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INVESTMENT MANAGEMENT AGREEMENT BETWEEN INVESTMENT MANAGER AND SAN FRANCISCO CITY AND COUNTY EMPLOYEES RETIREMENT SYSTEM, Updated June 2017TABLE OF CONTENTS ARTICLE I DEFINITIONS ...........................................................................................................................
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How to fill out investment management agreement between

01
Start by identifying the parties involved in the investment management agreement. This includes the investor and the investment manager.
02
Clearly define the scope of the agreement. Specify the types of investments to be managed, the expected returns, and any limitations or restrictions.
03
Outline the investment objectives and strategies. This includes the risk tolerance, investment time horizon, and any specific investment preferences.
04
Specify the compensation terms. Outline the fees or commissions to be paid to the investment manager and how they will be calculated.
05
Include provisions for termination or modification of the agreement. Specify the conditions under which either party can terminate the agreement or make changes to it.
06
Address confidentiality and privacy concerns. Include clauses that protect sensitive information shared during the course of the agreement.
07
Define the responsibilities and obligations of both parties. Outline the duties of the investment manager and the responsibilities of the investor in providing necessary information.
08
Include provisions for dispute resolution. Specify the methods for resolving any conflicts or disagreements that may arise during the course of the agreement.
09
Review the agreement carefully before signing. Make sure all the terms and conditions are clearly stated and understood by both parties.
10
Sign and date the agreement. Keep a copy for your records and provide copies to all involved parties.

Who needs investment management agreement between?

01
Investors who want professional assistance in managing their investments.
02
Investment managers or firms who provide investment management services.
03
Individuals or entities entering into an investment management relationship.
04
Parties seeking a legally binding agreement to govern the investment management process.
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The investment management agreement is between an investor and an investment manager.
Both the investor and the investment manager are required to file the investment management agreement.
The investment management agreement can be filled out by including details such as investment objectives, fees, services provided, and termination clauses.
The purpose of the investment management agreement is to outline the terms and conditions of the relationship between the investor and the investment manager.
Information such as investment strategies, risk tolerance, and performance benchmarks must be reported on the investment management agreement.
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