California Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the specific terms and conditions of their partnership as it relates to investment management services. This agreement establishes a framework for collaboration, compliance, and responsibilities between the two entities. Under this agreement, Touchstone Advisors, Inc. acts as the primary investment advisor, entrusting OPCA Advisors to provide the sub-advisory services. These services may include research, portfolio management, risk analysis, and other investment-related activities as mutually agreed upon by both parties. Keywords: California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment management services, collaboration, compliance, responsibilities, investment advisor, primary, sub-advisory services, research, portfolio management, risk analysis, investment-related activities. It's important to note that there may be different types of California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, depending on the specific nature of their partnership. Some possible variations could include: 1. Performance-based Fee Agreement: This agreement may establish a fee structure based on the performance of the investments managed by OPCA Advisors. The fees may be linked to certain benchmarks or performance targets, motivating OPCA Advisors to achieve positive results. 2. Duration-based Agreement: In some cases, the agreement may have a fixed duration, specifying the period during which Touchstone Advisors, Inc. will utilize the sub-advisory services of OPCA Advisors. This type of agreement allows for defined timelines and gives both parties the flexibility to reassess their collaboration periodically. 3. Specialized Service Agreement: If OPCA Advisors possesses expertise in a specific investment sector or strategy, this agreement may focus on delegating sub-advisory responsibilities exclusively within that domain. This allows both parties to leverage the expertise of OPCA Advisors to target specific market niches or investment opportunities. 4. Compliance-based Agreement: This agreement might emphasize the adherence to regulatory requirements and compliance with relevant laws, ensuring both Touchstone Advisors, Inc. and OPCA Advisors operate within the legal framework of the state of California. It may outline reporting obligations, risk mitigation measures, and other compliance-related aspects. Remember, the specific type of California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors will vary based on their unique needs, preferences, and the scope of their collaboration.

The California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the specific terms and conditions of their partnership as it relates to investment management services. This agreement establishes a framework for collaboration, compliance, and responsibilities between the two entities. Under this agreement, Touchstone Advisors, Inc. acts as the primary investment advisor, entrusting OPCA Advisors to provide the sub-advisory services. These services may include research, portfolio management, risk analysis, and other investment-related activities as mutually agreed upon by both parties. Keywords: California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment management services, collaboration, compliance, responsibilities, investment advisor, primary, sub-advisory services, research, portfolio management, risk analysis, investment-related activities. It's important to note that there may be different types of California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, depending on the specific nature of their partnership. Some possible variations could include: 1. Performance-based Fee Agreement: This agreement may establish a fee structure based on the performance of the investments managed by OPCA Advisors. The fees may be linked to certain benchmarks or performance targets, motivating OPCA Advisors to achieve positive results. 2. Duration-based Agreement: In some cases, the agreement may have a fixed duration, specifying the period during which Touchstone Advisors, Inc. will utilize the sub-advisory services of OPCA Advisors. This type of agreement allows for defined timelines and gives both parties the flexibility to reassess their collaboration periodically. 3. Specialized Service Agreement: If OPCA Advisors possesses expertise in a specific investment sector or strategy, this agreement may focus on delegating sub-advisory responsibilities exclusively within that domain. This allows both parties to leverage the expertise of OPCA Advisors to target specific market niches or investment opportunities. 4. Compliance-based Agreement: This agreement might emphasize the adherence to regulatory requirements and compliance with relevant laws, ensuring both Touchstone Advisors, Inc. and OPCA Advisors operate within the legal framework of the state of California. It may outline reporting obligations, risk mitigation measures, and other compliance-related aspects. Remember, the specific type of California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors will vary based on their unique needs, preferences, and the scope of their collaboration.