Title: A Comprehensive Overview of Tennessee Investment Advisory Agreements: First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Introduction: Tennessee Investment Advisory Agreement establishes the contractual relationship between First American Insurance Portfolios, Inc. (FAIR) and U.S. Bank National Association. This agreement governs the provision of investment advisory services by FAIR to U.S. Bank. By understanding the various types of Tennessee Investment Advisory Agreements in place between these entities, we can gain insight into the scope and significance of their collaboration. 1. Standard Investment Advisory Agreement: The Standard Investment Advisory Agreement between FAIR and U.S. Bank National Association outlines the core terms and conditions. It encompasses the basics of the advisory relationship, such as fee structure, duration, termination rights, investment objectives, and risk management strategies. This agreement serves as the foundation for other specialized Tennessee Investment Advisory Agreements. 2. Exclusive Portfolio Management Agreement: Within the realm of Tennessee Investment Advisory Agreements, FAIR may offer an Exclusive Portfolio Management Agreement to U.S. Bank National Association. This agreement grants U.S. Bank exclusive access to FAIR's portfolio management services. It includes provisions defining the rights and responsibilities of both parties, along with additional customization options catering specifically to U.S. Bank's investment goals, risk tolerance, and compliance requirements. 3. Customized Investment Advisory Agreement: In certain instances, FAIR and U.S. Bank National Association may mutually establish a Customized Investment Advisory Agreement. This type of agreement allows for greater flexibility to tailor the investment strategy, reporting requirements, asset allocation, and other related parameters to suit U.S. Bank's unique preferences and circumstances. By customizing the advisory agreement, U.S. Bank benefits from a personalized approach to investment management. 4. Performance-Based Compensation Agreement: Tennessee Investment Advisory Agreements may also include a Performance-Based Compensation Agreement. This agreement outlines the terms for additional compensation to FAIR based on the achievement of certain predetermined performance benchmarks. By linking FAIR's compensation to the attainment of specified investment goals, this agreement aligns the interests of both parties, fostering a strong commitment to achieving desired outcomes. Conclusion: The Tennessee Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association is a pivotal document that governs the provision of investment advisory services. Various types of agreements, such as the Standard Investment Advisory Agreement, Exclusive Portfolio Management Agreement, Customized Investment Advisory Agreement, and Performance-Based Compensation Agreement, are utilized to accommodate the specific requirements and preferences of U.S. Bank National Association. These agreements contribute to ensuring a collaborative and mutually beneficial relationship in the pursuit of investment objectives.
Tennessee Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.
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