Leading the Way in Impact
For nearly a decade, we have been a leader in impact investing advisory services. First through Purpose Capital, and now as Rally Assets, we are trusted advisors to corporate and institutional investors, foundations, philanthropists, and family offices. We deliver specialized and innovative solutions to help create positive social and environmental change – without compromising financial returns.
Our Vision
Transforming the world through investing.
Our Mission
To be the most impactful asset manager
in Canada.
Our Values
Radical honesty, generosity, curiosity,
empathy, and integrity.
Our Story
Rally Asset’s roots trace back to 2010 just three years after the phrase impact investing was first coined by the Rockefeller foundation. It was a nascent field in Canada and around the world, at that time.
The original founders of Purpose Capital, Karim Harji, Norm Tasevski & Assaf Weisz set out to provide impact consulting support to a group of social enterprises. They quickly recognized that a lack of capital was holding the sector back, despite the growing number of investors looking to deploy their capital in ways that prioritized financial and social impact.
In 2017, the firm was acquired by Upkar Arora, who after exploration of the impact space since 2010 identified the need to provide even broader and more comprehensive solutions to a wider range of investors than Purpose Capital had. Andrea Nemtin joined in 2018 as a Partner to help relaunch the company as Rally Assets, and to expand its product and service offerings to provide end-to-end impact investment solutions for asset holders. On August 30th, 2019, the firm became registered with the OSC as a Portfolio Manager. In September 2019, Rally received approval to operate in BC and Alberta, and submitted its application for approval in Quebec.
Our Team
Our multi-disciplinary team brings extensive expertise in impact investing. With diverse backgrounds in the corporate, non-profit, and philanthropic sectors we have a unique blend of experience and perspectives that help our clients succeed.
Our Advisors
We have formed an Advisory Board of respected leaders and experts who provide valuable strategic input and guidance to the firm and are committed champions of impact investing In Canada. These advisors bring diverse expertise and perspectives that are invaluable to the company’s success.
Committed to the Sector
Through our registered charity, Rally Philanthropy, we contribute to leading research, education, and knowledge mobilization that drive awareness and participation in the impact investing sector.
We do this through projects such as OpenImpact, the Impact Investing Guidebook for Foundations, and Foundation Investing 2.0.
To learn more, check out our Resources section.
A Proud Certified B Corp
We believe in the promise of “business as a force for good” and are proud to be a certified B Corporation.
Certified B Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy.
Investing in Reconciliation
We support the Truth and Reconciliation Commission’s call to action 92: “We call upon the corporate sector in Canada to adopt the United Nations Declaration on the Rights of Indigenous Peoples as a reconciliation framework and to apply its principles, norms, and standards to corporate policy and core operational activities involving Indigenous peoples and their lands and resources.”