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Thrivent Income-Focused Managed PortfoliosTM

Income for distribution

These portfolios1, built by Thrivent Asset Management, LLC, are focused on generating income. They are primarily fixed-income and have two options: one higher yielding with some equity exposure and one more conservatively constructed. You can choose to distribute all interest, dividends and capital gains at intervals of your choice, or you can automatically reinvest all income back into the account.

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.

Focus on generating income

TAM seeks to optimize yield in the portfolios while still maintaining the necessary diversification to help mitigate risk.2 The models include a mix of active and passive products, including holdings beyond traditional asset classes in order to maximize income generation.

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 with above-average yields.

This chart shows the target allocations for the portfolio models, investment mix and income for distribution ranges for Thrivent Income-Focused Managed Portfolios.
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.
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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.

2 While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.