We use cookies on our site to analyze traffic, enhance your experience, and provide you with tailored content.

For more information visit our privacy policy.

Investment Subadvisory Contract Sample Contracts

INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER SELECT EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUST
Investment Subadvisory Contract • February 28th, 2022 • Clearwater Investment Trust • Minnesota

AGREEMENT 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”).

Standard Contracts

INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER CORE EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUST
Investment Subadvisory Contract • February 28th, 2022 • Clearwater Investment Trust • Minnesota

AGREEMENT 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 INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUST
Investment Subadvisory Contract • January 29th, 2009 • Clearwater Investment Trust • Minnesota
AMENDMENT NO. 1 TO THE INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUST
Investment Subadvisory Contract • February 27th, 2025 • Clearwater Investment Trust

This Amendment No. 1 to the Investment Subadvisory Contract by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and Artisan Partners Limited Partnership (the “Subadviser”), is made effective as of the 19th day of December, 2024.

INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUST
Investment Subadvisory Contract • April 30th, 2014 • Clearwater Investment Trust • Minnesota

AGREEMENT made as of March 12, 2014, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and ARTISAN PARTNERS LIMITED PARTNERSHIP, (the “Subadviser”).