WITNESSETH:Subadvisory Contract • May 1st, 2007 • Clearwater Investment Trust • Minnesota
PUTNAM FUNDS SUBADVISORY CONTRACT This SubAdvisory Contract is dated as of February 27, 2014 between and among PUTNAM INVESTMENT MANAGEMENT, LLC, a Delaware limited liability company (the Manager), PUTNAM INVESTMENTS LIMITED, a company organized under...Subadvisory Contract • February 26th, 2015 • Putnam Europe Equity Fund
SUBADVISORY CONTRACTSubadvisory Contract • June 16th, 2011 • Ambassador Funds • Michigan
This Subadvisory Contract (the “Agreement”) is entered into as of June 10, 2011, between CONVERGENCE FINANCIAL SERVICES, INC., a Michigan corporation (the “Adviser”), and AMBASSADOR CAPITAL MANAGEMENT, LLC, a Michigan limited liability company (the “Subadviser”).
SUBADVISORY CONTRACT THIS AGREEMENT made as of the 24th day of October, 2000 by and between Pioneer Investment Management, Inc., a Delaware corporation (the "Manager"), and Kothari Pioneer AMC Ltd., a corporation organized under the laws of India...Subadvisory Contract • March 1st, 2001 • Pioneer Indo-Asia Fund • Massachusetts
ITEM 77Qe8 COPIES OF ANY NEW OR AMENDED REGISTRANT INVESTMENT ADVISORY CONTRACTS Amendment to Subadvisory Contract between Vision Group of Funds and M&T Asset Management, a department of Manufacturers and Traders Trust Company and Independence...Subadvisory Contract • December 28th, 2001 • Vision Group of Funds
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Kennedy Capital Management (the “Agreement”) is effective April 30, 2012.
FORM OF SUBADVISORY CONTRACTSubadvisory Contract • April 29th, 2010 • Clearwater Investment Trust • Minnesota
AGREEMENT made as of the 17th day of April 2010, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the "Manager"), and KEELEY ASSET MANAGEMENT CORP., an Illinois corporation (the "Subadviser").
Column A - Agreements and Contracts AMENDMENT TO SUBADVISORY CONTRACTSubadvisory Contract • April 30th, 2019 • Clearwater Investment Trust
This Amendment ("Amendment") to the Subadvisory Contract, dated as of March 10, 2006 between Clearwater Investment Trust (the "Trust”), Clearwater Management Co., Inc. a Minnesota corporation (the "Manager") and Kennedy Capital Management, Inc. (the "Subadviser"), as amended prior to this Amendment (including all such prior amendments, all exhibits and other attachments thereto, the "Original Subadvisory Contract"), is made as of this 1st day of October, 2018.
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Osterweis Capital Management, LLC (the “Agreement”) is effective April 30, 2012.
ITEM 77Qe7 COPIES OF ANY NEW OR AMENDED REGISTRANT INVESTMENT ADVISORY CONTRACTS Amendment to Subadvisory Contract between Vision Group of Funds and Federated Investment Management Company and M&T Asset Management, a department of Manufacturers and...Subadvisory Contract • December 28th, 2001 • Vision Group of Funds
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Keeley Asset Management Corp. (the “Agreement”) is effective April 30, 2012.
