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 May Macro Strategy Review and 1Q 2015 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

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.

Ricardo Cortez, co-CEO at Broadmark, describes how the market has reacted to rising rates in the past in his post, Federal Reserve Interest Rate Hikes: A Historical Perspective.

Client Portfolio Manager Nicholas Millikan discusses the weak U.S. 2Q 2015 data and its favorable impacts on emerging markets in his latest installment of the Market Brief: Oops We Did It Again. See the whole series.

Featured Video

dynamic-income-welsh

Portfolio Manager Jim Welsh discusses the Dynamic Income fund’s construction and investment rationale.

Video  |  Transcript (PDF)