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

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Minnesota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the partnership between the two entities in the financial industry. This agreement governs the relationship between Touchstone Advisors, Inc. (the "Advisor") and OPCA Advisors (the "Sub-Advisor") in the provision of investment advisory services in the state of Minnesota. The primary purpose of this agreement is to establish clear guidelines and responsibilities regarding the delegation of certain investment management functions from the Advisor to the Sub-Advisor. Through this agreement, Touchstone Advisors, Inc. entrusts OPCA Advisors with the authority to manage certain strategies, portfolios, or funds on behalf of its clients within the state of Minnesota. Keywords: Minnesota Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment advisory services, financial industry, partnership, terms and conditions, delegation, investment management, strategies, portfolios, funds, clients. Types of Minnesota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: 1. Minnesota Sub-Advisory Agreement for Fixed Income Strategies: This type of agreement specifically focuses on the delegation of investment management functions related to fixed income strategies offered by Touchstone Advisors, Inc. to OPCA Advisors in the state of Minnesota. 2. Minnesota Sub-Advisory Agreement for Equity Portfolios: This particular agreement entails the delegation of investment management responsibilities related to equity portfolios from Touchstone Advisors, Inc. to OPCA Advisors. It outlines the specific terms and conditions governing the management and performance of equity portfolios within the Minnesota market. 3. Minnesota Sub-Advisory Agreement for Alternative Investments: This type of agreement covers the delegation of investment management functions related to alternative investment vehicles, such as hedge funds, private equity funds, or real estate investment trusts (Rests), from Touchstone Advisors, Inc. to OPCA Advisors in the state of Minnesota. 4. Minnesota Sub-Advisory Agreement for Multi-Asset Funds: This agreement specifies the delegation of investment management responsibilities for multi-asset funds within the state of Minnesota. It outlines the roles, responsibilities, and performance benchmarks for OPCA Advisors in managing these diversified investment vehicles on behalf of Touchstone Advisors, Inc. These various types of Minnesota Sub-Advisory Agreements demonstrate the flexibility and versatility of the partnership between Touchstone Advisors, Inc. and OPCA Advisors in providing a wide range of investment solutions to clients in the state.

The Minnesota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the partnership between the two entities in the financial industry. This agreement governs the relationship between Touchstone Advisors, Inc. (the "Advisor") and OPCA Advisors (the "Sub-Advisor") in the provision of investment advisory services in the state of Minnesota. The primary purpose of this agreement is to establish clear guidelines and responsibilities regarding the delegation of certain investment management functions from the Advisor to the Sub-Advisor. Through this agreement, Touchstone Advisors, Inc. entrusts OPCA Advisors with the authority to manage certain strategies, portfolios, or funds on behalf of its clients within the state of Minnesota. Keywords: Minnesota Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment advisory services, financial industry, partnership, terms and conditions, delegation, investment management, strategies, portfolios, funds, clients. Types of Minnesota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: 1. Minnesota Sub-Advisory Agreement for Fixed Income Strategies: This type of agreement specifically focuses on the delegation of investment management functions related to fixed income strategies offered by Touchstone Advisors, Inc. to OPCA Advisors in the state of Minnesota. 2. Minnesota Sub-Advisory Agreement for Equity Portfolios: This particular agreement entails the delegation of investment management responsibilities related to equity portfolios from Touchstone Advisors, Inc. to OPCA Advisors. It outlines the specific terms and conditions governing the management and performance of equity portfolios within the Minnesota market. 3. Minnesota Sub-Advisory Agreement for Alternative Investments: This type of agreement covers the delegation of investment management functions related to alternative investment vehicles, such as hedge funds, private equity funds, or real estate investment trusts (Rests), from Touchstone Advisors, Inc. to OPCA Advisors in the state of Minnesota. 4. Minnesota Sub-Advisory Agreement for Multi-Asset Funds: This agreement specifies the delegation of investment management responsibilities for multi-asset funds within the state of Minnesota. It outlines the roles, responsibilities, and performance benchmarks for OPCA Advisors in managing these diversified investment vehicles on behalf of Touchstone Advisors, Inc. These various types of Minnesota Sub-Advisory Agreements demonstrate the flexibility and versatility of the partnership between Touchstone Advisors, Inc. and OPCA Advisors in providing a wide range of investment solutions to clients in the state.

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