clauses depending on the specific investment strategies or asset classes involved. For example, there may be separate agreements for equity, fixed income, or alternative investment portfolios. Each agreement would outline the unique terms and conditions relevant to that specific investment area. In conclusion, the Franklin Ohio Sub-Advisory Agreement between Franklin Ohio and Berger and Berman Management, Inc. governs the relationship and responsibilities between the two entities in managing investment portfolios. A comprehensive and well-defined agreement ensures transparency, accountability, and alignment of objectives, ultimately benefiting Franklin Ohio and their investment endeavors.

The Franklin Ohio Sub-Advisory Agreement refers to a specific contract entered into between Franklin Ohio and Berger and Berman Management, Inc. The agreement outlines the terms and conditions under which Berger and Berman will act as a sub-advisor for Franklin Ohio in managing their investment portfolios. Berger and Berman Management, Inc. is a renowned investment management firm with expertise in various financial markets and asset classes. By entering into a sub-advisory agreement, Franklin Ohio can benefit from the knowledge and experience of Berger and Berman in optimizing their investment strategies. The content of the Franklin Ohio Sub-Advisory Agreement typically covers the following key aspects: 1. Parties Involved: The agreement will clearly identify the parties involved, namely Franklin Ohio and Berger and Berman Management, Inc. 2. Scope of Engagement: The agreement specifies the scope of the sub-advisory engagement, outlining the specific investment portfolios or strategies that Berger and Berman will manage on behalf of Franklin Ohio. 3. Investment Objectives and Guidelines: The agreement details the investment objectives and guidelines that Berger and Berman must adhere to while managing Franklin Ohio's assets. This may include target returns, risk tolerance, specific asset classes, and any constraints or limitations. 4. Reporting and Communication: The agreement sets out the frequency and format of reporting requirements from Berger and Berman to Franklin Ohio. This includes performance reports, investment analysis, and other pertinent information necessary for monitoring and evaluation. 5. Compensation and Fees: The agreement states the compensation structure and fees payable to Berger and Berman for their services. This may include a management fee, performance-based incentives, or any other payment arrangements agreed upon. 6. Termination and Amendments: The agreement specifies the conditions under which either party can terminate the engagement and the process for amending the agreement if necessary. It is important to note that the Franklin Ohio Sub-Advisory Agreement may have variations or additional clauses depending on the specific investment strategies or asset classes involved. For example, there may be separate agreements for equity, fixed income, or alternative investment portfolios. Each agreement would outline the unique terms and conditions relevant to that specific investment area. In conclusion, the Franklin Ohio Sub-Advisory Agreement between Franklin Ohio and Berger and Berman Management, Inc. governs the relationship and responsibilities between the two entities in managing investment portfolios. A comprehensive and well-defined agreement ensures transparency, accountability, and alignment of objectives, ultimately benefiting Franklin Ohio and their investment endeavors.