Common use of Investment Advice Clause in Contracts

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio and the Advisor with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 1781 contracts

Samples: Sub Advisory Agreement (Fidelity Revere Street Trust), Sub Advisory Agreement (Variable Insurance Products Fund V), Sub Advisory Agreement (Fidelity Cherry Street Trust)

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Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio and the Advisor with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.. (b)

Appears in 216 contracts

Samples: Sub Advisory Agreement (Fidelity Commonwealth Trust), Sub Advisory Agreement (Fidelity Capital Trust), Sub Advisory Agreement (Fidelity Advisor Series I)

Investment Advice. If and to the extent requested by the AdvisorAdviser, the each Sub-Advisor Adviser shall provide investment advice to the Portfolio Trust and the Advisor Adviser with respect to all or a portion of the investments of the PortfolioTrust or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio Trust and the Advisor Adviser with such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.

Appears in 56 contracts

Samples: Master Intergroup Sub Advisory Contract (Invesco Dynamic Credit Opportunity Fund), Master Intergroup Sub Advisory Contract (Invesco Dynamic Credit Opportunities Fund), Master Intergroup Sub Advisory Contract (Invesco Dynamic Credit Opportunity Fund)

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio and the Advisor with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 46 contracts

Samples: Sub–advisory Agreement (Variable Insurance Products Fund Ii), Sub–advisory Agreement (Variable Insurance Products Fund Ii), Sub–advisory Agreement (Variable Insurance Products Fund)

Investment Advice. If and to the extent requested by the AdvisorAdviser, the each Sub-Advisor Adviser shall provide investment advice to one or more of the Portfolio Funds and the Advisor Adviser with respect to all or a portion of the investments of the Portfoliosuch Fund(s) or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio such Fund(s) and the Advisor Adviser with such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.

Appears in 44 contracts

Samples: Master Intergroup Sub (Aim Investment Securities Funds (Invesco Investment Securities Funds)), Master Intergroup Sub (Aim Tax-Exempt Funds (Invesco Tax-Exempt Funds)), Master Intergroup Sub (Aim Variable Insurance Funds (Invesco Variable Insurance Funds))

Investment Advice. If and to the extent requested by the Advisor, the each Sub-Advisor shall provide investment advice to one or more of the Portfolio Funds and the Advisor with respect to all or a portion of the investments of the Portfoliosuch Fund(s) or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio such Fund(s) and the Advisor with such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 18 contracts

Samples: Aim Variable Insurance Funds (Invesco Variable Insurance Funds), Master Intergroup Sub (Aim Treasurers Series Trust), Master Intergroup Sub (Aim Growth Series)

Investment Advice. If and to the extent requested by the Sub-Advisor, the Sub-Advisor Subadvisor shall provide investment advice to the Portfolio and the Sub-Advisor with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Sub-Advisor such factual information, research reports and investment recommendations as the Sub-Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 18 contracts

Samples: Sub Subadvisory Agreement (Fidelity Rutland Square Trust II), Sub Subadvisory Agreement (Fidelity Rutland Square Trust II), Sub Subadvisory Agreement (Fidelity Rutland Square Trust II)

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio Fund and the Advisor with respect to all or a portion of the investments of the PortfolioFund or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio Fund and the Advisor with such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 16 contracts

Samples: Sub Advisory Contract (Aim Sector Funds (Invesco Sector Funds)), Sub Advisory Contract (Invesco Exchange Fund), Sub Advisory Contract (Aim Investment Securities Funds (Invesco Investment Securities Funds))

Investment Advice. If and to the extent requested by the AdvisorAdviser, the Sub-Advisor Adviser shall provide investment advice to one or more of the Portfolio Funds and the Advisor Adviser with respect to all or a portion of the investments of the Portfoliosuch Fund(s) or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio such Fund(s) and the Advisor Adviser with such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.

Appears in 14 contracts

Samples: Sub Advisory Contract (Aim Counselor Series Trust (Invesco Counselor Series Trust)), Sub Advisory Contract (Aim Counselor Series Trust (Invesco Counselor Series Trust)), Sub Advisory Contract (Aim Sector Funds (Invesco Sector Funds))

Investment Advice. If and to the extent requested by the AdvisorAdviser, the Sub-Advisor Adviser shall provide investment advice to the Portfolio and the Advisor Adviser with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor Adviser such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.

