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

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Connecticut Sub-Advisory Agreement is a legal contract that outlines the terms and conditions of a partnership between Touchstone Advisors, Inc. and OPCA Advisors, specifically in the state of Connecticut. This agreement establishes the roles, responsibilities, and obligations of both parties involved in the sub-advisory relationship. Through this agreement, Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-adviser to manage certain aspects of their investment portfolios. Keywords: Connecticut Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, legal contract, partnership, roles, responsibilities, obligations, sub-adviser, investment portfolios. Different types of Connecticut Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This agreement specifically focuses on the management and advisory services related to equity investment portfolios. It defines the scope of OPCA Advisors' responsibilities and obligations in managing equity assets on behalf of Touchstone Advisors, Inc. 2. Fixed Income Sub-Advisory Agreement: This type of agreement concentrates on the management of fixed income investment portfolios. It outlines the duties and responsibilities of OPCA Advisors in overseeing fixed income assets, such as bonds and other debt instruments, for Touchstone Advisors, Inc. 3. Multi-Asset Sub-Advisory Agreement: This agreement encompasses the management and advisory services related to various asset classes, including equities, fixed income, and potentially alternative investments. It details the roles and responsibilities of OPCA Advisors in providing comprehensive investment solutions across multiple asset types for Touchstone Advisors, Inc. 4. Performance-Based Sub-Advisory Agreement: In this type of agreement, the compensation and fees for OPCA Advisors are based on the performance of the managed portfolios. The agreement outlines the specific criteria and metrics related to the investment performance upon which the compensation is determined. By defining the types of Connecticut Sub-Advisory Agreements available between Touchstone Advisors, Inc. and OPCA Advisors, both parties can establish clear expectations and structures that cater to the specific needs and objectives of the investment portfolios involved.

The Connecticut Sub-Advisory Agreement is a legal contract that outlines the terms and conditions of a partnership between Touchstone Advisors, Inc. and OPCA Advisors, specifically in the state of Connecticut. This agreement establishes the roles, responsibilities, and obligations of both parties involved in the sub-advisory relationship. Through this agreement, Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-adviser to manage certain aspects of their investment portfolios. Keywords: Connecticut Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, legal contract, partnership, roles, responsibilities, obligations, sub-adviser, investment portfolios. Different types of Connecticut Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This agreement specifically focuses on the management and advisory services related to equity investment portfolios. It defines the scope of OPCA Advisors' responsibilities and obligations in managing equity assets on behalf of Touchstone Advisors, Inc. 2. Fixed Income Sub-Advisory Agreement: This type of agreement concentrates on the management of fixed income investment portfolios. It outlines the duties and responsibilities of OPCA Advisors in overseeing fixed income assets, such as bonds and other debt instruments, for Touchstone Advisors, Inc. 3. Multi-Asset Sub-Advisory Agreement: This agreement encompasses the management and advisory services related to various asset classes, including equities, fixed income, and potentially alternative investments. It details the roles and responsibilities of OPCA Advisors in providing comprehensive investment solutions across multiple asset types for Touchstone Advisors, Inc. 4. Performance-Based Sub-Advisory Agreement: In this type of agreement, the compensation and fees for OPCA Advisors are based on the performance of the managed portfolios. The agreement outlines the specific criteria and metrics related to the investment performance upon which the compensation is determined. By defining the types of Connecticut Sub-Advisory Agreements available between Touchstone Advisors, Inc. and OPCA Advisors, both parties can establish clear expectations and structures that cater to the specific needs and objectives of the investment portfolios involved.

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