The Louisiana Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a contractual agreement that outlines the terms and conditions of the partnership between the two entities. This agreement establishes the roles, responsibilities, and obligations of Touchstone Advisors (the "advisor") and OPCA Advisors (the "sub-advisor") in managing investment portfolios and providing investment advisory services. Keywords: Louisiana Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, contractual agreement, partnership, roles, responsibilities, obligations, investment portfolios, investment advisory services. The primary objective of the Louisiana Sub-Advisory Agreement is to define the scope and limits of the sub-advisory relationship, ensuring that both entities are aligned in their approach to investment management and comply with relevant laws and regulations. It sets forth the parameters for the sub-advisor's involvement, including the assets that will be managed, the investment strategies to be implemented, and the fees and compensation structure. Through this agreement, Touchstone Advisors delegates certain responsibilities and investment decisions to OPCA Advisors, allowing for the efficient management of investment portfolios. However, Touchstone Advisors retains oversight and monitoring authority to ensure that OPCA Advisors adheres to agreed-upon investment objectives, risk tolerance levels, and other guidelines. Different types of Louisiana Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Traditional Sub-Advisory Agreement: This agreement outlines the standard arrangement where OPCA Advisors provides investment management services to Touchstone Advisors as a designated sub-advisor, working within specified guidelines. 2. Specialized Sub-Advisory Agreement: In certain cases, Louisiana Sub-Advisory Agreements may be tailored to accommodate specialized investment strategies or sectors. Such agreements might detail unique investment mandates, limitations, or considerations required for specific portfolios or assets. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement involves the management of diversified portfolios comprising various asset classes, including equities, fixed income instruments, alternative investments, and derivatives. It specifies the sub-advisor's expertise and experience in handling multiple asset classes. 4. Exclusive Sub-Advisory Agreement: This agreement grants OPCA Advisors exclusive authority to manage specific investment portfolios on behalf of Touchstone Advisors. It provides exclusivity in a particular asset class, investment strategy, or geographical region. Overall, the Louisiana Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors serves as a pivotal document that structures their collaborative efforts in delivering effective investment management services. It ensures transparency, compliance, and the establishment of a clear working relationship to benefit both parties and their clients.
Louisiana 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.
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.
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 ...
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.
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.