Alabama 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 Alabama Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole is a legal document that outlines the terms and conditions of a partnership between the two entities. The agreement establishes the roles and responsibilities of both parties when it comes to managing the fund's international equity holdings. Keywords: Alabama Sub-Advisory Agreement, BNY Hamilton International Equity fund, IndyCar, Crédit Agricole, legal document, partnership, roles, responsibilities, managing, international equity holdings. 1. Basic Structure and Purpose: The Alabama Sub-Advisory Agreement is a contractual agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole. The purpose of this agreement is to define the roles and responsibilities of IndyCar as a sub-advisor in managing the fund's international equity holdings based in Alabama. 2. Roles and Responsibilities: The agreement outlines the specific roles and responsibilities of IndyCar as a sub-advisor. This may include conducting research and analysis on international equity markets, recommending investment strategies, executing trades, monitoring portfolio performance, and reporting back to BNY Hamilton International Equity fund. 3. Investment Mandate and Guidelines: The document specifies the investment mandate and guidelines that IndyCar must adhere to. It may include restrictions on specific types of investments, allocation of assets, risk management strategies, and compliance with regulatory requirements. These guidelines aim to align the fund's investment strategy with its objectives and risk tolerance. 4. Reporting and Communication: The agreement includes provisions for regular reporting and communication between BNY Hamilton International Equity fund and IndyCar. It outlines the frequency and format of reports to be provided by IndyCar, as well as any additional reporting requirements specific to the fund's management team. 5. Fee Structure and Compensation: The agreement also outlines the fee structure and compensation arrangements between BNY Hamilton International Equity fund and IndyCar. This may include management fees, performance-based fees, or a combination of both. It specifies how and when such fees will be calculated, invoiced, and paid. Types of Alabama Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole: 1. General Alabama Sub-Advisory Agreement: This is the standard agreement that covers the overall relationship between BNY Hamilton International Equity fund and IndyCar. It outlines the general terms, rights, and obligations of both parties in the sub-advisory arrangement. 2. Specific Mandate Sub-Advisory Agreement: In certain cases, BNY Hamilton International Equity fund may require a specific mandate agreement. This type of agreement focuses on a particular investment strategy, region, or sector. It provides specific guidelines and instructions for IndyCar to follow when managing the fund's investments within that mandate. 3. Termination or Amendment Agreement: If either party wishes to terminate or amend the existing sub-advisory agreement, a separate termination or amendment agreement may be required. This agreement outlines the process and conditions that need to be followed when either party wishes to make changes to the original agreement. Note: The specific types of Alabama Sub-Advisory Agreements may vary depending on the circumstances and specific requirements of BNY Hamilton International Equity fund and IndyCar.

Alabama Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole is a legal document that outlines the terms and conditions of a partnership between the two entities. The agreement establishes the roles and responsibilities of both parties when it comes to managing the fund's international equity holdings. Keywords: Alabama Sub-Advisory Agreement, BNY Hamilton International Equity fund, IndyCar, Crédit Agricole, legal document, partnership, roles, responsibilities, managing, international equity holdings. 1. Basic Structure and Purpose: The Alabama Sub-Advisory Agreement is a contractual agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole. The purpose of this agreement is to define the roles and responsibilities of IndyCar as a sub-advisor in managing the fund's international equity holdings based in Alabama. 2. Roles and Responsibilities: The agreement outlines the specific roles and responsibilities of IndyCar as a sub-advisor. This may include conducting research and analysis on international equity markets, recommending investment strategies, executing trades, monitoring portfolio performance, and reporting back to BNY Hamilton International Equity fund. 3. Investment Mandate and Guidelines: The document specifies the investment mandate and guidelines that IndyCar must adhere to. It may include restrictions on specific types of investments, allocation of assets, risk management strategies, and compliance with regulatory requirements. These guidelines aim to align the fund's investment strategy with its objectives and risk tolerance. 4. Reporting and Communication: The agreement includes provisions for regular reporting and communication between BNY Hamilton International Equity fund and IndyCar. It outlines the frequency and format of reports to be provided by IndyCar, as well as any additional reporting requirements specific to the fund's management team. 5. Fee Structure and Compensation: The agreement also outlines the fee structure and compensation arrangements between BNY Hamilton International Equity fund and IndyCar. This may include management fees, performance-based fees, or a combination of both. It specifies how and when such fees will be calculated, invoiced, and paid. Types of Alabama Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole: 1. General Alabama Sub-Advisory Agreement: This is the standard agreement that covers the overall relationship between BNY Hamilton International Equity fund and IndyCar. It outlines the general terms, rights, and obligations of both parties in the sub-advisory arrangement. 2. Specific Mandate Sub-Advisory Agreement: In certain cases, BNY Hamilton International Equity fund may require a specific mandate agreement. This type of agreement focuses on a particular investment strategy, region, or sector. It provides specific guidelines and instructions for IndyCar to follow when managing the fund's investments within that mandate. 3. Termination or Amendment Agreement: If either party wishes to terminate or amend the existing sub-advisory agreement, a separate termination or amendment agreement may be required. This agreement outlines the process and conditions that need to be followed when either party wishes to make changes to the original agreement. Note: The specific types of Alabama Sub-Advisory Agreements may vary depending on the circumstances and specific requirements of BNY Hamilton International Equity fund and IndyCar.