Puerto Rico Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc. refers to a contractual agreement between the two parties regarding the management of investment assets in Puerto Rico. This agreement outlines the roles, responsibilities, and rights of the parties involved in managing various financial portfolios in Puerto Rico. Keywords: 1. Puerto Rico: Puerto Rico is a Caribbean island and an unincorporated territory of the United States, known for its vibrant culture, diverse landscape, and favorable tax incentives for investment. 2. Management Agreement: A management agreement is a legally binding contract that establishes the terms and conditions for managing investment assets, including portfolios, funds, and other financial instruments. 3. Advisers Managers Trust: Advisers Managers Trust is a financial management company that specializes in providing investment advisory services to clients, managing their portfolios, and facilitating wealth growth. 4. Berger and Berman Management Inc.: Berger and Berman Management Inc. is an investment management firm that offers a wide range of financial services, including asset management, wealth planning, and investment advisory. Types of Puerto Rico Management Agreements between Advisers Managers Trust and Berger and Berman Management Inc.: 1. General Management Agreement: This type of agreement outlines the overall responsibilities and obligations of the parties involved in managing investment assets in Puerto Rico. It includes the framework for financial decision-making, risk management, reporting requirements, and compensation structures. 2. Portfolio-Specific Management Agreement: In some cases, the agreement may be tailored to manage a specific investment portfolio or a group of investment assets. This type of agreement may include customized objectives, strategies, and performance benchmarks specific to the portfolio in question. 3. Control Agreement: A control agreement is a separate type of management agreement that establishes Berger and Berman Management Inc.'s authority to manage and control investment assets owned by Advisers Managers Trust in Puerto Rico. This agreement delineates the roles, responsibilities, and limitations of both parties in managing the assets. 4. Exclusivity Agreement: An exclusivity agreement may be formed between Advisers Managers Trust and Berger and Berman Management Inc., limiting the involvement of other investment managers or advisers in the management of assets in Puerto Rico. This agreement ensures that Berger and Berman Management Inc. maintains exclusivity in managing the investment portfolios under the trust's supervision. By entering into Puerto Rico Management Agreement between Advisers Managers Trust and Berger and Berman Management Inc., the parties aim to effectively and efficiently manage investment assets in Puerto Rico, capitalize on the region's potential, and achieve optimal returns for the trust and its beneficiaries.
Puerto Rico Management Agreement between Advisers Managers Trust and Neuberger and Berman Management Inc.
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Neuberger Berman Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.
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.
Overview. Founded in 1939, Neuberger Berman is a privately held asset management firm, which is 100% owned by its employees.
Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.
Great company to work for Neuberger Berman is an established asset management company that stands for diversity, inclusion, sustainability and work-life balance. I have learned so much during my time at Neuberger and I feel that I can take what I have learned and apply it to helping any company meet its goals.
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 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.
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).