Helping investors align their investments with their values
Rally Assets is an impact investment management and advisory firm. Impact investing is all we do and all we’ve ever done.
We work with corporate and institutional investors, foundations, family offices and philanthropists to deliver specialized solutions that help our clients create positive social and environmental impact without compromising financial returns. Since our start in 2010 as Purpose Capital, we have been a trusted leader in the sector.
We are a Portfolio Manager and Exempt Market Dealer, registered 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 chose to certify not long after our start as a firm, securing certification in 2012. We are strongly aligned with the B Corp philosophy of using business as a force for good. For us, the B Corp assessment provides external validation that we are living our values and delivering on our commitments to our stakeholders in an authentic way.
- 2010: Purpose Capital is formed providing impact investing advisory and consulting services
- November 2018: Rally Assets is formed to facilitate registration of the company as a Portfolio Manager. Purpose Capital rebrands to Rally Assets
- August 2019: Rally Assets is granted registration as a Portfolio Manager by the Ontario Securities Commission
- June 2020: Launch of our two funds, Rally Total Impact Fund (RTIF) (multi-asset class) and Rally Global Equities Impact Fund (RGEIF)
“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.”
Jay-Ann Gilfoy, Vancity Community Investment Bank
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.