Michigan Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment

• Category: Corporations - Public - Administration
• State: Multi-State
• Control #: US-EG-9407
• Format: Word; Rich Text

Description

Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages. The Michigan Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions for retaining EPSF Advisors to provide administrative services in relation to investment activities. Under this agreement, EPSF Advisors assumes the responsibility of handling various administrative tasks for Third Avenue Trust, ensuring smooth operations and compliance with regulations. Some key areas covered in the Michigan Administration Agreement include: 1. Investment Management: EPSF Advisors will assist Third Avenue Trust with investment management activities such as researching potential investment opportunities, analyzing market trends, and making investment recommendations. 2. Portfolio Maintenance: EPSF Advisors will undertake the crucial task of maintaining and monitoring Third Avenue Trust's investment portfolio. This involves tracking asset performance, conducting regular portfolio reviews, and suggesting adjustments or rebalancing when necessary. 3. Reporting and Documentation: EPSF Advisors will prepare comprehensive reports and documentation to provide Third Avenue Trust with up-to-date information regarding the status and performance of their investments. These reports may include financial statements, performance summaries, and compliance documentation. 4. Compliance and Regulations: EPSF Advisors will ensure that all investment activities conducted on behalf of Third Avenue Trust complies with relevant laws, regulations, and industry standards. They will stay updated on changes in regulatory requirements and implement necessary adjustments to maintain compliance. 5. Communication and Coordination: EPSF Advisors will act as a liaison between Third Avenue Trust and various external parties, such as custodians, auditors, or regulators. They will facilitate effective communication, coordinate meetings, and handle any administrative tasks related to these interactions. It's important to note that while the Michigan Administration Agreement encompasses a broad range of administrative services, specific variations may exist based on the unique needs and preferences of both parties involved. These variations can lead to different types of administration agreements, such as tailored agreements for specific investment strategies, asset classes, or investment objectives. Some potential variations of the Michigan Administration Agreement could include: 1. Equity Investment Administration Agreement: Specifically designed for administering equity investments, this agreement may focus on services related to stock selection, market research, and equity portfolio management. 2. Fixed Income Investment Administration Agreement: This agreement would pertain to the administration of fixed income investments, involving tasks such as bond selection, interest rate monitoring, and credit analysis. 3. Alternative Investment Administration Agreement: Tailored for managing alternative investments like private equity, real estate, or hedge funds, this agreement would encompass specialized administrative services unique to these asset classes. 4. Passive Index Fund Administration Agreement: This type of agreement would be relevant for administering passive index funds, involving tasks such as index tracking, dividend management, and periodic portfolio rebalancing. These are just a few examples of the potential types of Michigan Administration Agreements that could exist based on the specific investment strategies and needs of Third Avenue Trust.

The Michigan Administration Agreement is a legally binding contract between EPSF Advisors, Inc. and Third Avenue Trust. This agreement outlines the terms and conditions for retaining EPSF Advisors to provide administrative services in relation to investment activities. Under this agreement, EPSF Advisors assumes the responsibility of handling various administrative tasks for Third Avenue Trust, ensuring smooth operations and compliance with regulations. Some key areas covered in the Michigan Administration Agreement include: 1. Investment Management: EPSF Advisors will assist Third Avenue Trust with investment management activities such as researching potential investment opportunities, analyzing market trends, and making investment recommendations. 2. Portfolio Maintenance: EPSF Advisors will undertake the crucial task of maintaining and monitoring Third Avenue Trust's investment portfolio. This involves tracking asset performance, conducting regular portfolio reviews, and suggesting adjustments or rebalancing when necessary. 3. Reporting and Documentation: EPSF Advisors will prepare comprehensive reports and documentation to provide Third Avenue Trust with up-to-date information regarding the status and performance of their investments. These reports may include financial statements, performance summaries, and compliance documentation. 4. Compliance and Regulations: EPSF Advisors will ensure that all investment activities conducted on behalf of Third Avenue Trust complies with relevant laws, regulations, and industry standards. They will stay updated on changes in regulatory requirements and implement necessary adjustments to maintain compliance. 5. Communication and Coordination: EPSF Advisors will act as a liaison between Third Avenue Trust and various external parties, such as custodians, auditors, or regulators. They will facilitate effective communication, coordinate meetings, and handle any administrative tasks related to these interactions. It's important to note that while the Michigan Administration Agreement encompasses a broad range of administrative services, specific variations may exist based on the unique needs and preferences of both parties involved. These variations can lead to different types of administration agreements, such as tailored agreements for specific investment strategies, asset classes, or investment objectives. Some potential variations of the Michigan Administration Agreement could include: 1. Equity Investment Administration Agreement: Specifically designed for administering equity investments, this agreement may focus on services related to stock selection, market research, and equity portfolio management. 2. Fixed Income Investment Administration Agreement: This agreement would pertain to the administration of fixed income investments, involving tasks such as bond selection, interest rate monitoring, and credit analysis. 3. Alternative Investment Administration Agreement: Tailored for managing alternative investments like private equity, real estate, or hedge funds, this agreement would encompass specialized administrative services unique to these asset classes. 4. Passive Index Fund Administration Agreement: This type of agreement would be relevant for administering passive index funds, involving tasks such as index tracking, dividend management, and periodic portfolio rebalancing. These are just a few examples of the potential types of Michigan Administration Agreements that could exist based on the specific investment strategies and needs of Third Avenue Trust.