Thrivent SELECT Managed PortfoliosTM
Diversified growth portfolios for evolving client goals
Thrivent Asset Management, LLC offers fully diversified managed portfolios1 designed to help your clients grow their wealth over time. Built to support a range of risk profiles, these portfolios make it easier for you to match investment strategies with your clients’ changing financial needs—helping you deliver long-term value and trusted guidance.
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
We use 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 our overall market views.
Mix of active & passive
While we believe 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 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.
Five risk-based models & approximate allocations
These broadly diversified models are focused on accumulation and tactically updated for market conditions. Aggressive models have higher growth potential and sensitivity to market volatility, while conservative models have lower growth potential and sensitivity to volatility.
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.