The Subadvisory Agreement Sample Contracts

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AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • October 25th, 2023 • Mainstay Funds

This Amendment to the Subadvisory Agreement, is made as of the 26th day of April, 2021, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • June 26th, 2019 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 1st day of May, 2019, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • June 26th, 2019 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 1st day of April, 2019, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • June 26th, 2019 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 28th day of February, 2019, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • February 25th, 2021 • Columbia Funds Series Trust I

This Amendment No. 1 (the “Amendment”), made and entered into as of December 16, 2020, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Hotchkis and Wiley Capital Management, LLC, a Delaware limited liability company (“Subadviser”), dated December 13, 2018 (the “Agreement”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST FORM OF AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • February 28th, 2017 • Mainstay Funds Trust

This Form of Amendment to the Subadvisory Agreement, is made as of the 28th day of February, 2017, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 29th, 2016 • Clearwater Investment Trust

This Amendment No. 2 to the Subadvisory Agreement by and between Clearwater Investment Trust (the "Trust"), Clearwater Management Co., Inc. (the "Manager") and AQR Capital Management, LLC (the "Subadvisor"), is made effective as of the 1st day of January 2016.

AMENDMENT NO. 4 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 25th, 2014 • Sunamerica Series Trust

This AMENDMENT NO. 4 TO THE SUBADVISORY AGREEMENT (the “Amendment”) is effective as of October 1, 2013 by and between SUNAMERICA ASSET MANAGEMENT CORP., a Delaware corporation (the “Adviser”), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Subadviser”).

AMENDMENT NO. 4 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 21st, 2011 • Sunamerica Series Trust

This AMENDMENT NO. 4 TO THE SUBADVISORY AGREEMENT is dated as of November 15, 2010, by and between SUNAMERICA ASSET MANAGEMENT CORP., a Delaware corporation (the “Adviser”), and J.P. MORGAN INVESTMENT MANAGEMENT INC., a Delaware corporation (the “Subadviser”).

AMENDMENT NO. 5 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 28th, 2021 • Columbia Funds Variable Series Trust II

This Amendment No. 5 (the “Amendment”), made and entered into as of March 22, 2021, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and J.P. Morgan Investment Management Inc., a Delaware corporation (“Subadviser”), dated April 8, 2010, as amended June 17, 2014, April 21, 2017, June 28, 2018, and January 26, 2021 (the “Agreement”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • August 10th, 2017 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 8th day of May, 2017, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • May 20th, 2019 • Columbia Funds Variable Series Trust II

This Amendment No. 3 (the “Amendment”), made and entered into as of March 19, 2019, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and T. Rowe Price Associates, Inc., a Maryland corporation (“Subadviser”), dated September 14, 2016, as amended July 24, 2018 and November 9, 2018 (the “Agreement”).

MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 11th, 2012 • Mainstay Vp Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 14th day of December 2011, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Winslow Capital Management, Inc., a Minnesota corporation (the “Subadvisor”).

MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • May 2nd, 2016 • Mainstay Vp Funds Trust

This Amendment to the Subadvisory Agreement, made as of the 5th day of April, 2016 (the “Amendment”), between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Cushing® Asset Management LP, a Texas limited partnership (the “Subadvisor”).

AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • October 15th, 2014 • Columbia Funds Variable Series Trust II

This Amendment No. 1 (the “Amendment”), made and entered into as of July 18, 2014, is made a part of the Subadvisory Agreement between RiverSource Investments, LLC, a Minnesota limited liability company (“Investment Manager”), and Wells Capital Management Incorporated, a California corporation (“Subadviser”), dated April 8, 2010 (the “Agreement”) with respect to the fund or funds (the “Fund”) identified in the Agreement.

AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • March 31st, 2023 • Columbia Funds Variable Series Trust II

This Amendment No. 3 (the “Amendment”), made and entered into as of November 4, 2022, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Massachusetts Financial Services Company, a Delaware corporation (“Subadviser”), dated April 8, 2010, as amended February 10, 2016 and September 20, 2017 (the “Agreement”).

FORM OF AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • December 21st, 2022 • Columbia Funds Series Trust II

This Amendment No. 3 (the “Amendment”), made and entered into as of December 15, 2022, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Diamond Hill Capital Management, Inc., an Ohio corporation (“Subadviser”), dated September 14, 2016, as amended June 7, 2018 and November 20, 2019 (the “Agreement”).

AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 25th, 2024 • Columbia Funds Variable Series Trust II

This Amendment No. 1 (the “Amendment”), made and entered into as of March 14, 2024, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Westfield Capital Management Company, L.P., a Delaware limited partnership (“Subadviser”), dated June 21, 2017 (the “Agreement”).

AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • December 20th, 2019 • Columbia Funds Series Trust I

This Amendment No. 2 (the “Amendment”), made and entered into as of December 11, 2019, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Conestoga Capital Advisors, LLC, a Delaware limited liability company (“Subadviser”), dated June 11, 2014, as amended June 1, 2018 (the “Agreement”).

MAINSTAY FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • June 20th, 2016 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is effective as of the 29th day of February 2016, between New York Life Investment Management LLC (the “Manager”) and MacKay Shields LLC (the “Subadvisor”).

AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • March 29th, 2017 • Columbia Funds Series Trust I

This Amendment No. 2 (the “Amendment”), made and entered into as of January 25, 2017, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and TCW Investment Management Company LLC, a Delaware limited liability company (“Subadviser”), dated February 6, 2013 and amended January 24, 2014 (the “Agreement”).

