The Harris Texas Sub-Advisory Agreement is a contractual agreement between Prudential Investments Fund Management, LLC (IFM) and The Prudential Investment Corporation (EPIC). This agreement outlines the provision of investment advisory services offered by IFM to EPIC, specifically related to investment strategies in Harris County, Texas. Under this agreement, IFM acts as a sub-adviser to EPIC, providing expert investment advice and guidance tailored to the unique characteristics of the Harris County region. IFM leverages its extensive knowledge of the local market, economic trends, regulatory environment, and investment opportunities to create tailored investment strategies that align with EPIC's objectives. The primary objective of the Harris Texas Sub-Advisory Agreement is to enhance EPIC's investment performance and optimize returns within the Harris County area. IFM conducts thorough research, analysis, and due diligence to identify suitable investment opportunities in various sectors, such as real estate, energy, technology, healthcare, and infrastructure, among others. Through ongoing monitoring and evaluation, IFM ensures that EPIC's investment portfolio remains well-positioned to capitalize on market trends, adapt to changing economic conditions, and mitigate potential risks. Key elements covered in the Harris Texas Sub-Advisory Agreement include: 1. Investment Mandate: This section defines the investment objectives, risk tolerance, and guidelines established by EPIC. It outlines the specific investment strategies, asset classes, and sectors to be considered within the Harris County area. 2. Investment Process: This outlines IFM's systematic approach to investment decision-making, including the research methodology, due diligence process, and risk management practices. It also details how IFM combines quantitative analysis, market intelligence, and qualitative assessments to formulate investment recommendations. 3. Reporting and Communication: This section establishes the frequency and format of performance reporting, ensuring transparency and accountability in the advisory relationship. It also clarifies the lines of communication between IFM and EPIC, including periodic meetings, updates, and consultations. 4. Fee Structure: The Harris Texas Sub-Advisory Agreement specifies the agreed-upon fee structure between IFM and EPIC for the provision of investment advisory services. This may include a management fee based on assets under management or a performance-based fee tied to investment returns. 5. Termination and Amendment: This section outlines the conditions under which either party may terminate the agreement and the associated procedures. It also addresses the process of amending the agreement should there be changes in investment objectives, regulatory requirements, or business circumstances. Different types of Harris Texas Sub-Advisory Agreements between IFM and EPIC may exist, depending on the specific investment strategies, asset classes, or sectors targeted within the Harris County area. These may include: 1. Sector-specific Sub-Advisory Agreement: Focusing on a particular industry or sector such as real estate or technology, this agreement tailors investment advice to capitalize on opportunities within a specific sector in Harris County. 2. Risk-focused Sub-Advisory Agreement: This agreement places emphasis on risk management strategies to minimize downside risks and preserve capital, particularly in volatile markets or during economic downturns within Harris County. 3. Growth-oriented Sub-Advisory Agreement: This agreement emphasizes capital appreciation and growth opportunities within the Harris County region, targeting investments with higher growth potential but potentially higher risk profiles. 4. Income-focused Sub-Advisory Agreement: Designed to generate regular income streams, this agreement focuses on investment opportunities in income-generating sectors within Harris County, such as utilities or fixed-income instruments. It is important to note that the specific types of Harris Texas Sub-Advisory Agreements may vary depending on the investment objectives, risk appetite, and preferences of EPIC and their Harris County-focused investment strategy.
Harris Texas Sub-Advisory Agreement between Prudential Investments Fund Management, LLC and The Prudential Investment Corp. regarding provision of investment advisory services
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