The Oregon Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legal document that outlines the terms and conditions under which the two entities will collaborate in the administration of various financial and investment activities in the state of Oregon. This agreement serves as a framework for establishing the roles and responsibilities of both parties involved, ensuring transparency and accountability in all administrative activities. It provides a clear understanding of the obligations, duties, and rights of each party, which helps facilitate a smooth working relationship. Key provisions in the Oregon Administration Agreement include: 1. Purpose: The agreement defines the purpose of the collaboration between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, which typically involves investment management, asset allocation, risk management, and other related activities. The specific objectives and goals are outlined to ensure alignment between both parties. 2. Obligations and Duties: This section outlines the specific obligations and duties of each party involved in the administration agreement. Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may have distinct roles and responsibilities, including areas such as investment decision-making, compliance with state regulations, reporting requirements, and client servicing obligations. 3. Governance: The agreement establishes the governance structure, including the mechanism for decision-making, communication, and conflict resolution. It may define the roles of various committees or individuals responsible for overseeing the administration activities and ensuring compliance with applicable laws and regulations. 4. Compensation: Under this section, the agreement outlines the compensation arrangements between both parties. This may include details on fee structures, profit sharing, or any other financial arrangements agreed upon by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. 5. Term and Termination: The agreement specifies the duration of the Oregon Administration Agreement and the conditions under which either party can terminate the agreement. It may also include provisions for renegotiation or extension of the agreement upon mutual consent. Different types of Oregon Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc may exist depending on the specific financial services provided, the type of clients involved, or the scope of assets under management. These may include variations such as Oregon Administration Agreement for Private Wealth Management, Oregon Administration Agreement for Institutional Clients, or Oregon Administration Agreement for Retirement Plan Participants. By having a well-structured Oregon Administration Agreement, Berger and Berman Advisers Management Trust and Berger and Berman Management Inc can effectively collaborate, streamline administrative processes, and provide efficient investment management services to their clients in Oregon.
Oregon Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc
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We offer both brokerage and investment advisory services to retail investors.
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.
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.
As of September 2023, the Vanguard Group was the world's largest mutual fund company, with around 6.1 trillion U.S. dollars of mutual fund assets under management (AUM).
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.
As a mutual fund registered under the Investment Company Act of 1940 (the "1940 Act"), the Fund is subject to certain restrictions under the 1940 Act and the Internal Revenue Code (the "Code") to which the Predecessors were not subject.