The Oregon Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a legally binding contract that outlines the terms and conditions of the relationship between the two parties in managing assets and providing investment advisory services in the state of Oregon. Keywords: Oregon Management Agreement, Advisers Managers Trust, Berger and Berman Management Inc., assets, investment advisory services, terms and conditions. The Oregon Management Agreement ensures that both parties involved understand their roles, responsibilities, and rights throughout the duration of the agreement. It establishes the framework for the provision of investment advisory services by Berger and Berman Management Inc. to Advisers Managers Trust, as well as the compensation structure and fee arrangements. This agreement outlines the various types of management services offered by Berger and Berman Management Inc. to Advisers Managers Trust in Oregon. It may include but is not limited to: 1. Portfolio Management: This type of agreement involves the management of a specific portfolio of assets held by Advisers Managers Trust. Berger and Berman Management Inc. will be responsible for making investment decisions, executing trades, monitoring the performance, and providing regular updates to Advisers Managers Trust. 2. Investment Advisory Services: This type of agreement focuses on providing ongoing advice and recommendations to Advisers Managers Trust regarding investment strategies, asset allocation, risk management, and other aspects of portfolio management. Berger and Berman Management Inc. act as advisers, guiding Advisers Managers Trust in making informed investment decisions. 3. Risk Management Services: This type of agreement emphasizes the identification, assessment, and mitigation of risks associated with the managed assets. Berger and Berman Management Inc. work closely with Advisers Managers Trust to develop risk management strategies, monitor market conditions, and implement appropriate risk mitigation measures. The Oregon Management Agreement also includes provisions related to termination, conflicts of interest, confidentiality, governing law, and dispute resolution mechanisms. It ensures that both parties adhere to regulatory requirements and comply with applicable laws and regulations in the state of Oregon. In conclusion, the Oregon Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. is a comprehensive contract that governs the provision of investment advisory services and management of assets in Oregon. It outlines the specific types of services offered by Berger and Berman Management Inc. and ensures a clear understanding of the roles, responsibilities, and expectations of both parties involved.
Oregon Management Agreement between Advisers Managers Trust and 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.
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).
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.
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.
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 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.
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.
Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC.
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.
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.