Common Contracts
7 similar Investment Sub-Advisory Agreement contracts by Bridge Builder Trust
EX-99.(D)(XXVI)(D) 14 d801249dex99dxxvid.htm EX-99.(D)(XXVI)(D) Execution Version AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 5th, 2020 • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of March 5, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Mondrian Investment Partners Limited (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
EX-99.(D)(XXVI)(D) 14 d801249dex99dxxvid.htm EX-99.(D)(XXVI)(D) Execution Version AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 5th, 2020 • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of March 5, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Mondrian Investment Partners Limited (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This Amendment No. 2 to the Investment Sub-Advisory Agreement, dated as of February 19, 2015, as amended on June 9, 2017 (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Lazard Asset Management LLC, a Delaware limited liability company (the “Sub-Adviser”) and the Bridge Builder Trust, a statutory trust located at 615 East Michigan Street, Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of October 15, 2016, as amended on June 9, 2017 (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), LSV Asset Management, a Delaware partnership (the “Sub-Adviser”) and the Bridge Builder Trust, a Statutory trust located at 615 East Michigan Street Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement and Amendment No. 1 to the Agreement.
AMENDMENT NO. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of February 19, 2015, as amended on June 9, 2017 (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Wellington Management Company LLP, a Delaware limited liability partnership (the “Sub-Adviser”) and the Bridge Builder Trust, a Statutory trust located at 615 East Michigan Street Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of March 5, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Mondrian Investment Partners Limited (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of August 14, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Wells Capital Management Incorporated, a California corporation (the “Sub-Adviser”) and the Bridge Builder Trust, a Statutory trust located at 615 East Michigan Street Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 28th day of November, 2018 and effective December 1, 2018 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of the each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
