Responsible investing
Focused on creating value through disciplined active management
How we invest responsibly
We believe that success in active management is achieved through utilizing all information that is material and empowering our portfolio managers to develop and implement their own processes. At Thrivent Asset Management, responsible investing defines how we act as fiduciaries, focusing on long-term value creation through disciplined active management.
Our approach
At Thrivent Asset Management, responsible investing is more than a product, it’s one of our core investment philosophy tenants. We believe that integrating specific factors, alongside financial criteria, can enhance returns and mitigate risk. Our approach is tailored to each investment team and asset class, ensuring a comprehensive and responsible strategy across all our funds.
Goals of all shapes and sizes
Our funds integrate a comprehensive array of relevant information to inform investment decisions, which may include non-financial factors alongside financial criteria to enrich analysis and decision-making.
Screened based on values
For investors focused on specific values-based criteria, we offer a model portfolio which applies screens to exclude certain industries.
Integrating stakeholder considerations
We offer a fund that applies an additional layer of rigor by using a structured framework to evaluate various financial and non-financial impacts across key stakeholder groups.
Stewardship and proxy voting
In alignment with the CFA Institute’s standard definitions,1 we define stewardship as the responsible use of our influence and rights to enhance and safeguard the long-term value of our clients’ and beneficiaries’ interests. While stewardship is distinct from decision-making and investment analysis in the investment process, these areas can complement and inform each other.
Our primary means of exercising this influence is through proxy voting. Thrivent’s proxy voting process is carefully designed to prioritize our clients’ best interests, adhering to both legal and fiduciary standards. This process involves thoroughly evaluating both management and shareholder proposals according to Thrivent’s Proxy Voting Guidelines, considering a range of factors that are financially relevant to the objectives of our portfolio companies and clients. Additionally, portfolio managers and other investment professionals may engage with companies on significant issues that could impact shareholder value.
To promote transparency and accountability, we encourage you to review our proxy voting guidelines and records. For more information on our stewardship initiatives or to discuss engagement opportunities, please contact us at stewardship@thriventfunds.com.