Common use of Soft Dollars Clause in Contracts

Soft Dollars. Research or investment-management-related services and equipment may be provided by brokers through which portfolio transactions are executed, settled and cleared. This may include research reports on particular industries and companies, economic surveys and analyses, recommendations as to specific securities, on-line quotations, news and research services and other services (e.g., computer and telecommunications equipment) providing lawful and appropriate assistance to the Trading Advisor in the performance of its investment decision-making responsibilities (collectively, “soft dollars” or “soft dollar items”).