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AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • December 7th, 2018 • Columbia Funds Variable Series Trust II • Missouri

This Amendment No. 1 (the “Amendment”), made and entered into as of June 12, 2018, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and Kennedy Capital Management, Inc., a Missouri corporation (“Subadviser”), dated September 14, 2016 (the “Agreement”).

AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • December 7th, 2018 • Columbia Funds Variable Series Trust II • Delaware

This Amendment No. 2 (the “Amendment”), made and entered into as of March 27, 2018, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC (formerly known as RiverSource Investments, LLC), a Minnesota limited liability company (“Investment Manager”) and Morgan Stanley Investment Management Inc., a Delaware corporation (“Subadviser”), dated April 8, 2010 as amended February 10, 2016 (the “Agreement”).

AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • December 7th, 2018 • Columbia Funds Variable Series Trust II • Delaware

This Amendment No. 1 (the “Amendment”), made and entered into as of August 2, 2018, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”) and BMO Asset Management Corp., a Delaware corporation (“Subadviser”), dated February 15, 2017 (the “Agreement”).

THE MAINSTAY FUNDS MAINSTAY FUNDS TRUST MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 18th, 2019 • Mainstay Vp Funds Trust

This Amendment to the Subadvisory Agreement, is made as of the 1st day of April, 2019, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Epoch Investment Partners, Inc., a Delaware corporation (the “Subadvisor”).

MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • November 30th, 2018 • Mainstay Vp Funds Trust

This Amendment to the Subadvisory Agreement, made as of the 30th day of November, 2018 (the “Amendment”), between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”) and Cushing® Asset Management LP, a Texas limited partnership (the “Subadvisor”).

MAINSTAY VP FUNDS TRUST AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • August 10th, 2017 • Mainstay Vp Funds Trust

This Amendment to the Subadvisory Agreement, is effective as of the 1st day of May 2017, between New York Life Investment Management LLC (the “Manager”) and NYL Investors LLC (the Subadvisor”).

PACIFIC FUNDS SERIES TRUST AMENDMENT NO. 10 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • July 28th, 2020 • Pacific Funds Series Trust

THIS AMENDMENT, made effective the 1st day of August, 2020, is made to the Subadvisory Agreement (the “Agreement”) dated September 24, 2001, as amended on August 5, 2004, December 9, 2005 (“2005 Amendment”), May 1, 2007, May 1, 2008, October 31, 2013, August, 1, 2014, December 31, 2014, and May 1, 2015 by and among Pacific Life Fund Advisors LLC, a Delaware Limited Liability Company (the “Investment Adviser”), Pacific Investment Management Company LLC, a Delaware limited liability company (“PIMCO” or the “Subadviser”), and Pacific Funds Series Trust, a Delaware Statutory Trust (the “Trust”). The Agreement is hereby amended as set forth below (the “Amendment”). Capitalized terms not defined herein shall have the meaning given to them in the Agreement.

FORM OF AMENDMENT NO. 6 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 24th, 2015 • Sunamerica Series Trust

This AMENDMENT NO. 6 TO THE SUBADVISORY AGREEMENT (the “Amendment”) is effective as of April 1, 2015 by and between SUNAMERICA ASSET MANAGEMENT, LLC (formerly, SunAmerica Asset Management Corp.), a Delaware limited liability company (the “Adviser”), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Subadviser”).

Column A - Agreements and Contracts Clearwater Investment Trust AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • April 30th, 2019 • Clearwater Investment Trust

This Amendment No. 3 to the Subadvisory Agreement by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and AQR Capital Management, LLC (the “Subadvisor”), is made effective as of the 7th day of December 2018.

AMENDMENT NO. 8 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • August 26th, 2021 • Columbia Funds Series Trust I

This Amendment No. 8 (the “Amendment”), made and entered into as of June 17, 2020, is made a part of the Subadvisory Agreement between Columbia Management Investment Advisers, LLC, a Minnesota limited liability company (“Investment Manager”), and Threadneedle International Limited, a company organized under the laws of England and Wales (“TINTL”), dated March 5, 2014, as amended December 19, 2014, March 4, 2015, June 10, 2015, August 17, 2016, August 16, 2017, December 13, 2017, and March 7, 2018 (the “Agreement”).

AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • January 22nd, 2015 • Pacific Select Fund

This AMENDMENT made effective as of October 1, 2014, to the Subadvisory Agreement made the 1st day of May, 2010, as previously amended on May 1, 2011 (together, the “Agreement”), by and among T. Rowe Price Associates, Inc., a Maryland corporation (the “Subadviser”), Pacific Life Fund Advisors LLC, a Delaware limited liability company (the “Investment Adviser”), and Pacific Select Fund, a Massachusetts Business Trust (the “Trust”). The Agreement is hereby amended as set forth below (the “Amendment”). Capitalized terms not defined herein shall have the meaning given to them in the Agreement.

AMENDMENT TO THE SUBADVISORY AGREEMENT
The Subadvisory Agreement • June 26th, 2019 • Mainstay Funds Trust

This Amendment to the Subadvisory Agreement, is effective as of the 30th day of November, 2018, between New York Life Investment Management LLC, a Delaware limited liability company (the “Manager”), and Cushing Asset Management LP, a Texas limited partnership (the “Subadvisor”).

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