Maryland Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages Maryland Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors The Maryland Sub-Advisory Agreement is a legally binding contract between Touchstone Advisors, Inc. and OPCA Advisors, outlining the terms and conditions of their collaboration in the financial services industry. This agreement enables Touchstone Advisors, Inc. to appoint OPCA Advisors as a sub-advisor, granting them the authority to provide investment management services to a specific set of clients or portfolios. Under this agreement, Touchstone Advisors, Inc. delegates certain investment-related functions to OPCA Advisors, leveraging their expertise, knowledge, and resources to enhance the overall service offerings to clients. This collaboration can result in improved investment strategies, expanded research capabilities, and efficient portfolio management. The Maryland Sub-Advisory Agreement specifies the roles and responsibilities of both parties, including the scope of services, compensation structure, termination provisions, confidentiality agreements, and regulatory compliance requirements. The agreement also clarifies the performance benchmarks and reporting obligations that OPCA Advisors must adhere to. This agreement is designed to protect the interests of both Touchstone Advisors, Inc. and OPCA Advisors, ensuring a mutually beneficial relationship. The agreement creates a legal framework that governs the sub-advisory relationship, preventing any potential conflicts of interest and setting guidelines for the exchange of critical information. Different types of Maryland Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This type of agreement relates to OPCA Advisors providing sub-advisory services specifically for equity investment portfolios managed by Touchstone Advisors, Inc. Here, OPCA Advisors would focus on research, analysis, and execution of equity investment strategies. 2. Fixed Income Sub-Advisory Agreement: This agreement type applies when OPCA Advisors assumes the sub-advisory role in managing fixed income portfolios on behalf of Touchstone Advisors, Inc. OPCA Advisors would analyze and recommend fixed income securities, implement strategies, and monitor portfolio performance. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement covers a broader scope where OPCA Advisors provides sub-advisory services across multiple asset classes, including equities, fixed income, and potentially alternative investments. Such an agreement would allow Touchstone Advisors, Inc. to leverage OPCA Advisors' expertise across various investment vehicles. In summary, the Maryland Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a pivotal document that outlines the terms, responsibilities, and expectations of their sub-advisory relationship. By engaging in this agreement, both parties can collaborate effectively to deliver enhanced investment solutions and superior client service.

Maryland Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors The Maryland Sub-Advisory Agreement is a legally binding contract between Touchstone Advisors, Inc. and OPCA Advisors, outlining the terms and conditions of their collaboration in the financial services industry. This agreement enables Touchstone Advisors, Inc. to appoint OPCA Advisors as a sub-advisor, granting them the authority to provide investment management services to a specific set of clients or portfolios. Under this agreement, Touchstone Advisors, Inc. delegates certain investment-related functions to OPCA Advisors, leveraging their expertise, knowledge, and resources to enhance the overall service offerings to clients. This collaboration can result in improved investment strategies, expanded research capabilities, and efficient portfolio management. The Maryland Sub-Advisory Agreement specifies the roles and responsibilities of both parties, including the scope of services, compensation structure, termination provisions, confidentiality agreements, and regulatory compliance requirements. The agreement also clarifies the performance benchmarks and reporting obligations that OPCA Advisors must adhere to. This agreement is designed to protect the interests of both Touchstone Advisors, Inc. and OPCA Advisors, ensuring a mutually beneficial relationship. The agreement creates a legal framework that governs the sub-advisory relationship, preventing any potential conflicts of interest and setting guidelines for the exchange of critical information. Different types of Maryland Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This type of agreement relates to OPCA Advisors providing sub-advisory services specifically for equity investment portfolios managed by Touchstone Advisors, Inc. Here, OPCA Advisors would focus on research, analysis, and execution of equity investment strategies. 2. Fixed Income Sub-Advisory Agreement: This agreement type applies when OPCA Advisors assumes the sub-advisory role in managing fixed income portfolios on behalf of Touchstone Advisors, Inc. OPCA Advisors would analyze and recommend fixed income securities, implement strategies, and monitor portfolio performance. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement covers a broader scope where OPCA Advisors provides sub-advisory services across multiple asset classes, including equities, fixed income, and potentially alternative investments. Such an agreement would allow Touchstone Advisors, Inc. to leverage OPCA Advisors' expertise across various investment vehicles. In summary, the Maryland Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a pivotal document that outlines the terms, responsibilities, and expectations of their sub-advisory relationship. By engaging in this agreement, both parties can collaborate effectively to deliver enhanced investment solutions and superior client service.