September 27, 2016 6:51 AM ET

Capital Markets

Company Overview of Forward Management, LLC

Company Overview

Forward Management, LLC is a privately owned investment manager. It provides its services to pooled investment vehicles, managed accounts, taxable and tax-exempt institutions and individual clients, institutional investors, and financial advisors and institutions. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR’s and ETF’s. The invests in growth and value stocks of small and mid cap companies. The firm employs a combination of in-house and external research to make its inve...

101 California Street

16th Floor

San Francisco, CA 94111-6100

United States

Founded in 1998





Key Executives for Forward Management, LLC

Interim Chief Executive Officer and Chief Operating Officer
Age: 53
Managing Director and Chief Administrative and Risk Officer
Director of Investments and Senior Market Strategist
Chief Investment Officer and Portfolio Manager
Chief Compliance Officer and Secretary
Age: 68
Compensation as of Fiscal Year 2016.

Forward Management, LLC Key Developments

Forward Management, LLC Presents at ReitWise 2015, Apr-01-2015 08:00 AM

Forward Management, LLC Presents at ReitWise 2015, Apr-01-2015 08:00 AM. Venue: JW Marriott Desert Ridge Resort & Spa, Phoenix, Arizona, United States. Speakers: Joel Steven Beam, Portfolio Manager.

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