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Utah Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc

State:
Multi-State
Control #:
US-CC-7-636
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Word; 
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This sample form, a detailed Administration 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.

Utah Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a contractual agreement that outlines the roles, responsibilities, and objectives of the parties involved in managing investment funds in the state of Utah. This agreement establishes a framework for collaboration between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, ensuring the smooth administration and operation of investment portfolios. The agreement covers various key aspects, including fund governance, compliance with regulatory requirements, investment strategy, risk management, and reporting procedures. It aims to promote transparency, accountability, and alignment of interests between the parties involved. In terms of different types of Utah Administration Agreements between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, they can be classified based on the specific investment funds or portfolios being managed. Some examples include: 1. Mutual Fund Administration Agreement: This type of agreement pertains to the administration of mutual funds offered by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It outlines the specific terms and conditions related to the management, record-keeping, distribution, and reporting for the mutual fund. 2. Pension Plan Administration Agreement: This agreement focuses on the administration of pension plans managed by Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It includes provisions related to participant eligibility, contribution management, compliance with pension regulations, and distribution procedures. 3. Endowment Fund Administration Agreement: Endowment funds, often established by educational or non-profit institutions, require specific administration procedures. This type of agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc would address matters such as the investment policy, spending rules, donor restrictions, and reporting requirements for the endowment fund. 4. Unit Investment Trust Administration Agreement: Unit Investment Trusts (Its) involve a fixed portfolio of securities and have a predetermined termination date. This agreement would detail the administration, redemption procedures, and responsibilities related to the management and distribution of the UIT. These are just a few examples of the various types of Utah Administration Agreements that can exist between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. The specific terms and provisions within each agreement may vary depending on the nature of the investment vehicle and the objectives of the parties involved.

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FAQ

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 Trust Company N.A. offers comprehensive fiduciary and investment services for individuals and institutions.

Neuberger Berman is proud to be ranked 3rd overall in Barron's 2022 Best Fund Families ranking.

NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.

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.

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

Neuberger Berman Headquarters at 1290 Avenue of the AmericasKey peopleGeorge H. Walker (CEO) William A. Arnold (CFO)ProductsInvestment management Mutual funds Equities Fixed income Private equity Hedge funds Alternative investmentsAUM$460 billion (December 31, 2021)Number of employees2,500+ (2022)6 more rows

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.

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Download Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc straight from the US Legal ... 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 ...and other services to the Funds pursuant to two administration agreements with the Trust, one for. Class I and one for Class S (each, a “Class”), each dated ... We have entered into a Management Agreement with Neuberger Berman Income Opportunity Fund Inc. (“Fund”) pursuant to which we are to act as investment ... Neuberger Berman Management LLC (the “Manager”) is the Fund's investment manager, administrator, and distributor. Pursuant to an investment advisory agreement, ... Upload a document. Click on New Document and choose the form importing option: upload Administration Agreement between Neuberger and Berman Advisers Management ... Mar 19, 2023 — 10 Top Private Equity Firms by Total Equity · 10. Neuberger Berman Group LLC · 9. Warburg Pincus LLC · 8. TPG Capital · 7. Vista Equity Partners · 6. The AICPA 2022 Group Variable Universal Life for Members Certificate is offered under contract series 89759, subject to state availability. A state and/or ... Jul 23, 2009 — The acquisition will allow Neuberger to again offer trust and estate services to individual clients and institutions. The trust businesses were ... A EI FUND MANAGEMENT, INC. 18, 18346, AIMCOR GROUP, LLC, 601 E. Pecan Street ... B ITWISE ASSET MANAGEMENT, INC. 452, 10423, BLACKROCK INSTITUTIONAL TRUST COMPANY ...

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Utah Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc