The Hawaii Sub-Advisory Agreement is a contractual agreement between Berger and Berman Management, Inc. (BMI) and its clients in Hawaii. This agreement outlines the specific terms and conditions under which BMI serves as a sub-advisor for investment portfolios in the Hawaiian market. Berger and Berman Management, Inc., commonly referred to as BMI, is a prominent investment management firm with a strong presence in Hawaii. As a sub-advisor, BMI assists clients in managing their investment portfolios by providing expert advice, research, and recommendations that align with their financial objectives. The Hawaii Sub-Advisory Agreement signifies a partnership between BMI and its clients in Hawaii. It defines the roles and responsibilities of both parties, setting clear expectations and objectives. The agreement addresses various aspects, including investment strategies, risk management, fee structures, reporting, and termination provisions. Within the Hawaii Sub-Advisory Agreement, there may be different types or variations of agreements based on specific client requirements. These can include: 1. Traditional Sub-Advisory Agreement: This type of agreement serves as a standard template that outlines the general terms and conditions for BMI's sub-advisory services in Hawaii. It covers the core aspects of the relationship and can be customized to meet individual client needs. 2. Hawaii Municipal Bond Sub-Advisory Agreement: With a focus on municipal bond investments, this specialized agreement caters to clients seeking to allocate their assets in Hawaii's local government debt. It addresses specific considerations related to risk assessment, interest rate sensitivity, credit quality, and other factors unique to municipal bonds. 3. Hawaii Real Estate Sub-Advisory Agreement: This agreement is tailored for clients looking to invest in the Hawaiian real estate market. It includes provisions for property selection, due diligence, valuation methodologies, and any regulations related to real estate investments. 4. Hawaii Sustainability Sub-Advisory Agreement: This type of agreement is designed for clients who prioritize environmentally and socially responsible investments in Hawaii. It may include criteria for ESG (Environmental, Social, and Governance) factors, renewable energy projects, sustainable infrastructure, or other sustainable investment opportunities. In conclusion, the Hawaii Sub-Advisory Agreement of Berger and Berman Management, Inc. represents the contractual relationship between BMI and its clients in Hawaii for investment management services. Various types of agreements may exist within this framework, catering to different investment preferences and asset classes.
Hawaii Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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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 Group LLC has chosen J.P. Morgan Clearing Corp.
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.
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.
Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC. Tax, trust and estate planning are services offered by Neuberger Berman Trust Company.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.