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

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Multi-State
Control #:
US-EG-9078
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Word; 
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Description

Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages A West Virginia Sub-Advisory Agreement is a legally binding contract that establishes a relationship between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, allowing IndyCar to act as a sub-advisor for the fund. This strategic partnership allows the fund to leverage the expertise and resources of IndyCar in managing its investment portfolio. The agreement outlines the terms and conditions, responsibilities, obligations, and compensation structure between the two parties, ensuring a transparent and mutually beneficial collaboration. The West Virginia Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar encompasses various essential aspects, including investment strategies, risk management, compliance, reporting, and performance monitoring. It serves as a guideline for IndyCar's role in generating investment recommendations, executing trades, and monitoring market trends and opportunities. Emphasizing BNY Hamilton International Equity fund's specific focus on international equities, the agreement enables IndyCar to leverage its global market insights and deliver optimal investment solutions for the fund. Additionally, the West Virginia Sub-Advisory Agreement may have several types or variations, tailored to meet specific investment objectives and strategies. These variations may include: 1. Traditional Sub-Advisory Agreement: This type of agreement outlines the general roles and responsibilities of IndyCar as a sub-advisor, including investment research, portfolio management, and risk assessment. 2. Concentrated Sub-Advisory Agreement: This agreement type might focus on certain sectors, regions, or asset classes within the international equity market. It defines a more specialized approach by IndyCar to target specific investment opportunities according to BNY Hamilton International Equity fund's investment goals. 3. Active Sub-Advisory Agreement: This type of agreement highlights IndyCar's active management style, involving frequent portfolio rebalancing, tactical asset allocation, and short-term trading strategies. It allows for more dynamic decision-making to capitalize on short-term market movements. 4. Passive Sub-Advisory Agreement: As an alternative approach, this agreement type specifies a passive investment strategy, where IndyCar's role is primarily focused on tracking a benchmark index, minimizing trading activity, and maintaining portfolio asset allocations accordingly. 5. ESG-focused (Environmental, Social, and Governance) Sub-Advisory Agreement: This variation emphasizes IndyCar's expertise in incorporating sustainable investment criteria into the fund's portfolio construction process. It ensures adherence to ESG principles and aligns investments with specific environmental and social goals. By offering various types of West Virginia Sub-Advisory Agreements, BNY Hamilton International Equity fund and IndyCar can tailor their partnership to align with different investment strategies, risk preferences, and market conditions.

A West Virginia Sub-Advisory Agreement is a legally binding contract that establishes a relationship between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, allowing IndyCar to act as a sub-advisor for the fund. This strategic partnership allows the fund to leverage the expertise and resources of IndyCar in managing its investment portfolio. The agreement outlines the terms and conditions, responsibilities, obligations, and compensation structure between the two parties, ensuring a transparent and mutually beneficial collaboration. The West Virginia Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar encompasses various essential aspects, including investment strategies, risk management, compliance, reporting, and performance monitoring. It serves as a guideline for IndyCar's role in generating investment recommendations, executing trades, and monitoring market trends and opportunities. Emphasizing BNY Hamilton International Equity fund's specific focus on international equities, the agreement enables IndyCar to leverage its global market insights and deliver optimal investment solutions for the fund. Additionally, the West Virginia Sub-Advisory Agreement may have several types or variations, tailored to meet specific investment objectives and strategies. These variations may include: 1. Traditional Sub-Advisory Agreement: This type of agreement outlines the general roles and responsibilities of IndyCar as a sub-advisor, including investment research, portfolio management, and risk assessment. 2. Concentrated Sub-Advisory Agreement: This agreement type might focus on certain sectors, regions, or asset classes within the international equity market. It defines a more specialized approach by IndyCar to target specific investment opportunities according to BNY Hamilton International Equity fund's investment goals. 3. Active Sub-Advisory Agreement: This type of agreement highlights IndyCar's active management style, involving frequent portfolio rebalancing, tactical asset allocation, and short-term trading strategies. It allows for more dynamic decision-making to capitalize on short-term market movements. 4. Passive Sub-Advisory Agreement: As an alternative approach, this agreement type specifies a passive investment strategy, where IndyCar's role is primarily focused on tracking a benchmark index, minimizing trading activity, and maintaining portfolio asset allocations accordingly. 5. ESG-focused (Environmental, Social, and Governance) Sub-Advisory Agreement: This variation emphasizes IndyCar's expertise in incorporating sustainable investment criteria into the fund's portfolio construction process. It ensures adherence to ESG principles and aligns investments with specific environmental and social goals. By offering various types of West Virginia Sub-Advisory Agreements, BNY Hamilton International Equity fund and IndyCar can tailor their partnership to align with different investment strategies, risk preferences, and market conditions.

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