The Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the terms and conditions of the relationship between Berger and Berman Management, Inc. (referred to as the "Sub-Advisor") and the clients based in Oklahoma. This agreement serves as a framework for the Sub-Advisor to provide sub-advisory services to its clients in Oklahoma, in accordance with the applicable laws and regulations. It ensures that the Sub-Advisor acts in the best interests of the clients and provides professional expertise and assistance in managing their investment portfolios. Keywords: Oklahoma, Sub-Advisory Agreement, Berger and Berman Management, Inc., clients, relationship, legally binding contract, terms and conditions, sub-advisory services, applicable laws and regulations, best interests, professional expertise, investment portfolios. There may be different types or variations of the Oklahoma Sub-Advisory Agreement of Berger and Berman Management, Inc. based on specific client requirements or investment strategies. These variations can include: 1. Individual Client Sub-Advisory Agreement: This type of agreement caters to individual clients in Oklahoma who seek personalized sub-advisory services from Berger and Berman Management, Inc. The agreement outlines the scope of services, investment objectives, and other pertinent details specific to the individual client's requirements. 2. Corporate Client Sub-Advisory Agreement: This agreement is tailored for corporate clients based in Oklahoma who engage Berger and Berman Management, Inc. as their sub-advisor. It includes provisions related to investment management, reporting, and monitoring of the corporate client's investment portfolio. 3. Institutional Client Sub-Advisory Agreement: This type of agreement is designed for institutional clients such as pension funds, endowments, or foundations in Oklahoma that need sub-advisory services from Berger and Berman Management, Inc. It may incorporate additional clauses regarding risk management, benchmarks, compliance, and performance evaluation. 4. Customized Sub-Advisory Agreement: In some cases, clients in Oklahoma may require a customized sub-advisory agreement that suits their unique investment preferences or regulatory considerations. Berger and Berman Management, Inc. can work closely with the client to draft a tailored agreement that aligns with their specific needs, ensuring a mutually beneficial and compliant relationship. Keywords: individual client, corporate client, institutional client, customized sub-advisory agreement, investment objectives, investment strategies, investment management, reporting, monitoring, risk management, benchmarks, compliance, performance evaluation, regulatory considerations, tailored agreement, unique investment preferences.
Oklahoma Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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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.
Lehman Brothers acquisition and bankruptcy That transaction closed in October 2003 and from that time, until 2008, Neuberger Berman served as one of the asset management arms of Lehman Brothers' Investment Management Division.
Chairman/CEO, Neuberger Berman Group LLC.
Meet our leadership Stephanie Birrell Luedke, CFA. Head of NB Private Wealth. ... Vasantha Butchibabu. Head of Private Wealth Operating Platform. ... Terisa L. Cerasoli. ... Gabrielle C. Kelly. ... Gregory J. Khost. ... Paul W. Lanks. ... Sam Petrucci. Head of Advice, Planning & Fiduciary Services. ... Shannon Saccocia, CFA, CIMA.
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).
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission.
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.