Wyoming Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar: The Wyoming Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, is a comprehensive contractual agreement that outlines the terms and conditions under which IndyCar provides its sub-advisory services to the BNY Hamilton International Equity fund in the state of Wyoming. This agreement ensures a mutually beneficial relationship between the two entities and helps in optimizing investment strategies and achieving financial goals. Key aspects covered in the Wyoming Sub-Advisory Agreement include: 1. Services Provided: The agreement details the range of sub-advisory services that IndyCar offers to the BNY Hamilton International Equity fund. These services may encompass investment research, portfolio management, asset allocation, risk management, and other related functions specific to the fund's investment objectives. 2. Investment Guidelines: It outlines the investment guidelines and strategies that the sub-advisor must adhere to while managing the fund's assets. These guidelines may include specific asset classes, regional allocations, risk tolerance, liquidity requirements, and any other regulatory or fund-specific constraints that need to be considered. 3. Reporting and Communication: The agreement specifies the frequency and nature of reporting that IndyCar will provide to the fund's management. It may include detailed performance reports, investment research, market commentary, and updates on portfolio positioning. Additionally, communication channels and meeting schedules are outlined to enable regular discussions between the sub-advisor and the fund. 4. Compensation and Fees: The agreement stipulates the fee structure and compensation arrangements between the BNY Hamilton International Equity fund and IndyCar. This may include management fees, performance-based fees, retainer fees, or a combination thereof, depending on the agreed-upon terms. 5. Duration and Termination: The agreement defines the duration of the sub-advisory relationship and the conditions under which either party can terminate the agreement. It typically includes provisions for termination notice period, reasons for termination, dispute resolution, and post-termination obligations. Different Types of Wyoming Sub-Advisory Agreement: 1. Strategic Sub-Advisory Agreement: This type of agreement focuses on long-term collaboration between the BNY Hamilton International Equity fund and IndyCar, where the sub-advisor actively contributes to the fund's strategic investment decisions, asset allocation, and overall investment philosophy. 2. Tactical Sub-Advisory Agreement: In a tactical sub-advisory agreement, the sub-advisor provides short-term investment advice and executes trades based on current market conditions, aiming to generate alpha or exploit short-term opportunities. This agreement may have a limited duration or be subject to periodic review, given its tactical nature. 3. Specialty Sub-Advisory Agreement: A specialty sub-advisory agreement caters to specific asset classes or market segments that require specialized knowledge or expertise. In this case, IndyCar may be contracted to manage a particular asset class, such as international equities or emerging markets, within the BNY Hamilton International Equity fund. By leveraging the expertise of IndyCar as a subsidiary of Crédit Agricole, the Wyoming Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar aims to enhance the fund's investment performance, risk management capabilities, and overall competitiveness in the market.
Wyoming Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole
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