Sub-Advisory Agreement between BNY Hamilton International Equity fund and Indocam, a subsidiary of Credit Agricole dated January 3, 2000. 4 pages
Title: Understanding the Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a Subsidiary of Crédit Agricole Introduction: The Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, establishes a strategic partnership where BNY Hamilton International Equity Fund entrusts IndyCar with sub-advisory responsibilities for its investment activities in the Chicago region. This agreement benefits both parties by leveraging their respective expertise and resources to achieve optimal investment outcomes. Keywords: Chicago, Illinois, Sub-Advisory Agreement, BNY Hamilton International Equity Fund, IndyCar, Crédit Agricole. 1. Overview: The Chicago, Illinois Sub-Advisory Agreement is a legally binding contract that outlines the terms and conditions governing the relationship between BNY Hamilton International Equity Fund and IndyCar. It establishes the roles, responsibilities, and compensation arrangements governing the sub-advisory services provided by IndyCar to BNY Hamilton International Equity Fund within the Chicago market. 2. Scope of Services: The Sub-Advisory Agreement delineates the specific investment management services to be provided by IndyCar, including but not limited to portfolio management, performance monitoring, risk assessment, and compliance with regulatory requirements. These services are tailored to the unique investment objectives and preferences of BNY Hamilton International Equity Fund. 3. Investment Strategy: The agreement outlines the investment strategy to be employed by IndyCar in managing the assets of BNY Hamilton International Equity Fund. It details the investment approach, asset allocation, risk management methodology, and any specific restrictions or guidelines to be followed. 4. Reporting and Communication: The Sub-Advisory Agreement establishes clear guidelines regarding reporting requirements, frequency, and format. It ensures effective communication channels between IndyCar and BNY Hamilton International Equity Fund, providing regular updates on portfolio performance, investment decisions, and any relevant market insights. 5. Compensation and Fee Structure: The agreement encompasses provisions regarding compensation and fee structures. It clearly outlines the fee arrangement, such as a fixed fee or a percentage of assets under management. Additionally, it includes provisions for reimbursement of certain expenses incurred by IndyCar while executing the sub-advisory services. Types of Chicago, Illinois Sub-Advisory Agreements: 1. Long-Term Sub-Advisory Agreement: This type of agreement establishes a long-term strategic partnership between BNY Hamilton International Equity Fund and IndyCar, focusing on wealth creation and sustainable investment strategies for an extended period, typically several years. 2. Short-Term Sub-Advisory Agreement: In contrast to the long-term agreement, this type of agreement has a shorter duration and is suitable for specific investment objectives or market opportunities that require a focused approach within a defined timeframe. 3. Service-Specific Sub-Advisory Agreement: This type of agreement may focus on specific investment services or asset classes, tailoring the sub-advisory relationship between BNY Hamilton International Equity Fund and IndyCar to a particular investment area, such as equities, fixed income, or alternative investments. Conclusion: The Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar enables efficient and effective investment management in the region. By partnering with a trusted subsidiary of Crédit Agricole, BNY Hamilton International Equity Fund can leverage IndyCar's expertise, resources, and global market insights to enhance their investment outcomes in Chicago.
Title: Understanding the Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a Subsidiary of Crédit Agricole Introduction: The Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole, establishes a strategic partnership where BNY Hamilton International Equity Fund entrusts IndyCar with sub-advisory responsibilities for its investment activities in the Chicago region. This agreement benefits both parties by leveraging their respective expertise and resources to achieve optimal investment outcomes. Keywords: Chicago, Illinois, Sub-Advisory Agreement, BNY Hamilton International Equity Fund, IndyCar, Crédit Agricole. 1. Overview: The Chicago, Illinois Sub-Advisory Agreement is a legally binding contract that outlines the terms and conditions governing the relationship between BNY Hamilton International Equity Fund and IndyCar. It establishes the roles, responsibilities, and compensation arrangements governing the sub-advisory services provided by IndyCar to BNY Hamilton International Equity Fund within the Chicago market. 2. Scope of Services: The Sub-Advisory Agreement delineates the specific investment management services to be provided by IndyCar, including but not limited to portfolio management, performance monitoring, risk assessment, and compliance with regulatory requirements. These services are tailored to the unique investment objectives and preferences of BNY Hamilton International Equity Fund. 3. Investment Strategy: The agreement outlines the investment strategy to be employed by IndyCar in managing the assets of BNY Hamilton International Equity Fund. It details the investment approach, asset allocation, risk management methodology, and any specific restrictions or guidelines to be followed. 4. Reporting and Communication: The Sub-Advisory Agreement establishes clear guidelines regarding reporting requirements, frequency, and format. It ensures effective communication channels between IndyCar and BNY Hamilton International Equity Fund, providing regular updates on portfolio performance, investment decisions, and any relevant market insights. 5. Compensation and Fee Structure: The agreement encompasses provisions regarding compensation and fee structures. It clearly outlines the fee arrangement, such as a fixed fee or a percentage of assets under management. Additionally, it includes provisions for reimbursement of certain expenses incurred by IndyCar while executing the sub-advisory services. Types of Chicago, Illinois Sub-Advisory Agreements: 1. Long-Term Sub-Advisory Agreement: This type of agreement establishes a long-term strategic partnership between BNY Hamilton International Equity Fund and IndyCar, focusing on wealth creation and sustainable investment strategies for an extended period, typically several years. 2. Short-Term Sub-Advisory Agreement: In contrast to the long-term agreement, this type of agreement has a shorter duration and is suitable for specific investment objectives or market opportunities that require a focused approach within a defined timeframe. 3. Service-Specific Sub-Advisory Agreement: This type of agreement may focus on specific investment services or asset classes, tailoring the sub-advisory relationship between BNY Hamilton International Equity Fund and IndyCar to a particular investment area, such as equities, fixed income, or alternative investments. Conclusion: The Chicago, Illinois Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar enables efficient and effective investment management in the region. By partnering with a trusted subsidiary of Crédit Agricole, BNY Hamilton International Equity Fund can leverage IndyCar's expertise, resources, and global market insights to enhance their investment outcomes in Chicago.