Morningstar Advisor - Fall 2007 - (Page 6)

Executive Editor Jerry Kerns Two trusted names join forces to bring investors three international funds: Forward International Equity Fund Forward Global Emerging Markets Fund Forward International Small Companies Fund Editor-at-Large Don Phillips Contributing Editors Karen Dolan, David Harrell, Frank O’Connor, Ryun Patterson, Jeffrey Ptak Contributors Michael Breen, Scott Burns, Christopher Davis, Mike Ford-Taggart, Michele Gambera, Bridget B. Hughes, Paul Kaplan, Dan Lefkovitz, Sonya Morris, Laura Pavlenko Lutton, Ryan McLean, Allan C. Nichols, Jonathan Schrader, Mark Weber, Gregg Wolper Data Editor Preethi Parmar Art Director Teofila Gomez Associate Art Director Alex Skoirchet Illustrator Philip Anderson Photographers Stephen Carrera, Christopher Lane, Karin von Voigtlander Publisher Mike Barad Associate Publisher Jill Jacobs-Baar Marketing Director Leslie Banks Circulation Manager Dawn Rescigno Media Services Engineer Brian Schuneman National Sales Managers Julianna Dinehart, Tinah Fox Morningstar, Inc. Chairman and CEO Joe Mansueto Since 1998 Forward Funds has given investors access to institutional money managers who are experts in their investment disciplines. And since 1805 the Pictet name has been one that engenders trust. Pictet Asset Management, with more than $100 billion in assets under management, is the investment arm of Pictet & Cie, a Swiss bank focused on serving high-net-worth investors. Pictet has one of the largest, most experienced international investment teams in the industry, with more than 100 investment professionals in 11 offices around the globe. Forward’s family of mutual funds in core and specialty asset classes focuses on delivering alpha* for our investors. And with our partnership with Pictet Asset Management, we can deliver even more. President, Advisor Business Unit Chris Boruff Design Manager, Advisor Business Unit Gabrielle Dyer Managing Director, Design David Williams How to Reach Morningstar Advisor Subscriber Services and Circulation magazine_custserv@morningstar.com Editorial and Letters to the Editor magazine_editor@morningstar.com Advertising magazine_adrates@morningstar.com Rate card available at http://advisor.morningstar.com/products/advisormagazine.asp Reprints and Licensing magazine_licensing@morningstar.com How to Reach Morningstar Customer Service 312 384-4000 Advisor Product Sales 877 586-5405 Data Questions 312 696-6600 Morningstar Advisor is published quarterly by Morningstar, Inc., 225 W. Wacker Dr., Chicago, IL 60606. All exhibit data in this magazine is provided by Morningstar unless otherwise noted. © 2007 Morningstar. All Rights Reserved. The information contained herein: (1) is intended solely for informational purposes; (2) is proprietary to Morningstar and/or its content providers; (3) may not be copied or distributed; (4) is not warranted to be accurate, complete, or timely; and (5) does not constitute investment advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. “Morningstar” and the Morningstar logo are registered marks of Morningstar, Inc. Disclosure: Morningstar licenses its indexes to certain ETF providers, including Barclays Global Investors (BGI) and First Trust, for use in exchange-traded funds. These ETFs are not sponsored, issued, or sold by Morningstar. Morningstar does not make any representation regarding the advisability of investing in ETFs that are based on Morningstar indexes. Learn more at www.forwardfunds.com or call (888) 312-4100. You should consider the investment objectives, risks, charges and expenses carefully before investing. A prospectus with this and other information about the funds may be obtained by calling (888) 312-4100 or by downloading one from www.forwardfunds.com. It should be read carefully before investing. Investing in foreign securities may involve certain additional risks, including exchange rate fluctuations, less liquidity, greater volatility and less regulation. Small company stocks are generally riskier than large company stocks due to greater volatility and less liquidity. *Alpha is a coefficient measuring risk-adjusted performance. Forward Funds are distributed by ALPS Distributors, Inc. 6 Morningstar Advisor Fall 2007 http://advisor.morningstar.com/products/advisormagazine.asp http://www.forwardfunds.com http://www.forwardfunds.com.It http://www.forwardfunds.com

Table of Contents Feed for the Digital Edition of Morningstar Advisor - Fall 2007

Morningstar Advisor Fall 2007 Features Departments Letter from the Editor Inbox 10 Years After: Developing Markets Make Progress Research Briefs Investors Should Adjust Their Home Bias Few Mutual Funds Exhibit Serial Correlation Valuating ETFs, the Equity Analyst's Way It’s All About Location See the World (Differently) The Return of the Global Flexible Investor Map of International Value Sound as a Loonie? Fair Exchange In Their Own Worlds A Good Read Putting Their Heads Together Buying Protection Scoping Out Easy-to-Use Funds Finding Good Stewards Consumer Firms Go Global Mutual Fund Analyst Picks Undervalued Stocks Most Popular Variable Annuities New at Morningstar The Whole Wide World

Morningstar Advisor - Fall 2007

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