Appears in 12 contracts

Samples: Sub Advisory Agreement (Fidelity Contrafund), Sub Advisory Agreement (Fidelity Contrafund), Sub Advisory Agreement (Variable Insurance Products Fund V)

Investment Advice. If and to the extent requested by the AdvisorAdviser, the each Sub-Advisor Adviser shall provide investment advice to the Portfolio Fund and the Advisor Adviser with respect to all or a portion of the investments of the PortfolioFund or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio Fund and the Advisor Adviser with such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.

Appears in 8 contracts

Samples: Master Intergroup Sub Advisory Contract (Invesco Exchange Fund), Master Intergroup Sub Advisory Contract (Invesco Exchange Fund), Master Intergroup Sub Advisory Contract (Invesco Exchange Fund)

Investment Advice. If and to the extent requested by the AdvisorAdviser, the each Sub-Advisor Adviser shall provide investment advice to one or more of the Portfolio Funds and the Advisor Adviser with respect to all or a portion of the investments of the Portfoliosuch Fund(s) or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio such Fund(s) and the Advisor Adviser with such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.Sub-Item 77Q1(e)

Appears in 3 contracts

Samples: Aim Treasurers Series Trust, Aim Counselor Series Trust, AIM Core Allocation Portfolio Series

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Investment Advice. If and to the extent requested by the AdvisorAdviser, the Sub-Advisor Adviser shall provide investment advice to the Portfolio and the Advisor Adviser with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor such Adviser factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.. (b)

Appears in 2 contracts

Samples: Sub Advisory Agreement (Fidelity Contrafund), Sub Advisory Agreement (Fidelity Contrafund)

Investment Advice. If and to the extent requested by the AdvisorAdviser, the Sub-Advisor Adviser shall provide investment advice to the Portfolio and the Advisor Adviser with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor Adviser such factual information, research reports and investment recommendations as the Advisor Adviser may reasonably require. Such information may include written and oral reports and analyses.. (b)

Appears in 2 contracts

Samples: Sub Advisory Agreement (Fidelity Select Portfolios), Fidelity Select Portfolios

Investment Advice. If and to the extent requested by the Advisor, the ----------------- Sub-Advisor shall provide investment advice to the Portfolio Fund and the Advisor with respect to all or a portion of the investments of the PortfolioFund or with respect to various investment techniques, and in connection with such advice shall furnish the Portfolio Fund and the Advisor with such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 2 contracts

Samples: Sub Advisory Contract (Aim International Mutual Funds (Invesco International Mutual Funds)), Sub Advisory Contract (Invesco Securities Trust)

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio Fund and the Advisor with respect to all or a portion of the investments of the PortfolioFund, and in connection with such advice shall furnish the Portfolio Fund and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 1 contract

Samples: Sub Advisory Agreement (Fidelity Investment Trust)

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio Fund and the Advisor with respect to all or a portion of the investments of the PortfolioFund, and in connection with such advice shall furnish the Portfolio Fund and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.. (B)

Appears in 1 contract

Samples: Fidelity Advisor Korea Fund Inc

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio and to the Advisor with respect to all or a portion of the investments of the PortfolioAdvisor, and and, in connection with such advice advice, shall furnish the Portfolio and the Advisor such factual information, research reports and investment recommendations as the Advisor may reasonably require. Such information may include written and oral reports and analyses.. (b)

Appears in 1 contract

Samples: Fidelity Advisor Series Viii

Investment Advice. If and to the extent requested by the Advisor, the Sub-Advisor shall provide investment advice to the Portfolio and the Advisor with respect to all or a portion of the investments of the Portfolio, and in connection with such advice shall furnish the Portfolio and the Advisor such factual information, research reports and investment recommendations as the the-Advisor may reasonably require. Such information may include written and oral reports and analyses.

Appears in 1 contract

Samples: Sub Advisory Agreement (Fidelity Advisor Series Viii)

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