For period ending March 31, 2004 Exhibit 77(Q)1 E File number 8112802 UBS CASHFUND INC. SUBADVISORY CONTRACT Contract made as of March 1, 2004, between UBS Financial Services Inc. (UBS Financial Services), a Delaware corporation registered as a...Subadvisory Contract • June 1st, 2004 • Ubs Cashfund Inc
UBS CASHFUND INC. SUBADVISORY CONTRACT Contract made as of March 1, 2004, between UBS Financial Services Inc. (UBS Financial Services), a Delaware corporation registered as a broker-dealer under the Securities Exchange Act of 1934, as amended (1934 Act), and as an investment adviser under the Investment Advisers Act of 1940, as amended (Advisers Act), and UBS Global Asset Management (US) Inc. (UBS Global AM), a Delaware corporation registered as a brokerdealer under the 1934 Act and an investment adviser under the 1940 Act. WHEREAS, UBS Financial Services wishes to retain UBS Global AM as sub-adviser to provide certain investment advisory services to UBS Financial Services in connection with UBS Financial Services services as investment adviser to UBS Cashfund Inc. (the Fund), an openend, diversified management investment company registered under the Investment Company Act of 1940, as amended (the 1940 Act); and WHEREAS, UBS Global AM is willing to render such subadvisory services as d
1 Exhibit 10.20 SUBADVISORY CONTRACT AGREEMENT made as of the 31st day of December, 1991, by and among IVY FUND, a Massachusetts business trust (hereinafter called the "Fund"), IVY MANAGEMENT INC., a Massachusetts corporation (hereinafter called the...Subadvisory Contract • June 29th, 2000 • Mackenzie Investment Management Inc • Security brokers, dealers & flotation companies
ITEM 77Qe6 COPIES OF ANY NEW OR AMENDED REGISTRANT INVESTMENT ADVISORY CONTRACTS Amendment to Subadvisory Contract between Vision Group of Funds and M&T Asset Management, a department of Manufacturers and Traders Trust Company and Brinson Partners,...Subadvisory Contract • December 28th, 2001 • Vision Group of Funds
ITEM 77Qe9 COPIES OF ANY NEW OR AMENDED REGISTRANT INVESTMENT ADVISORY CONTRACTS Amendment to Subadvisory Contract between Vision Group of Funds and M&T Asset Management, a department of Manufacturers and Traders Trust Company and Montag & Caldwell,...Subadvisory Contract • December 28th, 2001 • Vision Group of Funds
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 (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Heartland Advisors, Inc. (the “Agreement”) is effective April 30, 2012.
Exhibit 77(Q1)(e) SUBADVISORY CONTRACT AGREEMENT made as of the 29th day of March, 1999 by and between M&I Investment Management Corp., an investment adviser registered under the Investment Advisers Act of 1940, organized under the laws of Wisconsin...Subadvisory Contract • April 14th, 2000 • Marshall Funds Inc • Wisconsin
W I T N E S S E T H: WHEREAS, the Manager desires to utilize the services of the Subadviser as financial counsel with respect to certain portfolio assets of the Fund; and WHEREAS, the Subadviser is willing to perform such services on the terms and...Subadvisory Contract • November 18th, 1998 • Ivy Fund
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Knightsbridge Asset Management, LLC (the “Agreement”) is effective April 30, 2012.
SUBADVISORY CONTRACT AGREEMENT made as of the 5th day of May, 2000, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the "Manager"), and PARAMETRIC...Subadvisory Contract • May 1st, 2001 • Clearwater Investment Trust • Minnesota
Amendment to Subadvisory Contract between M&I Investment Management Corp. and BPI Global Asset Management, LLPSubadvisory Contract • October 29th, 2001 • Marshall Funds Inc
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 (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Fiduciary Counselling, Inc. (the “Agreement”) is effective April 30, 2012.
This agreement is made as of _____________________ by and between Waddell & Reed Investment Management Company, a corporation organized under the laws of the state of Kansas (the "Adviser"), and Gartmore Morley Capital Management, Inc., a corporation...Subadvisory Contract • January 29th, 2003 • W&r Funds Inc • Kansas
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.
Exhibit (d)(15) FORM OF SUBADVISORY CONTRACT AMONG THE TRUST, ON BEHALF OF CLEARWATER INTERNATIONAL FUND, CMC AND PARAMETRIC SUBADVISORY CONTRACT AGREEMENT made as of the ____ day of ____________, 2008, by and among CLEARWATER INVESTMENT TRUST, a...Subadvisory Contract • October 30th, 2008 • Clearwater Investment Trust • Minnesota
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Parametric Portfolio Associates LLC (the “Agreement”) is effective April 30, 2012.
