Targeting Positive Impact

We help investors use capital for positive social and environmental impact.

We are experts in impact investing. It’s all we do, and all we have ever done.

SERVICES

As an impact investment management firm, we build and manage impact funds and custom client portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. And through our joint venture Realize Capital Partners, we are a fund-of-funds manager for the Government of Canada’s Social Finance Fund, managing Realize Fund I.

Impact Funds

Custom Portfolios

Realize Fund I

NEWS AND INSIGHTS

Canada’s impact investing sector continues to grow, strengthen and diversify. Discover our news and views on the sector by reading our monthly newsletter.

IMPACT REPORTING: Our annual report showcases how Rally Funds are making significant and meaningful contributions to positive social and environmental outcomes

RECOGNITION: The Globe and Mail has recognized us as one of Canada’s fastest-growing companies.

MARKET COMMENTARY: For Q2 2024, by CIO Marc Foran

TESTIMONIAL

“We all feel the Rally team is always bringing more depth to the investing, the analysis, the impact. At every meeting we have, Rally presents new opportunities, but also does not pressure on where or when investment has to happen. The sincerity of interest in what I would like to achieve with my foundation, along with the professionalism, has made the experience of working with Rally, easy and enjoyable.”

– current client

TESTIMONIAL

“Rally Assets has been a valued partner through our journey to impact investing. Through their guidance, we are on a path to gaining better alignment between our endowment holdings and our values.”

– current client

TESTIMONIAL

“Rally Assets worked with us to create our impact investment strategy and policies. Their depth of knowledge of the impact investing landscape across Canada as well as their years of experience were instrumental in giving both management and board confidence to push forward with these investments.”

– current client

Rally Assets solicits testimonials from time to time for sales and marketing purposes. Testimonials are provided by current and past clients of Rally or its predecessor, Purpose Capital; specifically, asset management clients, advisory clients and investors in Rally’s funds. Providing a testimonial is voluntary and without compensation. Testimonials may not be representative of the views of other past or current clients or prospects.