Ethical & Sustainable ESG investment

We do not believe you should have to choose between your values and your financial goals.

One of the key ways to invest ethically and sustainably is by taking into account Environmental, Social and Governance (ESG) factors when assessing products.

Responsible investing is not about sacrificing returns on your money. Ethical and Sustainable are strategies that we have extensive experience with when managing investments at Luna.

There are also a number of changes to regulation to ensure that this is understood more widely by investors. Luna offers two services for clients and advisors that are interested in this type of portfolio management; Bespoke Ethical Portfolio Management and ESG Model Portfolios.

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Building long-term relationships through bespoke investment management

Bespoke Ethical Portfolio Management

Bespoke portfolio management is ideally suited to ethical investing because it enables us to take what is important to you when selecting investments.

ESG Model Portfolios

The Luna ESG MPS ensures the incorporation and integration of environmental, social and corporate governance (ESG) factors in our investment selection.

Contact us to find out more information about how Luna can help with your investment management needs.

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Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP “Thornbridge” (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority. All investment management decisions are undertaken by its investment committee. Luna staff sit as members of that committee. Further details, including all relevant regulatory disclosures can be found at www.thornbridge.com.

Head Office

Level 7, Tower 12
The Avenue North
18-22 Bridge Street
Spinningfields
M3 3BZ

Telephone

0161 518 3500

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The value of your investments may go down as well as up, and you could get back less than you invested.
The Defaqto 5 Star Rating applies to both the Luna Model and Bespoke Portfolio Services only.

Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396