Portfolio Management Agreement (Genie AI)

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About this template
The Portfolio Management Agreement (Genie AI) is a legal template that establishes a contractual relationship between a portfolio manager and a client for the purpose of managing investments or assets using artificial intelligence-powered technology called "Genie AI." This agreement outlines the terms and conditions, duties, and responsibilities of both parties involved in the portfolio management relationship. It may include provisions concerning the investment objectives, risk tolerance, investment strategies, fees, performance benchmarks, reporting requirements, and the use of Genie AI technology in the decision-making process. This legal template aims to provide a comprehensive framework for efficient and transparent communication, ensuring that both the portfolio manager and the client are aligned in their expectations and obligations to maximize the potential returns from the managed portfolio.
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This document is likely to be relevant to all sectors: Agriculture, Forestry and Fishing; Mining; Construction; Manufacturing; Transport; Energy; Wholesale; Retail; Finance; Insurance; Real Estate; Legal Services; Consumer, Public & Health Services; Education; Media; Consultancy; Technology; Public Administration; Sport & Entertainment; Other
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