Salient + Forward

It’s official! Salient and Forward have joined forces. We’re excited about the innovative investment strategies our combined firm will be able to offer investment advisors and investors. Over the next few months we’ll be integrating our companies, including unifying our websites and our industry presence. We thank you for your support during this transition.

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News & Events

Jim Welsh’s June Macro Strategy Review is now available.

Forward Funds 2014 Tax Information for funds not on extension now available on our Tax Information page.

Check out our latest webcasts: Income Solutions Using Multi-Asset Strategies with Nathan Rowader and Nic Millikan. Long/Short Muni Investing with PIMCO’s muni bond expert and Forward Credit Analysis Long/Short Fund PM, Joe Deane.

From the Blog

Client Portfolio Manager Nicholas Millikan discusses market themes and trends for the week in his latest post, The Market Brief: When Bond Market Liquidity Meets a Rising Rate. See the whole series.

Saudi Arabia is used as a case study to help determine future oil price patterns in Nathan Rowader’s latest blog post, Anticipating the Path for Oil.

In his latest post, Commercial Real Estate Gains New Recognition as a Distinct Asset Class, Norman Mains discusses the new Global Industry Classification Standard (GICS) category for exchange-listed equity real estate investment trusts (REITs) and other listed real estate companies.

Featured Video

forward-funds-real-estate-long-short-video-goltra

Portfolio Manager Ian Goltra discusses the Real Estate Long/Short fund’s construction and investment rationale.

Video  |  Transcript (PDF)