Common use of Policy with Respect to Portfolio Transactions Clause in Contracts

Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers for Series transactions on a day to day basis so long as each selection is in conformance with the Trust’s Policy with Respect to Portfolio Transactions. Such discretion shall include use of “soft dollars” for certain broker and research services, also in conformance with the Trust’s Policy with Respect to Portfolio Transactions. The Adviser may delegate the responsibilities under this section to a Subadviser of a Series.

Appears in 9 contracts

Samples: Investment Advisory Agreement (Virtus Opportunities Trust), Investment Advisory Agreement (Virtus Strategy Trust), Investment Advisory Agreement (Virtus Opportunities Trust)

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Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers broker for Series transactions on a day to day basis so long as each selection is in conformance with the Trust’s 's Policy with Respect to Portfolio TransactionsBrokerage Allocation. Such discretion shall include use of "soft dollars" for certain broker and research services, also in conformance with the Trust’s 's Policy with Respect to Portfolio TransactionsBrokerage Allocation. The Adviser may delegate the responsibilities under this section to a Subadviser of a Series.

Appears in 7 contracts

Samples: Investment Advisory Agreement (Phoenix Investment Trust 06), Investment Advisory Agreement (Phoenix Portfolios), Investment Advisory Agreement (Phoenix Asset Trust)

Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers for Series Fund transactions on a day to day basis so long as each selection is in conformance with the Trust’s Policy with Respect to Portfolio Transactionsapplicable Fund policies and procedures. Such discretion shall include use of “soft dollars” for certain broker and research services, also in conformance with the TrustFund’s Policy with Respect to Portfolio Transactions. The Adviser may delegate the responsibilities under this section to a Subadviser of a Seriesthe Fund.

Appears in 4 contracts

Samples: Investment Advisory Agreement (Virtus AllianzGI Convertible & Income Fund), Investment Advisory Agreement (Virtus AllianzGI Convertible & Income Fund II), Investment Advisory Agreement (Virtus AllianzGI Convertible & Income 2024 Target Term Fund)

Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers for Series transactions on a day to day basis so long as each selection is in conformance with the Trust’s 's Policy with Respect to Portfolio Transactions. Such discretion shall include use of "soft dollars" for certain broker and research services, also in conformance with the Trust’s 's Policy with Respect to Portfolio Transactions. The Adviser may delegate the responsibilities under this section to a Subadviser of a Series.

Appears in 2 contracts

Samples: Investment Advisory Agreement (Harris Insight Funds Trust), Investment Advisory Agreement (Phoenix Insight Funds Trust)

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Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers for Series Fund transactions on a day to day basis so long as each selection is in conformance with the TrustFund’s Policy with Respect to Portfolio Transactions. Such discretion shall include use of “soft dollars” for certain broker and research services, also in conformance with the TrustFund’s Policy with Respect to Portfolio Transactions. The Adviser may delegate the responsibilities under this section to a Subadviser subadviser of a Seriesthe Fund.

Appears in 2 contracts

Samples: Investment Advisory Agreement (Merger Fund), Investment Advisory Agreement (Merger Fund Vl)

Policy with Respect to Portfolio Transactions. The Adviser shall have full trading discretion in selecting broker-dealers for Series Fund transactions on a day to day basis so long as each selection is in conformance with the Trust’s Policy with Respect to Portfolio Transactionsapplicable Fund policies and procedures. Such discretion shall include use of "soft dollars" for certain broker and research services, also in conformance with the Trust’s Fund's Policy with Respect to Portfolio Transactions. The Adviser may delegate the responsibilities under this section to a Subadviser of a Seriesthe Fund.

Appears in 2 contracts

Samples: Advisory Agreement (Virtus Stone Harbor Emerging Markets Income Fund), Advisory Agreement (Virtus Stone Harbor Emerging Markets Total Income Fund)

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