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Thrivent SELECT Managed PortfoliosTM

Growth for accumulation

These portfolios1, built by Thrivent Asset Management, LLC are fully diversified and are focused on asset accumulation. They are designed for a range of risk tolerances, to help you continue meeting your financial goals as they evolve over time.


Key points

Strategic & tactical allocations

Thrivent Asset Management, LLC (TAM) conducts extensive quantitative research to build long-term strategic models calibrated for multiple risk levels. Senior leadership meets regularly to discuss and determine tactical allocations based on current and expected market conditions as well as macroeconomic factors, technical indicators and fundamental data.

Style-pure security selections

TAM uses a sophisticated manager selection process intended to identify style-pure managers with consistent risk-adjusted performance that we feel are most likely to outperform over a full market cycle. This helps to ensure that the portfolios will consistently provide desired market exposures that align with TAM’s overall market views.

Mix of active & passive

While TAM believes in active management, we recognize the benefits of passive exposure and follow a hybrid approach which uses both management styles. Passive holdings help keep expenses low, provide tactical exposures to specific asset classes, help facilitate trades within the models and may act as a hedge to active holdings.

How does TAM invest & allocate the managed portfolios?

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The quantitative analytics team builds diversified models based on long-term strategic target allocations.

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Ongoing changes to tactical allocations are made based on current market conditions and outlook.

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Manager selection focuses on style-pure, consistent performers.

Thrivent asset management investment selection process includes seeking investment products that perform well relative to their peers as well as having expenses that are reasonable compared to the peer group. The investment exhibits style consistency, which supports an overall asset allocation strategy. The selection process seeks investment products with a favorable balance of risk and return. The fund managers are interviewed to assess management skills and style. The Model portfolios committee discusses and analyzes the merit of each fund prior to decision to add it to the model. As a result, Thrivent asset management investment selection process results in a well diversified professionally managed portfolio.

Thrivent asset management investment selection process includes seeking investment products that perform well relative to their peers as well as having expenses that are reasonable compared to the peer group. The investment exhibits style consistency, which supports an overall asset allocation strategy. The selection process seeks investment products with a favorable balance of risk and return. The fund managers are interviewed to assess management skills and style. The Model portfolios committee discusses and analyzes the merit of each fund prior to decision to add it to the model. As a result, Thrivent asset management investment selection process results in a well diversified professionally managed portfolio.
Resources

Investment & market insights

Read, watch, and listen to portfolio managers and investment leaders through curated up-to-date articles, videos, and podcasts.

Contact us

Are you a financial professional with questions? Contact us.

800-521-5308 | M-F | 8-5 p.m. CT | sales@thriventfunds.com


1 Before June 1, 2019, Thrivent Managed Portfolios were offered through Thrivent Investment Management, Inc, an affiliate of Thrivent Asset Management, LLC. Thrivent Asset Management, LLC personnel comprised a committee that made investment recommendations for these portfolios to Thrivent Investment Management during that time. Since the same investment personnel are involved, Thrivent Asset Management, LLC Model Portfolio performance includes results from the periods the portfolios were offered by Thrivent Investment Management.