Common use of Investment Decisions Clause in Contracts

Investment Decisions. Sub-Adviser shall determine from time to time what investments and securities will be purchased, retained, or sold with respect to the Allocated Assets, and what portion of such Allocated Assets will be invested or held uninvested as cash. Such determinations shall always be made in accordance with Sub-Adviser’s sustainability criteria as disclosed in that Fund’s prospectus or SAI, as applicable. Sub-Adviser is prohibited from consulting with any other sub-adviser of a Fund concerning transactions of the Fund in securities or other assets, other than for purposes of complying with the conditions of Rule 12d3-1(a) or (b) under the 1940 Act. Notwithstanding the foregoing, Sub-Adviser may consult with the Manager concerning transactions of the Funds in securities or other assets.

Appears in 8 contracts

Samples: Sub Advisory Agreement (Pax World Funds Series Trust I), Sub Advisory Agreement (Pax World Funds Series Trust I), Sub Advisory Agreement (Pax World Funds Series Trust I)

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Investment Decisions. When acting pursuant to Section (1)(b), Sub-Adviser shall determine from time to time what investments and securities will be purchased, retained, or sold with respect to the Allocated Assets, and what portion of such Allocated Assets will be invested or held uninvested as cash. Such determinations shall always be made in accordance with Sub-Adviser’s sustainability criteria as disclosed in that Fund’s prospectus or SAI, as applicable. Sub-Adviser is prohibited from consulting with any other sub-adviser of a Fund concerning transactions of the Fund in securities or other assets, other than for purposes of complying with the conditions of Rule 12d3-1(a) or (b) under the 1940 Act. Notwithstanding the foregoing, Sub-Adviser may consult with the Manager concerning transactions of the Funds in securities or other assets.

Appears in 1 contract

Samples: Sub Advisory Agreement (Pax World Funds Series Trust I)

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Investment Decisions. Sub-Adviser shall determine from time to time what investments and securities will be purchased, retained, or sold with respect to the Allocated Assets, and what portion of such Allocated Assets will be invested or held uninvested as cash. Such determinations shall always be made in accordance with Sub-Adviser’s sustainability criteria as disclosed in that Fund’s prospectus or SAI, as applicable. Sub-Adviser is prohibited from consulting with any other sub-adviser of a Fund concerning transactions of the Fund in securities or other assets, other than for purposes of complying with the conditions of Rule 12d3-1(a) or (b) under the 1940 Act. Notwithstanding the foregoing, Sub-Adviser may consult with [the Manager or Morningstar Associates, LLC concerning transactions of the Funds in securities or other assets.]

Appears in 1 contract

Samples: Sub Advisory Agreement (Pax World Funds Series Trust I)

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