Services of the Manager. Subject to the supervision of the Board of Trustees, the Manager shall provide the following management services with respect to the Portfolios: (a) The Manager shall analyze and recommend for consideration by the Board of Trustees investment advisory firms to be retained by the Trust to provide day-to-day investment management of the Portfolios (the "Portfolio Managers"). (b) The Manager shall monitor and evaluate the performance of the Portfolio Managers and make recommendations to the Board of Trustees concerning the renewal or termination of agreements with Portfolio Managers (the "Portfolio Management Agreements"), although the Manager is not authorized, except as provided in paragraph 3 of the Agreement, to make determinations with respect to the investment of a Portfolio's assets or the purchase or sale of securities or other investments for a Portfolio. (c) The Manager shall monitor the Portfolio Managers for compliance with the investment policies and restrictions of each Portfolio, the 1940 Act, the Internal Revenue Code, and all other applicable federal and state laws and regulations. (d) The Manager shall coordinate all matters relating to the functions of the Trust's Manager, Portfolio Managers, custodian, transfer agent, accountants, attorneys, and other parties performing services or operational functions for the Trust. (e) The Manager shall provide the Trust and the Portfolios with the services of a sufficient number of persons competent to perform such administrative and clerical functions as are necessary to provide effective supervision and administration of the Trust. (f) The Manager shall provide the Trust with adequate office space, communications facilities, and other facilities necessary for its operations as contemplated in this Agreement. (g) The Manager shall provide the Board of Trustees such periodic and special reports as the Board may reasonably request. (h) The Manager shall make its officers and employees available to the Board of Trustees and officers of the Trust for consultation and discussions regarding the administration and management of the Trust. (i) The Manager shall provide such assistance as the Board of Trustees shall reasonably request in connection with the conduct of meetings of the Board or otherwise.
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Samples: Investment Management Agreement (Palladian Trust), Investment Management Agreement (Palladian Trust)
Services of the Manager. Subject to the supervision of the Board of Trustees, the Manager shall provide the following management services with respect to the Portfolios:
(a) The Manager shall analyze and recommend for consideration by the Board of Trustees a Portfolio Advisor to help select investment advisory firms to be retained by the Trust to provide day-to-day investment management of the Portfolios (the "Portfolio Managers").
(b) The Manager shall work with the Portfolio Advisor to analyze and recommend Portfolio Managers for consideration by the Board of Trustees.
(c) The Manager shall work with the Portfolio Advisor to monitor and evaluate the performance of the Portfolio Managers and make recommendations to the Board of Trustees concerning the renewal or termination of agreements with Portfolio Managers (the "Portfolio Management Agreements"), although the Manager is not authorized, except as provided in paragraph 3 of the Agreement, to make determinations with respect to the investment of a Portfolio's assets or the purchase or sale of securities or other investments for a Portfolio.
(cd) The Manager shall monitor the Portfolio Managers for compliance with the investment policies and restrictions of each Portfolio, the 1940 Act, the Internal Revenue Code, and all other applicable federal and state laws and regulations.
(de) The Manager shall coordinate all matters relating to the functions of the Trust's Manager, Portfolio Managers, Portfolio Advisor, custodian, transfer agent, accountants, attorneys, and other parties performing services or operational functions for the Trust.
(ef) The Manager shall provide the Trust and the Portfolios with the services of a sufficient number of persons competent to perform such administrative and clerical functions as are necessary to provide effective supervision and administration of the Trust.
(fg) The Manager shall provide the Trust with adequate office space, communications facilities, and other facilities necessary for its operations as contemplated in this Agreement.
(gh) The Manager shall provide the Board of Trustees such periodic and special reports as the Board may reasonably request.
(hi) The Manager shall make its officers and employees available to the Board of Trustees and officers of the Trust for consultation and discussions regarding the administration and management of the Trust.
(ij) The Manager shall provide such assistance as the Board of Trustees shall reasonably request in connection with the conduct of meetings of the Board or otherwise.
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Services of the Manager. Subject to the supervision of the Board of ----------------------- Trustees, the Manager shall provide the following management services with respect to the Portfolios:
(a) The Manager shall analyze and recommend for consideration by the Board of Trustees investment advisory firms to be retained by the Trust to provide day-to-day investment management of the Portfolios (the "Portfolio Managers").
(b) The Manager shall monitor and evaluate the performance of the Portfolio Managers and make recommendations to the Board of Trustees concerning the renewal or termination of agreements with Portfolio Managers (the "Portfolio Management Agreements"), although the Manager is not authorized, except as provided in paragraph 3 of the Agreement, to make determinations with respect to the investment of a Portfolio's assets or the purchase or sale of securities or other investments for a Portfolio.
(c) The Manager shall monitor the Portfolio Managers for compliance with the investment policies and restrictions of each Portfolio, the 1940 Act, the Internal Revenue Code, and all other applicable federal and state laws and regulations.
(d) The Manager shall coordinate all matters relating to the functions of the Trust's Manager, Portfolio Managers, custodian, transfer agent, accountants, attorneys, and other parties performing services or operational functions for the Trust.
(e) The Manager shall provide the Trust and the Portfolios with the services of a sufficient number of persons competent to perform such administrative and clerical functions as are necessary to provide effective supervision and administration of the Trust.
(f) The Manager shall provide the Trust with adequate office space, communications facilities, and other facilities necessary for its operations as contemplated in this Agreement.
(g) The Manager shall provide the Board of Trustees such periodic and special reports as the Board may reasonably request.
(h) The Manager shall make its officers and employees available to the Board of Trustees and officers of the Trust for consultation and discussions regarding the administration and management of the Trust.
(i) The Manager shall provide such assistance as the Board of Trustees shall reasonably request in connection with the conduct of meetings of the Board or otherwise.
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