Washington Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9078
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages Washington Sub-Advisory Agreement is a legal agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, that outlines the terms and conditions of their collaborative investment strategy. This agreement allows the BNY Hamilton International Equity fund to delegate certain investment management responsibilities to IndyCar, with specific provisions related to their operations in Washington state, USA. The Washington Sub-Advisory Agreement determines the scope of authority and responsibilities of IndyCar as a sub-adviser, while also establishing the standards and guidelines that both parties must adhere to throughout their collaboration. It may consist of the following key elements: 1. Delegation of Investment Management: The agreement defines the extent to which the BNY Hamilton International Equity fund authorizes IndyCar to manage the fund's investments on its behalf within the state of Washington. This includes specifying the financial instruments, asset classes, and investment strategies that IndyCar may employ. 2. Performance Objectives: The agreement sets forth the investment objectives, benchmarks, and performance measures to evaluate the effectiveness of IndyCar's management. This ensures alignment with the fund's overall strategy and goals for achieving optimal returns. 3. Compliance and Regulatory Requirements: The agreement highlights the need for both parties to comply with applicable laws, regulations, and licensing requirements within Washington state. It may cover matters such as registration, reporting, disclosure, and record-keeping obligations specific to the region. 4. Risk Management: The agreement addresses risk mitigation strategies and procedures put in place by IndyCar to ensure the prudent management of the BNY Hamilton International Equity fund's assets. This includes monitoring market risks, credit risks, liquidity risks, and other potential threats to the fund's performance. 5. Fee Structure: The agreement outlines the fee structure to compensate IndyCar for their sub-advisory services based on a predetermined percentage of assets under management or a fixed fee arrangement. It may also include provisions for reimbursement of reasonable expenses incurred by IndyCar. If there are different types of Washington Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, these variations could have distinct names based on their specific focus or requirements. Some possible named types could include: 1. Washington Sub-Advisory Agreement for Sustainable Investing: This agreement could emphasize the incorporation of environmental, social, and governance (ESG) factors into investment strategies within Washington state. 2. Washington Sub-Advisory Agreement for Real Estate Investments: This agreement might be tailored to address the unique challenges and opportunities associated with managing real estate investments in Washington, covering aspects such as property selection, leasing, and property management. 3. Washington Sub-Advisory Agreement for Fixed Income Portfolio: This agreement could predominantly concentrate on the management of fixed income assets within Washington's regulatory framework, with a focus on generating income and managing interest rate risks. 4. Washington Sub-Advisory Agreement for Alternative Investments: This agreement could address the sub-advisory services related to alternative investment asset classes, such as private equity, hedge funds, or venture capital, while aligning with Washington's specific rules and regulations governing these alternative strategies. It's important to note that these named variations are hypothetical examples, and the actual types of Washington Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar may differ based on their specific needs and the prevailing market conditions at the time of their arrangement.

Washington Sub-Advisory Agreement is a legal agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, that outlines the terms and conditions of their collaborative investment strategy. This agreement allows the BNY Hamilton International Equity fund to delegate certain investment management responsibilities to IndyCar, with specific provisions related to their operations in Washington state, USA. The Washington Sub-Advisory Agreement determines the scope of authority and responsibilities of IndyCar as a sub-adviser, while also establishing the standards and guidelines that both parties must adhere to throughout their collaboration. It may consist of the following key elements: 1. Delegation of Investment Management: The agreement defines the extent to which the BNY Hamilton International Equity fund authorizes IndyCar to manage the fund's investments on its behalf within the state of Washington. This includes specifying the financial instruments, asset classes, and investment strategies that IndyCar may employ. 2. Performance Objectives: The agreement sets forth the investment objectives, benchmarks, and performance measures to evaluate the effectiveness of IndyCar's management. This ensures alignment with the fund's overall strategy and goals for achieving optimal returns. 3. Compliance and Regulatory Requirements: The agreement highlights the need for both parties to comply with applicable laws, regulations, and licensing requirements within Washington state. It may cover matters such as registration, reporting, disclosure, and record-keeping obligations specific to the region. 4. Risk Management: The agreement addresses risk mitigation strategies and procedures put in place by IndyCar to ensure the prudent management of the BNY Hamilton International Equity fund's assets. This includes monitoring market risks, credit risks, liquidity risks, and other potential threats to the fund's performance. 5. Fee Structure: The agreement outlines the fee structure to compensate IndyCar for their sub-advisory services based on a predetermined percentage of assets under management or a fixed fee arrangement. It may also include provisions for reimbursement of reasonable expenses incurred by IndyCar. If there are different types of Washington Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar, these variations could have distinct names based on their specific focus or requirements. Some possible named types could include: 1. Washington Sub-Advisory Agreement for Sustainable Investing: This agreement could emphasize the incorporation of environmental, social, and governance (ESG) factors into investment strategies within Washington state. 2. Washington Sub-Advisory Agreement for Real Estate Investments: This agreement might be tailored to address the unique challenges and opportunities associated with managing real estate investments in Washington, covering aspects such as property selection, leasing, and property management. 3. Washington Sub-Advisory Agreement for Fixed Income Portfolio: This agreement could predominantly concentrate on the management of fixed income assets within Washington's regulatory framework, with a focus on generating income and managing interest rate risks. 4. Washington Sub-Advisory Agreement for Alternative Investments: This agreement could address the sub-advisory services related to alternative investment asset classes, such as private equity, hedge funds, or venture capital, while aligning with Washington's specific rules and regulations governing these alternative strategies. It's important to note that these named variations are hypothetical examples, and the actual types of Washington Sub-Advisory Agreements between BNY Hamilton International Equity fund and IndyCar may differ based on their specific needs and the prevailing market conditions at the time of their arrangement.