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Agreement to provide investment-management services - California

Agreement to provide investment-management services - California 2025

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The document is an agreement between the California Earthquake Authority (CEA) and a contractor for investment-management services. It outlines the roles, responsibilities, and terms of service for the contractor as an Investment Manager, including compliance with laws, confidentiality, compensation structure, and conditions for termination. The agreement emphasizes the importance of maintaining a drug-free workplace, managing conflicts of interest, and ensuring proper record-keeping. Additionally, it includes provisions for audits, insurance requirements, and the handling of proprietary information.

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What are the two key differences between an investment advisor and a portfolio manager?

Investment advisors encompass professionals that can help you with investment management, retirement planning, estate management, tax management, budgeting, debt management, etc. Portfolio managers are typically more focused on helping you invest and managing your investment portfolio.

What is an investment management agreement?

Investment Advisory Agreement means the investment advisory agreement entered into between the Adviser and the Fund, as from time to time in effect. Investment Management Agreement means the Investment Management Agreement, dated as of the date hereof, by and between the Investment Manager and the Borrower.

What is an IMA contract?

An IMA is a legally binding contract between an investor and a fund manager. It outlines the terms and conditions of how the investors funds will be managed, and the specific responsibilities and obligations of both parties.

What is the difference between investment advisory agreement and investment management agreement?

Investment Management Agreement (IMA means a formal arrangement between a financial adviser and an investor stipulating the terms under which the adviser is authorized to act on behalf of the investor to manage the assets listed in the agreement.

What is the difference between investment management and investment advice?

Investment management is about creating a process that changes the portfolio based on different market conditions. Financial advice is about implementing and then renewing a plan to adapt to changing life, economic, regulatory or cash flow requirements.