Exciting News!

Salient Partners is acquiring Forward. Together, we’ll be a leading liquid alternative asset management firm with more than $27 billion in assets under management and 250 people across the country. We look forward to continuing to provide you with innovative investments to help your clients reach their financial goals.

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News & Events

Jim Welsh’s March Macro Strategy Review and 4Q 2014 Macro Market Update webcast are 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

Managing Director and Chief Administrative & Risk Officer Norman Mains describes the features of MLPs that characterize them as alternative investments in his latest post, Energy MLPs Are Alternative Investments.

Read about the latest macro trends in Portfolio Manager and Macro Strategist Jim Welsh’s latest posts, Measuring Slack in the Labor Market and its Influence on Fed Policy and Rates and Oil and Stocks Rally Together.

In his latest blog posts, “Who’d have thunk it?”: Expect the Unexpected, and Early Warning Signal for 2015, CIO Jim O’Donnell discusses the expectations and realities of 2014 and what to look out for in 2015.

Featured Video


Director of Investments and PM Nathan Rowader discusses the Forward Income Builder Fund’s strategy and third quarter performance.

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