Title: Arizona Investment Advisory Agreement: Hamilton Small Cap Growth CRT Fund and The Bank of New York Introduction: The Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the Hamilton Small Cap Growth CRT Fund in the state of Arizona. This agreement ensures a transparent and well-defined relationship between the two parties involved and governs the investment strategies and decision-making processes. Key Features: 1. Scope of Services: The agreement clearly delineates the investment advisory services that The Bank of New York will provide to Hamilton Small Cap Growth CRT Fund. These services may include portfolio management, investment research, risk assessment, and asset allocation strategies, among others. 2. Duties and Responsibilities: The agreement outlines the specific duties and responsibilities of both parties. The Bank of New York is entrusted with fiduciary duties, acting in the best interests of Hamilton Small Cap Growth CRT Fund. Additionally, the agreement stipulates any limitations or restrictions on investment strategies that may exist. 3. Compensation: The agreement explicitly defines the compensation structure for The Bank of New York's services. This may include a variety of fee structures, such as a fixed fee, performance-based fee, or a combination of both. The compensation terms vary depending on the type of investment advisory agreement chosen. Types of Arizona Investment Advisory Agreements: 1. General Investment Advisory Agreement: This agreement outlines the regular investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund. It encompasses comprehensive portfolio management, ongoing performance evaluations, and tailored investment strategies suitable for the client's goals. 2. Performance-Based Investment Advisory Agreement: This type of agreement aligns The Bank of New York's compensation with the performance of Hamilton Small Cap Growth CRT Fund. The Bank of New York's fees may be determined based on achieving specific investment targets or exceeding predefined performance benchmarks. 3. Specialized Investment Advisory Agreement: In certain instances, Hamilton Small Cap Growth CRT Fund may require specialized investment advisory services, such as those focused on sustainable investing, emerging markets, or specific asset classes. A specialized investment advisory agreement is tailored to meet these unique requirements. Conclusion: The Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York safeguards their professional relationship and ensures a clear understanding of roles, responsibilities, and compensation. The agreement offers flexibility by accommodating various types, such as general advisory, performance-based, or specialized agreements, tailored to the specific needs of the parties involved. By defining the terms and conditions, this agreement facilitates a productive investment advisory partnership in accordance with Arizona state regulations.
Arizona Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York
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