Montana Management Agreement is a legally binding document between Advisers Managers Trust and Berger and Berman Management Inc. that outlines the terms and conditions of their professional relationship. This agreement lays the foundation for efficient and effective collaboration and ensures that both parties understand their rights and responsibilities. The Montana Management Agreement covers various aspects, such as investment management services, fiduciary duties, fee structure, and termination provisions. It provides a framework for the investment management process while considering the specific needs and preferences of the client. In terms of investment management services, the agreement defines the scope of services provided by Berger and Berman Management Inc. This may include the selection and management of investment portfolios, asset allocation strategies, risk management, and regular performance reporting. Furthermore, the Montana Management Agreement outlines the fiduciary duties of Berger and Berman Management Inc. as the investment manager. It emphasizes the firm's obligation to act in the best interests of Advisers Managers Trust, ensuring transparency and honesty in all investment decisions made on behalf of the client. The agreement also addresses the fee structure, specifying the compensation method for Berger and Berman Management Inc. This may be a fixed fee, based on a percentage of assets under management, or a combination of both. It clarifies any additional expenses or charges that may be incurred during the course of the engagement. In the event of a dispute or disagreement, the Montana Management Agreement provides a framework for dispute resolution and the termination of the agreement. It may include mediation or arbitration processes to resolve issues amicably and minimize potential legal complications. Different types or variations of Montana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. may exist depending on the specific needs and requirements of each client. Some possible variations may include customized investment strategies, restrictions on specific asset classes, or additional provisions tailored to individual client objectives. In summary, the Montana Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. ensures a comprehensive and legally binding framework for effective investment management services. It establishes the expectations, rights, and responsibilities of both parties involved, delivering a solid foundation for a fruitful collaboration.
Montana Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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FAQ
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.
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.
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 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.