Institutional

We have extensive expertise in drafting, reviewing and negotiating:

– investment management agreements;

– investment advisory agreements;

– execution only agreements;

– rebalancing agreements;

– transition management agreements;

– overlay agreements;

– FX agreements;

– cash and interim management agreements;

– execution only agreements;

– sub-advisory agreements/delegation agreements; and

– any amendments, terminations and attachments thereto.

CONTACT US

We'd love to hear from you, please get in touch with us if you have any questions.

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©2023 Cleveland & Co

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