The Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions under which Touchstone Advisors, Inc. engages OPCA Advisors to provide sub-advisory services within the state of Michigan. This agreement establishes a clear structure for the relationship between the two entities, ensuring effective collaboration and compliance with relevant regulations. The primary objective of the Michigan Sub-Advisory Agreement is to define the roles, responsibilities, and compensation arrangements of both Touchstone Advisors, Inc. and OPCA Advisors. The agreement typically includes the following key elements: 1. Parties involved: The agreement clearly identifies Touchstone Advisors, Inc. as the primary investment advisor and OPCA Advisors as the sub-advisor with whom the agreement is made. 2. Scope of services: The agreement specifies the scope of sub-advisory services that OPCA Advisors will provide. This may include investment management, research, portfolio analysis, risk assessment, and other related services as agreed upon. 3. Compensation: The agreement outlines the compensation structure, including fees, expenses, and other considerations for the sub-advisory services provided by OPCA Advisors. Details regarding the calculation method, payment frequency, and any performance-related bonuses or incentives can also be included. 4. Duration and termination: The agreement establishes the duration of the sub-advisory relationship, including the agreed-upon initial term and procedures for renewal or termination. It may also include provisions for termination due to breach of contract, non-performance, or other circumstances. 5. Compliance and regulatory obligations: The agreement ensures that both parties agree to comply with all applicable laws, rules, and regulations governing the provision of sub-advisory services in the state of Michigan. This includes adhering to the industry's best practices, maintaining appropriate licenses and certifications, and disclosing any conflicts of interest. 6. Confidentiality and data protection: The agreement addresses the confidentiality of client information and trade secrets, outlining the procedures and safeguards to protect sensitive data. It may also include provisions for data sharing, access to client records, and compliance with privacy laws. There may be different types of Michigan Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors based on the specific investment strategies or asset classes involved. For instance, the agreement could be tailored to sub-advisory services focused on fixed-income securities, equities, real estate, or alternative investments. Each type of agreement may have specific considerations relevant to the asset class or investment strategy, influencing the contractual terms and compensation arrangements. In conclusion, the Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes a formal relationship and outlines the terms and conditions for the provision of sub-advisory services. By defining the roles, responsibilities, compensation, and regulatory obligations, this agreement ensures transparency, accountability, and a strong foundation for successful collaboration between the two entities.
Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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How to fill out Sub-Advisory Agreement Between Touchstone Advisors, Inc. And Opcap Advisors?
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FAQ
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.
A subadvisor is an investment management firm that typically partners with a mutual fund investment advisor to help with the day-to-day management of the fund. They often provide specialized expertise in a specific type of investment strategy.
-(The) largest players in the sub-advisory marketplace include Wellington Asset Management, Alliance Bernstein, PIMCO and Prime Cap.
advised fund is an investment fund that is managed by another management team or firm than where the assets are held. advised fund may consist of specialty or niche investments that the main fund portfolio managers seek outside expertise for.
Typically, if you can hire or fire the manager yourself, then you have a sub-advisory relationship. Conversely, if only the client has the authority to hire or fire the external manager, then it's typically a TPAM relationship.