The Kentucky Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive legal contract that outlines the terms, responsibilities, and obligations of the two parties involved. This agreement specifies the relationship between Touchstone Advisors, Inc. and OPCA Advisors in regard to sub-advisory services provided in the state of Kentucky. The agreement covers all necessary details, including the duration of the agreement, termination conditions, compensation arrangements, and specific roles and responsibilities. It serves as a guide for both parties to ensure a clear understanding of the expectations and obligations associated with the sub-advisory services. There are various types of Kentucky Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, based on specific investment strategies or types of assets. These agreements could include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the management and sub-advisory services related to equity investments. It outlines the responsibilities, fees, and reporting requirements associated with equity-related investments in Kentucky. 2. Fixed Income Sub-Advisory Agreement: This agreement pertains to sub-advisory services related to fixed income securities or bonds. It establishes the roles and responsibilities specific to managing fixed income investments within the state, including risk assessment, portfolio rebalancing, and reporting. 3. Mutual Fund Sub-Advisory Agreement: This agreement focuses on sub-advisory services provided to mutual funds in Kentucky. It sets forth the terms and conditions for the management, investment strategies, compensation, and regulatory compliance associated with the mutual funds under sub-advisory relationship. 4. Alternative Investment Sub-Advisory Agreement: This type of agreement caters to sub-advisory services related to alternative investment products, such as hedge funds, private equity funds, or real estate investment funds operating in Kentucky. It addresses the unique requirements and considerations associated with these types of investments. Each of these sub-advisory agreements has its own distinct terms and provisions, tailored to the specific investment strategies and objectives. The agreement ensures that both Touchstone Advisors, Inc. and OPCA Advisors are aligned in their understanding of the scope, responsibilities, and expected outcomes regarding the sub-advisory services provided in Kentucky.
Kentucky Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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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.
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.
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.
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 ...
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.
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.