JOINT MANAGEMENT FEE WAIVER AGREEMENTJoint Management Fee Waiver Agreement • April 25th, 2024 • Brighthouse Funds Trust I
JOINT MANAGEMENT FEE WAIVER AGREEMENT, effective as of May 1, 2024 (“Agreement”), by and between Brighthouse Investment Advisers, LLC (the “Adviser”), Brighthouse Funds Trust I (“BHFT I”) and Brighthouse Funds Trust II (“BHFT II”) (each, a “Trust” and collectively, the “Trusts”) on behalf of each series of the Trusts listed in this Agreement (each, a “Portfolio,” and collectively, the “Portfolios”).
Schwab Rule 12d1-4 FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • April 25th, 2024 • Brighthouse Funds Trust I • California
THIS AGREEMENT, dated as of December 19, 2023, by and among Brighthouse Funds Trust I, a statutory trust organized under the laws of Delaware (the “Acquiring Management Company”), on behalf of its series identified on Schedule A, severally and not jointly (each, an “Acquiring Fund,” and collectively, the “Acquiring Funds”), and Schwab Strategic Trust, a statutory trust organized under the laws of the State of Delaware (the “Trust”), on behalf of its series identified on Schedule B, severally and not jointly (each, an “Acquired Fund,” and collectively, the “Acquired Funds”).
AMENDMENT No. 3 TO AMENDED AND RESTATED MASTER ADMINISTRATION AGREEMENTMaster Administration Agreement • April 25th, 2024 • Brighthouse Funds Trust I
This Amendment No. 3 to the Amended and Restated Master Administration Agreement is made as of November13, 2023 (the “Amendment”) by and between State Street Bank and Trust Company, a Massachusetts trust company (the “Administrator”) and Brighthouse Funds Trust I and Brighthouse Funds Trust II, on behalf of their respective management investment companies identified on Schedule A attached thereto and each management investment company made subject to the Agreement in accordance with Section 1 thereof, severally and not jointly (each, a “Trust”) and shall be effective as of January 2, 2024 and as set forth in Section 2 below. Capitalized terms used in this Amendment without definition shall have the respective meanings ascribed to such terms in the Agreement (as defined below).
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 1 TO INVESTMENT SUBADVISORY AGREEMENT (Loomis Sayles Growth Portfolio)Investment Subadvisory Agreement • April 25th, 2024 • Brighthouse Funds Trust I
This Amendment No. 1 (the “Amendment”) hereby amends the Investment Subadvisory Agreement dated December 16, 2019 by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and Loomis, Sayles & Company, L.P. (the“Subadviser”) with respect to Loomis Sayles Growth Portfolio (the “Agreement”). All capitalized terms used not defined herein shall have the meaning given to them in the Agreement unless the context requires otherwise.
BRIGHTHOUSE FUNDS TRUST I AMENDMENT No. 1 TO THE INVESTMENT ADVISORY AGREEMENT (PIMCO Total Return Portfolio)Investment Advisory Agreement • April 25th, 2024 • Brighthouse Funds Trust I
AMENDMENT made as of this 1st day of March, 2024 to the Investment Advisory Agreement dated August 4, 2017, as amended (the “Agreement”), by and between Brighthouse Investment Advisers, LLC, a Delaware limited liability company (the “Manager”), and Pacific Investment Management Company LLC (the “Adviser”) with respect to the PIMCO Total Return Portfolio (the “Portfolio”).
AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT (Schroders Global Multi-Asset Portfolio)Subadvisory Agreement • April 25th, 2024 • Brighthouse Funds Trust I
This Amendment No. 2 (this “Amendment”) to the Subadvisory Agreement by and between Schroder Investment Management North America Inc. (the “Subadviser”) and Brighthouse Investment Advisers, LLC (the “Adviser”), dated August 4, 2017, as amended (the “Agreement”), with respect to the Schroders Global Multi-Asset Portfolio (the “Portfolio”), a series of Brighthouse Funds Trust I (the “Trust”), is effective as of January 1, 2024.
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 3 TO AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUSTAmended and Restated Agreement and Declaration of Trust • April 25th, 2024 • Brighthouse Funds Trust I
The undersigned, being at least a majority of the Trustees of Brighthouse Funds Trust I (the “Trust”), having determined it to be consistent with the fair and equitable treatment of all shareholders of the Trust, hereby amend the Trust’s Amended and Restated Agreement and Declaration of Trust (the “Declaration of Trust”) as follows:
BRIGHTHOUSE FUNDS TRUST I AMENDMENT NO. 3 TO THE INVESTMENT SUBADVISORY AGREEMENT (BlackRock Global Tactical Strategies Portfolio)Investment Subadvisory Agreement • April 25th, 2024 • Brighthouse Funds Trust I
This Amendment No.3 to the Investment Subadvisory Agreement (the “Agreement”) dated August 4, 2017, by and between Brighthouse Investment Advisers, LLC (the “Adviser”) and BlackRock Financial Management, Inc. (the “Subadviser”) with respect to BlackRock Global Tactical Strategies Portfolio, a series of Brighthouse Funds Trust I, is entered into effective as of January 1, 2024.
