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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.

This chart shows the target allocations for the portfolio models, investment mix and growth for accumulation ranges for Thrivent Faith-Based Managed Portfolios.

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.

 

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.
Chart of firms with associated denomination and their values-based approaches
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800-521-5308 | M-F | 8-5 p.m. CT | sales@thriventfunds.com