Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 12th day of September, 2019 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and LSV Asset Management, a Delaware general partnership (the “Subadvisor”).
Amendment Number One To Subadvisory Agreement Between Clearwater Investment Trust; Clearwater Management Co., Inc; and Sit Fixed Income Advisers II, LLCSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 1, dated as of November 1, 2019, by and among CLEARWATER INVESTMENT TRUST (the “Trust”), CLEARWATER MANAGEMENT CO., INC. (the “Manager”), and SIT FIXED INCOME ADVISORS II, LLC (the “Subadviser”) is made to the Subadvisory Agreement dated as of September 1, 2013 (the “Agreement”). Terms defined in the Agreement are used herein as therein defined.
Clearwater Investment Trust AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 1 to the Subadvisory Contract by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and Parametric Portfolio Associates LLC (the “Subadviser”) on behalf of the Clearwater Core Equity Fund (the “Fund”), is made effective as of January 1, 2020.
Clearwater Investment Trust AMENDMENT NO. 4 TO THE SUBADVISORY AGREEMENTSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 4 to the Subadvisory Agreement by and among Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and AQR Capital Management, LLC (the “Subadvisor”) on behalf of the Clearwater Core Equity Fund (the “Fund”), is made effective as of November 1, 2019.
Clearwater Investment Trust AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 1 to the Subadvisory Contract by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and Parametric Portfolio Associates LLC (the “Subadviser”) on behalf of the Clearwater International Fund (the “Fund”), is made effective as of January 1, 2020.
Clearwater Investment Trust AMENDMENT NO. 2 TO THE SUBADVISORY CONTRACTSubadvisory Contract • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 2 to the Subadvisory Contract by and among Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and Kennedy Capital Management, Inc. (the “Subadviser”) on behalf of the Clearwater Small Companies Fund (the “Fund”), is made effective as of November 1, 2019.
