Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages
The Tennessee Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York (BNY). This agreement serves as a framework for the ongoing relationship between BNY and BNY Hamilton Large Growth CRT Fund, an investment fund that aims to achieve long-term capital appreciation by investing primarily in large-cap growth companies. Keywords: Tennessee, Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, contract, investment advisory services, legally binding, terms and conditions, ongoing relationship, capital appreciation, large-cap growth companies. The Tennessee Investment Advisory Agreement may encompass various types, tailored to specific needs or investment strategies. Some different types of such agreements are as follows: 1. Standard Tennessee Investment Advisory Agreement: This is the primary agreement that governs the general provisions and obligations between BNY Hamilton Large Growth CRT Fund and The Bank of New York. It includes details such as the scope of services, fees, performance benchmarks, and termination clauses. 2. Customized Investment Strategy Agreement: In certain cases, BNY and BNY Hamilton Large Growth CRT Fund may enter into an agreement that outlines a specialized investment strategy designed to align with specific objectives or constraints defined by the fund or its investors. This agreement may include additional provisions related to the investment parameters, risk management, and reporting requirements, among others. 3. Performance-based Fee Agreement: In instances where BNY's compensation is tied to the fund's performance, a performance-based fee agreement may be established. This agreement sets out the formula for calculating BNY's fees based on the fund's returns, usually exceeding a pre-determined benchmark. It also defines the conditions under which such fees will be charged and adjusted. 4. Transition Agreement: In the event of a change in the investment advisory relationship, such as the appointment of a new investment advisor or migration of assets, a transition agreement may be established between BNY Hamilton Large Growth CRT Fund and The Bank of New York. This agreement outlines the responsibilities, timelines, and potential costs associated with the smooth transfer of investment management services. Through these various types of agreements, the Tennessee Investment Advisory Agreement enables both BNY Hamilton Large Growth CRT Fund and The Bank of New York to clearly define their roles, responsibilities, and expectations while ensuring compliance with relevant legal and regulatory frameworks. Note: While the keywords and descriptions provided here are based on the given prompt, the actual existence and specifications of the mentioned agreements should be verified through proper sources.
The Tennessee Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by The Bank of New York (BNY). This agreement serves as a framework for the ongoing relationship between BNY and BNY Hamilton Large Growth CRT Fund, an investment fund that aims to achieve long-term capital appreciation by investing primarily in large-cap growth companies. Keywords: Tennessee, Investment Advisory Agreement, BNY Hamilton Large Growth CRT Fund, The Bank of New York, contract, investment advisory services, legally binding, terms and conditions, ongoing relationship, capital appreciation, large-cap growth companies. The Tennessee Investment Advisory Agreement may encompass various types, tailored to specific needs or investment strategies. Some different types of such agreements are as follows: 1. Standard Tennessee Investment Advisory Agreement: This is the primary agreement that governs the general provisions and obligations between BNY Hamilton Large Growth CRT Fund and The Bank of New York. It includes details such as the scope of services, fees, performance benchmarks, and termination clauses. 2. Customized Investment Strategy Agreement: In certain cases, BNY and BNY Hamilton Large Growth CRT Fund may enter into an agreement that outlines a specialized investment strategy designed to align with specific objectives or constraints defined by the fund or its investors. This agreement may include additional provisions related to the investment parameters, risk management, and reporting requirements, among others. 3. Performance-based Fee Agreement: In instances where BNY's compensation is tied to the fund's performance, a performance-based fee agreement may be established. This agreement sets out the formula for calculating BNY's fees based on the fund's returns, usually exceeding a pre-determined benchmark. It also defines the conditions under which such fees will be charged and adjusted. 4. Transition Agreement: In the event of a change in the investment advisory relationship, such as the appointment of a new investment advisor or migration of assets, a transition agreement may be established between BNY Hamilton Large Growth CRT Fund and The Bank of New York. This agreement outlines the responsibilities, timelines, and potential costs associated with the smooth transfer of investment management services. Through these various types of agreements, the Tennessee Investment Advisory Agreement enables both BNY Hamilton Large Growth CRT Fund and The Bank of New York to clearly define their roles, responsibilities, and expectations while ensuring compliance with relevant legal and regulatory frameworks. Note: While the keywords and descriptions provided here are based on the given prompt, the actual existence and specifications of the mentioned agreements should be verified through proper sources.