Title: Understanding the Oklahoma Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York Introduction: The Oklahoma Investment Advisory Agreement establishes the terms and conditions between BNY Hamilton Large Growth CRT Fund (referred to as the "Fund") and The Bank of New York (referred to as "BNY") regarding advisory services provided by BNY to the Fund. This agreement outlines the roles, responsibilities, and obligations of both parties involved. Let's delve into the details of this agreement and its different types. Key Terms: 1. Investment Advisory Services: BNY, as the investment advisor, provides professional advice regarding investment strategies, portfolio management, and related guidance to the Fund, bearing in mind the specific objectives, risks, and constraints of the Fund. 2. Fee Structure: The agreement specifies the fee structure, including management fees for the services provided by BNY. Fee calculation methods, payment frequencies, and any applicable expenses are clearly defined within the agreement. 3. Investment Guidelines and Restrictions: The agreement outlines the investment guidelines and restrictions that the Fund and BNY must adhere to, including sectors to invest in, minimum and maximum allocation limits, and any limitations on certain types of investments. 4. Reporting and Communication: BNY is responsible for providing regular and timely reports to the Fund, which include portfolio performance analysis, investment updates, risk assessments, and other relevant information. The agreement also outlines the frequency and mode of communication between both parties. 5. Compliance and Regulation: This section highlights the obligations of BNY to comply with applicable laws, rules, and regulations set forth by the relevant regulatory authorities, including Oklahoma securities laws and federal regulations. Types of Oklahoma Investment Advisory Agreements: 1. Standard Investment Advisory Agreement: This is the primary agreement that establishes the general terms and conditions between the Fund and BNY regarding investment advisory services. It covers the basic framework of the relationship. 2. Amended and Restated Investment Advisory Agreement: This agreement is used when amendments or modifications are made to the existing Oklahoma Investment Advisory Agreement. It replaces and supersedes the previous agreement, incorporating the changes agreed upon by both parties. 3. Supplemental Advisory Agreement: In certain cases, additional agreements may be required to address specific situations or types of investments. These supplemental agreements can cover areas such as alternative investments, structured products, or real estate, providing specific terms and conditions relevant to those investments. Conclusion: The Oklahoma Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York governs the relationship between the fund and BNY, ensuring transparency and accountability in the provision of investment advisory services. By establishing clear guidelines, fee structures, and reporting mechanisms, this agreement promotes a mutually beneficial partnership focused on achieving the Fund's investment objectives.
Oklahoma Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York
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