Missouri Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

State:
Multi-State
Control #:
US-CC-7-644
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Word; 
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This sample form, a detailed Sub-advisory 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.

The Missouri Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract created between Berger and Berman Management, Inc. and a third party located in Missouri. This agreement outlines the terms and conditions under which Berger and Berman Management, Inc. will provide sub-advisory services to the third party in the state of Missouri. This agreement covers various aspects related to the sub-advisory relationship, including the scope of services, responsibilities of both parties, compensation, and termination clauses. It is designed to establish a clear understanding of the roles and expectations of each party involved. Keywords: Missouri, Sub-Advisory Agreement, Berger and Berman Management, Inc., contract, legally binding, third party, terms and conditions, sub-advisory services, scope of services, responsibilities, compensation, termination clauses. Different types of Missouri Sub-Advisory Agreements of Berger and Berman Management, Inc. may include: 1. Investment Management Sub-Advisory Agreement: This type of agreement focuses on the provision of investment management services by Berger and Berman Management, Inc. to the third party located in Missouri. It outlines the specific investment strategies or mandates that will be followed and the associated fees. 2. Risk Management Sub-Advisory Agreement: This agreement addresses the risk management services to be provided by Berger and Berman Management, Inc. to the third party in Missouri. It outlines the strategies and tools that will be implemented to identify, assess, and mitigate various risks associated with the investment portfolio. 3. Compliance Sub-Advisory Agreement: This type of agreement focuses on compliance-related services provided by Berger and Berman Management, Inc. to ensure that the third party in Missouri adheres to the regulatory requirements and industry standards. It outlines the specific compliance reviews, reporting, and monitoring procedures that will be followed. 4. Performance Measurement Sub-Advisory Agreement: This agreement specifically covers the measurement and reporting of investment performance by Berger and Berman Management, Inc. to the third party in Missouri. It outlines the benchmarks, reporting frequency, and other performance-related aspects. 5. Consulting Sub-Advisory Agreement: This type of agreement involves the provision of specialized consulting services by Berger and Berman Management, Inc. to the third party located in Missouri. It may cover areas such as asset allocation, financial planning, or strategic guidance. In conclusion, the Missouri Sub-Advisory Agreement of Berger and Berman Management, Inc. is a comprehensive contract that outlines the terms and conditions under which Berger and Berman Management, Inc. will provide sub-advisory services to a third party located in Missouri. The agreement may vary depending on the specific type of sub-advisory services required.

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FAQ

Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.

Neuberger Berman's range of fund types includes UCITS, QIAIFs and private funds, among others. They span asset classes, investment styles and geographies, offering investors a broad range of options to suit their investment objectives. Ways to Invest | Neuberger Berman nb.com ? ways-to-invest nb.com ? ways-to-invest

Joseph V. Amato serves as President of Neuberger Berman Group LLC and Chief Investment Officer of Equities. He is a member of the firm's Board of Directors and its Audit Committee. His responsibilities also include overseeing the firm's Fixed Income and hedge fund businesses.

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. Who We Are | Neuberger Berman Neuberger Berman ? who-we-are Neuberger Berman ? who-we-are

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.

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Missouri Sub-Advisory Agreement of Neuberger and Berman Management, Inc.