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MFWire: Forward Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Forward Management
101 California Street
16th FL
San Francisco, CA  94111
Google Maps

Contact
Main Phone: 415-869-6300
Web Site: http://www.forwardfunds.com/

Mutual Fund Brand(s)
Forward Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In February, 2015, Houston-based Salient Partners unveiled a deal to buy Forward. The deal closed in June, and Salient is keeping both brands for now.

    Billionaire Gordon Getty, son of oil baron Paul Getty, founded San Francisco-based Webster Investment Management. In 2001 the manager of managers re-branded itself as Forward Management to be consistent with its fund family's brand, Forward Funds.

    As of April 2011, Forward offers more than 30 mutual funds across multiple asset classes, with $5.08 billion in non-money-market assets according to Morningstar, 32.9 percent in load shares and 67.1 percent no-load shares. Its lineup include alternative strategy mutual funds, asset allocation funds, core funds, fixed income funds, international funds, a money market fund, real estate funds and small cap funds, all sub-advised or funds of funds. Forward's funds each offer as many as five share classes: A, C, M, Investor and Institutional.

    Its sub-advisors include: Acadian Asset Management, BlackRock, Broadmark Asset Management, Cedar Ridge Partners, Conestoga Capital Advisors, Emerald Mutual Fund Advisers, First Western Investment Management, Hoover Investment Management, Lazard Asset Management, Los Angeles Capital Management and Equity Research, Netols Asset Management, Pimco, Pictet Asset Management, Riverbridge Partners, Smith Asset Management Group and SW Asset Management.

