Indiana Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9076
• Format: Word; Rich Text

Description

Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages Indiana Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legal document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to BNY Hamilton Large Growth CRT Fund, an investment fund based in Indiana. This agreement establishes a mutually beneficial relationship between the two entities and ensures that the investment advisor acts in the best interest of the fund and its investors. The Indiana Investment Advisory Agreement consists of several key components, including: 1. Scope of Services: The agreement clearly defines the scope of the investment advisory services to be provided by The Bank of New York. This may include investment management, portfolio monitoring, asset allocation, and other related services. 2. Fees and Expenses: The agreement outlines the fees and expenses associated with the investment advisory services. This includes management fees, performance-based fees, and any other charges applicable to the services provided. 3. Investment Objectives and Restrictions: The agreement sets forth the investment objectives and restrictions for BNY Hamilton Large Growth CRT Fund. This includes the target rate of return, risk tolerance, and any specific investment guidelines or restrictions to be adhered to by the investment advisor. 4. Reporting and Communication: The agreement stipulates the reporting requirements and frequency of communication between the investment advisor and the fund. It may include regular performance reports, investment summaries, and updates on market conditions and portfolio strategies. 5. Termination and Amendments: The agreement outlines the procedures and circumstances under which either party can terminate the agreement. It also includes provisions for amending the agreement if necessary, based on changes in regulatory requirements or other relevant factors. It is important to note that there may be different types of Indiana Investment Advisory Agreements between BNY Hamilton Large Growth CRT Fund and The Bank of New York, depending on factors such as the specific investment strategy employed, the size and structure of the fund, and the individual needs and preferences of the fund's investors. These variations might include specialized agreements for different asset classes, alternative investment strategies, or specific investor groups within the fund. Keywords: Indiana, Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, investment management, portfolio monitoring, asset allocation, fees, expenses, investment objectives, investment restrictions, reporting, communication, termination, amendments.

Indiana Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legal document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to BNY Hamilton Large Growth CRT Fund, an investment fund based in Indiana. This agreement establishes a mutually beneficial relationship between the two entities and ensures that the investment advisor acts in the best interest of the fund and its investors. The Indiana Investment Advisory Agreement consists of several key components, including: 1. Scope of Services: The agreement clearly defines the scope of the investment advisory services to be provided by The Bank of New York. This may include investment management, portfolio monitoring, asset allocation, and other related services. 2. Fees and Expenses: The agreement outlines the fees and expenses associated with the investment advisory services. This includes management fees, performance-based fees, and any other charges applicable to the services provided. 3. Investment Objectives and Restrictions: The agreement sets forth the investment objectives and restrictions for BNY Hamilton Large Growth CRT Fund. This includes the target rate of return, risk tolerance, and any specific investment guidelines or restrictions to be adhered to by the investment advisor. 4. Reporting and Communication: The agreement stipulates the reporting requirements and frequency of communication between the investment advisor and the fund. It may include regular performance reports, investment summaries, and updates on market conditions and portfolio strategies. 5. Termination and Amendments: The agreement outlines the procedures and circumstances under which either party can terminate the agreement. It also includes provisions for amending the agreement if necessary, based on changes in regulatory requirements or other relevant factors. It is important to note that there may be different types of Indiana Investment Advisory Agreements between BNY Hamilton Large Growth CRT Fund and The Bank of New York, depending on factors such as the specific investment strategy employed, the size and structure of the fund, and the individual needs and preferences of the fund's investors. These variations might include specialized agreements for different asset classes, alternative investment strategies, or specific investor groups within the fund. Keywords: Indiana, Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, investment management, portfolio monitoring, asset allocation, fees, expenses, investment objectives, investment restrictions, reporting, communication, termination, amendments.