Allegheny Pennsylvania Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Allegheny
• Control #: US-EG-9078
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages Allegheny Pennsylvania Sub-Advisory Agreement is a contract between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, for the purpose of establishing a sub-advisory relationship regarding the management of assets and investments. This agreement allows BNY Hamilton International Equity fund to delegate a portion of its investment management responsibilities to IndyCar, who acts as the sub-advisor. Key Terms and Features: 1. Sub-Advisory Relationship: The agreement outlines the establishment of a sub-advisory relationship between BNY Hamilton International Equity fund and IndyCar, wherein IndyCar assumes certain investment management responsibilities on behalf of BNY Hamilton International Equity fund. 2. Scope of Services: The agreement defines the specific services to be provided by IndyCar as the sub-advisor. This may include investment research, portfolio management, risk assessment, trade execution, and other related activities. 3. Investment Guidelines: The agreement outlines investment guidelines and restrictions that must be followed by IndyCar while managing the assets of BNY Hamilton International Equity fund. These guidelines may include limitations on asset allocation, risk exposures, diversification requirements, and other investment parameters. 4. Reporting and Communication: The agreement stipulates the frequency and format of reporting, as well as the methods of communication between BNY Hamilton International Equity fund and IndyCar. This ensures transparency and effective information exchange regarding the sub-advised assets. 5. Compensation and Fees: The agreement includes details regarding the compensation and fees to be paid by BNY Hamilton International Equity fund to IndyCar for its sub-advisory services. This may involve a fee structure based on assets under management (AUM), performance-based fees, or others mutually agreed arrangements. 6. Term and Termination: The agreement specifies the initial term of the sub-advisory relationship and the conditions under which either party may terminate the agreement. It may also include provisions for early termination and transition of assets in such cases. Types of Allegheny Pennsylvania Sub-Advisory Agreements: 1. General Sub-Advisory Agreement: This is the standard sub-advisory agreement between BNY Hamilton International Equity fund and IndyCar. It covers the overall engagement of IndyCar as the sub-advisor for a specific set of assets or portfolios. 2. Specialized Sub-Advisory Agreement: In cases where BNY Hamilton International Equity fund requires sub-advisory services for a specific investment strategy or asset class, a specialized sub-advisory agreement may be created. This agreement focuses on the specific requirements and expertise needed for the targeted asset class. 3. Regional Sub-Advisory Agreement: If BNY Hamilton International Equity fund intends to allocate a portion of its assets to a particular region or country, a regional sub-advisory agreement may be established. This agreement enables IndyCar to specialize in managing assets within that specific region. By leveraging the expertise and resources of IndyCar, BNY Hamilton International Equity fund aims to enhance its investment capabilities and maximize returns for its investors. The Allegheny Pennsylvania Sub-Advisory Agreement serves as the foundation for a strong collaborative partnership between the two entities, ensuring effective asset management and alignment of investment objectives.

Allegheny Pennsylvania Sub-Advisory Agreement is a contract between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, for the purpose of establishing a sub-advisory relationship regarding the management of assets and investments. This agreement allows BNY Hamilton International Equity fund to delegate a portion of its investment management responsibilities to IndyCar, who acts as the sub-advisor. Key Terms and Features: 1. Sub-Advisory Relationship: The agreement outlines the establishment of a sub-advisory relationship between BNY Hamilton International Equity fund and IndyCar, wherein IndyCar assumes certain investment management responsibilities on behalf of BNY Hamilton International Equity fund. 2. Scope of Services: The agreement defines the specific services to be provided by IndyCar as the sub-advisor. This may include investment research, portfolio management, risk assessment, trade execution, and other related activities. 3. Investment Guidelines: The agreement outlines investment guidelines and restrictions that must be followed by IndyCar while managing the assets of BNY Hamilton International Equity fund. These guidelines may include limitations on asset allocation, risk exposures, diversification requirements, and other investment parameters. 4. Reporting and Communication: The agreement stipulates the frequency and format of reporting, as well as the methods of communication between BNY Hamilton International Equity fund and IndyCar. This ensures transparency and effective information exchange regarding the sub-advised assets. 5. Compensation and Fees: The agreement includes details regarding the compensation and fees to be paid by BNY Hamilton International Equity fund to IndyCar for its sub-advisory services. This may involve a fee structure based on assets under management (AUM), performance-based fees, or others mutually agreed arrangements. 6. Term and Termination: The agreement specifies the initial term of the sub-advisory relationship and the conditions under which either party may terminate the agreement. It may also include provisions for early termination and transition of assets in such cases. Types of Allegheny Pennsylvania Sub-Advisory Agreements: 1. General Sub-Advisory Agreement: This is the standard sub-advisory agreement between BNY Hamilton International Equity fund and IndyCar. It covers the overall engagement of IndyCar as the sub-advisor for a specific set of assets or portfolios. 2. Specialized Sub-Advisory Agreement: In cases where BNY Hamilton International Equity fund requires sub-advisory services for a specific investment strategy or asset class, a specialized sub-advisory agreement may be created. This agreement focuses on the specific requirements and expertise needed for the targeted asset class. 3. Regional Sub-Advisory Agreement: If BNY Hamilton International Equity fund intends to allocate a portion of its assets to a particular region or country, a regional sub-advisory agreement may be established. This agreement enables IndyCar to specialize in managing assets within that specific region. By leveraging the expertise and resources of IndyCar, BNY Hamilton International Equity fund aims to enhance its investment capabilities and maximize returns for its investors. The Allegheny Pennsylvania Sub-Advisory Agreement serves as the foundation for a strong collaborative partnership between the two entities, ensuring effective asset management and alignment of investment objectives.