Our Approach
ESG investing, done with discipline.
Since 2000 we have selected companies on environmental, social, and governance strength — one proprietary screen, applied to every holding, with no compromise on rigour or returns.
From your values
to a working portfolio.
One standard, four disciplines: every holding must qualify on its own merits, and every portfolio must earn your trust through what it reports as much as what it returns.
Understand Your Values
Every relationship starts with a conversation, not a questionnaire template — establishing your goals, time horizon, and the values your portfolio must reflect before a single holding is considered.
Screen Every Holding
Our proprietary multi-factor ESG screen draws on third-party data, company disclosures, and 26 years of in-house research. Each company qualifies on its own merits, independently — or it does not qualify at all.
Construct the Portfolio
We build a diversified allocation that is 100% ESG from the ground up, then rebalance and reinvest dividends automatically — with sector and company exclusions honoured as your values evolve.
Report What Matters
Reporting goes beyond performance: carbon footprint, clean energy exposure, diversity scores, and the share of capital in positive-impact activities, so you can see the discipline at work.
Credibility
Conviction, measured.
The numbers behind 26 years of dedicated ESG management.
Accounts for every milestone.
ESG principles apply at every asset level, every life stage, and every type of investor relationship.
Nest Egg
Build your foundational wealth from the very first dollar — ESG-screened, growth-oriented, built to compound.
Retirement
Sustain your lifestyle through every market cycle with income-generating, values-consistent portfolios.
Income
Generate consistent returns that reflect your values — dividends and distributions without compromise.
Life Change
Navigate inheritance, marriage, career pivots, or liquidity events with a portfolio that adapts with you.
What Sets It Apart
Differentiators of our approach.
Every holding qualifies independently — never bundled ESG-labelled funds
Fiduciary duty at all times, not only at the point of recommendation
Sector and company exclusions customised to your values
Impact reported alongside performance
Our Values
Our values at Blue Marble.
The commitments that keep the approach honest.
Evidence over labels
Claims are verified against data and disclosures — a label alone has never qualified a company for our portfolios.
Transparency throughout
Asset-based fees, disclosed conflicts, independent custody — every part of the relationship can be verified.
Impact you can measure
Carbon footprint, clean energy exposure, diversity, and positive-impact allocation reported alongside returns.
FAQs
Common Questions FAQ
Straight answers about ESG performance, screening, and what fiduciary duty means in practice.