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Forward joins Genworth wealth management platform


Forward is now one of the portfolio strategists on the investment platform of Genworth Financial Wealth Management, where it will introduce its new multi-asset income solution.

The new investment offering will give the independent financial advisers who use the platform new capabilities for tuning portfolios to meet their investors’ needs.

Forward’s strategy will be among those offered within Genworth Wealth Management’s Tactical Unconstrained 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 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’s Tactical Unconstrained 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 and absolute return.

"We’re very excited about becoming part of Genworth’s investment platform," says Forward’s chief executive 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."  

"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," says Mike Abelson, Genworth Wealth Management SVP investment and product management. "We’re delighted to have a firm of Forward’s calibre expand our family of strategists."

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