Thrivent Faith-Based PortfoliosTM
Growth for accumulation
These portfolios, built by Thrivent Asset Management, LLC, are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values. They 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
Integrate finances with faith
The models are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values, such as those associated with gambling, adult entertainment, abortion and the manufacturing or distribution of alcohol and tobacco products.
Christian asset management firms
Thrivent Asset Management, LLC (TAM) has constructed portfolios that include products from several Christian asset management firms that approach investing from a faith-based perspective. Each of these firms is responsible for determining and implementing its own screening process. This collection of asset managers creates a unique combination of investment expertise and experience to help people invest with purpose.
Strategic & tactical allocations
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.
How are Thrivent Managed Portfolios constructed?
Thrivent Managed Portfolios team conducts detailed analysis of benchmarks and peers to determine optimal allocation targets.
Manager selection focuses on competitvely priced, style-pure and consistent performers.
Ongoing changes to tactical allocations are made based on current market conditions and outlook.
Manager selection process
The manager selection process begins by choosing the most accessible, cost-effective share class for the strategy from more than 10,000 mutual funds and ETFs. The investment team uses a proprietary scoring system to rank which funds match their criteria best before moving into the evaluation stage where they narrow the field to identify only the strongest strategies. Once the evaluation stage is complete, the investment team interviews the finalists and compares them across numerous qualitative and quantitative characteristics. The final step of the process is to select the manager that best aligns with the team's investment approach and they believe has the best potential for long-term success.
Three risk-based models & approximate allocations
These broadly diversified models are focused on accumulation and tactically updated for market conditions. The moderately aggressive model has higher growth potential and sensitivity to market volatility, while the moderately conservative model has lower growth potential and sensitivity to volatility. Allocations are subject to change.
What is a values-based approach?
TAM selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. In general, TAM selects products it believes do not invest in companies such as those associated with gambling, adult entertainment, abortion and the manufacturing or distribution of alcohol or tobacco products.
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