Forward Joins Genworth Wealth Management Platform, Introduces Multi-Asset Income Solution

  Forward Joins Genworth Wealth Management Platform, Introduces Multi-Asset
                               Income Solution

Provides Vehicle for Assets Currently Withheld from Markets

PR Newswire

SAN FRANCISCO, July 18, 2012

SAN FRANCISCO, July 18, 2012 /PRNewswire/ -- Forward today announced that it
is now one of the portfolio strategists on the investment platform of Genworth
Financial Wealth Management, Inc., where it will introduce its new multi-asset
income solution. The new investment offering will give the independent
financial advisors who use the platform new capabilities for tuning portfolios
to meet their investors' needs.

(Logo: http://photos.prnewswire.com/prnh/20110927/PH75286LOGO)

Forward's strategy will be among those offered within Genworth Wealth
Management's Tactical Unconstrained(SM) asset allocation approach. The new
strategy seeks to build an income stream by dynamically allocating assets
across four traditional asset classes and eight non-traditional investment
strategies, including emerging market corporate debt, global infrastructure
and international real estate. 

The new Forward strategy is innovative not only in tapping a diverse set of
income sources, but also in making its asset mix subject to a tightly
controlled level of volatility risk.  As the asset allocation team
systematically adapts the strategy's investment mix to changing global
economic and market conditions each month, it forecasts volatility for each
asset class and adapts the blend of underlying mutual funds accordingly. 
Forward's solution is offered in three versions—moderate,
moderate/conservative and moderate/growth—each with a different volatility
target.

Genworth Wealth Management's Tactical Unconstrained(SM) asset allocation
approach is one of four approaches that, together with alternative
investments, comprise the firm's system for diversifying portfolios. Some
investments focus primarily on capturing market gains while others have
greater freedom to disconnect from the market to avoid losses and search for
opportunities regardless of market direction. The four asset allocation
approaches are: Strategic, Tactical Constrained, Tactical Unconstrained(SM)
and Absolute Return.

"We're very excited about becoming part of Genworth's investment platform,"
said Forward's CEO Alan Reid.  "We feel our new Multi-Asset Income strategy
will offer an innovative new choice. It will give advisors a new set of
approaches and opportunities to generate the retirement income their clients
seek."   

"With its focus on new income-generating strategies, Genworth is helping to
meet a pressing and pervasive need in the marketplace," said Clay Smudsky,
President, Forward Institutional.

"Forward's focus on outcome-oriented, non-traditional investment strategies
makes them an ideal firm to help advisors tailor investor portfolios with
options we hadn't offered before," said Genworth Wealth Management SVP
Investment and Product Management, Mike Abelson.  "We're delighted to have a
firm of Forward's caliber expand our family of strategists."

About Forward
Investors today are seeking new tools and strategies to help them achieve
their goals and manage risk.  Forward is an asset management firm that is
helping to meet and anticipate those needs with an extensive set of diverse,
ever-evolving solutions. Providing broad access to innovative strategies once
available only to the largest and most sophisticated investors, we are helping
to lead the industry in a new direction. As of June 30, 2011, Forward managed
more than $5.3 billion in mutual funds, separate account strategies and
limited partnerships.  More information on Forward can be found at
www.forwardinvesting.com.

Contact Information for Media
Victoria Odinotska
Kanter & Company
 (703) 534-3735

 

SOURCE Forward

Website: http://www.forwardinvesting.com