Administration Agreement between EQSF Advisors, Inc. and Third Avenue Trust regarding retaining EQSF to render administrative services with respect to investment portfolios dated October 1, 1999. 13 pages.
Chicago, Illinois is a vibrant city situated in the heart of the United States. Known for its diverse culture, stunning architecture, and bustling economy, Chicago is a thriving metropolis that offers a multitude of opportunities for both residents and businesses. EPSF Advisors, Inc. and Third Avenue Trust have come together to form an Administration Agreement that focuses on retaining EPSF to provide administrative services related to investments. This agreement is specifically designed to ensure efficient management and seamless support for investment operations. Keywords: Chicago, Illinois, EPSF Advisors, Third Avenue Trust, Administration Agreement, administrative services, investment. Different types of Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment can include: 1. Investment Administration Agreement: This type of agreement focuses on the overall administration of investment activities, including portfolio management, compliance, reporting, and other related services. EPSF Advisors, Inc. would be responsible for streamlining these processes and ensuring the efficient operation of investment strategies. 2. Financial Administration Agreement: This particular agreement concentrates on the financial aspects of investment management. It involves tasks such as financial reporting, budgeting, expense tracking, cash flow management, and overseeing financial compliance. EPSF Advisors, Inc. would play a crucial role in maintaining financial stability and transparency within the investment operations. 3. Risk Management Administration Agreement: This type of agreement specifically addresses the assessment and management of risks associated with the investment activities. EPSF Advisors, Inc. would be entrusted with implementing risk management strategies, conducting risk assessments, overseeing compliance, and providing guidance on risk mitigation measures. 4. Regulatory Compliance Administration Agreement: This agreement centers around ensuring compliance with regulatory standards and guidelines applicable to the investment sector. EPSF Advisors, Inc. would assist Third Avenue Trust in adhering to various legal and regulatory obligations, conducting audits, and maintaining comprehensive records to remain compliant with industry regulations. 5. Operational Administration Agreement: This agreement focuses on the efficient administration of day-to-day investment operations. It covers tasks such as trade settlement, record-keeping, performance monitoring, and general administrative support. EPSF Advisors, Inc. would be responsible for streamlining operational processes to maximize efficiency and enhance overall performance. By utilizing the expertise of EPSF Advisors, Inc., the Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust aims to optimize investment management practices, address administrative challenges, and ensure a smooth and successful investment experience.
Chicago, Illinois is a vibrant city situated in the heart of the United States. Known for its diverse culture, stunning architecture, and bustling economy, Chicago is a thriving metropolis that offers a multitude of opportunities for both residents and businesses. EPSF Advisors, Inc. and Third Avenue Trust have come together to form an Administration Agreement that focuses on retaining EPSF to provide administrative services related to investments. This agreement is specifically designed to ensure efficient management and seamless support for investment operations. Keywords: Chicago, Illinois, EPSF Advisors, Third Avenue Trust, Administration Agreement, administrative services, investment. Different types of Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust regarding retaining EPSF to render administrative services with respect to investment can include: 1. Investment Administration Agreement: This type of agreement focuses on the overall administration of investment activities, including portfolio management, compliance, reporting, and other related services. EPSF Advisors, Inc. would be responsible for streamlining these processes and ensuring the efficient operation of investment strategies. 2. Financial Administration Agreement: This particular agreement concentrates on the financial aspects of investment management. It involves tasks such as financial reporting, budgeting, expense tracking, cash flow management, and overseeing financial compliance. EPSF Advisors, Inc. would play a crucial role in maintaining financial stability and transparency within the investment operations. 3. Risk Management Administration Agreement: This type of agreement specifically addresses the assessment and management of risks associated with the investment activities. EPSF Advisors, Inc. would be entrusted with implementing risk management strategies, conducting risk assessments, overseeing compliance, and providing guidance on risk mitigation measures. 4. Regulatory Compliance Administration Agreement: This agreement centers around ensuring compliance with regulatory standards and guidelines applicable to the investment sector. EPSF Advisors, Inc. would assist Third Avenue Trust in adhering to various legal and regulatory obligations, conducting audits, and maintaining comprehensive records to remain compliant with industry regulations. 5. Operational Administration Agreement: This agreement focuses on the efficient administration of day-to-day investment operations. It covers tasks such as trade settlement, record-keeping, performance monitoring, and general administrative support. EPSF Advisors, Inc. would be responsible for streamlining operational processes to maximize efficiency and enhance overall performance. By utilizing the expertise of EPSF Advisors, Inc., the Administration Agreements between EPSF Advisors, Inc. and Third Avenue Trust aims to optimize investment management practices, address administrative challenges, and ensure a smooth and successful investment experience.