Investment Management Agreement

About this category:

An Investment Management Agreement is a legal contract that outlines the terms and conditions of the investment management services between an investor and a financial institution or investment manager.

Templates in this category:

Fund Management Agreement (Genie AI)

The Fund Management Agreement (Genie AI) is a legal template that outlines the terms and conditions between a fund manager and an investor. It covers aspects such as investment objectives, fees, duties, and liabilities, providing a clear framework for the management of a fund by leveraging Genie AI technology.

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Investment Management Contract

This legal template likely outlines the contractual agreement between an individual or entity and an investment manager, regarding the management of investments within the United States. It may include terms relating to fees, responsibilities, performance benchmarks, and other pertinent details.

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Lock-Up Contract

This legal template likely pertains to a contract that includes provisions for the temporary confinement or restriction of an individual or the restriction of certain assets, as permitted by the laws in the United States of America. It could encompass agreements such as bail bonds, storage agreements, or contractual agreements that involve temporary confinement or restricted access.

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Qualified Default Investment Alternative (QDIA) Notice

This legal template likely pertains to a notice that employers need to provide to their employees regarding the Qualified Default Investment Alternative (QDIA) under United States law. The QDIA refers to the investment option chosen by employers for retirement plans in case employees fail to make their own investment choices. The template likely outlines the necessary information that should be included in this notice.

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Subadvisory Agreement (Genie AI)

This legal template could be a subadvisory agreement between two parties, where one party (possibly Genie AI) acts as a subadvisor to the other party, providing specific services or expertise in a particular field or industry.

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Portfolio Management Agreement (Genie AI)

The Portfolio Management Agreement (Genie AI) is a legal template that outlines the terms and conditions between a client and a portfolio manager powered by artificial intelligence platform, Genie AI. It covers the management and investment strategies, fees, responsibilities, and other essential details related to portfolio management services.

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Non-Profit Investment Policy

This legal template provides guidelines for non-profit organizations on managing their investments in compliance with the laws and regulations in the United States. It covers the policies and procedures necessary for responsible investing, asset allocation, risk management, and financial stewardship.

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Investment Policy Statement For Defined Contribution Plan

This legal template outlines the investment policy for a defined contribution plan under USA law, providing guidelines and directions for managing and investing the plan's assets. It sets forth the rules and objectives to be followed while making investment decisions for the plan.

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Investment Management Services Agreement (Genie AI)

This legal template likely outlines the terms and conditions for providing investment management services using Genie AI technology, within the jurisdiction of the United States. It may include provisions related to fees, scope of services, confidentiality, and dispute resolution, among others.

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