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Investment Management Agreement by and between and State Universities Retirement System, 20 Tables of Contents 1. Appointment of Investment Manager. ..............................................................................
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An investment management agreement is a contract between an investor and a portfolio manager, outlining the terms and conditions of the management of the investor's funds or assets.
Investors and portfolio managers are required to file an investment management agreement.
The investment management agreement can be filled out by detailing the responsibilities and obligations of both parties, including investment objectives, strategies, fees, and terms of termination.
The purpose of an investment management agreement is to establish a clear understanding of the roles and responsibilities of both the investor and the portfolio manager, ensuring transparency and accountability in the management of funds or assets.
Information such as investment objectives, strategies, fees, performance benchmarks, and terms of agreement must be reported on the investment management agreement.
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