Wyoming Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9076
• Format: Word; Rich Text

Description

Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Wyoming Investment Advisory Agreement is a legal contract between the BNY Hamilton Large Growth CRT (Charitable Remainder Trust) Fund and The Bank of New York. This agreement outlines the terms and conditions regarding the investment advisory services provided by The Bank of New York to the fund. The purpose of the agreement is to establish a professional relationship between the two parties and to define the roles and responsibilities of each party. It sets forth the investment objectives, strategies, and guidelines that the fund wishes to pursue, as well as the services to be provided by The Bank of New York. The agreement includes various key provisions, such as: 1. Scope of Services: The agreement specifies the investment advisory services to be provided by The Bank of New York. This may include portfolio management, investment research, and monitoring of market conditions. 2. Investment Objectives: The agreement outlines the investment objectives of the BNY Hamilton Large Growth CRT Fund. These objectives may include capital appreciation, income generation, or a combination of both. 3. Investment Strategies: The agreement details the investment strategies to be employed by The Bank of New York in managing the fund's assets. This may include a focus on large-cap growth companies, diversification across sectors, or other specific investment approaches. 4. Risk Management: The agreement addresses the risk management practices being followed by The Bank of New York. This includes considerations for managing market risk, liquidity risk, and other potential risks associated with the investments. 5. Reporting and Communications: The agreement specifies the frequency and format of investment reports to be provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund. It also establishes regular communication channels between the parties for discussions related to the fund's performance and investment strategy. 6. Fees and Compensation: The agreement sets forth the fees to be paid by the BNY Hamilton Large Growth CRT Fund for the investment advisory services provided by The Bank of New York. This includes the management fees, performance-based fees, and any other related expenses. It's important to note that specific variations of the Wyoming Investment Advisory Agreement may exist, depending on the specific needs and circumstances of the BNY Hamilton Large Growth CRT Fund and The Bank of New York. However, the key elements outlined above are typically included in most investment advisory agreements to ensure a clear understanding between the parties involved.

The Wyoming Investment Advisory Agreement is a legal contract between the BNY Hamilton Large Growth CRT (Charitable Remainder Trust) Fund and The Bank of New York. This agreement outlines the terms and conditions regarding the investment advisory services provided by The Bank of New York to the fund. The purpose of the agreement is to establish a professional relationship between the two parties and to define the roles and responsibilities of each party. It sets forth the investment objectives, strategies, and guidelines that the fund wishes to pursue, as well as the services to be provided by The Bank of New York. The agreement includes various key provisions, such as: 1. Scope of Services: The agreement specifies the investment advisory services to be provided by The Bank of New York. This may include portfolio management, investment research, and monitoring of market conditions. 2. Investment Objectives: The agreement outlines the investment objectives of the BNY Hamilton Large Growth CRT Fund. These objectives may include capital appreciation, income generation, or a combination of both. 3. Investment Strategies: The agreement details the investment strategies to be employed by The Bank of New York in managing the fund's assets. This may include a focus on large-cap growth companies, diversification across sectors, or other specific investment approaches. 4. Risk Management: The agreement addresses the risk management practices being followed by The Bank of New York. This includes considerations for managing market risk, liquidity risk, and other potential risks associated with the investments. 5. Reporting and Communications: The agreement specifies the frequency and format of investment reports to be provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund. It also establishes regular communication channels between the parties for discussions related to the fund's performance and investment strategy. 6. Fees and Compensation: The agreement sets forth the fees to be paid by the BNY Hamilton Large Growth CRT Fund for the investment advisory services provided by The Bank of New York. This includes the management fees, performance-based fees, and any other related expenses. It's important to note that specific variations of the Wyoming Investment Advisory Agreement may exist, depending on the specific needs and circumstances of the BNY Hamilton Large Growth CRT Fund and The Bank of New York. However, the key elements outlined above are typically included in most investment advisory agreements to ensure a clear understanding between the parties involved.