Introduction SFDR Documentation

Vive classifies itself as light green under the Sustainable Finance Disclosure Regulation (SFDR). This is also referred to as an SFDR Article 8 classification. Light green investment firms are required to make the information below available. Since Vive does not provide model portfolios but must provide information on specific portfolios, the information is given for three "example" portfolios. Here it is important to mention that this is an example based on estimates and that the degree of achievement of the promoted sustainable characteristics depends on the specific parameters of a Vive investment portfolio.

The following is the relevant documentation for each "sample portfolio".

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De Vive return portfolio

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

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

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

‍TheVive completed pension portfolio

The Vive completed retirement portfolio is a model portfolio for the Vive annuity investment account when a retirement investor's retirement is less than 1 year in the future.

Article 10 (SFDR) Disclosure - The Vive completed pension portfolio(link to pdf download)

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

The Vive balanced risk portfolio

The Vive balanced risk portfolio is a model portfolio for the Vive wealth management account when an investor specifies a balanced risk preference for a specific plan. Specifically, it is a 10% VaR risk preference. This is a common wealth management portfolio.

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

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

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