A North Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors refers to a legal document that outlines the contractual relationship between these two entities. This agreement establishes the terms and conditions under which OPCA Advisors agrees to provide sub-advisory services to Touchstone Advisors and its clients in the state of North Dakota. The primary purpose of this agreement is to clearly define the responsibilities and obligations of both parties involved. It covers various aspects such as the scope of services, fee arrangements, termination clauses, intellectual property rights, confidentiality, and any other pertinent details necessary for the smooth functioning of the sub-advisory relationship. Touchstone Advisors, Inc. is a reputable and established financial institution offering investment management services, while OPCA Advisors acts as a sub-advisor, specializing in providing specific expertise or managing a portion of the investment assets on behalf of Touchstone Advisors. By entering into a sub-advisory agreement, Touchstone Advisors aims to leverage the specialized knowledge and capabilities of OPCA Advisors to enhance the overall quality and performance of their investment portfolios. There might be different types of North Dakota Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors based on the specific nature of the services provided. Some common variations could include: 1. Asset-specific Sub-Advisory Agreement: This type of agreement focuses on a particular asset class or investment strategy, where OPCA Advisors specializes in managing or advising on specific assets. 2. Sector-specific Sub-Advisory Agreement: In this case, the agreement may be tailored towards a particular sector, such as technology, healthcare, energy, or real estate, where OPCA Advisors possesses industry-specific expertise. 3. Geographic-specific Sub-Advisory Agreement: This type of agreement could involve a geographical focus, such as investments within North Dakota or certain regions of the state. Regardless of the specific type, each North Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is designed to ensure a collaborative and mutually beneficial relationship, where OPCA Advisors contributes its unique skills and knowledge to help Touchstone Advisors achieve their investment objectives while conforming to North Dakota's regulatory framework.
North Dakota Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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FAQ
Typically, if you can hire or fire the manager yourself, then you have a sub-advisory relationship. Conversely, if only the client has the authority to hire or fire the external manager, then it's typically a TPAM relationship.
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.
-(The) largest players in the sub-advisory marketplace include Wellington Asset Management, Alliance Bernstein, PIMCO and Prime Cap.
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.
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 subadvisor is an investment management firm that typically partners with a mutual fund investment advisor to help with the day-to-day management of the fund. They often provide specialized expertise in a specific type of investment strategy.