PORTFOLIO MANAGEMENT AGREEMENT For The Value Equity PortfolioPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust • Delaware
AGREEMENT made this 1st day of March, 2021, between Parametric Portfolio Associates LLC, a limited liability company organized under the laws of Delaware (“Portfolio Manager”) and The HC Capital Trust, a Delaware statutory trust (“Trust”).
AMENDED AND RESTATED PORTFOLIO MANAGEMENT AGREEMENT For The Institutional International Equity PortfolioPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust • Delaware
AGREEMENT made this 15th day of December, 2020, between Pacific Investment Management Company LLC, a limited liability company organized under the laws of Delaware (“Portfolio Manager”), and HC Capital Trust, a Delaware Statutory Trust (“Trust”).
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 27th, 2021 • Hc Capital Trust • Delaware
AMENDED AND RESTATED AGREEMENT made this 9th day of March, 2021 between HC CAPITAL SOLUTIONS, an operating division of HIRTLE CALLAGHAN & CO., LLC, a Delaware limited liability company (“Hirtle Callaghan”) and HC CAPITAL TRUST, a Delaware statutory trust (the “Trust”).
PORTFOLIO MANAGEMENT AGREEMENT For the Equity Portfolios of HC Capital TrustPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust • Delaware
AGREEMENT made this 1st day of March, 2021, between Parametric Portfolio Associates LLC, a limited liability company organized under the laws of Delaware (“Portfolio Manager”) and The HC Capital Trust, a Delaware statutory trust (“Trust”).
HC Capital Trust Growth Equity Portfolio Amendment No. 1 to the Portfolio Management AgreementPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust
Amendment, made as of March 12, 2021, to the Portfolio Management Agreement dated February 11, 2020 (the “Agreement”) between the HC Capital Trust, an investment company registered under the Investment Company Act of 1940 as an open-end, series, management investment company, and Echo Street Capital Management LLC, a limited liability company organized under the laws of the State of Delaware (“Portfolio Manager”). All capitalized terms used in this Amendment and not defined herein shall have the same meaning ascribed to them in the Agreement. Except as specifically set forth herein, all other provisions of the Agreement shall remain in full force and effect.
HC Capital Trust Institutional U.S. Equity Portfolio Amendment No. 1 to the Portfolio Management AgreementPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust
Amendment, made as of March 12, 2021, to the Portfolio Management Agreement dated February 11, 2020 (the “Agreement”) between the HC Capital Trust, an investment company registered under the Investment Company Act of 1940 as an open-end, series, management investment company, and Echo Street Capital Management LLC, a limited liability company organized under the laws of the State of Delaware (“Portfolio Manager”). All capitalized terms used in this Amendment and not defined herein shall have the same meaning ascribed to them in the Agreement. Except as specifically set forth herein, all other provisions of the Agreement shall remain in full force and effect.
AMENDMENT TO SERVICES AGREEMENTServices Agreement • August 27th, 2021 • Hc Capital Trust
THIS AMENDMENT (“Amendment”) made as of December 15, 2020, by and between HC Capital Trust (“Client”), and Citi Fund Services Ohio, Inc. (“Service Provider”, and with the Client, the “Parties”), to that certain Services Agreement, dated June 11, 2014, between the Client and Service Provider, as amended, (the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
SIXTH AMENDMENT TO PORTFOLIO MANAGEMENT AGREEMENT For The Catholic SRI Growth PortfolioPortfolio Management Agreement • August 27th, 2021 • Hc Capital Trust
AMENDMENT dated this 15th day of December, 2020, to the Portfolio Management Agreement dated the 15th day of December, 2015, as amended (the “Agreement”) effective on or around January 15, 2021 (“Amendment Effective Date”) between Mellon Investments Corporation, a corporation organized under the laws of Delaware (“Portfolio Manager”), and The HC Capital Trust, a Delaware statutory trust (“Trust”). All capitalized terms used in this Amendment and not defined herein shall have the same meaning ascribed to them in the Agreement. Except as specifically set forth herein, all other provisions of the Agreement shall remain in full force and effect.
