A South Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract outlining the terms and conditions of a sub-advisory relationship between the two entities. This agreement establishes the roles, responsibilities, and expectations of both parties in the context of investment management services provided by OPCA Advisors to Touchstone Advisors, Inc. Here is a detailed description of what this agreement entails: 1. Parties involved: The South Dakota Sub-Advisory Agreement is entered into between Touchstone Advisors, Inc., a registered investment advisor ("RIA"), and OPCA Advisors, a sub-advisor appointed by Touchstone Advisors, Inc. 2. Purpose: The purpose of this agreement is to set forth the terms under which OPCA Advisors will provide investment management services to Touchstone Advisors, Inc. for specific investment strategies or funds identified within the agreement. 3. Scope of services: The agreement includes a detailed description of the investment management services that OPCA Advisors shall provide to Touchstone Advisors, Inc. This may include portfolio management, investment research, trade execution, risk analysis, and reporting. 4. Investment objectives and guidelines: The agreement outlines the investment objectives, goals, and guidelines for the specific investment strategies or funds for which OPCA Advisors will act as a sub-advisor. It defines the investment approach, risk tolerance, asset allocation, and any specific investment restrictions or limitations. 5. Compensation and fees: The fee structure and compensation arrangements are clearly defined in the agreement. It describes the basis for calculating fees, any performance-based fee arrangements, reimbursement of expenses, and the frequency of payment for services rendered. 6. Duration and termination: The duration of the agreement is specified, and conditions for termination by either party are outlined. It may include provisions for termination due to breach of contract, insolvency, change in control, or other material events affecting the sub-advisory relationship. 7. Confidentiality: The agreement includes provisions for the confidentiality of non-public information exchanged between the parties, ensuring that sensitive information is protected and used solely for the purposes defined within the agreement. 8. Compliance and regulatory considerations: The South Dakota Sub-Advisory Agreement acknowledges compliance with applicable laws, regulations, and licensing requirements. It may address matters involving fiduciary duties, disclosures, reporting, and adherence to industry standards. Different types of South Dakota Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include various investment strategies or funds for which OPCA Advisors is appointed as a sub-advisor. These could encompass equity funds, fixed income funds, balanced portfolios, alternative investments, or any other investment vehicles offered by Touchstone Advisors, Inc. In conclusion, a South Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes the framework for the sub-advisory relationship, setting forth the rights, obligations, and expectations of both parties. This agreement ensures a clear understanding of the services provided, investment objectives, compensation, confidentiality, and compliance considerations. Different types of agreements may exist based on the specific investment strategies or funds involved.
South Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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Key Takeaways. A sub-advised fund involves a third-party money manager that is hired by an investment company or mutual fund to manage an investment portfolio. Sub-advised funds are typically sought by investment companies because of their expertise in managing a specific strategy.
Subadvisory Fee means a fee in an amount equal to 20% of the amount of fees paid to Advisor by the REIT pursuant to the Advisory Agreement, including but not limited to: Acquisition Fees, Asset Management Fees, Loan Refinancing Fees, Property Management Fees, and Subordinated Disposition Fees, each as defined in the ...
An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.
adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.