Online Portfolio Management
EarthFolio
An automated ESG portfolio service powered by Blue Marble's research framework, refined since 2000 — values-aligned portfolios with no minimum requirements.
Overview of EarthFolio
Sustainable investing, minus the minimums.
EarthFolio builds and manages a diversified, 100% ESG portfolio for you — automatically rebalancing and reinvesting dividends on your behalf. It's designed for investors who want values-aligned portfolios without a wealth-management price of entry.
Why EarthFolio
All-in-one simplicity.
Everything a values-aligned portfolio needs — built in from the start, not sold as add-ons.
Smart
Diversified, rules-based portfolios that rebalance automatically — driven by the same research framework behind our wealth management.
Sustainable
100% ESG is the default, not a premium tier. Every holding passes Blue Marble’s proprietary screen from the ground up.
Low Cost
Transparent, asset-based advisory fees with no hidden commissions or referral payments — disclosed in plain language.
Quick
Open an account online in minutes. Answer a short questionnaire and EarthFolio takes it from there.
Credibility
A track record you can verify.
EarthFolio puts the research framework Blue Marble has applied since 2000 behind an automated service — the discipline is the same, only the delivery changes.
How We Invest
Three lenses. One standard of conviction.
Environmental screening — carbon footprint, resource efficiency, and clean-energy transition progress
Social & governance analysis — labour practices, supply-chain accountability, board independence, and transparent reporting
Portfolio construction — conviction-weighted and diversified across sectors, geographies, and market caps
Beyond the Robo-Adviser
Different from a conventional robo-adviser.
Conventional robo-advisers
Conventional robo-advisers treat ESG as an optional filter on standard index funds.
EarthFolio
EarthFolio applies Blue Marble’s proprietary screen to every holding from the ground up — so your statement reflects your values, line by line.
Clients also receive regular reporting beyond financials:
- Carbon footprint
- Clean energy exposure
- Diversity scores
- The percentage of capital directed toward positive-impact activities
Room to Grow
A starting point, not a ceiling.
EarthFolio is a natural first step, and many clients transition to full Wealth Management as their assets grow. When you’re ready, we move you into a personalised advisory relationship without disrupting your investment continuity — same standard, deeper relationship.
01 — EarthFolio
A natural first step.
02 — Full Wealth Management
Same standard, deeper relationship.
FAQs
Online Portfolio Management FAQ
The questions investors ask most before starting an automated ESG portfolio.