News & Events

September 2014

Jim Welsh’s September Macro Strategy Review now available.

August 2014

Watch second quarter video commentaries from PM Aaron Visse, PM Jim Welsh, and Assistant PM David Janec. See all Forward videos here.

Read our Q&A with Norman Mains, Ph.D., managing director, chief administrative and risk officer at Forward, and author of Winning with Liquid Alternatives: How to Achieve Your Financial Goals by Investing in ’40 Act Alternative Mutual Funds.

From the Blog

In his latest posts (Part 1, Part 2) Director of Investments Nathan Rowader highlights the dangers of using averages to manage portfolio risk, due to their heavy reliance on the past.

Read CIO Jim O’Donnell’s recap of the first half of 2014.

Jim Welsh finds the “almost universal blind faith” in the markets perplexing. Read why.

Read Client Portfolio Manager Nic Milliken’s take on an investor’s best strategy for accessing frontier markets in The Three Cs of Frontier Market Investing.

Featured Media

forward team video

The Forward team works hard to foster a collaborative spirit that transcends job descriptions and prizes shared results. Check out our latest video to learn more.