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New York Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.

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US-CC-7-628
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This sample form, a detailed Management 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 New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions governing the relationship between both parties involved in the management of certain assets or investment portfolios. This agreement can vary in terms and may encompass different types based on the specific nature of the management services being provided. One type of the New York Management Agreement could focus on mutual funds, wherein Advisers Managers Trust acts as the investment adviser and Berger and Berman Management Inc. functions as the fund manager. This agreement would detail the responsibilities, obligations, and compensation structure for each party involved in the efficient and effective management of the mutual funds offered to investors. Another type of the New York Management Agreement might pertain to separately managed accounts (SMA's). In this scenario, Advisers Managers Trust could act as a trust company, overseeing and administering SMA's on behalf of individual clients, while Berger and Berman Management Inc. would handle the day-to-day investment decisions within these accounts. This agreement would outline the specific investment objectives, risk tolerances, and fee structure associated with managing these individual portfolios. The New York Management Agreement can also address specialized investment vehicles such as hedge funds. If Advisers Managers Trust serves as the investment adviser to a hedge fund, while Berger and Berman Management Inc. acts as the fund's general partner or manager, the agreement would specify the respective roles and responsibilities of each party. The agreement would cover aspects such as investment strategies, compensation arrangements, profit sharing, and any additional terms unique to hedge fund management. Key terms associated with the New York Management Agreement may include "investment management," "portfolio administration," "fiduciary duty," "disclosure requirements," "performance benchmarks," "termination provisions," "indemnification," "conflict of interest," "compliance," and "governing law," among others. Overall, this detailed description provides an overview of what the New York Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. entails, highlighting its capabilities and potential types that may exist within this agreement framework.

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FAQ

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.

NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.

Overview. Founded in 1939, Neuberger Berman is a privately held asset management firm, which is 100% owned by its employees.

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.

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.

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.

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.

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1. Appointment. The Adviser and the Trust hereby appoint and employ the Sub-Adviser as a discretionary portfolio manager, on the terms and conditions set forth ... This sample form, a detailed Management Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific ...(1) The business address of each listed person is 1290 Avenue of the Americas, New York, New York. 10104. (2) Pursuant to the Trust's Amended and Restated ... GOAL. The Fund seeks long-term growth of capital by investing primarily in common stocks of foreign companies. FEES AND EXPENSES. These tables describe the ... ... of New York began publishing SOFR in April 2018, with the expectation that it could be used on a voluntary basis in new instruments and for new transactions. Mar 31, 2023 — This Brochure provides information about the qualifications and business practices of Neuberger. Berman Investment Advisers LLC (“NBIA”). If you ... For the investment management services that it provides to the Fund, the Manager will receive the fee specified in the Management Agreement from such Fund based ... by MCG Portfolio · 2020 — The Trust files a complete schedule of portfolio holdings with the SEC for the first and third quarters of each fiscal year as an exhibit to ... Aug 30, 2023 — The Fund may take temporary defensive and cash management positions; to the extent it does, it will not be pursuing its principal investment ... Jun 2, 2022 — ... Advisers employs a so-called “manager of managers” arrangement in managing the ... Trust II (Trust) on behalf of the fund (New Sub-Advisory ...

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New York Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.