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

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Franklin
• 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 Franklin Ohio Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a comprehensive document that outlines the terms and conditions related to the investment advisory services provided by BNY Hamilton Large Growth CRT Fund to The Bank of New York. This agreement serves as a legally binding contract and sets forth the responsibilities, obligations, and rights of both parties involved in the investment advisory relationship. The primary purpose of the agreement is to establish a framework for the fund to receive expert guidance and advice from BNY Hamilton in managing its investments. The key provisions covered in the Franklin Ohio Investment Advisory Agreement include: 1. Scope of Services: This section defines the specific investment advisory services to be provided by BNY Hamilton, which may include portfolio management, asset allocation, risk assessment, and investment research. 2. Fees and Expenses: The agreement details the compensation structure for BNY Hamilton's services, including management fees, performance-based fees, and any additional expenses or charges incurred during the course of managing the fund's investments. 3. Investment Objectives and Restrictions: The agreement outlines the fund's investment objectives, risk tolerance, and any specific restrictions or guidelines that need to be adhered to by BNY Hamilton in making investment decisions. It also establishes the benchmark or performance targets against which the fund's performance will be measured. 4. Reporting and Communication: BNY Hamilton is required to provide regular reports to The Bank of New York, detailing the fund's portfolio performance, investment holdings, and any significant changes made to the investment strategy. The communication channels and frequency of these reports are clearly stipulated in the agreement. 5. Termination and Transition: This section addresses the conditions under which either party may terminate the agreement, along with the process for transitioning the fund's investments and assets to a new investment advisor, if applicable. In addition to the standard Franklin Ohio Investment Advisory Agreement, there may be various types of agreements tailored to specific investment strategies or asset classes offered by BNY Hamilton Large Growth CRT Fund. For instance, there might be specialized agreements for fixed income investments, equity investments, or alternative investments. These specific agreements would outline the unique considerations and guidelines relevant to each respective investment category. Overall, the Franklin Ohio Investment Advisory Agreement ensures a clear understanding and alignment of expectations between BNY Hamilton and The Bank of New York, providing a solid foundation for a mutually beneficial and successful investment advisory relationship.

The Franklin Ohio Investment Advisory Agreement between BNY Hamilton Large Growth CRT Fund and The Bank of New York is a comprehensive document that outlines the terms and conditions related to the investment advisory services provided by BNY Hamilton Large Growth CRT Fund to The Bank of New York. This agreement serves as a legally binding contract and sets forth the responsibilities, obligations, and rights of both parties involved in the investment advisory relationship. The primary purpose of the agreement is to establish a framework for the fund to receive expert guidance and advice from BNY Hamilton in managing its investments. The key provisions covered in the Franklin Ohio Investment Advisory Agreement include: 1. Scope of Services: This section defines the specific investment advisory services to be provided by BNY Hamilton, which may include portfolio management, asset allocation, risk assessment, and investment research. 2. Fees and Expenses: The agreement details the compensation structure for BNY Hamilton's services, including management fees, performance-based fees, and any additional expenses or charges incurred during the course of managing the fund's investments. 3. Investment Objectives and Restrictions: The agreement outlines the fund's investment objectives, risk tolerance, and any specific restrictions or guidelines that need to be adhered to by BNY Hamilton in making investment decisions. It also establishes the benchmark or performance targets against which the fund's performance will be measured. 4. Reporting and Communication: BNY Hamilton is required to provide regular reports to The Bank of New York, detailing the fund's portfolio performance, investment holdings, and any significant changes made to the investment strategy. The communication channels and frequency of these reports are clearly stipulated in the agreement. 5. Termination and Transition: This section addresses the conditions under which either party may terminate the agreement, along with the process for transitioning the fund's investments and assets to a new investment advisor, if applicable. In addition to the standard Franklin Ohio Investment Advisory Agreement, there may be various types of agreements tailored to specific investment strategies or asset classes offered by BNY Hamilton Large Growth CRT Fund. For instance, there might be specialized agreements for fixed income investments, equity investments, or alternative investments. These specific agreements would outline the unique considerations and guidelines relevant to each respective investment category. Overall, the Franklin Ohio Investment Advisory Agreement ensures a clear understanding and alignment of expectations between BNY Hamilton and The Bank of New York, providing a solid foundation for a mutually beneficial and successful investment advisory relationship.