Washington 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 Washington Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a contract that outlines the conditions and terms of the advisory relationship between the two parties. This agreement defines the roles, responsibilities, and obligations of both the investment advisory firm and the bank in managing the investment portfolio of the fund. In this agreement, Hamilton Small Cap Growth CRT Fund appoints The Bank of New York as its investment advisor for the Washington region. The agreement specifies the scope and objectives of the advisory services, including the investment strategy, risk management, and performance targets. The agreement also details the compensation structure, fee schedule, and billing procedures for the services provided by The Bank of New York. This typically includes management fees, advisory fees, and performance-based incentives, among others. Furthermore, the agreement outlines the reporting requirements, communication channels, and frequency of meetings between the two parties. It highlights the methods of monitoring and evaluating the fund's performance and provides for periodic reviews and updates to ensure alignment with the investment goals and changing market conditions. There may be different types of investment advisory agreements available between Hamilton Small Cap Growth CRT Fund and The Bank of New York, catering to different investment strategies, financial goals, or specific geographical regions within Washington. These variations may include: 1. Washington Investment Advisory Agreement — Growth Strategy: This type of agreement focuses on a growth-oriented investment strategy, aiming to maximize returns by investing in small-cap growth companies with high growth potential and capital appreciation opportunities. 2. Washington Investment Advisory Agreement — Income Strategy: This agreement variant may emphasize income generation, targeting stable dividends or interest payments by investing in income-generating securities, such as dividend-paying stocks or fixed income instruments. 3. Washington Investment Advisory Agreement — Value Strategy: This agreement type could revolve around a value-based investment approach, seeking undervalued or underappreciated securities within the Washington market, with the goal of capitalizing on their potential future price appreciation. These different types of advisory agreements allow Hamilton Small Cap Growth CRT Fund to align their investment objectives with specific strategies offered by The Bank of New York, enabling them to tailor the advisory services to their unique needs and preferences in the Washington region.

The Washington Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a contract that outlines the conditions and terms of the advisory relationship between the two parties. This agreement defines the roles, responsibilities, and obligations of both the investment advisory firm and the bank in managing the investment portfolio of the fund. In this agreement, Hamilton Small Cap Growth CRT Fund appoints The Bank of New York as its investment advisor for the Washington region. The agreement specifies the scope and objectives of the advisory services, including the investment strategy, risk management, and performance targets. The agreement also details the compensation structure, fee schedule, and billing procedures for the services provided by The Bank of New York. This typically includes management fees, advisory fees, and performance-based incentives, among others. Furthermore, the agreement outlines the reporting requirements, communication channels, and frequency of meetings between the two parties. It highlights the methods of monitoring and evaluating the fund's performance and provides for periodic reviews and updates to ensure alignment with the investment goals and changing market conditions. There may be different types of investment advisory agreements available between Hamilton Small Cap Growth CRT Fund and The Bank of New York, catering to different investment strategies, financial goals, or specific geographical regions within Washington. These variations may include: 1. Washington Investment Advisory Agreement — Growth Strategy: This type of agreement focuses on a growth-oriented investment strategy, aiming to maximize returns by investing in small-cap growth companies with high growth potential and capital appreciation opportunities. 2. Washington Investment Advisory Agreement — Income Strategy: This agreement variant may emphasize income generation, targeting stable dividends or interest payments by investing in income-generating securities, such as dividend-paying stocks or fixed income instruments. 3. Washington Investment Advisory Agreement — Value Strategy: This agreement type could revolve around a value-based investment approach, seeking undervalued or underappreciated securities within the Washington market, with the goal of capitalizing on their potential future price appreciation. These different types of advisory agreements allow Hamilton Small Cap Growth CRT Fund to align their investment objectives with specific strategies offered by The Bank of New York, enabling them to tailor the advisory services to their unique needs and preferences in the Washington region.