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Investment Consulting Agreement
"I need an Investment Consulting Agreement for my hedge fund to engage a consultant who will provide quarterly portfolio reviews and risk assessment services, with specific provisions for ESG investment strategies and cryptocurrency exposure limitations."
1. Parties: Identification of the investment consultant and client
2. Background: Context and purpose of the agreement, including regulatory framework and qualifications
3. Definitions: Key terms used throughout the agreement, including investment-related terminology
4. Scope of Services: Detailed description of investment consulting services to be provided, including analysis, recommendations, and monitoring
5. Fees and Payment Terms: Compensation structure, payment schedule, and any additional charges
6. Term and Termination: Duration of agreement and conditions for termination by either party
7. Confidentiality: Protection of confidential information and trade secrets
8. Standard of Care: Fiduciary duties, professional standards, and compliance with applicable laws
9. Representations and Warranties: Statements of fact and promises made by both parties
10. Indemnification: Terms for mutual protection against losses and liabilities
1. ERISA Provisions: Additional terms and obligations when serving ERISA plan clients
2. Performance Reporting: Specific requirements for performance measurement and reporting
3. Sub-Advisor Provisions: Terms governing the engagement and oversight of sub-advisors
4. Proxy Voting: Terms regarding proxy voting responsibilities and procedures
5. Regulatory Compliance: Special provisions for regulatory compliance and reporting requirements
1. Schedule A - Fee Schedule: Detailed breakdown of all fees, charges, and payment terms
2. Schedule B - Investment Policy Statement: Client's investment objectives, constraints, and guidelines
3. Schedule C - Service Level Agreement: Specific performance metrics and service standards
4. Schedule D - Compliance Procedures: Detailed compliance requirements and procedures
5. Schedule E - Required Disclosures: SEC-required disclosures and Form ADV
6. Schedule F - Authorized Representatives: List of authorized client representatives who can provide instructions
Authors
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