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Contract Type FiledDecember 21st, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of November 2023, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Principal Global Investors, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 21st, 2023 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 21st, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 17th day of July 2023, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Great Lakes Advisors, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2021 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 29th, 2021 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 25th day of February 2021, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and PineBridge Investments LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2021 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 29th, 2021 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 19th day of March 2021, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Martin Currie Inc. (“Adviser”), a corporation organized and existing under the laws of the State of New York.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2019 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 27th, 2019 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of May 2019, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Nuance Investments LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Kansas.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2019 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 27th, 2019 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the day of , , between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Invesco Advisers, Inc. (“Adviser”), a corporation organized and existing under the laws of the State of Delaware.
MORGAN STANLEY PATHWAY FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2019 • Morgan Stanley Pathway Funds • New York
Contract Type FiledDecember 27th, 2019 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of May 2019, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Aristotle Capital Boston, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 21st, 2018 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 21st, 2018 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 17th day of December, 2018, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Hahn Capital Management, LLC (“Adviser”), a corporation organized and existing under the laws of the State of California.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2017 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2017 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of November, 2017, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and ClearBridge Investments, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2017 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2017 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 4th day of December, 2017, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Wellington Management Company, LLP (“Adviser”), a limited liability partnership organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2017 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2017 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 27th day of November, 2017, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Victory Capital Management, Inc. (“Adviser”), a corporation organized and existing under the laws of the State of New York.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • June 2nd, 2017 • Consulting Group Capital Markets Funds • New York
Contract Type FiledJune 2nd, 2017 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of July, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Van Eck Associates Corporation (“Adviser”), a corporation organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 11th day of January, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Delaware Investments Fund Advisers, a series of Delaware Management Business Trust (“Adviser”), a statutory trust organized and existing under the laws of the State of Delaware
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Columbia Management Investment Advisers, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Minnesota.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Hahn Capital Management, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of California.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Neuberger Berman Investment Advisers LLC (“Adviser”), a Delaware limited liability company.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of July, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Van Eck Associates Corporation (“Adviser”), a corporation organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 5th day of October , 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Eaton Vance Management (“Adviser”), a business trust organized and existing under the laws of the Commonwealth of Massachusetts.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Wedgewood Partners, Inc. (“Adviser”), a corporation organized and existing under the laws of the State of Missouri.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Lazard Asset Management LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 22nd, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Lyrical Asset Management LP (“Adviser”), a limited partnership organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 31st, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledOctober 31st, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 20th day of July, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Van Eck Associates Corporation (“Adviser”), a corporation organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Lazard Asset Management LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Wedgewood Partners, Inc. (“Adviser”), a corporation organized and existing under the laws of the State of Missouri.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Neuberger Berman Investment Advisers LLC (“Adviser”), a Delaware limited liability company.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Hahn Capital Management, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of California.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 11th day of January, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Delaware Investments Fund Advisers, a series of Delaware Management Business Trust (“Adviser”), a statutory trust organized and existing under the laws of the State of Delaware
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 28th, 2016 • Consulting Group Capital Markets Funds • New York
Contract Type FiledApril 28th, 2016 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 22nd day of February, 2016, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Lyrical Asset Management LP (“Adviser”), a limited partnership organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2015 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2015 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the day of , , between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Pacific Investment Management Company LLC (“Adviser”), a corporation organized and existing under the laws of the State of [ ].
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2014 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2014 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 12th day of March, 2014, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Artisan Partners Limited Partnership (the “Adviser”), a limited partnership organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2014 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2014 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 1st day of April, 2014, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Wall Street Associates, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of California.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2014 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2014 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 24th day of March, 2014, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and OppenheimerFunds Inc. (“Adviser”), a corporation organized and existing under the laws of the State of Colorado.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2014 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 29th, 2014 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 1st day of May, 2014, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Jackson Square Partners, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
FORM OF CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2013 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 27th, 2013 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the day of , 2014, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Artisan Partners Limited Partnership (the “Adviser”), a limited partnership organized and existing under the laws of the State of Delaware.
CONSULTING GROUP CAPITAL MARKETS FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 27th, 2013 • Consulting Group Capital Markets Funds • New York
Contract Type FiledDecember 27th, 2013 Company JurisdictionINVESTMENT ADVISORY AGREEMENT, effective as of the 6th day of February, 2013, between Consulting Group Advisory Services LLC (the “Manager”), a limited liability company organized and existing under the laws of the State of Delaware, and Metropolitan West Asset Management, LLC (“Adviser”), a limited liability company organized and existing under the laws of the State of California.