King Washington Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• County: King
• 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 King Washington Sub-Advisory Agreement is a contractual arrangement between Berger and Berman Management, Inc. and King Washington, outlining the terms and conditions under which King Washington will serve as a sub-advisor to Berger and Berman Management. This agreement is crucial for establishing a clear understanding of the roles, responsibilities, and compensation involved in the sub-advisory relationship. In this agreement, it is essential to define the scope of services that King Washington will provide as a sub-advisor. This may include investment advisory services, asset allocation recommendations, portfolio analysis, risk assessment, and other related functions. By establishing the specific services to be rendered, both parties can align their expectations and ensure a smooth collaboration. Furthermore, the agreement should outline the duration of the sub-advisory relationship. This could be a fixed term, such as a one-year agreement, or an open-ended arrangement with the provision for termination by either party. By clarifying the time frame, both Berger and Berman Management and King Washington can plan accordingly and evaluate the efficacy of the partnership over time. Compensation is a critical aspect of any sub-advisory agreement, and the King Washington Sub-Advisory Agreement should outline the fee structure. This may include a percentage of assets under management, a fixed fee, a performance-based component, or a combination of these factors. Clearly defining the compensation terms ensures fairness and transparency in the relationship. Additionally, the agreement may include provisions regarding confidentiality, conflicts of interest, termination, and dispute resolution. These clauses help protect the interests of both parties and establish guidelines for handling any disagreements or breaches of the agreement. If there are different types of King Washington Sub-Advisory Agreements of Berger and Berman Management, Inc., they might be categorized based on specific investment strategies, asset classes, or regions. For example, there could be a King Washington Sub-Advisory Agreement focused on international equities, bond investments, or alternative investments. Each agreement would outline the unique terms and objectives based on the specific area of expertise that King Washington brings to the partnership. In summary, the King Washington Sub-Advisory Agreement of Berger and Berman Management, Inc. is a comprehensive contract delineating the sub-advisory relationship, services provided, compensation, and other essential terms. By delineating these details, the agreement ensures a clear understanding between the parties and facilitates a successful collaboration in managing investment portfolios.

The King Washington Sub-Advisory Agreement is a contractual arrangement between Berger and Berman Management, Inc. and King Washington, outlining the terms and conditions under which King Washington will serve as a sub-advisor to Berger and Berman Management. This agreement is crucial for establishing a clear understanding of the roles, responsibilities, and compensation involved in the sub-advisory relationship. In this agreement, it is essential to define the scope of services that King Washington will provide as a sub-advisor. This may include investment advisory services, asset allocation recommendations, portfolio analysis, risk assessment, and other related functions. By establishing the specific services to be rendered, both parties can align their expectations and ensure a smooth collaboration. Furthermore, the agreement should outline the duration of the sub-advisory relationship. This could be a fixed term, such as a one-year agreement, or an open-ended arrangement with the provision for termination by either party. By clarifying the time frame, both Berger and Berman Management and King Washington can plan accordingly and evaluate the efficacy of the partnership over time. Compensation is a critical aspect of any sub-advisory agreement, and the King Washington Sub-Advisory Agreement should outline the fee structure. This may include a percentage of assets under management, a fixed fee, a performance-based component, or a combination of these factors. Clearly defining the compensation terms ensures fairness and transparency in the relationship. Additionally, the agreement may include provisions regarding confidentiality, conflicts of interest, termination, and dispute resolution. These clauses help protect the interests of both parties and establish guidelines for handling any disagreements or breaches of the agreement. If there are different types of King Washington Sub-Advisory Agreements of Berger and Berman Management, Inc., they might be categorized based on specific investment strategies, asset classes, or regions. For example, there could be a King Washington Sub-Advisory Agreement focused on international equities, bond investments, or alternative investments. Each agreement would outline the unique terms and objectives based on the specific area of expertise that King Washington brings to the partnership. In summary, the King Washington Sub-Advisory Agreement of Berger and Berman Management, Inc. is a comprehensive contract delineating the sub-advisory relationship, services provided, compensation, and other essential terms. By delineating these details, the agreement ensures a clear understanding between the parties and facilitates a successful collaboration in managing investment portfolios.