Mecklenburg North Carolina Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Mecklenburg
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Mecklenburg North Carolina Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. This agreement is designed to ensure that both parties are clear on their roles and responsibilities, while also protecting the interests of both the fund and the advisor. In this agreement, the Hamilton Small Cap Growth CRT Fund appoints The Bank of New York as its investment advisor for managing its assets and providing investment advice. The advisor has the responsibility to act in the best interest of the fund, adhere to the fund's investment objectives, and provide professional investment management services. The agreement typically includes various terms related to the investment advisory services, including but not limited to: 1. Scope of Services: The agreement defines the specific services to be provided, such as investment research, portfolio management, performance reporting, and risk assessment. It outlines the advisor's duties and responsibilities in managing the fund's investments. 2. Compensation: The agreement details the advisor's fee structure, including management fees, performance fees, and other charges. It also outlines any additional expenses that may be incurred during the provision of services. 3. Standard of Care: The agreement establishes the standard of care that the advisor must exercise while managing the fund's assets. This includes acting in the best interest of the fund, exercising due diligence, and following applicable laws and regulations. 4. Reporting and Review: The agreement outlines the frequency and format of performance reports that the advisor must provide to the fund. It may also include provisions for regular meetings to review investment strategies and performance. 5. Termination and Amendment: The agreement includes provisions for termination, either by mutual agreement or for cause. It also outlines the process for amending the agreement in the future. Different types of Mecklenburg North Carolina Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include variations in the fee structure, investment strategies, or additional services provided. For example, there may be agreements tailored specifically for alternative investment strategies, socially responsible investing, or specialized sectors. In summary, the Mecklenburg North Carolina Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a crucial document that establishes the relationship between the fund and its advisor. It ensures clear communication, defines roles and responsibilities, and safeguards the interests of both parties involved.

The Mecklenburg North Carolina Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. This agreement is designed to ensure that both parties are clear on their roles and responsibilities, while also protecting the interests of both the fund and the advisor. In this agreement, the Hamilton Small Cap Growth CRT Fund appoints The Bank of New York as its investment advisor for managing its assets and providing investment advice. The advisor has the responsibility to act in the best interest of the fund, adhere to the fund's investment objectives, and provide professional investment management services. The agreement typically includes various terms related to the investment advisory services, including but not limited to: 1. Scope of Services: The agreement defines the specific services to be provided, such as investment research, portfolio management, performance reporting, and risk assessment. It outlines the advisor's duties and responsibilities in managing the fund's investments. 2. Compensation: The agreement details the advisor's fee structure, including management fees, performance fees, and other charges. It also outlines any additional expenses that may be incurred during the provision of services. 3. Standard of Care: The agreement establishes the standard of care that the advisor must exercise while managing the fund's assets. This includes acting in the best interest of the fund, exercising due diligence, and following applicable laws and regulations. 4. Reporting and Review: The agreement outlines the frequency and format of performance reports that the advisor must provide to the fund. It may also include provisions for regular meetings to review investment strategies and performance. 5. Termination and Amendment: The agreement includes provisions for termination, either by mutual agreement or for cause. It also outlines the process for amending the agreement in the future. Different types of Mecklenburg North Carolina Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include variations in the fee structure, investment strategies, or additional services provided. For example, there may be agreements tailored specifically for alternative investment strategies, socially responsible investing, or specialized sectors. In summary, the Mecklenburg North Carolina Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a crucial document that establishes the relationship between the fund and its advisor. It ensures clear communication, defines roles and responsibilities, and safeguards the interests of both parties involved.