Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages
Nebraska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole: A Nebraska Sub-Advisory Agreement refers to the legal contract established between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, outlining the terms and conditions for the provision of advisory services regarding investment management in the state of Nebraska, United States. This agreement grants IndyCar, as a subsidiary of Crédit Agricole and acting as a sub-advisor, the authority to provide expertise, guidance, and recommendations on investment strategies, portfolio management, and risk assessment to the BNY Hamilton International Equity Fund within the geographic scope of Nebraska. This collaboration allows the fund to benefit from IndyCar's extensive experience, knowledge, and resources in the investment industry. Key components of the Nebraska Sub-Advisory Agreement may include: 1. Parties involved: The agreement identifies BNY Hamilton International Equity Fund as the primary advisor and IndyCar, a subsidiary of Crédit Agricole, as the sub-advisor responsible for executing investment strategies within Nebraska. 2. Scope of engagement: The agreement specifies that the sub-advisory services provided by IndyCar are limited to the territory of Nebraska. It outlines the fund's specific investment objectives, asset allocation preferences, and any other relevant constraints. 3. Investment strategy: The agreement details the investment approach to be adopted by IndyCar in managing the assets of the BNY Hamilton International Equity Fund. This may encompass guidelines on security selection criteria, sector exposure, risk management, and portfolio rebalancing. 4. Performance evaluation: The agreement outlines the measures by which the performance of the sub-advisor will be assessed, such as investment returns, risk-adjusted metrics, and compliance with regulatory requirements. 5. Fee structure: The agreement establishes the fee arrangements between BNY Hamilton International Equity Fund and IndyCar for the sub-advisory services provided. This may include a management fee based on a percentage of assets under management or any performance-based fee structures. 6. Reporting and communication: The agreement defines the frequency and format of reporting, providing guidelines for regular updates on portfolio performance, asset allocation, and other relevant information. It also includes provisions for open lines of communication between the parties for discussions, queries, or updates. Types of Nebraska Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar: 1. Exclusive Nebraska Sub-Advisory Agreement: In this type of agreement, IndyCar becomes the sole sub-advisor responsible for managing the BNY Hamilton International Equity Fund's assets within Nebraska. 2. Parallel Nebraska Sub-Advisory Agreement: This agreement allows BNY Hamilton International Equity Fund to appoint multiple sub-advisors, including IndyCar, operating concurrently within the state of Nebraska. The fund can allocate assets to different sub-advisors based on specific investment strategies or asset classes. It is important to note that the specific terms and conditions of the Nebraska Sub-Advisory Agreement may vary based on the negotiation, requirements of both parties, and the regulatory framework governing such agreements.
Nebraska Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole: A Nebraska Sub-Advisory Agreement refers to the legal contract established between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, outlining the terms and conditions for the provision of advisory services regarding investment management in the state of Nebraska, United States. This agreement grants IndyCar, as a subsidiary of Crédit Agricole and acting as a sub-advisor, the authority to provide expertise, guidance, and recommendations on investment strategies, portfolio management, and risk assessment to the BNY Hamilton International Equity Fund within the geographic scope of Nebraska. This collaboration allows the fund to benefit from IndyCar's extensive experience, knowledge, and resources in the investment industry. Key components of the Nebraska Sub-Advisory Agreement may include: 1. Parties involved: The agreement identifies BNY Hamilton International Equity Fund as the primary advisor and IndyCar, a subsidiary of Crédit Agricole, as the sub-advisor responsible for executing investment strategies within Nebraska. 2. Scope of engagement: The agreement specifies that the sub-advisory services provided by IndyCar are limited to the territory of Nebraska. It outlines the fund's specific investment objectives, asset allocation preferences, and any other relevant constraints. 3. Investment strategy: The agreement details the investment approach to be adopted by IndyCar in managing the assets of the BNY Hamilton International Equity Fund. This may encompass guidelines on security selection criteria, sector exposure, risk management, and portfolio rebalancing. 4. Performance evaluation: The agreement outlines the measures by which the performance of the sub-advisor will be assessed, such as investment returns, risk-adjusted metrics, and compliance with regulatory requirements. 5. Fee structure: The agreement establishes the fee arrangements between BNY Hamilton International Equity Fund and IndyCar for the sub-advisory services provided. This may include a management fee based on a percentage of assets under management or any performance-based fee structures. 6. Reporting and communication: The agreement defines the frequency and format of reporting, providing guidelines for regular updates on portfolio performance, asset allocation, and other relevant information. It also includes provisions for open lines of communication between the parties for discussions, queries, or updates. Types of Nebraska Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar: 1. Exclusive Nebraska Sub-Advisory Agreement: In this type of agreement, IndyCar becomes the sole sub-advisor responsible for managing the BNY Hamilton International Equity Fund's assets within Nebraska. 2. Parallel Nebraska Sub-Advisory Agreement: This agreement allows BNY Hamilton International Equity Fund to appoint multiple sub-advisors, including IndyCar, operating concurrently within the state of Nebraska. The fund can allocate assets to different sub-advisors based on specific investment strategies or asset classes. It is important to note that the specific terms and conditions of the Nebraska Sub-Advisory Agreement may vary based on the negotiation, requirements of both parties, and the regulatory framework governing such agreements.