Forward Investing

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
- Dividend Strategies
  
  Focus
  
  Large Cap Dividend
- Income Strategies
  
  EM Corporate Debt
  
  High Yield Bond
  
  Investment Grade Fixed-Income
  
  Real Estate
  
  Select Income
Managed Accounts
- Dividend Strategies
  
  U.S. Dividend Portfolio
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 Strategies
  
  Global Infrastructure
  
  International Dividend
  
  International Real Estate
  
  International Small Companies
Managed Accounts
- Global Strategies
  
  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 Funds
  
  Aggressive Growth Allocation
  
  Balanced Allocation
  
  Growth Allocation
  
  Growth & Income Allocation
  
  Income Builder
  
  Income & Growth Allocation
- Portable Alpha
  
  CorePlus
  
  Extended MarketPlus
  
  Strategic Alternatives
- Small Cap
  
  Small Cap Equity
- Money Market
  
  U.S. Government Money
Managed Accounts
- Small Cap
  
  SmallMid Core Portfolio
For more specific product information, select your audience segment:
Financial Advisors / Institutional Investors / Individual Investors

News & Events

May 8, 2012

Forward today launched a completely revamped website and officially unveiled a new brand for the firm, anchored in its...

April 23, 2012

Forward today announced the expansion of its dedicated institutional team with the hiring of Ann Cheu as Vice President...

New Fund Launches

Interested in managed futures? We’ve partnered with Credit Suisse on our newest fund -a systematic, trend-following strategy that invests across global commodity, equity, bond and currency markets

Forward’s Endurance Fund is a long/short strategy that seeks to capitalize on disruptive technologies in telecom, broadband, mobile and social media, clean energy and more.

May 11, 2012

Alan Reid, Forward CEO, discusses his company’s niche position in the mutual fund industry and provides perspective on what the small investor may want from a fund.

Financial Advisors

Institutional Investors

Individual Investors

Alternative Solutions

Mutual Funds

Managed Accounts

Strategic Income

Mutual Funds

Managed Accounts

Global Exposure

Mutual Funds

Managed Accounts

Advanced Diversification

Mutual Funds

Managed Accounts

News & Events

May 8, 2012

April 23, 2012

New Fund Launches

Featured Media

May 11, 2012

Financial Advisors

Institutional Investors

Individual Investors