Texas 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 Title: Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York Introduction: The Texas Investment Advisory Agreement is a legally binding contract established between the Hamilton Small Cap Growth CRT Fund and The Bank of New York (BONY), which outlines the terms and conditions for the provision of investment advisory services. This agreement serves as a guide for both parties to ensure a transparent and efficient relationship, safeguarding the interests of the fund and its investors. Keywords: Texas Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, investment advisory services. 1. Purpose: The primary objective of the Texas Investment Advisory Agreement is to establish a framework through which The Bank of New York acts as the investment advisor to the Hamilton Small Cap Growth CRT Fund. The purpose of this agreement is to define the responsibilities, rights, and obligations of each party involved. Keywords: investment advisor, advisor, responsibilities, rights, obligations. 2. Scope of Services: This agreement outlines the specific investment advisory services to be provided by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. Services may include portfolio management, investment strategy formulation, research and analysis, fund administration, and periodic reporting. Keywords: investment advisory services, portfolio management, investment strategy, research and analysis, fund administration, reporting. 3. Compensation and Fees: The Texas Investment Advisory Agreement covers the compensation and fee structure for the services rendered by The Bank of New York. This section details how fees are calculated, invoiced, and paid. Keywords: compensation, fees, fee structure, calculations, invoicing, payment. 4. Duties and Responsibilities: Both parties' duties and responsibilities are delineated in this section, ensuring a clear understanding of the roles each party undertakes. The Bank of New York must uphold a fiduciary duty and act in the best interests of the Hamilton Small Cap Growth CRT Fund. Keywords: duties, responsibilities, fiduciary duty, best interests. 5. Termination: This agreement includes provisions for termination and the procedure to be followed in such instances. Grounds for termination may include breach of contract, bankruptcy, or adherence to regulatory requirements. Keywords: termination, breach of contract, bankruptcy, regulatory requirements. Different types of Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York: 1. Standard Investment Advisory Agreement: This is the typical form of agreement between the Hamilton Small Cap Growth CRT Fund and The Bank of New York. 2. Specialty Investment Advisory Agreement: This agreement may encompass additional services or provisions tailored to specific investment goals or strategies. 3. Short-Term Investment Advisory Agreement: A specialized agreement for short-term investment initiatives, catering to specific timeframes or objectives. Keywords: agreement types, standard, specialty, short-term, investment goals, strategies. Conclusion: The Texas Investment Advisory Agreement serves as an essential legal document that defines the relationship and expectations between the Hamilton Small Cap Growth CRT Fund and The Bank of New York. By establishing clear terms, this agreement ensures transparency, protection, and accountability for both parties involved. Keywords: Texas Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, legal document, transparency, protection, accountability.

Title: Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York Introduction: The Texas Investment Advisory Agreement is a legally binding contract established between the Hamilton Small Cap Growth CRT Fund and The Bank of New York (BONY), which outlines the terms and conditions for the provision of investment advisory services. This agreement serves as a guide for both parties to ensure a transparent and efficient relationship, safeguarding the interests of the fund and its investors. Keywords: Texas Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, investment advisory services. 1. Purpose: The primary objective of the Texas Investment Advisory Agreement is to establish a framework through which The Bank of New York acts as the investment advisor to the Hamilton Small Cap Growth CRT Fund. The purpose of this agreement is to define the responsibilities, rights, and obligations of each party involved. Keywords: investment advisor, advisor, responsibilities, rights, obligations. 2. Scope of Services: This agreement outlines the specific investment advisory services to be provided by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. Services may include portfolio management, investment strategy formulation, research and analysis, fund administration, and periodic reporting. Keywords: investment advisory services, portfolio management, investment strategy, research and analysis, fund administration, reporting. 3. Compensation and Fees: The Texas Investment Advisory Agreement covers the compensation and fee structure for the services rendered by The Bank of New York. This section details how fees are calculated, invoiced, and paid. Keywords: compensation, fees, fee structure, calculations, invoicing, payment. 4. Duties and Responsibilities: Both parties' duties and responsibilities are delineated in this section, ensuring a clear understanding of the roles each party undertakes. The Bank of New York must uphold a fiduciary duty and act in the best interests of the Hamilton Small Cap Growth CRT Fund. Keywords: duties, responsibilities, fiduciary duty, best interests. 5. Termination: This agreement includes provisions for termination and the procedure to be followed in such instances. Grounds for termination may include breach of contract, bankruptcy, or adherence to regulatory requirements. Keywords: termination, breach of contract, bankruptcy, regulatory requirements. Different types of Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York: 1. Standard Investment Advisory Agreement: This is the typical form of agreement between the Hamilton Small Cap Growth CRT Fund and The Bank of New York. 2. Specialty Investment Advisory Agreement: This agreement may encompass additional services or provisions tailored to specific investment goals or strategies. 3. Short-Term Investment Advisory Agreement: A specialized agreement for short-term investment initiatives, catering to specific timeframes or objectives. Keywords: agreement types, standard, specialty, short-term, investment goals, strategies. Conclusion: The Texas Investment Advisory Agreement serves as an essential legal document that defines the relationship and expectations between the Hamilton Small Cap Growth CRT Fund and The Bank of New York. By establishing clear terms, this agreement ensures transparency, protection, and accountability for both parties involved. Keywords: Texas Investment Advisory Agreement, Hamilton Small Cap Growth CRT Fund, The Bank of New York, legal document, transparency, protection, accountability.