The Montana Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal contract that outlines the terms and conditions between Berger and Berman Management, Inc. and their clients in Montana who wish to engage the firm's sub-advisory services. This agreement specifies the responsibilities, rights, and obligations of both parties involved. Berger and Berman Management, Inc. is a well-established financial management firm that offers sub-advisory services to clients in Montana, enabling them to benefit from the firm's investment expertise and experience. The firm acts as a sub-advisor, providing investment recommendations and managing assets on behalf of their clients. The Montana Sub-Advisory Agreement covers various key aspects, including the scope of the sub-advisory services provided, the duration of the agreement, the fees and expenses associated with the services, and the investment objectives and restrictions. It also includes provisions regarding the termination of the agreement, confidentiality, dispute resolution, and any other pertinent legal conditions. This agreement ensures that both Berger and Berman Management, Inc. and their Montana clients have a clear understanding of the relationship and expectations. It helps in creating a transparent and professional working environment where both parties can trust and rely on each other to achieve the investment objectives. Different types of Montana Sub-Advisory Agreements offered by Berger and Berman Management, Inc. may include: 1. Standard Sub-Advisory Agreement: This is the most common type of agreement offered by Berger and Berman Management, Inc. It covers the general terms and conditions of the sub-advisory services and is suitable for clients with standard investment objectives and risk tolerance. 2. Customized Sub-Advisory Agreement: For clients in Montana with specific investment preferences, risk appetite, or unique requirements, Berger and Berman Management, Inc. may offer a customized sub-advisory agreement. This agreement is tailored to meet the individual needs of the client, ensuring a personalized approach to managing their assets. 3. Institutional Sub-Advisory Agreement: Berger and Berman Management, Inc. may also have sub-advisory agreements designed specifically for institutional clients in Montana, such as pension funds, endowments, foundations, or other large organizations. These agreements may include additional provisions and requirements that cater to the specific needs of institutional investors. In summary, the Montana Sub-Advisory Agreement of Berger and Berman Management, Inc. is a comprehensive legal document that establishes the relationship and defines the responsibilities between the firm and its clients. It ensures transparency, legal protection, and mutual understanding, ultimately contributing to a successful and fruitful sub-advisory partnership.
Montana Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.
Neuberger Berman Headquarters at 1290 Avenue of the AmericasKey peopleGeorge H. Walker (CEO) William A. Arnold (CFO)ProductsInvestment management Mutual funds Equities Fixed income Private equity Hedge funds Alternative investmentsAUM$460 billion (December 31, 2021)Number of employees2,500+ (2022)6 more rows
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 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.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.