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1. Parties: Identifies the asset manager and the client, including full legal names and addresses
2. Background: Context of the agreement, including client's objectives and manager's qualifications
3. Definitions and Interpretation: Defines key terms and establishes rules for interpreting the agreement
4. Appointment and Authority: Formal appointment of the asset manager and scope of authority
5. Services and Obligations: Detailed description of asset management services and manager's obligations
6. Client's Obligations: Responsibilities and obligations of the client
7. Investment Guidelines: Parameters and restrictions for investment decisions and asset management
8. Compliance and Reporting: Regulatory compliance requirements and reporting obligations
9. Fees and Expenses: Fee structure, payment terms, and reimbursable expenses
10. Risk Management: Risk management procedures and controls
11. Representations and Warranties: Standard representations and warranties from both parties
12. Liability and Indemnification: Limitations of liability and indemnification provisions
13. Confidentiality: Confidentiality obligations and information handling
14. Term and Termination: Contract duration, renewal, and termination provisions
15. General Provisions: Standard boilerplate clauses including governing law, notices, and dispute resolution
1. Environmental, Social and Governance (ESG): Include when client requires specific ESG considerations in asset management
2. Sub-Manager Appointments: Include when the asset manager may need to appoint sub-managers
3. International Assets: Include when portfolio includes international assets requiring specific provisions
4. Physical Asset Management: Include when contract covers physical assets requiring maintenance and operation
5. Transition Services: Include when specific transition arrangements are required at start or end of contract
6. Currency Risk Management: Include when managing assets in multiple currencies
7. Conflicts of Interest: Include when specific conflict management procedures are required
8. Cyber Security: Include when specific data security requirements are needed
1. Schedule 1 - Asset Register: Detailed list of assets under management
2. Schedule 2 - Fee Schedule: Detailed breakdown of management fees, performance fees, and other charges
3. Schedule 3 - Service Level Agreement: Specific service standards and performance metrics
4. Schedule 4 - Investment Guidelines: Detailed investment parameters, restrictions, and benchmarks
5. Schedule 5 - Reporting Requirements: Templates and specifications for regular reporting
6. Schedule 6 - Key Personnel: List of key personnel assigned to manage the assets
7. Schedule 7 - Operating Procedures: Detailed operational procedures and protocols
8. Appendix A - Compliance Checklist: Regulatory compliance requirements and procedures
9. Appendix B - Risk Management Framework: Detailed risk management procedures and controls
Financial Services
Investment Management
Real Estate
Infrastructure
Private Equity
Wealth Management
Banking
Insurance
Public Sector
Mining
Energy
Agriculture
Healthcare
Technology
Legal
Compliance
Risk Management
Investment Management
Operations
Finance
Treasury
Portfolio Management
Client Services
Due Diligence
Asset Management
Wealth Management
Investment Analysis
Relationship Management
Chief Investment Officer
Portfolio Manager
Asset Manager
Investment Director
Fund Manager
Chief Financial Officer
Treasury Manager
Risk Manager
Compliance Officer
Legal Counsel
Investment Analyst
Financial Controller
Operations Manager
Client Relationship Manager
Due Diligence Officer
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