Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

State:
Multi-State
County:
Philadelphia
Control #:
US-EG-9077
Format:
Word; 
Rich Text
Instant download

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages The Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions for the provision of investment advisory services by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. This agreement is specifically tailored to cater to the unique investment advisory needs of the Hamilton Small Cap Growth CRT Fund, which focuses on investments in small-cap growth companies operating in various industries. The Bank of New York, being a trusted and experienced financial institution, is duly appointed as the investment advisor responsible for making investment decisions on behalf of the fund. The agreement includes key provisions such as the scope of services, where The Bank of New York agrees to provide investment research, analysis, and recommendations to the fund. The bank will also be responsible for implementing the fund's investment strategy, managing the portfolio, and monitoring the performance of the investments on an ongoing basis. Additionally, the Philadelphia Pennsylvania Investment Advisory Agreement details the fee structure, which may include a management fee based on a percentage of the fund's assets under management or a combination of management fees and performance-based fees tied to specific investment benchmarks. This ensures that the bank is appropriately compensated for their services. Furthermore, the agreement outlines the obligations of both parties, including the Bank of New York's duty to act in good faith and exercise diligent care in managing the fund's assets. The fund, on the other hand, is obligated to provide accurate and timely information to the bank to facilitate the investment advisory process. While the provided description focuses on the Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York, it is worth mentioning that there can be variations or types of investment advisory agreements based on specific requirements, investment strategies, or asset classes. These variations may include agreements for different fund types, such as fixed income funds, equity funds, or alternative investment funds, each tailored to the specific needs and objectives of the respective fund and investment advisor.

The Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding contract that outlines the terms and conditions for the provision of investment advisory services by The Bank of New York to the Hamilton Small Cap Growth CRT Fund. This agreement is specifically tailored to cater to the unique investment advisory needs of the Hamilton Small Cap Growth CRT Fund, which focuses on investments in small-cap growth companies operating in various industries. The Bank of New York, being a trusted and experienced financial institution, is duly appointed as the investment advisor responsible for making investment decisions on behalf of the fund. The agreement includes key provisions such as the scope of services, where The Bank of New York agrees to provide investment research, analysis, and recommendations to the fund. The bank will also be responsible for implementing the fund's investment strategy, managing the portfolio, and monitoring the performance of the investments on an ongoing basis. Additionally, the Philadelphia Pennsylvania Investment Advisory Agreement details the fee structure, which may include a management fee based on a percentage of the fund's assets under management or a combination of management fees and performance-based fees tied to specific investment benchmarks. This ensures that the bank is appropriately compensated for their services. Furthermore, the agreement outlines the obligations of both parties, including the Bank of New York's duty to act in good faith and exercise diligent care in managing the fund's assets. The fund, on the other hand, is obligated to provide accurate and timely information to the bank to facilitate the investment advisory process. While the provided description focuses on the Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York, it is worth mentioning that there can be variations or types of investment advisory agreements based on specific requirements, investment strategies, or asset classes. These variations may include agreements for different fund types, such as fixed income funds, equity funds, or alternative investment funds, each tailored to the specific needs and objectives of the respective fund and investment advisor.

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Philadelphia Pennsylvania Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York