South Dakota 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 South Dakota 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 governing the partnership between the two entities. This agreement pertains specifically to investment advisory services that The Bank of New York will provide to the Hamilton Small Cap Growth CRT Fund, based in South Dakota. Under this agreement, The Bank of New York will act as the investment advisor, providing valuable expertise and guidance to the Hamilton Small Cap Growth CRT Fund for managing its investment portfolio. The advisory services will include researching, analyzing, and recommending potential investment opportunities, as well as monitoring the fund's performance and assessing market trends. This Investment Advisory Agreement ensures a transparent and efficient relationship between the two parties, with a clear understanding of the roles and responsibilities of each. It sets forth the agreed-upon investment objectives, risk tolerance, and guidelines for the management of the fund's assets. Additionally, this agreement outlines the compensation structure for The Bank of New York's services, including any management fees or performance-based incentives. It also includes provisions regarding termination of the agreement, dispute resolution, and confidentiality of information. It is worth noting that there may be different variations or types of Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York. These variations could be based on factors such as the duration of the agreement, the specific investment strategies employed, or any additional services requested by the fund. Some potential variations of South Dakota Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include: 1. Fixed-Term Investment Advisory Agreement: This type of agreement specifies a predetermined duration, after which the agreement can be renewed or terminated. 2. Discretionary Investment Advisory Agreement: With this agreement, The Bank of New York is granted the authority to make investment decisions on behalf of the Hamilton Small Cap Growth CRT Fund without requiring prior approval. 3. Non-Discretionary Investment Advisory Agreement: In contrast to a discretionary agreement, this type requires The Bank of New York to obtain the fund's approval before executing any investment decisions. 4. Specialized Investment Advisory Agreement: This variation could cater to specific investment strategies or sectors chosen by the Hamilton Small Cap Growth CRT Fund, such as technology or healthcare. These variations ensure that the Investment Advisory Agreement is customizable to fit the unique needs and preferences of the investors and the fund, allowing for flexibility and adaptability in the ever-changing investment landscape.

The South Dakota 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 governing the partnership between the two entities. This agreement pertains specifically to investment advisory services that The Bank of New York will provide to the Hamilton Small Cap Growth CRT Fund, based in South Dakota. Under this agreement, The Bank of New York will act as the investment advisor, providing valuable expertise and guidance to the Hamilton Small Cap Growth CRT Fund for managing its investment portfolio. The advisory services will include researching, analyzing, and recommending potential investment opportunities, as well as monitoring the fund's performance and assessing market trends. This Investment Advisory Agreement ensures a transparent and efficient relationship between the two parties, with a clear understanding of the roles and responsibilities of each. It sets forth the agreed-upon investment objectives, risk tolerance, and guidelines for the management of the fund's assets. Additionally, this agreement outlines the compensation structure for The Bank of New York's services, including any management fees or performance-based incentives. It also includes provisions regarding termination of the agreement, dispute resolution, and confidentiality of information. It is worth noting that there may be different variations or types of Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York. These variations could be based on factors such as the duration of the agreement, the specific investment strategies employed, or any additional services requested by the fund. Some potential variations of South Dakota Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include: 1. Fixed-Term Investment Advisory Agreement: This type of agreement specifies a predetermined duration, after which the agreement can be renewed or terminated. 2. Discretionary Investment Advisory Agreement: With this agreement, The Bank of New York is granted the authority to make investment decisions on behalf of the Hamilton Small Cap Growth CRT Fund without requiring prior approval. 3. Non-Discretionary Investment Advisory Agreement: In contrast to a discretionary agreement, this type requires The Bank of New York to obtain the fund's approval before executing any investment decisions. 4. Specialized Investment Advisory Agreement: This variation could cater to specific investment strategies or sectors chosen by the Hamilton Small Cap Growth CRT Fund, such as technology or healthcare. These variations ensure that the Investment Advisory Agreement is customizable to fit the unique needs and preferences of the investors and the fund, allowing for flexibility and adaptability in the ever-changing investment landscape.