Helping Investors Align their Investments with their Values

Rally Assets is an impact investment management firm. Impact investing is all we do and all we’ve ever done.

We help investors generate positive social and environmental impact alongside a financial return. We create impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. We are a fund-of-funds manager for the Government of Canada’s Social Finance Fund through our subsidiary Realize Capital Partners.

Rally Assets is registered as a portfolio manager and exempt market dealer in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

We're proud to be a certified B Corporation, meeting the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. We are strongly aligned with B Corporation's philosophy of using business as a force for good.  The external assessment confirms that our values are embedded in our operations and in how we deliver on our commitments to stakeholders.

Memberships

As part of our commitment to promote and strengthen the sector and impact investing practices, we are a member and signatory to:

• The Global Impact Investing Network
• The Operating Principles for Impact Management
• The Canada Forum for Impact Investment and Development
• Founding Adopter, Impact Performance Reporting Norms
• The PRI: Principles for Responsible Investment
• The Responsible Investment Association, Canada's industry association for responsible investment

To find out more information about how Rally Assets operates in support of justice, see the justice page.

History

Rally Assets has played a pivotal role in the impact investing sector in Canada from the start, first developing, then growing, and now refining and maturing the industry. We've done this through broad sector engagement and education,  alongside client-specific products and services that enhance investor knowledge and capabilities.

• 2010: Purpose Capital is formed, providing impact investing advisory and consulting services
• 2012: B Corporation certification is secured
• 2018: Purpose Capital rebrands to Rally Assets
• 2019: Rally Assets is granted registration as a Portfolio Manager by the Ontario Securities Commission
• 2020: Launch of Rally Total Impact Fund (RTIF) (multi-asset class) and Rally Global Equities Impact Fund (RGEIF)
• 2023: Realize Capital Partners is named as a fund-of-funds manager for the Social Finance Fund
• 2024: Rally Assets no longer offers stand-alone, non-investment-related advisory services and focuses on the growing group of asset management clients.  Millani becomes a Rally-Certified Advisory Partner

Rally Philanthropy is an educational foundation, formed and initially funded by Upkar Arora, CEO of Rally Assets. Through Rally Philanthropy, our goal is to partner with other charitable organizations, nonprofits and other organizations to conduct and deliver research, education and training on impact investing. The foundation was set up to advance education in the areas of responsible investing, impact investing, social finance, social entrepreneurship, conscious capitalism and community development. With a commitment to public good, we share the work widely so that it benefits large audiences and multiple stakeholders. Rally Philanthropy is a registered charity (734407315 RR0001), and was granted charitable status by Canada Revenue Agency in September 2019. We have committed to donating up to 5% of our profits on a rolling three-year basis to Rally Philanthropy to support and further the impact investing sector, either directly or through a donation to the foundation.

317 Adelaide Street West
Suite 1005
Toronto, ON
M5V 1P9