Queens New York Sub-Advisory Agreement is an agreement formed between Touchstone Advisors, Inc. and OPCA Advisors that outlines the terms and conditions for their sub-advisory relationship within the Queens area of New York City. This agreement serves as a legal document that governs the responsibilities, obligations, and rights of both parties involved. Touchstone Advisors, Inc., a prominent investment management firm, acts as the primary advisor, while OPCA Advisors assumes the role of the sub-advisor providing specialized services within the Queens region. With its deep understanding of the local market dynamics, OPCA Advisors caters to the unique needs and preferences of clients within this specific geographic area. The Queens New York Sub-Advisory Agreement delineates various facets of the partnership, including the scope of services, compensation structure, duration of the agreement, termination clauses, and confidentiality provisions. It ensures a clear understanding of the roles and expectations of both Touchstone Advisors and OPCA Advisors, fostering a mutually beneficial collaboration. Keywords: Queens New York, sub-advisory agreement, Touchstone Advisors, Inc., OPCA Advisors, investment management, specialized services, local market dynamics, clients, geographic area, scope of services, compensation structure, duration, termination clauses, confidentiality provisions.
Queens New York Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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FAQ
A fund is an accounting entity with a self-balancing set of accounts consisting of assets, liabilities, and fund balances. A sub-fund group is a further classification of fund groups to easily identify the allocation of money.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
Sub-Advised Fund Definition. A sub-advised fund is a fund managed by another management team or firm than where the assets are held. Mutual Funds: Different Types and How They Are Priced.
advised fund involves a thirdparty money manager that is hired by an investment company or mutual fund to manage an investment portfolio. Subadvised funds are typically sought by investment companies because of their expertise in managing a specific strategy.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
A set of share classes is a compartment of an umbrella fund. The terms given for Fund may relate to fund, sub fund or umbrella. Sub Fund is differentiated by the fact that it is part of an umbrella fund, otherwise it is the same as any other fund.
An advisor agreement is a legal document used between a company and an advisor they have hired. The legal agreements outlines the expectations and obligation between the two parties, including the role and responsibilities of the advisor, their compensation, confidentiality, and assignment of work.
Subfund (plural subfunds) (finance) A fund making up part of a larger fund.
advised fund is an investment fund that is managed by another management team or firm than where the assets are held. advised fund may consist of specialty or niche investments that the main fund portfolio managers seek outside expertise for.
Subfund (plural subfunds) (finance) A fund making up part of a larger fund.