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

• Category: Corporations - Public - Advisory
• State: Multi-State
• City: Houston
• 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 Houston Texas Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole is a legally binding document that outlines the terms and conditions for a sub-advisory relationship between the two entities. The agreement defines the roles and responsibilities of both parties, establishing BNY Hamilton International Equity Fund as the primary investment advisor while IndyCar acts as the sub-advisor. It sets forth the objectives and parameters of the sub-advisory services, ensuring that the investment strategy aligns with the fund's goals and objectives. The Houston Texas Sub-Advisory Agreement encompasses various key components, including: 1. General Provisions: This section provides an overview of the agreement, the parties involved, and a statement of the purpose and duration of the sub-advisory relationship. 2. Scope of Services: It details the sub-advisory services to be provided by IndyCar, which may include investment research, portfolio management, risk assessment, and other related support. 3. Investment Guidelines: This section outlines the investment guidelines and restrictions that the sub-advisor must adhere to while managing the fund's assets, such as asset allocation, sector limits, and risk tolerance standards. 4. Reporting and Communication: The agreement specifies the frequency and format of reports to be provided by the sub-advisor to the primary advisor, ensuring transparency and effective communication between the parties. 5. Compensation and Fees: This part outlines the compensation structure for the sub-advisory services, including the management fee, incentive fees, and any additional expenses that may be borne by the fund. 6. Termination and Amendment: It describes the circumstances under which the agreement can be terminated or amended, including notice periods, breach of terms, and dispute resolution mechanisms. 7. Governing Law: The agreement specifies the jurisdiction and applicable laws that govern the interpretation and enforcement of the agreement, particularly within the context of Houston, Texas. Different types of Houston Texas Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar may include variations based on factors such as the duration of the agreement, specific investment strategies, and targeted markets. For instance, there could be short-term sub-advisory agreements focused on specific market sectors or long-term agreements covering a broad range of investment opportunities. In conclusion, the Houston Texas Sub-Advisory Agreement is a crucial document that defines the relationship and expectations between BNY Hamilton International Equity Fund and IndyCar. It ensures a clear understanding of the roles, responsibilities, and parameters of the sub-advisory services while promoting transparency, effective communication, and alignment with the fund's investment objectives.

Houston Texas Sub-Advisory Agreement between BNY Hamilton International Equity Fund and IndyCar, a subsidiary of Crédit Agricole is a legally binding document that outlines the terms and conditions for a sub-advisory relationship between the two entities. The agreement defines the roles and responsibilities of both parties, establishing BNY Hamilton International Equity Fund as the primary investment advisor while IndyCar acts as the sub-advisor. It sets forth the objectives and parameters of the sub-advisory services, ensuring that the investment strategy aligns with the fund's goals and objectives. The Houston Texas Sub-Advisory Agreement encompasses various key components, including: 1. General Provisions: This section provides an overview of the agreement, the parties involved, and a statement of the purpose and duration of the sub-advisory relationship. 2. Scope of Services: It details the sub-advisory services to be provided by IndyCar, which may include investment research, portfolio management, risk assessment, and other related support. 3. Investment Guidelines: This section outlines the investment guidelines and restrictions that the sub-advisor must adhere to while managing the fund's assets, such as asset allocation, sector limits, and risk tolerance standards. 4. Reporting and Communication: The agreement specifies the frequency and format of reports to be provided by the sub-advisor to the primary advisor, ensuring transparency and effective communication between the parties. 5. Compensation and Fees: This part outlines the compensation structure for the sub-advisory services, including the management fee, incentive fees, and any additional expenses that may be borne by the fund. 6. Termination and Amendment: It describes the circumstances under which the agreement can be terminated or amended, including notice periods, breach of terms, and dispute resolution mechanisms. 7. Governing Law: The agreement specifies the jurisdiction and applicable laws that govern the interpretation and enforcement of the agreement, particularly within the context of Houston, Texas. Different types of Houston Texas Sub-Advisory Agreements between BNY Hamilton International Equity Fund and IndyCar may include variations based on factors such as the duration of the agreement, specific investment strategies, and targeted markets. For instance, there could be short-term sub-advisory agreements focused on specific market sectors or long-term agreements covering a broad range of investment opportunities. In conclusion, the Houston Texas Sub-Advisory Agreement is a crucial document that defines the relationship and expectations between BNY Hamilton International Equity Fund and IndyCar. It ensures a clear understanding of the roles, responsibilities, and parameters of the sub-advisory services while promoting transparency, effective communication, and alignment with the fund's investment objectives.