Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
Contract Type FiledFebruary 28th, 2022 CompanyThis Subadvisory Agreement, made as of the 31st day of December, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and O’Shaughnessy Asset Management, LLC, a Delaware Limited Liability Company (the “Subadvisor”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER SELECT EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • February 28th, 2022 • Minnesota
Company FiledFebruary 28th, 2022 JurisdictionAGREEMENT made as of the 1st day of March, 2021, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and PARAMETRIC PORTFOLIO ASSOCIATES LLC (the “Subadviser”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER CORE EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • February 28th, 2022 • Minnesota
Company FiledFebruary 28th, 2022 JurisdictionAGREEMENT made as of the 1st day of March, 2021, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and PARAMETRIC PORTFOLIO ASSOCIATES LLC (the “Subadviser”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
Contract Type FiledFebruary 28th, 2022 CompanyThis Subadvisory Agreement, made as of the 5th day of November, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Rice Hall James & Associates LLC, a Delaware limited liability company (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
Contract Type FiledFebruary 28th, 2022 CompanyThis Subadvisory Agreement, made as of the 17th day of September, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Wasatch Advisors, Inc. d/b/a Wasatch Global Investors, a corporation organized under the laws of the State of Utah (the “Subadvisor”).
CLEARWATER INVESTMENT TRUST AMENDED AND RESTATED SUBADVISORY AGREEMENTClearwater Investment Trust • February 28th, 2022 • Clearwater Investment Trust • Minnesota
Contract Type FiledFebruary 28th, 2022 Company JurisdictionAGREEMENT made as of the 1st day of September, 2013, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and SIT FIXED INCOME ADVISORS II, L.L.C., a Delaware limited liability company (the “Subadviser”) and a subsidiary of Sit Investment Associates, Inc.