Hawaii Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages A Hawaii Investment Advisory Agreement is a legal document that establishes a professional relationship and outlines the terms and conditions between Hamilton Small Cap Growth CRT Fund (hereinafter referred to as "the Fund") and The Bank of New York (hereinafter referred to as "the Advisor"). This agreement pertains specifically to investment advisory services provided in relation to the Fund's investment strategy and objectives in the Hawaiian financial market. The Hawaii Investment Advisory Agreement is designed to ensure transparency, clear communication, and aligned goals between the Fund and The Bank of New York. It details the scope of advisory services provided by the Advisor, including investment analysis, portfolio management, and performance reporting. The agreement further emphasizes compliance with applicable laws and regulations governing investments and financial services in Hawaii. Several key sections are commonly found in the Hawaii Investment Advisory Agreement: 1. Objective and Strategy: This section outlines the Fund's investment goals and objectives within the context of the Hawaiian financial market. It may include targets for capital growth, risk management, and diversification. 2. Advisor's Responsibilities: This section specifies the Advisor's duties and obligations, such as conducting research and analysis, providing investment recommendations, implementing the agreed-upon investment strategy, and monitoring the Fund's portfolio. 3. Compensation and Expenses: The agreement details the compensation structure for the Advisor, including fees, commissions, or any performance-based incentives. It also outlines any expenses borne by the Fund, such as transaction costs or administrative fees. 4. Reporting and Communication: This section establishes the frequency and format of performance reports and investment updates that the Advisor will provide to the Fund. It may also specify the regularity of meetings or conference calls between the two parties. 5. Duration and Termination: The agreement typically states the initial term of the advisory relationship, which can be renewable. It also outlines the conditions under which either party can terminate the agreement, including breaches of contract or financial misconduct. Different types of Hawaii Investment Advisory Agreements may exist depending on the specific requirements and circumstances of the Fund. Examples of specialized agreements include Exclusive Advisory Agreements, wherein the Advisor is exclusively responsible for managing the Fund's investments in Hawaii, or Limited-Scope Advisory Agreements, which may restrict the Advisor's services to specific asset classes or strategies within the Hawaiian financial market. In summary, the Hawaii Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York establishes a formal arrangement for investment advisory services, ensuring a clear understanding of roles, responsibilities, compensation, and reporting. The agreement promotes a collaborative approach towards achieving the Fund's investment objectives in the Hawaiian market.

A Hawaii Investment Advisory Agreement is a legal document that establishes a professional relationship and outlines the terms and conditions between Hamilton Small Cap Growth CRT Fund (hereinafter referred to as "the Fund") and The Bank of New York (hereinafter referred to as "the Advisor"). This agreement pertains specifically to investment advisory services provided in relation to the Fund's investment strategy and objectives in the Hawaiian financial market. The Hawaii Investment Advisory Agreement is designed to ensure transparency, clear communication, and aligned goals between the Fund and The Bank of New York. It details the scope of advisory services provided by the Advisor, including investment analysis, portfolio management, and performance reporting. The agreement further emphasizes compliance with applicable laws and regulations governing investments and financial services in Hawaii. Several key sections are commonly found in the Hawaii Investment Advisory Agreement: 1. Objective and Strategy: This section outlines the Fund's investment goals and objectives within the context of the Hawaiian financial market. It may include targets for capital growth, risk management, and diversification. 2. Advisor's Responsibilities: This section specifies the Advisor's duties and obligations, such as conducting research and analysis, providing investment recommendations, implementing the agreed-upon investment strategy, and monitoring the Fund's portfolio. 3. Compensation and Expenses: The agreement details the compensation structure for the Advisor, including fees, commissions, or any performance-based incentives. It also outlines any expenses borne by the Fund, such as transaction costs or administrative fees. 4. Reporting and Communication: This section establishes the frequency and format of performance reports and investment updates that the Advisor will provide to the Fund. It may also specify the regularity of meetings or conference calls between the two parties. 5. Duration and Termination: The agreement typically states the initial term of the advisory relationship, which can be renewable. It also outlines the conditions under which either party can terminate the agreement, including breaches of contract or financial misconduct. Different types of Hawaii Investment Advisory Agreements may exist depending on the specific requirements and circumstances of the Fund. Examples of specialized agreements include Exclusive Advisory Agreements, wherein the Advisor is exclusively responsible for managing the Fund's investments in Hawaii, or Limited-Scope Advisory Agreements, which may restrict the Advisor's services to specific asset classes or strategies within the Hawaiian financial market. In summary, the Hawaii Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York establishes a formal arrangement for investment advisory services, ensuring a clear understanding of roles, responsibilities, compensation, and reporting. The agreement promotes a collaborative approach towards achieving the Fund's investment objectives in the Hawaiian market.