Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the fund. This agreement defines the roles and responsibilities of both parties involved and establishes the framework for a mutually beneficial relationship. It sets forth the objectives and investment strategies that will be followed by The Bank of New York as it manages the fund's assets. In particular, the Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York emphasizes the importance of fiduciary duty, outlining that The Bank of New York will act in the best interest of the fund and its beneficiaries. It also highlights the need for The Bank of New York to exercise due diligence and provide clear communication to ensure the fund's goals are achieved. This agreement further addresses the compensation structure for The Bank of New York's investment advisory services, which may include management fees based on a percentage of the fund's assets under management. It also may include performance-based fees if certain investment performance targets are met. Additionally, the agreement highlights that The Bank of New York will provide regular reports and updates to the fund, including portfolio performance, investment activity, and any material changes in the investment strategies. The fund will have access to the necessary information to assess the performance of the advisory services and make informed decisions. There may be different types of Ohio Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York, which could include variations in compensation structures and investment strategies. Some possible types of agreements could be fee-based agreements, performance-based agreements, or a combination of both. Overall, the Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York serves as a critical document that governs the relationship between the fund and its investment advisor. It provides the necessary framework for effective communication, clear expectations, and prudent management of the fund's assets.

The Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the fund. This agreement defines the roles and responsibilities of both parties involved and establishes the framework for a mutually beneficial relationship. It sets forth the objectives and investment strategies that will be followed by The Bank of New York as it manages the fund's assets. In particular, the Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York emphasizes the importance of fiduciary duty, outlining that The Bank of New York will act in the best interest of the fund and its beneficiaries. It also highlights the need for The Bank of New York to exercise due diligence and provide clear communication to ensure the fund's goals are achieved. This agreement further addresses the compensation structure for The Bank of New York's investment advisory services, which may include management fees based on a percentage of the fund's assets under management. It also may include performance-based fees if certain investment performance targets are met. Additionally, the agreement highlights that The Bank of New York will provide regular reports and updates to the fund, including portfolio performance, investment activity, and any material changes in the investment strategies. The fund will have access to the necessary information to assess the performance of the advisory services and make informed decisions. There may be different types of Ohio Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York, which could include variations in compensation structures and investment strategies. Some possible types of agreements could be fee-based agreements, performance-based agreements, or a combination of both. Overall, the Ohio Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York serves as a critical document that governs the relationship between the fund and its investment advisor. It provides the necessary framework for effective communication, clear expectations, and prudent management of the fund's assets.