    In recent years, Forward CEO and co-founder Alan Reid has aggressively built the firm out through acquisitions. In 2003 Forward signed a letter of intent to buy a minority stake in one of its sub-advisors, Uniplan Real Estate Advisors and then adopted two funds from Pictet, keeping the firm on as sub-advisor. Then in 2008 Forward unveiled a deal to buy Seattle-based Accessor Capital Management, gaining a suite of lifestyle (i.e. target-risk) asset allocation funds. (Forward re-branded Accessor's funds in 2010.) And in 2009 Forward bought Kensington Investment Group's Kensington Funds and a minority stake in another sub-advisor, Broadmark.
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    Key People:
    Alan Reid
    CEO / Founder, RAM / Reid Partners
    Jeff Cusack
    President, Executive Managing Director, Tradewinds Global Investors, LLC
    Clay Smudsky
    Managing Director, Institutional Sales, Forward Management
    Paul Schaeffer
    Managing Director of Strategy & Thought Leadership, Forward Management
    Barbara Tolle
    Director of Fund Accounting and Operations, Forward Management
    Jim O'Donnell
    Chief Investment Officer, Forward Management
    Norman Mains
    Chief Risk Officer, Managing Director, Forward Management
    Rob Naka
    Senior Vice President, Operations, Forward Management
    Mary Curran
    Chief Legal Officer, Forward Management
    Alan Seigerman
    Chief Financial Officer, Forward Management
    Judith Rosenberg
    Chief Compliance Officer, Forward Management
    Story Archive for Forward Management
    Published On Story Headline Publication
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    3/17/2016 Two ETF Strategists Dominated 2015 MFWire.com
    6/19/2015 Salient and Forward Integrate: Which Brand Will Prevail? MFWire.com
    2/26/2015 What's Next After Salient Buys Forward? MFWire.com
    2/11/2015 Forward Sells to a Texas Shop MFWire.com
    11/21/2013 Forward Embraces Institutions with a New Hire MFWire.com
    9/26/2013 Forward Continues Push Into Income MFWire.com
    9/25/2013 Reid Debuts Another Forward Income Fund MFWire.com
    8/6/2013 A San Francisco Shop Launches an Income Fund MFWire.com
    6/19/2013 When a Bond Fund Is Not a Bond Fund MFWire.com
    5/24/2013 Stork and Reaper for the Week of May 24, 2013 MFWire.com
    5/2/2013 Alan Reid Quips That Indexing is "Un-American" MFWire.com
    2/22/2013 Stork And Reaper for the Week of February 19, 2013 MFWire.com
    2/15/2013 Stork and Reaper for the Week of February 11, 2013 MFWire.com
    12/19/2012 One Shop Dominates the List of Hottest Fund Sectors MFWire.com
    11/5/2012 Forward Gives Asset Allocation a New Name MFWire.com
    11/5/2012 The Journal Doesn't Love Tactical Mutual Funds MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    10/16/2012 Healthcare PM Team Writes New Prescription for Forward MFWire.com
    9/7/2012 Forward Expands with a New Distribution Head MFWire.com
    8/28/2012 Forward Makes a Marketing Push MFWire.com
    8/27/2012 Forward President Jeff Cusack Departs MFWire.com
    8/15/2012 Stork and Reaper for August 15, 2012 MFWire.com
    8/2/2012 Stork and Reaper for August 2, 2012 MFWire.com
    5/22/2012 Alts Mutual Fund PMs Woo Reporters MFWire.com
    3/29/2012 Forward Shutters a Four-Star Fund MFWire.com
    12/20/2011 Forward Plans More Alts Road Shows for 2012 MFWire.com
    12/1/2011 Forward Preps a Futures Fund MFWire.com
    11/29/2011 Forward Goes Retail With a Fifth Real-Estate Fund MFWire.com
    9/7/2011 Forward Hires Two MFWire.com
    8/25/2011 Forward Refocuses a Fund on Dividends MFWire.com
    7/20/2011 Forward Brings Three Alternative Funds to a Broader Audience MFWire.com
    5/12/2011 'Forward' Thinking Fund Firms Embark on an Advisor Road Show MFWire.com
    5/4/2011 Forward Tweaks a Fund Thrice, as Planned MFWire.com
    1/27/2011 Forward Unveils its Tactical Enhanced Fund MFWire.com
    1/18/2011 Forward Sets a Valentine's Day Date With a Sub-Advisor MFWire.com
    10/18/2010 Forward Hires a Wholesaler from American Century MFWire.com
    8/23/2010 Forward Outgrows its HQ MFWire.com
    7/20/2010 Forward Won't Move Forward with C Share Closing MFWire.com
    7/12/2010 Forward Scouts for a Wholesaler MFWire.com
    5/26/2010 Forward Axes Accessor's Brand MFWire.com
    4/19/2010 Forward Brings its Funds to a Broader Audience MFWire.com
    9/22/2009 ALPS Debuts Lucky Number Three ETF MFWire.com
    9/14/2009 Forward Grows With Another Alternative Fund MFWire.com
    8/11/2009 A California Fund Firm Does its Fourth Deal in 13 Months MFWire.com
    7/29/2009 An Ex-ING Ops Exec Steps Forward MFWire.com
    7/20/2009 Firm Looks Forward With Latest Appointment MFWire.com
    2/24/2009 A California Fund Firm Moves Forward on an Acquisition MFWire.com
    1/26/2009 Forward Heads For the Frontier MFWire.com
    8/21/2008 Forward and Accessor to Integrate Sales Teams MFWire.com
    8/19/2008 Forward Anoints a New President MFWire.com
    6/4/2008 UPDATE 1 | Done Deal: San Fran Fund Shop Steps Forward to Gain Sales Access MFWire.com
    5/29/2008 Forward Bucks Front-End Load Elimination Trend MFWire.com
    5/12/2008 ReFlow Borrows a Thought from SEI MFWire.com
    1/29/2004 Forward Funds Completes Conversion MFWire.com
    10/22/2003 Adoption Approved! Two Funds Get New Parent MFWire.com
    8/20/2003 Forward Eyes Stake in Subadvisor MFWire.com
    8/10/2001 Marketer Moves Forward MFWire.com
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