Institutional Services

These programs are available to Investment Professionals with active agreements with Forward Management. For information about all of our services or our agreements, please contact us.

Consulting Services

Forward Management can serve as a registered investment advisor from providing asset class advice to specific investment product recommendations. Our offering includes:

  • Diagnosis for specific asset-allocation portfolios or defined contribution plans
  • Gap and overlap analysis for asset classes
  • Customized manager searches on open-end funds, separate accounts or commingled trusts using an open-architecture platform
  • Quarterly monitoring of asset-allocated portfolios and specific managed vehicles
  • Asset-class and managed-product recommendations