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 Mecklenburg North Carolina Sub-Advisory Agreement of Berger and Berman Management, Inc., is a legal contract that establishes the terms and conditions under which Berger and Berman Management, Inc. ("IBM") will provide sub-advisory services in Mecklenburg County, North Carolina. This agreement outlines the rights and responsibilities of both parties involved in the provision of investment management services. Berger and Berman Management, Inc. is a trusted and highly regarded investment advisory firm known for its extensive experience and expertise in managing assets for institutional investors. Located in New York City, the firm has an established reputation for delivering exceptional investment solutions across various asset classes. The Mecklenburg North Carolina Sub-Advisory Agreement signifies IBM's expansion into Mecklenburg County, providing its world-class investment management services to a new clientele. The agreement highlights the specific duties and obligations of IBM as the sub-advisor, which may include portfolio construction, asset allocation, securities analysis, risk management, and reporting. It will also outline the investment strategies to be employed and the level of discretion IBM will have in managing the assets of Mecklenburg County. Moreover, the agreement addresses various administrative matters, such as the compensation structure, reporting requirements, and termination conditions. It ensures that both parties are in mutual agreement regarding the fee structure, frequency of performance reports, and compliance with applicable laws and regulations. There may be different types of Mecklenburg North Carolina Sub-Advisory Agreements offered by Berger and Berman Management, Inc., tailored to the specific needs and objectives of clients. These may include agreements for local government entities, pension funds, endowments, foundations, or other institutional investors. In summary, the Mecklenburg North Carolina Sub-Advisory Agreement of Berger and Berman Management, Inc., establishes the framework for the provision of investment management services in Mecklenburg County. By entering into this agreement, clients can benefit from IBM's vast expertise and reputable track record in the management of institutional assets, ensuring a sound and diligent approach to their investment needs.
The Mecklenburg North Carolina Sub-Advisory Agreement of Berger and Berman Management, Inc., is a legal contract that establishes the terms and conditions under which Berger and Berman Management, Inc. ("IBM") will provide sub-advisory services in Mecklenburg County, North Carolina. This agreement outlines the rights and responsibilities of both parties involved in the provision of investment management services. Berger and Berman Management, Inc. is a trusted and highly regarded investment advisory firm known for its extensive experience and expertise in managing assets for institutional investors. Located in New York City, the firm has an established reputation for delivering exceptional investment solutions across various asset classes. The Mecklenburg North Carolina Sub-Advisory Agreement signifies IBM's expansion into Mecklenburg County, providing its world-class investment management services to a new clientele. The agreement highlights the specific duties and obligations of IBM as the sub-advisor, which may include portfolio construction, asset allocation, securities analysis, risk management, and reporting. It will also outline the investment strategies to be employed and the level of discretion IBM will have in managing the assets of Mecklenburg County. Moreover, the agreement addresses various administrative matters, such as the compensation structure, reporting requirements, and termination conditions. It ensures that both parties are in mutual agreement regarding the fee structure, frequency of performance reports, and compliance with applicable laws and regulations. There may be different types of Mecklenburg North Carolina Sub-Advisory Agreements offered by Berger and Berman Management, Inc., tailored to the specific needs and objectives of clients. These may include agreements for local government entities, pension funds, endowments, foundations, or other institutional investors. In summary, the Mecklenburg North Carolina Sub-Advisory Agreement of Berger and Berman Management, Inc., establishes the framework for the provision of investment management services in Mecklenburg County. By entering into this agreement, clients can benefit from IBM's vast expertise and reputable track record in the management of institutional assets, ensuring a sound and diligent approach to their investment needs.