Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages
Puerto Rico Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, is a contractual arrangement that outlines the terms and conditions under which BNY Hamilton International Equity fund delegates a portion of its investment management responsibilities to IndyCar for investment activities in Puerto Rico. This agreement helps BNY Hamilton International Equity fund leverage IndyCar's expertise and local market knowledge to optimize investment opportunities in the region. The Puerto Rico Sub-Advisory Agreement encompasses the following key aspects: 1. Objectives: The agreement defines the investment objectives of BNY Hamilton International Equity fund in Puerto Rico, taking into account factors such as risk tolerance, return targets, and asset allocation preferences. 2. Delegation of Authority: The agreement stipulates the specific investment authority delegated to IndyCar, including the level of discretion, investment strategies to be employed, and any restrictions or guidelines to be followed. 3. Investment Guidelines: The agreement establishes the investment guidelines IndyCar must adhere to while managing BNY Hamilton International Equity fund's assets in Puerto Rico. These guidelines can include sectoral or geographical restrictions, benchmarks to be compared, and maximum exposure limits. 4. Reporting and Review: The agreement outlines the reporting requirements, including the frequency, format, and content of reports to be provided by IndyCar to BNY Hamilton International Equity fund. This facilitates regular performance evaluation and monitoring of the investment activities. 5. Fee Structure: The agreement details the fee structure for IndyCar's services, including any management fees, performance-based fees, or other expenses associated with the sub-advisory arrangement. It is important to note that there may be different types of Puerto Rico Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, which can vary based on factors such as duration, scope of services, and specific investment strategies utilized. These agreements may include variations in fee structures, performance benchmarks, and reporting requirements depending on the unique needs and objectives of the funds involved.
Puerto Rico Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, is a contractual arrangement that outlines the terms and conditions under which BNY Hamilton International Equity fund delegates a portion of its investment management responsibilities to IndyCar for investment activities in Puerto Rico. This agreement helps BNY Hamilton International Equity fund leverage IndyCar's expertise and local market knowledge to optimize investment opportunities in the region. The Puerto Rico Sub-Advisory Agreement encompasses the following key aspects: 1. Objectives: The agreement defines the investment objectives of BNY Hamilton International Equity fund in Puerto Rico, taking into account factors such as risk tolerance, return targets, and asset allocation preferences. 2. Delegation of Authority: The agreement stipulates the specific investment authority delegated to IndyCar, including the level of discretion, investment strategies to be employed, and any restrictions or guidelines to be followed. 3. Investment Guidelines: The agreement establishes the investment guidelines IndyCar must adhere to while managing BNY Hamilton International Equity fund's assets in Puerto Rico. These guidelines can include sectoral or geographical restrictions, benchmarks to be compared, and maximum exposure limits. 4. Reporting and Review: The agreement outlines the reporting requirements, including the frequency, format, and content of reports to be provided by IndyCar to BNY Hamilton International Equity fund. This facilitates regular performance evaluation and monitoring of the investment activities. 5. Fee Structure: The agreement details the fee structure for IndyCar's services, including any management fees, performance-based fees, or other expenses associated with the sub-advisory arrangement. It is important to note that there may be different types of Puerto Rico Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, which can vary based on factors such as duration, scope of services, and specific investment strategies utilized. These agreements may include variations in fee structures, performance benchmarks, and reporting requirements depending on the unique needs and objectives of the funds involved.