Alaska Sub-Advisory Agreement The Alaska Sub-Advisory Agreement refers to a legal arrangement entered into between Touchstone Advisors, Inc. (hereinafter referred to as "Touchstone") and OPCA Advisors (hereinafter referred to as "OPCA"). This agreement outlines the terms and conditions under which OPCA will provide sub-advisory services to Touchstone in relation to investment management activities. Under this agreement, OPCA acts as a sub-advisor to Touchstone, offering their expertise and knowledge in executing investment strategies, portfolio management, and other related services. The agreement establishes a clear set of responsibilities and expectations between the two parties, ensuring transparency and alignment of interests. Keywords: Alaska Sub-Advisory Agreement, Touchstone Advisors, OPCA Advisors, legal arrangement, sub-advisor, investment management, portfolio management, transparent, alignment of interests. Different Types of Alaska Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors: 1. Comprehensive Sub-Advisory Agreement: This type of agreement covers a broad range of sub-advisory services provided by OPCA to Touchstone. It includes investment strategy implementation, asset allocation, risk management, reporting, and ongoing oversight. 2. Limited Scope Sub-Advisory Agreement: In certain cases, Touchstone and OPCA may opt for a more focused agreement that targets specific investment areas or asset classes. This type of agreement allows OPCA to provide their sub-advisory services within a limited scope as mutually agreed upon. 3. Performance-based Sub-Advisory Agreement: Under this arrangement, the fees payable to OPCA are tied to the performance of the investment portfolios they manage on behalf of Touchstone. This incentivizes OPCA to deliver superior investment results and align their interests with Touchstone's objectives. 4. Fixed-term Sub-Advisory Agreement: Touchstone and OPCA may enter into an agreement for a specific period, usually determined by an agreed-upon fixed term. This type of agreement provides both parties with a defined timeline and allows for evaluation and potential modifications or extensions upon its expiration. 5. Discretionary Sub-Advisory Agreement: In a discretionary sub-advisory agreement, OPCA is granted the authority to make investment decisions on behalf of Touchstone without requiring prior consent for each transaction. This gives OPCA the flexibility to act promptly based on market conditions and their expertise. Keywords: Comprehensive Sub-Advisory Agreement, Limited Scope Sub-Advisory Agreement, Performance-based Sub-Advisory Agreement, Fixed-term Sub-Advisory Agreement, Discretionary Sub-Advisory Agreement. In conclusion, the Alaska Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors outlines the framework for a professional relationship where OPCA provides sub-advisory services to Touchstone. The agreement can take various forms, such as comprehensive, limited scope, performance-based, fixed-term, or discretionary, depending on the specific needs and objectives of both parties. This collaboration ensures enhanced expertise in investment management and fosters synergies between Touchstone and OPCA for the benefit of their clients.
Alaska Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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An advisory agreement should be used between a company and its advisor. The agreement sets forth the expectation of the relationship like work to be performed on behalf of the advisor and compensation. The agreement should also set forth certain key terms like confidentiality and assignment of work product.
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.
adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.
They provide clear guidelines of what is expected of each party in order for your needs to be met. Investment advisory agreements typically include terms related to the advisors fee structure, investment methodology, level of risk a client is willing to take, and more.
An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.
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.
A financial advisor contract, also known as an advisory agreement, specifies that the advisor is legally required to serve their client's needs. This agreement outlines the legal relationship between the advisor and the client.