EarthFolio
How It Works
Sustainable investing made simple — answer a few questions, get a fully managed 100% ESG portfolio, and stay invested while EarthFolio handles the rest.
ESG investing,
done with rigor.
Our process filters the investment universe through three interconnected lenses — not as a checkbox, but as the primary basis for every allocation decision.
Environmental Screening
You review carbon footprint data, resource efficiency scores, and clean-energy transition progress for every holding. Companies in extractive industries or without credible transition plans are filtered out before they reach your portfolio.
Social & Governance Analysis
You assess labour practices, supply-chain accountability, board independence, and transparency of reporting — giving you the clarity to own only companies whose values align with yours and whose governance predicts long-term resilience.
Portfolio Construction
You build a conviction-weighted portfolio diversified across sectors, geographies, and market caps. You set the rebalancing triggers and stay in control every time a holding's ESG profile materially changes.
Credibility
Established 2000. Disciplined ever since.
We have navigated the dot-com collapse, the 2008 financial crisis, and multiple market cycles — all while maintaining 100% ESG discipline.
Our Pricing
Transparent, asset-based — nothing hidden.
We charge transparent, asset-based advisory fees. Full fee schedules are shared in plain language at the start of every client conversation.
Your Allocation
Smart, diversified, and all about you.
Built from your goals, time horizon, and values
Diversified across sectors, geographies, and market caps
Rebalanced automatically when a holding’s ESG profile materially changes
Discipline over decades
Market cycles
26
Years through multiple market cycles
ESG discipline
100%
No exceptions, ever
Performance Philosophy
Built for smart, efficient performance.
Managed For You
Managed, so you can stay calm and invest on.
Pure Fossil-Free
What we include. What we exclude.
Every EarthFolio portfolio is fossil-free by construction — the screen is applied before anything reaches your account.
Companies We Include
Every holding qualifies independently under Blue Marble’s proprietary ESG screen.
- Renewable energy and clean technology
- Strong resource efficiency and credible clean-energy transition progress
- Accountable labour practices and supply chains
- Independent boards and transparent reporting
Companies We Exclude
Filtered out before anything reaches your portfolio.
- Fossil fuel holdings of any kind — oil, gas, and coal
- Extractive industries
- Companies without credible transition plans
- ESG-labelled funds that may contain non-compliant companies
Fossil-free by construction: every security must qualify on its own — we never blend ESG-labelled funds into conventional allocations and call it responsible investing.
FAQs
Online Portfolio Management FAQ
Common questions about how EarthFolio invests, what it costs, and where it can take you.