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

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Middlesex
• 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 Middlesex Massachusetts Sub-Advisory Agreement is a contractual arrangement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, pertaining to the investment advisory services provided by IndyCar to the fund in the Middlesex County, Massachusetts area. This agreement outlines the terms and conditions, responsibilities, and obligations of both parties involved in the investment management process. The Middlesex Massachusetts Sub-Advisory Agreement emphasizes the collaboration between BNY Hamilton International Equity fund and IndyCar, aiming to maximize returns and mitigate risks for the fund's shareholders. It outlines the investment objectives, guidelines, and strategies to be followed by IndyCar while managing the fund's assets within the Middlesex County area. Through this agreement, IndyCar, as the sub-advisor, is entrusted with the responsibility of utilizing its expertise and resources to make informed investment decisions aligned with the fund's investment objectives. This includes conducting thorough research on Middlesex County's financial markets, analyzing relevant economic trends, and identifying potential investment opportunities while considering the fund's risk tolerance. Key aspects covered by the Middlesex Massachusetts Sub-Advisory Agreement include: 1. Investment Mandate: The agreement defines the investment mandate outlining the specific investment styles, asset allocation strategies, sector preferences, and risk management approach to be applied by IndyCar in managing the fund's assets within Middlesex County. 2. Reporting and Communication: It sets forth requirements for periodic reporting, including performance updates, portfolio composition, and risk exposure. It also outlines a communication protocol between BNY Hamilton International Equity fund and IndyCar, ensuring seamless information flow and coordination. 3. Fee Structure: The agreement stipulates the compensation arrangement, including management fees, performance-based fees, or any other specified fees payable by BNY Hamilton International Equity fund to IndyCar. This ensures transparency and clarity regarding the cost of the sub-advisory services. 4. Compliance and Regulatory Considerations: It highlights the need for compliance with applicable laws, regulations, and industry standards, ensuring that all investment decisions and practices conform to legal and ethical requirements in Middlesex County. Different types or variations of Middlesex Massachusetts Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar may exist based on specific factors such as: 1. Term: The agreement may be structured as a fixed-term contract with a predefined duration or may be open-ended with the possibility of termination by either party upon prior notice. 2. Investment Strategy Focus: Depending on the fund's investment objective, the agreement may distinguish between various sub-advisory agreements, such as growth-focused, income-focused, or balanced investment mandates, each catering to different investor preferences within Middlesex County. 3. Customization: In some cases, the agreement may allow for customization, enabling BNY Hamilton International Equity fund to negotiate specific investment guidelines, restrictions, or exclusions tailored to its requirements. Overall, the Middlesex Massachusetts Sub-Advisory Agreement serves as a vital contractual framework for the collaboration between BNY Hamilton International Equity fund and IndyCar, facilitating effective asset management within Middlesex County, Massachusetts, and aligning the interests of the fund and its shareholders with the expertise and capabilities of IndyCar, a subsidiary of Crédit Agricole.

Middlesex Massachusetts Sub-Advisory Agreement is a contractual arrangement between BNY Hamilton International Equity fund and IndyCar, a subsidiary of Crédit Agricole, pertaining to the investment advisory services provided by IndyCar to the fund in the Middlesex County, Massachusetts area. This agreement outlines the terms and conditions, responsibilities, and obligations of both parties involved in the investment management process. The Middlesex Massachusetts Sub-Advisory Agreement emphasizes the collaboration between BNY Hamilton International Equity fund and IndyCar, aiming to maximize returns and mitigate risks for the fund's shareholders. It outlines the investment objectives, guidelines, and strategies to be followed by IndyCar while managing the fund's assets within the Middlesex County area. Through this agreement, IndyCar, as the sub-advisor, is entrusted with the responsibility of utilizing its expertise and resources to make informed investment decisions aligned with the fund's investment objectives. This includes conducting thorough research on Middlesex County's financial markets, analyzing relevant economic trends, and identifying potential investment opportunities while considering the fund's risk tolerance. Key aspects covered by the Middlesex Massachusetts Sub-Advisory Agreement include: 1. Investment Mandate: The agreement defines the investment mandate outlining the specific investment styles, asset allocation strategies, sector preferences, and risk management approach to be applied by IndyCar in managing the fund's assets within Middlesex County. 2. Reporting and Communication: It sets forth requirements for periodic reporting, including performance updates, portfolio composition, and risk exposure. It also outlines a communication protocol between BNY Hamilton International Equity fund and IndyCar, ensuring seamless information flow and coordination. 3. Fee Structure: The agreement stipulates the compensation arrangement, including management fees, performance-based fees, or any other specified fees payable by BNY Hamilton International Equity fund to IndyCar. This ensures transparency and clarity regarding the cost of the sub-advisory services. 4. Compliance and Regulatory Considerations: It highlights the need for compliance with applicable laws, regulations, and industry standards, ensuring that all investment decisions and practices conform to legal and ethical requirements in Middlesex County. Different types or variations of Middlesex Massachusetts Sub-Advisory Agreement between BNY Hamilton International Equity fund and IndyCar may exist based on specific factors such as: 1. Term: The agreement may be structured as a fixed-term contract with a predefined duration or may be open-ended with the possibility of termination by either party upon prior notice. 2. Investment Strategy Focus: Depending on the fund's investment objective, the agreement may distinguish between various sub-advisory agreements, such as growth-focused, income-focused, or balanced investment mandates, each catering to different investor preferences within Middlesex County. 3. Customization: In some cases, the agreement may allow for customization, enabling BNY Hamilton International Equity fund to negotiate specific investment guidelines, restrictions, or exclusions tailored to its requirements. Overall, the Middlesex Massachusetts Sub-Advisory Agreement serves as a vital contractual framework for the collaboration between BNY Hamilton International Equity fund and IndyCar, facilitating effective asset management within Middlesex County, Massachusetts, and aligning the interests of the fund and its shareholders with the expertise and capabilities of IndyCar, a subsidiary of Crédit Agricole.