Kansas Sub-Advisory Agreement: The Kansas Sub-Advisory Agreement is a legally binding contract that establishes the relationship between Touchstone Advisors, Inc. and OPCA Advisors, specifying the terms and conditions under which OPCA Advisors acts as a sub-advisor for certain investment portfolios managed by Touchstone Advisors in the state of Kansas. This agreement outlines the responsibilities, rights, and obligations of both parties involved. Under the Kansas Sub-Advisory Agreement, Touchstone Advisors grants OPCA Advisors the authority to provide investment advisory services for specified portfolios in Kansas, subject to the terms and limitations defined within the agreement. OPCA Advisors agrees to act in a fiduciary capacity, putting the best interests of the clients and the managed portfolios as its top priority. This agreement highlights the various activities and duties performed by OPCA Advisors, including investment research, portfolio management, trade executions, risk management, and performance reporting for the designated portfolios. OPCA Advisors is expected to apply its expertise and industry knowledge to optimize investment strategies and generate favorable returns for the clients. The Kansas Sub-Advisory Agreement establishes guidelines for compensation and fee structure. The agreement may include a fee schedule, profit-sharing arrangement, or any other agreed-upon compensation model, ensuring fairness and transparency in the relationship between Touchstone Advisors and OPCA Advisors. Additional types of Kansas Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. Equity Sub-Advisory Agreement: This agreement outlines OPCA Advisors' role as a sub-advisor specifically for equity-focused investment portfolios in Kansas. OPCA Advisors may be responsible for conducting fundamental analysis, constructing diversified equity portfolios, and managing risk within the equity asset class. 2. Fixed Income Sub-Advisory Agreement: This agreement focuses on OPCA Advisors' duties as a sub-advisor for fixed income investment portfolios in Kansas. OPCA Advisors may have responsibilities such as credit analysis, duration management, yield curve positioning, and identifying suitable fixed income securities. 3. Alternative Investment Sub-Advisory Agreement: This specialized agreement pertains to OPCA Advisors' role as a sub-advisor for alternative investment strategies in Kansas. OPCA Advisors may be involved in managing portfolios with exposure to asset classes like private equity, hedge funds, real estate, or commodities, offering diverse investment options to clients. These are examples of potential variations in the Kansas Sub-Advisory Agreement, reflecting the different asset classes and investment strategies that Touchstone Advisors and OPCA Advisors may collaborate on.
Kansas Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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How to fill out Sub-Advisory Agreement Between Touchstone Advisors, Inc. And Opcap Advisors?
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FAQ
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.
An investment advisor is an individual or a firm that specializes in advising clients on the buying and selling of securities, in exchange for a fee. There are two ways this can happen. First, an investment advisory can offer their services by working directly with their clients to offer investment advice.
This agreement is meant to be a blueprint of sorts for you as the client because it spells out both what the financial advisor will do you for you, such as provide general advice or recommend specific investment moves for your portfolio, as well as what your responsibilities are.
Investment advisory contracts are legal documents that outline the relationship between the client and the investment advisor. They provide clear guidelines of what is expected of each party in order for your needs to be met.
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.
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.