Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages
Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the relationship and responsibilities between the two entities in the context of investment management services. This agreement is specific to their operations in Fairfax, Virginia, and governs the terms under which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. Keywords: Fairfax Virginia, Sub-Advisory Agreement, Touchstone Advisors, OPCA Advisors, investment management services. A sub-advisory agreement is a commonly used arrangement in the investment industry where an investment manager (sub-adviser) enters into a contractual relationship with a primary investment firm (advisor). The primary firm delegates certain investment management functions to the sub-adviser, who specializes in specific asset classes or investment strategies. In the case of the Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, several types or variations of the agreement may exist. These can include: 1. General Investment Sub-Advisory Agreement: This type of agreement outlines the overall terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Fairfax Virginia. It covers areas such as responsibilities, investment objectives, compensation structure, termination clauses, and legal obligations. 2. Fixed-Term Sub-Advisory Agreement: This agreement specifies a predetermined period during which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. in Fairfax Virginia. It may include provisions for contract renewal, termination, or extension. 3. Specialty Sub-Advisory Agreement: In certain cases, a sub-advisory agreement may focus on a specific asset class, investment strategy, or sector. For example, Touchstone Advisors, Inc. may engage OPCA Advisors to provide sub-advisory services exclusively for real estate investments or emerging markets. 4. Discretionary Sub-Advisory Agreement: This type of agreement grants OPCA Advisors discretionary authority to manage the investment portfolios on behalf of Touchstone Advisors, Inc. The agreement would define the limits within which OPCA Advisors can make investment decisions without direct approval from Touchstone Advisors, Inc. 5. Performance-Based Sub-Advisory Agreement: This agreement includes a performance fee structure based on the sub-adviser's ability to generate positive investment returns over a specified benchmark. It may align the interests of both firms by incentivizing OPCA Advisors to achieve superior investment performance for Touchstone Advisors, Inc. These types of Fairfax Virginia Sub-Advisory Agreements ensure a clear understanding of the roles, responsibilities, and expectations between Touchstone Advisors, Inc. and OPCA Advisors while complying with applicable legal, regulatory, and industry standards in the investment management field.
Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the relationship and responsibilities between the two entities in the context of investment management services. This agreement is specific to their operations in Fairfax, Virginia, and governs the terms under which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. Keywords: Fairfax Virginia, Sub-Advisory Agreement, Touchstone Advisors, OPCA Advisors, investment management services. A sub-advisory agreement is a commonly used arrangement in the investment industry where an investment manager (sub-adviser) enters into a contractual relationship with a primary investment firm (advisor). The primary firm delegates certain investment management functions to the sub-adviser, who specializes in specific asset classes or investment strategies. In the case of the Fairfax Virginia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, several types or variations of the agreement may exist. These can include: 1. General Investment Sub-Advisory Agreement: This type of agreement outlines the overall terms and conditions governing the sub-advisory relationship between Touchstone Advisors, Inc. and OPCA Advisors in Fairfax Virginia. It covers areas such as responsibilities, investment objectives, compensation structure, termination clauses, and legal obligations. 2. Fixed-Term Sub-Advisory Agreement: This agreement specifies a predetermined period during which OPCA Advisors acts as the sub-adviser to Touchstone Advisors, Inc. in Fairfax Virginia. It may include provisions for contract renewal, termination, or extension. 3. Specialty Sub-Advisory Agreement: In certain cases, a sub-advisory agreement may focus on a specific asset class, investment strategy, or sector. For example, Touchstone Advisors, Inc. may engage OPCA Advisors to provide sub-advisory services exclusively for real estate investments or emerging markets. 4. Discretionary Sub-Advisory Agreement: This type of agreement grants OPCA Advisors discretionary authority to manage the investment portfolios on behalf of Touchstone Advisors, Inc. The agreement would define the limits within which OPCA Advisors can make investment decisions without direct approval from Touchstone Advisors, Inc. 5. Performance-Based Sub-Advisory Agreement: This agreement includes a performance fee structure based on the sub-adviser's ability to generate positive investment returns over a specified benchmark. It may align the interests of both firms by incentivizing OPCA Advisors to achieve superior investment performance for Touchstone Advisors, Inc. These types of Fairfax Virginia Sub-Advisory Agreements ensure a clear understanding of the roles, responsibilities, and expectations between Touchstone Advisors, Inc. and OPCA Advisors while complying with applicable legal, regulatory, and industry standards in the investment management field.