Forward

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The New Direction Of Investing

The world has changed, leading investors to seek new strategies that better fit an evolving global climate. Forward's investment solutions are built around the outcomes we believe investors need to be pursuing – non-correlated return, investment income, global exposure and diversification. With a propensity for unbounded thinking, we focus especially on developing innovative alternative strategies that may help investors build all-weather portfolios. An independent, privately held firm founded in 1998, Forward (Forward Management, LLC) is the advisor to the Forward Funds. As of March 31, 2014, we manage $5.2 billion in a diverse product set offered to individual investors, financial advisors and institutions.

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REITs and Rates: Investing in REITs in Today’s Interest Rate Environment With the threat of rising rates still looming, investors may want to consider shifting exposures away from bonds to other types of income-producing strategies, such as real estate investment trusts (REITs).

Join Portfolio Managers Joel Beam and Ian Goltra for a webcast on the topics:

•Understanding interest rates: past and present
•Examining the relationship between rising rates and asset prices
•Discovering what differentiates REITs and bonds
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Apr 29 2014 8:15 pm
UTC
45 mins
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