Title: Exploring the Idaho Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Keywords: Idaho Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., detailed description, types Introduction: The Idaho Investment Advisory Agreement, often referred to as the Investment Management Agreement (IMA), is a legal contract negotiated between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association (U.S. Bank). This agreement outlines the terms and conditions under which U.S. Bank will act as an investment advisor for FAIR, managing various investment portfolios and providing related services. Detailed Description: 1. Scope of the Agreement: The Idaho Investment Advisory Agreement details the scope of the arrangement between FAIR and U.S. Bank. It defines the specific investment portfolios that U.S. Bank will oversee and the responsibilities of both parties. 2. Investment Objectives and Strategies: The agreement outlines FAIR's investment objectives, such as maximizing returns, capital appreciation, income generation, or a combination thereof. Additionally, it delves into the investment strategies U.S. Bank will employ to achieve these objectives, potentially covering asset allocation, risk management, portfolio diversification, and more. 3. Portfolio Reporting and Performance Evaluation: This section highlights the reporting requirements that U.S. Bank must fulfill, including the frequency and method of reporting. It may include information on investment performance evaluation, benchmarking against industry standards, and the delivery of detailed portfolio statements to FAIR. 4. Fees and Compensation: The Idaho Investment Advisory Agreement specifies the fee structure for U.S. Bank's services. It may outline the management fees, performance-based fees, expense reimbursements, or other forms of compensation that FAIR agrees to pay U.S. Bank. 5. Termination and Amendment: Terms related to the termination or amendment of the agreement are covered in this section. It may explain the conditions under which either party can terminate the agreement and any associated penalties or procedures that must be followed. Types of Idaho Investment Advisory Agreements: While the specific types of Idaho IMA agreements between FAIR and U.S. Bank may vary based on individual circumstances, they typically fall under: 1. General Investment Advisory Agreement: This agreement encompasses a broad range of investment portfolios managed by U.S. Bank on behalf of FAIR. 2. Specific Portfolio Advisory Agreement: In some cases, FAIR may establish separate agreements for specific portfolios or investment vehicles, allowing for tailored management and strategies. Conclusion: The Idaho Investment Advisory Agreement between First American Insurance Portfolios, Inc., and U.S. Bank National Association sets the foundation and guidelines for the provision of investment management services. It ensures both parties have a clear understanding of their roles, responsibilities, and compensation. By adhering to this formal agreement, FAIR and U.S. Bank can work collaboratively to maximize investment returns and achieve FAIR's financial goals.
Idaho Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.
Category:
State:
Multi-State
Control #:
US-EG-9186
Format:
Word;
Rich Text
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Description
Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages
Title: Exploring the Idaho Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Keywords: Idaho Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Assoc., detailed description, types Introduction: The Idaho Investment Advisory Agreement, often referred to as the Investment Management Agreement (IMA), is a legal contract negotiated between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association (U.S. Bank). This agreement outlines the terms and conditions under which U.S. Bank will act as an investment advisor for FAIR, managing various investment portfolios and providing related services. Detailed Description: 1. Scope of the Agreement: The Idaho Investment Advisory Agreement details the scope of the arrangement between FAIR and U.S. Bank. It defines the specific investment portfolios that U.S. Bank will oversee and the responsibilities of both parties. 2. Investment Objectives and Strategies: The agreement outlines FAIR's investment objectives, such as maximizing returns, capital appreciation, income generation, or a combination thereof. Additionally, it delves into the investment strategies U.S. Bank will employ to achieve these objectives, potentially covering asset allocation, risk management, portfolio diversification, and more. 3. Portfolio Reporting and Performance Evaluation: This section highlights the reporting requirements that U.S. Bank must fulfill, including the frequency and method of reporting. It may include information on investment performance evaluation, benchmarking against industry standards, and the delivery of detailed portfolio statements to FAIR. 4. Fees and Compensation: The Idaho Investment Advisory Agreement specifies the fee structure for U.S. Bank's services. It may outline the management fees, performance-based fees, expense reimbursements, or other forms of compensation that FAIR agrees to pay U.S. Bank. 5. Termination and Amendment: Terms related to the termination or amendment of the agreement are covered in this section. It may explain the conditions under which either party can terminate the agreement and any associated penalties or procedures that must be followed. Types of Idaho Investment Advisory Agreements: While the specific types of Idaho IMA agreements between FAIR and U.S. Bank may vary based on individual circumstances, they typically fall under: 1. General Investment Advisory Agreement: This agreement encompasses a broad range of investment portfolios managed by U.S. Bank on behalf of FAIR. 2. Specific Portfolio Advisory Agreement: In some cases, FAIR may establish separate agreements for specific portfolios or investment vehicles, allowing for tailored management and strategies. Conclusion: The Idaho Investment Advisory Agreement between First American Insurance Portfolios, Inc., and U.S. Bank National Association sets the foundation and guidelines for the provision of investment management services. It ensures both parties have a clear understanding of their roles, responsibilities, and compensation. By adhering to this formal agreement, FAIR and U.S. Bank can work collaboratively to maximize investment returns and achieve FAIR's financial goals.
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