Institutions

Where mission and mandate align.

Blue Marble manages 100% ESG portfolios for institutions whose capital carries a purpose — nonprofits, foundations, endowments, and plans that answer to more than a benchmark.

100%ESG portfolios & wealth management
2000Established in 2000
26Years serving ethical investors

Our Mission

We help mission-driven institutions invest without contradiction — portfolios that fund the work and reflect the reason it exists.

Since 2000, Blue Marble has managed 100% ESG portfolios under a fiduciary standard. For institutions, that means investment discipline your board can defend and holdings your stakeholders can read with pride.

How We Serve

Conviction Applied Equally

Every institutional relationship rests on the same foundation — fiduciary duty, independent ESG screening, and reporting your stakeholders can actually read.

Nonprofits & Foundations

Reserves and long-term assets managed to sustain the mission — invested so the portfolio never works against the programs it funds.

Endowments

Long-horizon ESG portfolios built around your spending policy — balancing today's draw with permanent purchasing power.

Retirement Plans

Values-aligned investment menus and fiduciary support for sponsors who want a plan their participants believe in.

Values-Driven Organizations

Custom exclusion screens and policy language for faith-based and advocacy institutions with specific mandates.

FAQs

Common Questions FAQ

Straight answers for trustees, directors, and plan sponsors evaluating an ESG mandate.

Put your capital to work for the mission.

Start a conversation about your mandate, your policy constraints, and what your stakeholders expect — we will show you exactly how a 100% ESG portfolio can serve them.

Institutions | Blue Marble Investments