Indiana Sub-Advisory Agreement is a legal document that outlines the terms and conditions of the relationship between Touchstone Advisors, Inc. and OPCA Advisors in Indiana. This agreement establishes the framework for the sub-advisory services provided by OPCA Advisors to Touchstone Advisors, Inc. The Indiana Sub-Advisory Agreement is designed to ensure a collaborative and mutually beneficial partnership between both parties. It defines the roles, responsibilities, and obligations of each party involved. It serves as a guiding document to govern the relationship and protect the rights and interests of both Touchstone Advisors, Inc. and OPCA Advisors. Under the Indiana Sub-Advisory Agreement, Touchstone Advisors, Inc. grants OPCA Advisors the authority to manage certain investment portfolios or assets on behalf of Touchstone Advisors' clients. OPCA Advisors acts as a sub-advisor and is entrusted with the responsibility of executing investment strategies and making investment decisions in accordance with agreed-upon guidelines and objectives. The agreement outlines the scope of services provided by OPCA Advisors, which may include investment research, portfolio management, risk assessment, and monitoring of investment performance. It also specifies the compensation structure, fee arrangement, and billing procedures between both parties. Additionally, the Indiana Sub-Advisory Agreement addresses important legal and compliance aspects, including confidentiality, intellectual property rights, indemnification, and limitations of liability. It ensures that all activities carried out by OPCA Advisors comply with applicable laws, regulations, and industry standards. It is important to note that there may be different types of Indiana Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, depending on the specific nature of the sub-advisory services required. Examples of different types of agreements could include equity sub-advisory agreements, fixed-income sub-advisory agreements, or multi-asset class sub-advisory agreements. The exact terms and provisions of each agreement would be tailored to suit the specific investment objectives and strategies of Touchstone Advisors and the capabilities and expertise of OPCA Advisors. In summary, the Indiana Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes the framework for their collaborative relationship, outlining the rights, responsibilities, and obligations of each party involved. By entering into this agreement, both parties can work together effectively and transparently to achieve their investment objectives while complying with legal and regulatory requirements.
Indiana 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.
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.
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.
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.
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 ...