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Who We Are

Rally Assets is an independent, full-service, impact investment firm committed to using capital as a tool for social and environmental progress.

We leverage our impact expertise to develop strategies and solutions that  help our clients invest more responsibly, sustainably and with greater impact.

We serve organizations and individuals who have capital to invest. And want to do with greater impact and intentionality. Specifically, we help clients:

  • UNDERSTAND – what impact investing is
  • ASSESS – the current impact they are having
  • ALIGN – their investing strategies with their mission or goals
  • INVEST – their assets optimizing, risk, return and impact
  • ACCELERATE – solve social and environmental issues through their investing
  • CREATE CHANGE

Individals &
Families

Tailored investment strategies aligned with your values and desire to create a meaningful legacy.

Foundations, Endowments,
Pension Funds

Understand and increase the impact of your investments without sacrificing financial return.

Family Office &
Investment Advisors

Investing solutions that create positive, sustainable impact and financial returns for your clients.

Corporate &
Government

Assessing, embedding, integrating, and measuring impact to help you deliver on your organization’s strategies.

Why Rally

We are experts in Impact Investing. That is all we do, and all we have ever done.

  • $500M+ Impact-focused mandates
  • 100+ Client engagements
  • 11 Industry-leading publications
  • Impact first, ESG, RI, and sustainable
  • Full service and multi-asset class
  • Highly specialized and diverse team

We Offer

Impact Investment Solutions for Every Investor

Impact investing solutions that incorporate responsible and sustainable investing strategies for both private and public markets across every asset class.

Authentic Commitment to Impactful Change

Impact is not an afterthought – it is built into our DNA. It is embedded in who we hire, how we operate, who we work with, and how we measure our success.

A Proven Full-Service Offering

We support our clients with a comprehensive offering, regardless of where they are on their impact investing journey – from education to strategy to implementation, impact measurement, governance, and stakeholder management.

Why Rally

We are experts in Impact Investing. That is all we do, and all we have ever done.

  • $500M+ Impact-focused mandates
  • 100+ Client engagements
  • 11 Industry-leading publications
  • Impact first, ESG, RI, and sustainable
  • Full service and multi-asset class
  • Highly specialized and diverse team

We Offer

Impact Investment Solutions for Every Investor

Impact investing solutions that incorporate responsible and sustainable investing strategies for both private and public markets across every asset class.

Authentic Commitment to Impactful Change

Impact is not an afterthought – it is built into our DNA. It is embedded in who we hire, how we operate, who we work with, and how we measure our success.

A Proven Full-Service Offering

We support our clients with a comprehensive offering, regardless of where they are on their impact investing journey – from education to strategy to implementation, impact measurement, governance, and stakeholder management.

What they say

“Rally Assets helped us prepare for a corporate strategy session with our Board. The team was professional, easy to work with, and helped us to crisply articulate and frame our vision and goals. We would recommend them to any organization that is seeking strategic advisory support.”

Jay-Ann Gilfoy Vancity Community Investment Bank

" As a trusted advisor Rally Assets has been instrumental in enabling HCF to achieve our ambition of aligning all of our investments with our mission and vision. We have worked with them throughout this journey, most recently to renew our impact investing strategy and IPS. Their practical and pragmatic approach built on our unique strengths and experience providing key support where needed. We are excited to continue to partner with Rally as we deepen and scale our impact investing activities to create meaningful change in our community and beyond."

Annette Aquin Hamilton Community Foundation

“The team at Rally Assets helped us to take our first steps in our impact investing journey. They have been through the process, and with their in-depth experience were able to anticipate questions, concerns, and potential roadblocks – effectively engaging our staff, committees and board so we could get it done.”

Gord Griffiths Finance Director, Victoria Foundation

Building the Sector

We are committed to building the field of impact investing with leading research and education through our charitable arm Rally Philanthropy, including:

Contact Us

Begin your impact investing journey today. Contact us
to learn more.