The Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal document that outlines the terms and conditions of a sub-advisory relationship between Berger and Berman Management, Inc. (the sub-advisor) and a Virginia-based entity (the client). Keywords: Virginia Sub-Advisory Agreement, Berger and Berman Management, Inc., sub-advisor, terms and conditions, client. This agreement serves as a comprehensive framework for the engagement between the sub-advisor and the client in the state of Virginia. It outlines the responsibilities, rights, and obligations of both parties involved in the sub-advisory relationship. The Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. may have different variations or types depending on the specific needs or investment strategies of the client. Some potential variations of this agreement include: 1. Fixed-Term Sub-Advisory Agreement: This type of agreement specifies a fixed duration for the sub-advisory relationship, typically ranging from a few months to several years. It outlines the terms for termination and renewal of the agreement after the initial term. Keywords: Fixed-Term Sub-Advisory Agreement, duration, termination, renewal. 2. Performance-Based Sub-Advisory Agreement: In this type of agreement, the compensation of the sub-advisor is directly tied to their performance in achieving specific investment objectives or benchmarks. It ensures that the sub-advisor has a strong incentive to actively manage the client's portfolio to achieve positive results. Keywords: Performance-Based Sub-Advisory Agreement, compensation, investment objectives, benchmarks. 3. Non-Disclosure Sub-Advisory Agreement: This type of agreement focuses on confidentiality and the protection of sensitive information shared between the sub-advisor and the client. It includes provisions that restrict the sub-advisor from disclosing any confidential or proprietary information to third parties without prior written consent. Keywords: Non-Disclosure Sub-Advisory Agreement, confidentiality, sensitive information, proprietary information, written consent. 4. Fee Structure Sub-Advisory Agreement: This agreement specifies the fee structure and payment terms between the sub-advisor and the client. It outlines the calculation method for fees, whether it is based on a percentage of assets under management, a fixed fee, or a combination of both. Keywords: Fee Structure Sub-Advisory Agreement, fee calculation, payment terms, assets under management. In conclusion, the Virginia Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legal document that establishes a sub-advisory relationship between the sub-advisor and the client in Virginia. This agreement may have different variations based on factors such as contract duration, performance-based compensation, confidentiality requirements, and fee structure.
Virginia Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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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.
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).
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.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
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 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.
NEUBERGER BERMAN BD LLC - Brokerage/Investment Adviser Firm.