Alaska Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9078
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages The Alaska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, is a contractual arrangement that outlines the terms and conditions of the sub-advisory relationship between the two parties. This agreement governs the specific framework within which IndyCar acts as a sub-advisor to BNY Hamilton International Equity Fund in managing its investment portfolio in Alaska. Under this agreement, BNY Hamilton International Equity Fund appoints IndyCar as a sub-advisor to provide investment management services focused on the Alaskan market. IndyCar, as a subsidiary of Crédit Agricole, brings its expertise, resources, and market knowledge to ensure effective management and investment strategies in Alaska. The primary objective is to optimize returns while managing risks and aligning with the fund's investment philosophy. The Alaska Sub-Advisory Agreement delineates the responsibilities, duties, and obligations of both parties. It covers various aspects, including: 1. Investment Mandate: The agreement defines the investment mandate, which outlines the specific objectives, strategies, and guidelines to be followed by IndyCar when managing the assets of BNY Hamilton International Equity Fund in Alaska. This includes factors such as asset allocation, sector preferences, risk management, and ESG (Environmental, Social, and Governance) considerations. 2. Reporting and Review: The agreement specifies the reporting requirements and frequency of performance updates that IndyCar will provide to BNY Hamilton International Equity Fund. These reports may include portfolio composition, investment performance, risk analysis, and any other relevant information necessary for monitoring and evaluating the fund's Alaskan investments. 3. Fee Structure: The agreement outlines the fee structure applicable to the services provided by IndyCar. It details the compensation terms, including the management fee, performance fee, or any other related charges, and the method of calculation. 4. Duration and Termination: The agreement sets out the initial duration of the sub-advisory arrangement and the conditions under which it can be terminated. It may include provisions for termination by either party, notice periods, and any other relevant exit clauses. Different types of Alaska Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar may exist depending on specific terms and variations. Possible types could include: 1. Fixed Term Agreement: This type of sub-advisory agreement has a predetermined initial duration. It outlines the terms for a fixed period, after which the agreement may be renegotiated, extended, or terminate. 2. Evergreen Agreement: An evergreen sub-advisory agreement is one where the contract automatically renews at the end of each term unless either party provides notice for termination. This type of agreement provides continuity and ongoing collaboration between the parties. 3. Performance-Based Agreement: In a performance-based sub-advisory agreement, the sub-advisor's compensation is directly tied to the investment performance. This incentivizes the sub-advisor to strive for superior returns and aligns their interests with the fund. In summary, the Alaska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, defines the relationship, responsibilities, and compensation structure for the management of the fund's investment portfolio in Alaska. Different types of agreements may exist based on specific terms and preferences, such as fixed term, evergreen, or performance-based agreements.

The Alaska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, is a contractual arrangement that outlines the terms and conditions of the sub-advisory relationship between the two parties. This agreement governs the specific framework within which IndyCar acts as a sub-advisor to BNY Hamilton International Equity Fund in managing its investment portfolio in Alaska. Under this agreement, BNY Hamilton International Equity Fund appoints IndyCar as a sub-advisor to provide investment management services focused on the Alaskan market. IndyCar, as a subsidiary of Crédit Agricole, brings its expertise, resources, and market knowledge to ensure effective management and investment strategies in Alaska. The primary objective is to optimize returns while managing risks and aligning with the fund's investment philosophy. The Alaska Sub-Advisory Agreement delineates the responsibilities, duties, and obligations of both parties. It covers various aspects, including: 1. Investment Mandate: The agreement defines the investment mandate, which outlines the specific objectives, strategies, and guidelines to be followed by IndyCar when managing the assets of BNY Hamilton International Equity Fund in Alaska. This includes factors such as asset allocation, sector preferences, risk management, and ESG (Environmental, Social, and Governance) considerations. 2. Reporting and Review: The agreement specifies the reporting requirements and frequency of performance updates that IndyCar will provide to BNY Hamilton International Equity Fund. These reports may include portfolio composition, investment performance, risk analysis, and any other relevant information necessary for monitoring and evaluating the fund's Alaskan investments. 3. Fee Structure: The agreement outlines the fee structure applicable to the services provided by IndyCar. It details the compensation terms, including the management fee, performance fee, or any other related charges, and the method of calculation. 4. Duration and Termination: The agreement sets out the initial duration of the sub-advisory arrangement and the conditions under which it can be terminated. It may include provisions for termination by either party, notice periods, and any other relevant exit clauses. Different types of Alaska Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar may exist depending on specific terms and variations. Possible types could include: 1. Fixed Term Agreement: This type of sub-advisory agreement has a predetermined initial duration. It outlines the terms for a fixed period, after which the agreement may be renegotiated, extended, or terminate. 2. Evergreen Agreement: An evergreen sub-advisory agreement is one where the contract automatically renews at the end of each term unless either party provides notice for termination. This type of agreement provides continuity and ongoing collaboration between the parties. 3. Performance-Based Agreement: In a performance-based sub-advisory agreement, the sub-advisor's compensation is directly tied to the investment performance. This incentivizes the sub-advisor to strive for superior returns and aligns their interests with the fund. In summary, the Alaska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, defines the relationship, responsibilities, and compensation structure for the management of the fund's investment portfolio in Alaska. Different types of agreements may exist based on specific terms and preferences, such as fixed term, evergreen, or performance-based agreements.