Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages
A New Jersey Sub-Advisory Agreement is a legally binding contract that establishes the relationship between Touchstone Advisors, Inc. and OPCA Advisors, where OPCA Advisors act as sub-advisors to Touchstone Advisors, Inc. This agreement outlines the terms and conditions under which OPCA Advisors will provide their expertise and services to manage specific portfolios or investment strategies on behalf of Touchstone Advisors, Inc. This collaboration ensures that both parties work in tandem to achieve optimal investment outcomes while adhering to relevant laws and regulations. The New Jersey Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors encompasses various aspects that are crucial to the partnership. It delineates the roles and responsibilities of each party, including Touchstone Advisors, Inc.'s obligation to provide relevant information and guidelines to OPCA Advisors, and OPCA Advisors' commitment to managing the portfolios in accordance with established objectives and investment policies. Moreover, the agreement outlines the compensation structure and fee arrangements, addressing items such as management fees, performance-based fees, and expenses. It may also include clauses concerning termination, whether due to unforeseen circumstances or mutual agreement, along with the potential consequences of such termination. While there may be different types of New Jersey Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, they can usually be classified based on the specific investment strategies or portfolios they pertain to. For example, there may be separate agreements for equity investment strategies, fixed income investment strategies, or alternative investment strategies. Each agreement would encompass the unique considerations, benchmarks, and objectives associated with the particular investment category it covers. In conclusion, the New Jersey Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a critical document that formalizes their collaboration and ensures a clear understanding of their roles, responsibilities, and compensation structures. It enables both parties to leverage their complementary expertise, ultimately benefiting the clients and investors involved.
A New Jersey Sub-Advisory Agreement is a legally binding contract that establishes the relationship between Touchstone Advisors, Inc. and OPCA Advisors, where OPCA Advisors act as sub-advisors to Touchstone Advisors, Inc. This agreement outlines the terms and conditions under which OPCA Advisors will provide their expertise and services to manage specific portfolios or investment strategies on behalf of Touchstone Advisors, Inc. This collaboration ensures that both parties work in tandem to achieve optimal investment outcomes while adhering to relevant laws and regulations. The New Jersey Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors encompasses various aspects that are crucial to the partnership. It delineates the roles and responsibilities of each party, including Touchstone Advisors, Inc.'s obligation to provide relevant information and guidelines to OPCA Advisors, and OPCA Advisors' commitment to managing the portfolios in accordance with established objectives and investment policies. Moreover, the agreement outlines the compensation structure and fee arrangements, addressing items such as management fees, performance-based fees, and expenses. It may also include clauses concerning termination, whether due to unforeseen circumstances or mutual agreement, along with the potential consequences of such termination. While there may be different types of New Jersey Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors, they can usually be classified based on the specific investment strategies or portfolios they pertain to. For example, there may be separate agreements for equity investment strategies, fixed income investment strategies, or alternative investment strategies. Each agreement would encompass the unique considerations, benchmarks, and objectives associated with the particular investment category it covers. In conclusion, the New Jersey Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a critical document that formalizes their collaboration and ensures a clear understanding of their roles, responsibilities, and compensation structures. It enables both parties to leverage their complementary expertise, ultimately benefiting the clients and investors involved.