The Minnesota Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions between Berger and Berman Management, Inc. and their clients in the state of Minnesota. This agreement establishes a relationship wherein Berger and Berman Management, Inc. acts as a sub-advisor to the client, providing investment management services. The primary purpose of the Minnesota Sub-Advisory Agreement is to clearly define the responsibilities and obligations of both parties involved. It sets forth the scope of the sub-advisory relationship, the investment objectives, and the specific terms related to the management of the client's investment portfolio. In this agreement, Berger and Berman Management, Inc. is referred to as the sub-advisor, and the client is referred to as the advisor. The agreement may outline different types of sub-advisory services provided by Berger and Berman Management, Inc., such as: 1. General Investment Sub-Advisory Agreement: This type of agreement covers the overall investment management services provided by Berger and Berman Management, Inc. It includes asset allocation, portfolio construction, risk management, and regular reporting. 2. Specialty Sub-Advisory Agreement: This agreement may be specific to certain investment strategies or asset classes, such as fixed income, equities, alternative investments, or any other specialized investment approach. It outlines the unique responsibilities and expertise provided by Berger and Berman Management, Inc. 3. Performance-Based Sub-Advisory Agreement: In some cases, the agreement may include a performance-based fee arrangement, where Berger and Berman Management, Inc.'s compensation is associated with the performance of the client's investment portfolio. This type of agreement typically includes clear performance targets and fee structures. Throughout the Minnesota Sub-Advisory Agreement, various keywords are relevant, such as "sub-advisor," "advisor," "investment management," "portfolio management," "investment objectives," "asset allocation," "risk management," "performance-based fee," "specialized services," and "reporting." It is crucial for both parties to carefully review and understand the terms of the Minnesota Sub-Advisory Agreement before entering into the sub-advisory relationship. Seek legal counsel to ensure compliance with state regulations and to protect the interests of all parties involved.
Minnesota Sub-Advisory Agreement of 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.
Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC.
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.