Minnesota Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9078
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages Minnesota Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole The Minnesota Sub-Advisory Agreement is a legally binding contract between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, which outlines the terms and conditions of their professional collaboration. This agreement pertains specifically to their business operations within the state of Minnesota. The purpose of the Minnesota Sub-Advisory Agreement is to establish a mutually beneficial relationship between BNY Hamilton International Equity fund and IndyCar, wherein IndyCar acts as a sub-advisor to the fund. This allows IndyCar to provide specialized investment advice and expertise in managing the fund's assets in compliance with Minnesota state regulations. Key elements and provisions covered in the Minnesota Sub-Advisory Agreement include: 1. Roles and Responsibilities: The agreement clearly defines the roles and responsibilities of BNY Hamilton International Equity fund as the primary advisor and IndyCar as the sub-advisor. It outlines the scope of services to be provided by IndyCar, including investment research, asset allocation, risk management, and performance reporting. 2. Investment Objectives: The agreement explicitly states the investment objectives of the fund, which may include capital appreciation, income generation, and preservation of capital. These objectives serve as a guideline for IndyCar to align their investment strategies and decisions accordingly. 3. Legal and Regulatory Compliance: The agreement ensures that both parties comply with all applicable laws, regulations, and guidelines set forth by regulatory bodies in Minnesota. This includes adhering to investment limits, reporting requirements, and any other legal obligations related to the management of the fund's assets. 4. Compensation and Fees: The agreement outlines the compensation structure for IndyCar's services, including management fees, performance-based fees, or a percentage of assets under management. It also clarifies the billing and payment procedures, ensuring transparency and fairness in the fee arrangement. 5. Termination and Amendment: The agreement establishes provisions for termination, should either party wish to end the sub-advisory relationship. It also includes provisions for amending the agreement, allowing for flexibility to accommodate any changes in regulatory requirements or business needs. Types of Minnesota Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar: 1. General Sub-Advisory Agreement: This type of agreement encompasses a wide range of investment strategies and services that IndyCar provides to BNY Hamilton International Equity fund. It caters to the fund's diversified needs and investment objectives. 2. Sector-Specific Sub-Advisory Agreement: In some cases, BNY Hamilton International Equity fund may require specialized expertise in a particular sector or industry. This type of agreement focuses on IndyCar's proficiency in that specific area, allowing for targeted investment strategies. 3. Risk Management Sub-Advisory Agreement: This agreement centers on IndyCar's proficiency in risk identification, assessment, and mitigation strategies. It covers various risk management techniques tailored to the specific risk profile of BNY Hamilton International Equity fund. In conclusion, the Minnesota Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar seeks to establish a collaborative partnership where expertise, resources, and knowledge are shared to optimize the management and growth of the fund's assets, while adhering to the legal and regulatory obligations specific to Minnesota.

Minnesota Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole The Minnesota Sub-Advisory Agreement is a legally binding contract between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, which outlines the terms and conditions of their professional collaboration. This agreement pertains specifically to their business operations within the state of Minnesota. The purpose of the Minnesota Sub-Advisory Agreement is to establish a mutually beneficial relationship between BNY Hamilton International Equity fund and IndyCar, wherein IndyCar acts as a sub-advisor to the fund. This allows IndyCar to provide specialized investment advice and expertise in managing the fund's assets in compliance with Minnesota state regulations. Key elements and provisions covered in the Minnesota Sub-Advisory Agreement include: 1. Roles and Responsibilities: The agreement clearly defines the roles and responsibilities of BNY Hamilton International Equity fund as the primary advisor and IndyCar as the sub-advisor. It outlines the scope of services to be provided by IndyCar, including investment research, asset allocation, risk management, and performance reporting. 2. Investment Objectives: The agreement explicitly states the investment objectives of the fund, which may include capital appreciation, income generation, and preservation of capital. These objectives serve as a guideline for IndyCar to align their investment strategies and decisions accordingly. 3. Legal and Regulatory Compliance: The agreement ensures that both parties comply with all applicable laws, regulations, and guidelines set forth by regulatory bodies in Minnesota. This includes adhering to investment limits, reporting requirements, and any other legal obligations related to the management of the fund's assets. 4. Compensation and Fees: The agreement outlines the compensation structure for IndyCar's services, including management fees, performance-based fees, or a percentage of assets under management. It also clarifies the billing and payment procedures, ensuring transparency and fairness in the fee arrangement. 5. Termination and Amendment: The agreement establishes provisions for termination, should either party wish to end the sub-advisory relationship. It also includes provisions for amending the agreement, allowing for flexibility to accommodate any changes in regulatory requirements or business needs. Types of Minnesota Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar: 1. General Sub-Advisory Agreement: This type of agreement encompasses a wide range of investment strategies and services that IndyCar provides to BNY Hamilton International Equity fund. It caters to the fund's diversified needs and investment objectives. 2. Sector-Specific Sub-Advisory Agreement: In some cases, BNY Hamilton International Equity fund may require specialized expertise in a particular sector or industry. This type of agreement focuses on IndyCar's proficiency in that specific area, allowing for targeted investment strategies. 3. Risk Management Sub-Advisory Agreement: This agreement centers on IndyCar's proficiency in risk identification, assessment, and mitigation strategies. It covers various risk management techniques tailored to the specific risk profile of BNY Hamilton International Equity fund. In conclusion, the Minnesota Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar seeks to establish a collaborative partnership where expertise, resources, and knowledge are shared to optimize the management and growth of the fund's assets, while adhering to the legal and regulatory obligations specific to Minnesota.