Forward

Alternative Solutions

Forward has been among the pioneers in developing innovative alternative strategies and making them broadly available. Our long/short strategies seek to help investors expand their opportunities while seeking to manage risk. Similarly, our tactical allocation strategies are designed to help investors sidestep equity market downturns while participating in the market's upside
Mutual Funds
- Long/Short
  
  Commodity Long/Short Strategy
  
  Credit Analysis Long/Short
  
  Endurance Long/Short
  
  Global Credit Long/Short
  
  Managed Futures Strategy
  
  Real Estate Long/Short
- Tactical
  
  Tactical Enhanced
  
  Tactical Growth
Managed Accounts
- Tactical
  
  Tactical Growth Portfolio
For more specific product information, select your audience segment:
Financial Advisors / Institutional Investors / Individual Investors
Strategic Income

Attractive income streams are increasingly difficult to find. Forward helps investors look beyond traditional fixed-income investments withdifferent approaches to income-building. Our solutions include a set of distinctive strategies designed to generate income from companies we believe show signs of promising growth. We also offer sector funds that seek income opportunities across varied asset classes around the globe.
Mutual Funds
- Sector
  
  Income Builder
  
  Select Income
- Yield
  
  EM Corporate Debt
  
  High Yield Bond
  
  Investment Grade Fixed-Income
  
  Real Estate
  
  U.S. Government Money
For more specific product information, select your audience segment:
Financial Advisors / Institutional Investors / Individual Investors
Global Exposure

Investors look for broad geographic exposure not only to tap fast-growing emerging market economies, but also to diversify portfolios with allocations that may zig when mainstream markets zag. Forward provides a range of equity and debt strategies for investing in global, emerging and frontier markets- all designed to help temper the risks associated with global investing.
Mutual Funds
- Emerging
  
  Emerging Markets
  
  Frontier Strategy
  
  Select EM Dividend
- Global
  
  Global Dividend
  
  Global Infrastructure
  
  International Dividend
  
  International Real Estate
  
  International Small Companies
Managed Accounts
- Global
  
  Global Dividend Portfolio
  
  International Dividend Portfolio ADR
  
  International Dividend Portfolio Institutional
For more specific product information, select your audience segment:
Financial Advisors / Institutional Investors / Individual Investors
Advanced Diversification

Forward's solutions start with a set of six asset allocation funds that can be used individually or in combination to fit specific risk/reward profiles. Our portable alpha strategies seek to generate alpha by blending passive investments with unrelated, uncorrelated assets. We also offer small-cap equity strategies designed to give investors broad or niche-focused small-cap exposure not tied to an index.
Mutual Funds
- Allocation
  
  Balanced Allocation
  
  Growth Allocation
  
  Growth & Income Allocation
  
  Income & Growth Allocation
  
  Multi-Strategy
- Equity Strategies
  
  Small Cap Equity
  
  Total MarketPlus
Managed Accounts
- Equity Strategies
  
  SmallMid Core Portfolio
  
  U.S. Dividend Portfolio
For more specific product information, select your audience segment:
Financial Advisors / Institutional Investors / Individual Investors

News & Events

April 2013

Read our new white paper, The 5% Problem: Double Jeopardy for Bond Investors, which reviews the situation facing bond investors in today’s investment climate and outlines tactics to diversify and seek better yields.

April 2013

Forward has expanded its macro investing capabilities with the appointment of Jim Welsh, tactical strategist and co-manager of Forward Tactical Enhanced Fund (FTETX). Read his April commentary that discusses the macro market landscape and forces that may drive market trends.

Featured Funds

Investing in multiple sectors of the domestic bond market, Forward Credit Analysis Long/Short Fund offers an attractive risk/return profile with low bond and equity market correlations.

Forward offers a suite of global, international, emerging market, and U.S. dividend strategies—all employing the same “dividend signal” approach to target promising growth companies.

March 2013

Alan Reid, Forward CEO, talks about our company, our products and what investors are looking for in our latest video.

View our Webcast Library

Financial Advisors

Institutional Investors

Individual Investors

Alternative Solutions

Mutual Funds

Managed Accounts

Strategic Income

Mutual Funds

Global Exposure

Mutual Funds

Managed Accounts

Advanced Diversification

Mutual Funds

Managed Accounts

News & Events

April 2013

April 2013

Featured Funds

Featured Media

March 2013

Financial Advisors

Institutional Investors

Individual Investors