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Iowa Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

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US-CC-7-628
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This sample form, a detailed Management 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.

Iowa Management Agreement is a legal contract that outlines the terms and conditions between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. (BMI) regarding investment management services provided by BMI to AMT. This agreement establishes the framework for the relationship between both parties and defines their respective responsibilities and obligations. The Iowa Management Agreement encompasses various aspects related to investment management services. It includes provisions such as the scope of services, investment objectives, and strategies agreed upon by AMT and BMI. The agreement also includes details regarding the compensation structure, fees, and expenses related to the services provided. Additionally, the agreement covers important clauses related to risk management, compliance with regulations, reporting requirements, and confidentiality of information. These clauses ensure that both AMT and BMI operate within legal and ethical boundaries while managing investments on behalf of AMT. It is important to note that there may be different types of Iowa Management Agreements between AMT and BMI, depending on the specific investment strategies or structures that AMT desires. Some of these variations may include: 1. Traditional Asset Management Agreement: This type of management agreement focuses on the traditional investment methods, such as investing in publicly traded securities such as stocks and bonds. It outlines the investment objectives, risk parameters, and strategies that BMI will employ to manage AMT's assets. 2. Alternative Investment Management Agreement: This variation focuses on alternative investment strategies, such as private equity, hedge funds, real estate, or other non-traditional assets. It defines the specific alternative investment strategies to be pursued by BMI and may have unique clauses related to valuation, liquidity, and risk associated with these types of investments. 3. Mutual Fund Management Agreement: In the case of AMT offering mutual funds, this agreement specifically outlines the terms and conditions under which BMI will act as the investment manager for the mutual funds. It includes provisions related to the investment objectives, fee structure specific to mutual funds, and compliance with regulatory requirements. These are some examples of potential Iowa Management Agreements between AMT and BMI. It is important for both parties to thoroughly review and negotiate the terms of the agreement to ensure alignment of interests, legal compliance, and clarity in the provision of investment management services.

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We believe this approach is the reason more than 600 employees are owners of the firm and we have a 96% retention rate for our senior investment professionals1.

Neuberger Berman peak revenue was $2.8B in 2022. Neuberger Berman annual revenue for 2021 was 2.4B, 17.17% growth from 2020. Neuberger Berman annual revenue for 2022 was 2.8B, 17.35% growth from 2021.

With 749 investment professionals and 2,799 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to client outcomes and investment excellence.

For nine consecutive years, Neuberger Berman has been named first or second in Pensions & Investment's Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $436 billion in client assets as of March 31, 2023.

Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and 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.

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Iowa Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.