SFDR Documents

Tobias van Casteren
Versie:
23/6/26
Disclaimer: This document has been translated directly from nl-NL (Dutch). In the event of any discrepancies between this translation and the original Dutch version, the Dutch version shall prevail.

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Introduction to SFDR Documentation

Vive classifies itself as light green according to the Sustainable Finance Disclosure Regulation (SFDR). This is also known as an SFDR Article 8 classification. Light green investment firms are required to provide the information below. Since Vive does not provide model portfolios but is required to provide information about specific portfolios, the information is provided for three “example” portfolios. It is important to note that this is an example based on estimates and that the extent to which the promoted characteristics are achieved depends on the specific parameters of a Vive investment portfolio.

Below is the relevant documentation for each “example portfolio”.

‍The Vive return portfolio

The Vive return portfolio is an example portfolio for the Vive annuity investment account when a pension investor's retirement is more than 10 years in the future.

Article 8 (SFDR) Pre-contractual information - The Vive return portfolio (link to pdf download)

Article 10 (SFDR) Website disclosure - The Vive return portfolio (link to pdf download)

Article 11 (SFDR) Periodic disclosure- The Vive return portfolio (link to pdf download)

Version Control Document
Document Version / Date
Article 8 (SFDR) Pre-contractual information - The Vive return portfolio 06-03-2025 (v1.0)
Versions:
  • 06-03-2025 (v1.0): First version of the document.
Article 10 (SFDR) Website disclosure - The Vive return portfolio 23-06-2026 (v1.2)
Versions:
  • 23-06-2026 (v1.2): Branding updated. Data source moved from direct MSCI data to fund-provider reports and inquiries, after direct MSCI access fell away. Monitoring frequency reduced from quarterly to annual.
  • 04-04-2025 (v1.1): Layout adjustment.
  • 06-03-2025 (v1.0): First version of the document.
Article 11 (SFDR) Periodic disclosure - The Vive return portfolio 22-06-2026 (v1.0)
Versions:
  • 22-06-2026 (v1.0): First version of the document. Periodic reporting for 2025.

‍The Vive derisked pension portfolio

The Vive derisked pension portfolio is an example portfolio for the Vive annuity investment account when a pension investor's retirement is less than 1 year in the future.

Article 8 (SFDR) Pre-contractual information - The Vive derisked pension portfolio (link to pdf download)

Article 10 (SFDR) Website disclosure - De Vive derisked pension portfolio (link to pdf download)

Article 11 (SFDR) Periodic disclosure - De Vive derisked pension portfolio (link to pdf download)

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Version Control Document
Document Version / Date
Article 8 (SFDR) Pre-contractual information - The Vive derisked pension portfolio 06-03-2025 (v1.0)
Versions:
  • 06-03-2025 (v1.0): First version of the document.
Article 10 (SFDR) Website disclosure - The Vive derisked pension portfolio 23-06-2026 (v1.2)
Versions:
  • 23-06-2026 (v1.2): Branding updated. Data source moved from direct MSCI data to fund-provider reports and inquiries, after direct MSCI access fell away. Monitoring frequency reduced from quarterly to annual.
  • 04-04-2025 (v1.1): Layout adjustment.
  • 06-03-2025 (v1.0): First version of the document.
Article 11 (SFDR) Periodic disclosure - The Vive derisked pension portfolio 22-06-2026 (v1.0)
Versions:
  • 22-06-2026 (v1.0): First version of the document. Periodic reporting for 2025.

The Vive balanced risk portfolio

The Vive balanced risk portfolio is an example portfolio for the Vive wealth management account when an investor provides a balanced risk reference for a specific plan, a risk preference of 10% VaR to be exact. This is a common wealth management portfolio.

Article 8 (SFDR) pre-contractual information - The Vive balanced risk portfolio (link to pdf download)

Article 10 (SFDR) Website disclosure - The Vive balanced risk portfolio (link to pdf download)

Article 11 (SFDR) Periodic disclosure - The Vive balanced risk portfolio (link to pdf download)

Version Control Document
Document Version / Date
Article 8 (SFDR) Pre-contractual information - The Vive balanced risk portfolio 06-03-2025 (v1.0)
Versions:
  • 06-03-2025 (v1.0): First version of the document.
Article 10 (SFDR) Website disclosure - The Vive balanced risk portfolio 23-06-2026 (v1.2)
Versions:
  • 23-06-2026 (v1.2): Branding updated. Data source moved from direct MSCI data to fund-provider reports and inquiries, after direct MSCI access fell away. Monitoring frequency reduced from quarterly to annual.
  • 04-04-2025 (v1.1): Layout adjustment.
  • 06-03-2025 (v1.0): First version of the document.
Article 11 (SFDR) Periodic disclosure - The Vive balanced risk portfolio 22-06-2026 (v1.0)
Versions:
  • 22-06-2026 (v1.0): First version of the document. Periodic reporting for 2025.

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