Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages
A Colorado Sub-Advisory Agreement refers to the contractual arrangement between the BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, for the purpose of appointing IndyCar as a sub-advisor to manage a segment or portion of the fund's investments in the state of Colorado, USA. This partnership allows the BNY Hamilton International Equity fund to leverage IndyCar's expertise and resources, ensuring efficient management of investments in the region. Through the Colorado Sub-Advisory Agreement, BNY Hamilton International Equity fund empowers IndyCar with the authority to make investment decisions, manage assets, and conduct day-to-day portfolio management activities within the specified Colorado segment. This arrangement offers a specialized approach to managing investments, considering the unique characteristics and opportunities presented by the Colorado market. By utilizing the sub-advisory services of IndyCar, the BNY Hamilton International Equity fund gains access to Crédit Agricole's vast global network, research capabilities, and market insights. IndyCar, as a subsidiary of Crédit Agricole, brings substantial experience and knowledge of the Colorado market, enabling the fund to capitalize on local investment opportunities. Types of Colorado Sub-Advisory Agreements could include: 1. Full Discretion Agreement: Under this agreement, IndyCar is granted full discretion overinvestment decisions within the Colorado segment. They have the authority to execute trades, allocate assets, and manage the portfolio without prior approval from the BNY Hamilton International Equity fund. 2. Limited Discretion Agreement: In this scenario, IndyCar has limited discretion and needs to seek approval from the BNY Hamilton International Equity fund for certain investment decisions or asset allocations within the Colorado segment. The precise scope and thresholds for IndyCar's autonomy would be outlined in the agreement. 3. Performance-based Agreement: This type of agreement entails IndyCar's compensation being tied to performance metrics, such as achieving specified investment objectives or outperforming benchmark indices within the Colorado segment. The agreement could include a performance fee structure that rewards successful outcomes. 4. Fixed Fee Agreement: Under this agreement, IndyCar receives a fixed fee from the BNY Hamilton International Equity fund for their sub-advisory services in managing the Colorado segment. The fee is predetermined and not contingent on investment performance. Overall, the Colorado Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar aims to enhance the fund's investment capabilities in Colorado, leveraging the expertise and resources of IndyCar, a subsidiary of Crédit Agricole. The agreement may vary in terms of discretion, compensation structure, and objectives, based on the specific needs and preferences of both parties.
A Colorado Sub-Advisory Agreement refers to the contractual arrangement between the BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, for the purpose of appointing IndyCar as a sub-advisor to manage a segment or portion of the fund's investments in the state of Colorado, USA. This partnership allows the BNY Hamilton International Equity fund to leverage IndyCar's expertise and resources, ensuring efficient management of investments in the region. Through the Colorado Sub-Advisory Agreement, BNY Hamilton International Equity fund empowers IndyCar with the authority to make investment decisions, manage assets, and conduct day-to-day portfolio management activities within the specified Colorado segment. This arrangement offers a specialized approach to managing investments, considering the unique characteristics and opportunities presented by the Colorado market. By utilizing the sub-advisory services of IndyCar, the BNY Hamilton International Equity fund gains access to Crédit Agricole's vast global network, research capabilities, and market insights. IndyCar, as a subsidiary of Crédit Agricole, brings substantial experience and knowledge of the Colorado market, enabling the fund to capitalize on local investment opportunities. Types of Colorado Sub-Advisory Agreements could include: 1. Full Discretion Agreement: Under this agreement, IndyCar is granted full discretion overinvestment decisions within the Colorado segment. They have the authority to execute trades, allocate assets, and manage the portfolio without prior approval from the BNY Hamilton International Equity fund. 2. Limited Discretion Agreement: In this scenario, IndyCar has limited discretion and needs to seek approval from the BNY Hamilton International Equity fund for certain investment decisions or asset allocations within the Colorado segment. The precise scope and thresholds for IndyCar's autonomy would be outlined in the agreement. 3. Performance-based Agreement: This type of agreement entails IndyCar's compensation being tied to performance metrics, such as achieving specified investment objectives or outperforming benchmark indices within the Colorado segment. The agreement could include a performance fee structure that rewards successful outcomes. 4. Fixed Fee Agreement: Under this agreement, IndyCar receives a fixed fee from the BNY Hamilton International Equity fund for their sub-advisory services in managing the Colorado segment. The fee is predetermined and not contingent on investment performance. Overall, the Colorado Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar aims to enhance the fund's investment capabilities in Colorado, leveraging the expertise and resources of IndyCar, a subsidiary of Crédit Agricole. The agreement may vary in terms of discretion, compensation structure, and objectives, based on the specific needs and preferences of both parties.