The Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the terms of the partnership between the two entities. This agreement establishes the responsibility and obligations of both parties in relation to the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. Under this agreement, OPCA Advisors acts as a sub-advisor to Touchstone Advisors, Inc., offering their expertise and guidance in regard to investment management and fund advisory services. The agreement defines the scope of the sub-advisory services, including the specific funds or investment strategies that OPCA Advisors will be responsible for managing on behalf of Touchstone Advisors, Inc. The Arizona Sub-Advisory Agreement lays out the duration of the partnership, stating the initial term of the agreement and any provisions for automatic renewal or termination. It also includes details regarding compensation, fee structure, and any profit-sharing arrangements between the parties. Furthermore, the agreement addresses the responsibilities of each party when it comes to compliance with applicable laws, regulations, and guidelines. This includes ensuring that both parties adhere to any state-specific rules and requirements in Arizona. In addition to the standard Arizona Sub-Advisory Agreement, there might be different types or variations of the agreement based on factors such as the specific investment fund or strategy being sub-advised. For instance, there could be an Arizona Sub-Advisory Agreement specifically for the management of a mutual fund, alternative investment fund, or an equity-based portfolio. Overall, the Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive document that sets the framework for their professional collaboration, protecting the rights and interests of both parties involved.
Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
Key Takeaways. A sub-advised fund involves a third-party money manager that is hired by an investment company or mutual fund to manage an investment portfolio. Sub-advised funds are typically sought by investment companies because of their expertise in managing a specific strategy.
adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.
An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.
adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.
Subadvisory Fee means a fee in an amount equal to 20% of the amount of fees paid to Advisor by the REIT pursuant to the Advisory Agreement, including but not limited to: Acquisition Fees, Asset Management Fees, Loan Refinancing Fees, Property Management Fees, and Subordinated Disposition Fees, each as defined in the ...