The Georgia Sub-Advisory Agreement of Berger and Berman Management, Inc. refers to a legal and contractual document that outlines the terms and conditions under which Berger and Berman Management, Inc. operates as a sub-advisor in the state of Georgia. This agreement is crucial for establishing a clear understanding between Berger and Berman Management and its clients regarding the provision of investment advisory services in Georgia. The Georgia Sub-Advisory Agreement of Berger and Berman Management, Inc. typically includes various key components and relevant keywords that are crucial for its comprehension. Some of these keywords could include: 1. Sub-advisory agreement: This term refers to the specific agreement between Berger and Berman Management, Inc. and its clients, whereby Berger and Berman Management acts as a sub-advisor to the client in the provision of investment advisory services. 2. Berger and Berman Management, Inc.: This identifies the specific company that acts as the sub-advisor in the agreement. Berger and Berman Management, Inc. is responsible for managing investments and providing investment advisory services to clients in Georgia. 3. Georgia: This keyword signifies the geographical location or jurisdiction where Berger and Berman Management, Inc. offers its sub-advisory services. It denotes the specific legal and regulatory frameworks applicable to the agreement in the state of Georgia. 4. Investment advisory services: This term refers to the range of services offered by Berger and Berman Management, Inc. as a sub-advisor. It encompasses activities such as investment analysis, portfolio management, and financial advice. 5. Terms and conditions: This keyword encompasses the contractual provisions that outline the rights, obligations, and responsibilities of both parties in the agreement. It includes aspects such as fees, termination, dispute resolution, and confidentiality. As for different types of Georgia Sub-Advisory Agreement of Berger and Berman Management, Inc., it's important to note that the specific types of agreements may vary based on the nature of services provided and the specific client requirements. Some potential variations or specific types of sub-advisory agreements could include: 1. General Sub-Advisory Agreement: This agreement outlines the standard terms and conditions for sub-advisory services provided by Berger and Berman Management, Inc. in Georgia to a broad range of clients. 2. Customized Sub-Advisory Agreement: This agreement is tailored to meet the specific needs and requirements of an individual client. It may include additional clauses, specific investment objectives, or specialized services according to the client's preferences. 3. Renewal or Extension Agreement: This type of agreement is executed when an existing sub-advisory agreement is due to expire or when both parties wish to extend the duration of the contract. It typically outlines the revised terms, duration, and any changes to the previously agreed-upon conditions. Overall, the Georgia Sub-Advisory Agreement of Berger and Berman Management, Inc. encompasses the legal framework governing the provision of investment advisory services in Georgia by Berger and Berman Management, Inc. It is essential for clarifying the rights, obligations, and provisions of both parties involved — the sub-advisor and its clients – to ensure a smooth and transparent working relationship.
Georgia Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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How to fill out Georgia Sub-Advisory Agreement Of Neuberger And Berman Management, Inc.?
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At Neuberger Berman, our mission is clear ? to partner with clients to achieve their unique investment objectives. Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.
Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.
Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
Neuberger Berman is an experienced hedge fund solutions provider investing on behalf of institutional, high-net-worth and retail clients via registered liquid alternative funds, custom portfolios, and commingled products.
As a mutual fund registered under the Investment Company Act of 1940 (the "1940 Act"), the Fund is subject to certain restrictions under the 1940 Act and the Internal Revenue Code (the "Code") to which the Predecessors were not subject.
With offices in 25 countries, Neuberger Berman's diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.