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

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Cook
• 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 Cook Illinois Investment Advisory Agreement is a comprehensive document that outlines the terms and conditions of the investment advisory services provided by the BNY Hamilton Large Growth CRT Fund ("the Fund") to The Bank of New York ("the Bank"). This agreement is specifically tailored to cater to the unique investment needs and objectives of the Bank. Under this agreement, the BNY Hamilton Large Growth CRT Fund acts as the investment advisor, offering expertise in managing large growth assets for the Bank. The key objective of this agreement is to maximize the Bank's investment returns while mitigating potential risks through a strategic and disciplined approach. The agreement encompasses various important clauses and provisions that define the scope of the advisory services, as well as the responsibilities and obligations of both parties. Some core aspects covered in the agreement include: 1. Scope of Services: The agreement clearly outlines the specific investment advisory services to be provided by the Fund, which may include portfolio management, asset allocation, and investment strategy development. 2. Investment Objectives: The document discusses the Bank's investment goals and objectives in detail, ensuring that the Fund aligns their strategies and recommendations accordingly. These objectives may include capital preservation, long-term growth, income generation, or a combination thereof. 3. Investment Strategy: The agreement specifies the investment strategy to be employed by the Fund, focusing on large growth assets. The Fund may utilize various investment techniques and analyses to identify attractive investment opportunities within this asset class. 4. Risk Management: The agreement emphasizes the importance of risk management and clearly defines the Fund's responsibilities in monitoring and managing investment risks. This may involve regular portfolio reviews, risk assessment, and implementing appropriate risk mitigation strategies. 5. Reporting and Communication: The agreement includes provisions for regular reporting and communication between the Fund and the Bank. It sets expectations for the frequency and content of reports, as well as any additional communication channels that may be utilized. It is important to note that there may be different variations of the Cook Illinois Investment Advisory Agreement between the BNY Hamilton Large Growth CRT Fund and The Bank of New York, depending on the specific requirements and preferences of the Bank. These variations may be tailored to accommodate different investment strategies, asset classes, or focus on specific investment products. Overall, the Cook Illinois Investment Advisory Agreement aims to establish a clear and mutually beneficial relationship between the Fund and the Bank, ensuring that the Bank's investment needs are met effectively and in line with their objectives.

The Cook Illinois Investment Advisory Agreement is a comprehensive document that outlines the terms and conditions of the investment advisory services provided by the BNY Hamilton Large Growth CRT Fund ("the Fund") to The Bank of New York ("the Bank"). This agreement is specifically tailored to cater to the unique investment needs and objectives of the Bank. Under this agreement, the BNY Hamilton Large Growth CRT Fund acts as the investment advisor, offering expertise in managing large growth assets for the Bank. The key objective of this agreement is to maximize the Bank's investment returns while mitigating potential risks through a strategic and disciplined approach. The agreement encompasses various important clauses and provisions that define the scope of the advisory services, as well as the responsibilities and obligations of both parties. Some core aspects covered in the agreement include: 1. Scope of Services: The agreement clearly outlines the specific investment advisory services to be provided by the Fund, which may include portfolio management, asset allocation, and investment strategy development. 2. Investment Objectives: The document discusses the Bank's investment goals and objectives in detail, ensuring that the Fund aligns their strategies and recommendations accordingly. These objectives may include capital preservation, long-term growth, income generation, or a combination thereof. 3. Investment Strategy: The agreement specifies the investment strategy to be employed by the Fund, focusing on large growth assets. The Fund may utilize various investment techniques and analyses to identify attractive investment opportunities within this asset class. 4. Risk Management: The agreement emphasizes the importance of risk management and clearly defines the Fund's responsibilities in monitoring and managing investment risks. This may involve regular portfolio reviews, risk assessment, and implementing appropriate risk mitigation strategies. 5. Reporting and Communication: The agreement includes provisions for regular reporting and communication between the Fund and the Bank. It sets expectations for the frequency and content of reports, as well as any additional communication channels that may be utilized. It is important to note that there may be different variations of the Cook Illinois Investment Advisory Agreement between the BNY Hamilton Large Growth CRT Fund and The Bank of New York, depending on the specific requirements and preferences of the Bank. These variations may be tailored to accommodate different investment strategies, asset classes, or focus on specific investment products. Overall, the Cook Illinois Investment Advisory Agreement aims to establish a clear and mutually beneficial relationship between the Fund and the Bank, ensuring that the Bank's investment needs are met effectively and in line with their objectives.