Asset Management Contract Template for Australia

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