The Idaho Management Agreement between Advisers Managers Trust (AMT) and Berger and Berman Management Inc. is a legally binding document that outlines the terms and conditions of the professional relationship between these two entities. It serves as a framework for the management of investment portfolios and the provision of financial services to clients in Idaho. This agreement is drafted with the intention of establishing a collaborative and transparent partnership, aimed at achieving the client's financial goals while complying with applicable laws, regulations, and industry best practices. The agreement typically covers the following aspects: 1. Parties involved: The agreement identifies the parties involved, namely Advisers Managers Trust and Berger and Berman Management Inc., clearly defining their roles, responsibilities, and obligations within the arrangement. 2. Scope of services: The agreement specifies the range of services to be provided by Berger and Berman Management Inc. These services may include investment management, portfolio analysis, financial planning, risk assessment, and other related activities. 3. Investment objectives: The agreement outlines the client's investment objectives and risk tolerance as communicated to Advisers Managers Trust. This helps Berger and Berman Management Inc. tailor their strategies to meet the client's specific needs. 4. Investment strategy: The document describes the investment strategy to be employed by Berger and Berman Management Inc. This may involve asset allocation, diversification, selection of securities, active or passive management approaches, and any other strategies to be utilized. 5. Performance expectations: The agreement may establish performance benchmarks, such as target returns or other metrics, against which Berger and Berman Management Inc.'s performance will be evaluated. 6. Compensation: The compensation structure for Berger and Berman Management Inc.'s services is detailed, including any fees, commissions, or expenses that the client may incur. It also mentions any potential conflicts of interest and how they will be managed. 7. Term and termination: The agreement specifies the initial term of the engagement, renewal terms, and conditions for termination or suspension of the agreement by either party. Different types of Idaho Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc. may include variations in the scope of services, investment strategies, or compensation structures tailored to different types of clients, such as individuals, corporations, trusts, or institutional investors. In summary, the Idaho Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive and vital document that defines the relationship and expectations between these entities, enabling efficient and effective management of investment portfolios in accordance with the client's objectives and the prevailing regulatory framework.
Idaho Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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Since 1939, Neuberger Berman has been a leader in the asset management business servicing the investment needs of institutional and individual investors. Neuberger Berman is an independent, employee majority-controlled global asset management firm.
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.
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 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 actively manages over $120bn2 of assets across its private equity platform and has been a private markets investor for more than 30 years. We believe our position within the private equity ecosystem provides differentiated access to investment opportunities as well as enhanced information.
Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.
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.
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.