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