Examples of Sub-Adviser in a sentence
If an Advisers portfolio management team makes this determination between in-person Board meeting dates, the Board of the Subadvised Series could approve the Sub- Adviser Change at a non-in-person meeting in reliance on, and subject to the conditions of, the requested order.
Once anthe Adviser makes an informed selection of a Sub-Adviser, Applicants believe it would be consistent with the protection of investors to permit the Board, including a majority of the Independent Board Members, to approve the Sub- Adviser Change at a non-in-person meeting called for the purpose of voting on such approval.
The requested order would benefit a Subadvised Series by allowing the Board, including a majority of the Independent Board Members, to approve a Sub- Adviser Change at an appropriate time once diligence is complete, instead of waiting until the next in-person Board meeting date and potentially missing out on market opportunities.
To the extent the Self-Indexing Funds transact with an affiliated person of an Adviser or Sub- Adviser, such transactions will comply with the Act, the rules thereunder and the terms and conditions of the Order.
Subject to the approval of the Self-Indexing Funds’ Board, an Adviser, affiliated persons of the Adviser (“Adviser Affiliates”) and those of any Sub- Adviser (“Sub-Adviser Affiliates”) may be authorized to provide custody, fund accounting and administration and transfer agency services to the Self-Indexing Funds.