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

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Collin
• 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 Collin Texas Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a comprehensive contract outlining the terms and conditions of the investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund in Collin, Texas. This agreement serves as a legally binding document that establishes a partnership between the BNY Hamilton Large Growth CRT Fund and The Bank of New York and outlines the roles, responsibilities, and obligations of both parties involved in managing and advising on the fund's investments. The agreement covers various aspects, including but not limited to the following: 1. Scope of Services: The investment advisory services provided by The Bank of New York are described in detail, specifying the range of services, investment strategies, and types of assets to be managed. 2. Duties and Responsibilities: The roles and responsibilities of both parties are outlined, ensuring clarity in the division of tasks related to portfolio management, decision-making, and reporting. 3. Fees and Compensation: The agreement highlights the fees and compensation structure for the investment advisory services rendered by The Bank of New York. This section typically includes details about management fees, performance-based fees, expense reimbursement, and any additional charges. 4. Compliance and Regulatory Requirements: The Bank of New York commits to comply with all applicable laws, rules, and regulations governing the provision of investment advisory services in Collin, Texas, and ensures that the BNY Hamilton Large Growth CRT Fund adheres to these regulations as well. 5. Duration and Termination: The agreement specifies the initial term of the engagement and any renewal provisions. It also outlines the conditions and procedures for termination, including termination for cause or without cause. The Collin Texas Investment Advisory Agreement may have variations based on specific requirements or additional services sought by the BNY Hamilton Large Growth CRT Fund. Some possible variations or additional types of Collin Texas Investment Advisory Agreements could include: 1. Socially Responsible Investment (SRI) Agreement: If the BNY Hamilton Large Growth CRT Fund aims to incorporate environmental, social, and governance (ESG) factors into their investment strategy, a separate SRI agreement may be established to outline the specific ESG criteria and considerations. 2. Alternative Investment Agreement: In case the BNY Hamilton Large Growth CRT Fund intends to explore alternative investment opportunities, a separate agreement may be drawn up to address the unique characteristics, risks, and terms associated with these investments. 3. Risk Management Agreement: This type of agreement may be created if the BNY Hamilton Large Growth CRT Fund desires enhanced risk management services, such as the establishment of risk thresholds, stress testing, or portfolio diversification strategies. Overall, the Collin Texas Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a crucial document that ensures a transparent and legally binding partnership, providing a framework for effective investment advisory services, and protecting the interests of both parties involved.

The Collin Texas Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a comprehensive contract outlining the terms and conditions of the investment advisory services provided by The Bank of New York to the BNY Hamilton Large Growth CRT Fund in Collin, Texas. This agreement serves as a legally binding document that establishes a partnership between the BNY Hamilton Large Growth CRT Fund and The Bank of New York and outlines the roles, responsibilities, and obligations of both parties involved in managing and advising on the fund's investments. The agreement covers various aspects, including but not limited to the following: 1. Scope of Services: The investment advisory services provided by The Bank of New York are described in detail, specifying the range of services, investment strategies, and types of assets to be managed. 2. Duties and Responsibilities: The roles and responsibilities of both parties are outlined, ensuring clarity in the division of tasks related to portfolio management, decision-making, and reporting. 3. Fees and Compensation: The agreement highlights the fees and compensation structure for the investment advisory services rendered by The Bank of New York. This section typically includes details about management fees, performance-based fees, expense reimbursement, and any additional charges. 4. Compliance and Regulatory Requirements: The Bank of New York commits to comply with all applicable laws, rules, and regulations governing the provision of investment advisory services in Collin, Texas, and ensures that the BNY Hamilton Large Growth CRT Fund adheres to these regulations as well. 5. Duration and Termination: The agreement specifies the initial term of the engagement and any renewal provisions. It also outlines the conditions and procedures for termination, including termination for cause or without cause. The Collin Texas Investment Advisory Agreement may have variations based on specific requirements or additional services sought by the BNY Hamilton Large Growth CRT Fund. Some possible variations or additional types of Collin Texas Investment Advisory Agreements could include: 1. Socially Responsible Investment (SRI) Agreement: If the BNY Hamilton Large Growth CRT Fund aims to incorporate environmental, social, and governance (ESG) factors into their investment strategy, a separate SRI agreement may be established to outline the specific ESG criteria and considerations. 2. Alternative Investment Agreement: In case the BNY Hamilton Large Growth CRT Fund intends to explore alternative investment opportunities, a separate agreement may be drawn up to address the unique characteristics, risks, and terms associated with these investments. 3. Risk Management Agreement: This type of agreement may be created if the BNY Hamilton Large Growth CRT Fund desires enhanced risk management services, such as the establishment of risk thresholds, stress testing, or portfolio diversification strategies. Overall, the Collin Texas Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a crucial document that ensures a transparent and legally binding partnership, providing a framework for effective investment advisory services, and protecting the interests of both parties involved.