Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages
The Missouri Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, is a legal agreement that outlines the terms and conditions under which IndyCar will provide sub-advisory services to BNY Hamilton International Equity Fund. This agreement enables BNY Hamilton International Equity Fund to delegate portfolio management responsibilities to IndyCar, allowing them to leverage IndyCar's expertise and experience in managing international equity investments. Key components of the Missouri Sub-Advisory Agreement may include: 1. Scope of Services: The agreement defines the specific services that IndyCar will provide, such as investment research, portfolio construction, risk management, and performance reporting. 2. Investment Guidelines: Clear guidelines are established to outline the investment objectives and strategies that IndyCar will follow in managing BNY Hamilton International Equity Fund's assets. This may include considerations such as asset allocation, geographic focus, sector preferences, and risk tolerance. 3. Reporting and Communication: The agreement requires IndyCar to provide regular reports and updates to BNY Hamilton International Equity Fund, detailing the fund's performance, holdings, and any other information deemed necessary for effective communication and decision-making. 4. Fees and Compensation: The agreement specifies the fees that IndyCar will receive for their sub-advisory services. This typically includes a management fee, usually calculated as a percentage of the fund's assets under management, to compensate IndyCar for their expertise and efforts. 5. Termination and Transition: The agreement outlines the terms and conditions under which either party can terminate the arrangement. It may also address the process for transitioning portfolio management duties back to BNY Hamilton International Equity Fund in case of termination or other circumstances. Different types of Missouri Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, may include: 1. Exclusive Sub-Advisory Agreements: This type of agreement grants IndyCar exclusive rights to provide sub-advisory services to BNY Hamilton International Equity Fund, limiting the fund's ability to engage other sub-advisors concurrently. 2. Non-Exclusive Sub-Advisory Agreements: In a non-exclusive agreement, BNY Hamilton International Equity Fund has the flexibility to engage multiple sub-advisors simultaneously, including IndyCar, for different portions of the fund's portfolios or strategies. 3. Specific Strategy Agreements: These agreements focus on sub-advisory services for specific investment strategies or objectives. For example, BNY Hamilton International Equity Fund may engage IndyCar for managing only a portion of their international equity investments while utilizing other sub-advisors for different regions or asset classes. Overall, the Missouri Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar establishes a collaborative partnership that allows for specialized expertise, effective portfolio management, and potential diversification opportunities for the fund.
The Missouri Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, is a legal agreement that outlines the terms and conditions under which IndyCar will provide sub-advisory services to BNY Hamilton International Equity Fund. This agreement enables BNY Hamilton International Equity Fund to delegate portfolio management responsibilities to IndyCar, allowing them to leverage IndyCar's expertise and experience in managing international equity investments. Key components of the Missouri Sub-Advisory Agreement may include: 1. Scope of Services: The agreement defines the specific services that IndyCar will provide, such as investment research, portfolio construction, risk management, and performance reporting. 2. Investment Guidelines: Clear guidelines are established to outline the investment objectives and strategies that IndyCar will follow in managing BNY Hamilton International Equity Fund's assets. This may include considerations such as asset allocation, geographic focus, sector preferences, and risk tolerance. 3. Reporting and Communication: The agreement requires IndyCar to provide regular reports and updates to BNY Hamilton International Equity Fund, detailing the fund's performance, holdings, and any other information deemed necessary for effective communication and decision-making. 4. Fees and Compensation: The agreement specifies the fees that IndyCar will receive for their sub-advisory services. This typically includes a management fee, usually calculated as a percentage of the fund's assets under management, to compensate IndyCar for their expertise and efforts. 5. Termination and Transition: The agreement outlines the terms and conditions under which either party can terminate the arrangement. It may also address the process for transitioning portfolio management duties back to BNY Hamilton International Equity Fund in case of termination or other circumstances. Different types of Missouri Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, may include: 1. Exclusive Sub-Advisory Agreements: This type of agreement grants IndyCar exclusive rights to provide sub-advisory services to BNY Hamilton International Equity Fund, limiting the fund's ability to engage other sub-advisors concurrently. 2. Non-Exclusive Sub-Advisory Agreements: In a non-exclusive agreement, BNY Hamilton International Equity Fund has the flexibility to engage multiple sub-advisors simultaneously, including IndyCar, for different portions of the fund's portfolios or strategies. 3. Specific Strategy Agreements: These agreements focus on sub-advisory services for specific investment strategies or objectives. For example, BNY Hamilton International Equity Fund may engage IndyCar for managing only a portion of their international equity investments while utilizing other sub-advisors for different regions or asset classes. Overall, the Missouri Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar establishes a collaborative partnership that allows for specialized expertise, effective portfolio management, and potential diversification opportunities for the fund.