Colorado 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 Colorado Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the working relationship between both parties. This agreement establishes the framework for the provision of investment management services offered by OPCA Advisors to Touchstone Advisors, Inc., in the state of Colorado. In a Colorado Sub-Advisory Agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors serves as the sub-advisor. It involves the delegation of certain investment management functions from Touchstone Advisors, Inc. to OPCA Advisors. This agreement governs the scope of responsibilities, duties, and obligations of each party, ensuring clear communication and aligned objectives. The key areas covered within the Colorado Sub-Advisory Agreement include: 1. Scope of Services: This section provides a detailed description of the specific investment management services that OPCA Advisors will provide to Touchstone Advisors, Inc. This may include investment research, portfolio management, risk assessment, asset allocation, and other related duties. 2. Compensation: The agreement establishes the compensation structure for OPCA Advisors, detailing the fees or charges for their services. It may include management fees, performance-based fees, or any other agreed-upon remuneration method. 3. Duration and Termination: This portion specifies the duration of the agreement and the procedures for termination. It may outline the notice period required for termination or the conditions under which the agreement can be terminated by either party. 4. Compliance and Regulations: As Colorado Sub-Advisory Agreement falls under legal and regulatory frameworks, this section ensures that both parties comply with relevant laws, regulations, and policies governing the provision of investment management services within Colorado. 5. Confidentiality and Non-Disclosure: To protect sensitive information, both Touchstone Advisors, Inc. and OPCA Advisors commit to maintaining confidentiality throughout the agreement. This clause ensures that any proprietary or confidential information remains protected and prevents unauthorized disclosure. 6. Governing Law and Dispute Resolution: This clause determines the governing law applicable to the agreement, often the state of Colorado. It also outlines the process for dispute resolution, which may involve negotiation, mediation, or arbitration. Some possible types of Colorado Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services related to equity investments, such as managing equity portfolios, conducting equity research, and formulating investment strategies in Colorado. 2. Fixed-Income Sub-Advisory Agreement: This agreement primarily deals with sub-advisory services related to fixed-income investments, encompassing activities like bond selection, portfolio optimization, and interest rate risk assessment. 3. Alternative Investment Sub-Advisory Agreement: This type of agreement concentrates on sub-advisory services in the realm of alternative investments, which may include hedge funds, private equity, real estate, or other non-traditional investment vehicles. By capturing these relevant keywords and concepts within a detailed description, the content provides a comprehensive overview of the Colorado Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors.

Colorado Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the working relationship between both parties. This agreement establishes the framework for the provision of investment management services offered by OPCA Advisors to Touchstone Advisors, Inc., in the state of Colorado. In a Colorado Sub-Advisory Agreement, Touchstone Advisors, Inc. acts as the primary advisor, while OPCA Advisors serves as the sub-advisor. It involves the delegation of certain investment management functions from Touchstone Advisors, Inc. to OPCA Advisors. This agreement governs the scope of responsibilities, duties, and obligations of each party, ensuring clear communication and aligned objectives. The key areas covered within the Colorado Sub-Advisory Agreement include: 1. Scope of Services: This section provides a detailed description of the specific investment management services that OPCA Advisors will provide to Touchstone Advisors, Inc. This may include investment research, portfolio management, risk assessment, asset allocation, and other related duties. 2. Compensation: The agreement establishes the compensation structure for OPCA Advisors, detailing the fees or charges for their services. It may include management fees, performance-based fees, or any other agreed-upon remuneration method. 3. Duration and Termination: This portion specifies the duration of the agreement and the procedures for termination. It may outline the notice period required for termination or the conditions under which the agreement can be terminated by either party. 4. Compliance and Regulations: As Colorado Sub-Advisory Agreement falls under legal and regulatory frameworks, this section ensures that both parties comply with relevant laws, regulations, and policies governing the provision of investment management services within Colorado. 5. Confidentiality and Non-Disclosure: To protect sensitive information, both Touchstone Advisors, Inc. and OPCA Advisors commit to maintaining confidentiality throughout the agreement. This clause ensures that any proprietary or confidential information remains protected and prevents unauthorized disclosure. 6. Governing Law and Dispute Resolution: This clause determines the governing law applicable to the agreement, often the state of Colorado. It also outlines the process for dispute resolution, which may involve negotiation, mediation, or arbitration. Some possible types of Colorado Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on sub-advisory services related to equity investments, such as managing equity portfolios, conducting equity research, and formulating investment strategies in Colorado. 2. Fixed-Income Sub-Advisory Agreement: This agreement primarily deals with sub-advisory services related to fixed-income investments, encompassing activities like bond selection, portfolio optimization, and interest rate risk assessment. 3. Alternative Investment Sub-Advisory Agreement: This type of agreement concentrates on sub-advisory services in the realm of alternative investments, which may include hedge funds, private equity, real estate, or other non-traditional investment vehicles. By capturing these relevant keywords and concepts within a detailed description, the content provides a comprehensive overview of the Colorado Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors.