Beliefs and Methods
We’re transforming the world through investing. We use capital to create positive impact alongside a targeted financial return.
OUR investment Beliefs
The transfer of wealth to younger generations and women will exacerbate this trend of increased demand.
Canadians stand to inherit $1 trillion over the next 20 years. (source)
Impact as a duty
Institutional investors increasingly consider investment impact as a fiduciary duty.
We believe impact investing can achieve market rates of return or better over the long term.
Of 2000+ studies since the 1970s, 63% find positive link between ESG & financial performance.
A rigorous approach to fundamental analysis, due diligence, and impact measurement uncovers impact investments that avoid greenwashing.
We believe a global multi-asset class strategy optimizes a portfolio’s impact and risk adjusted returns.
provoking the market
Call us provocative, please
At Rally we are provoking the market to act in a manner consistent with achieving the SDGs. We provoke change in several ways.
Growing the capital pool
Growing the capital pool available to under-subscribed, impact-aligned assets through strategies focused on under-resourced sectors poised for growth due to shifts in socio-political demand, and/or focused on high impact, high risk solutions to achieving the SDGs
Engaging actively with fund managers, and indirectly, with underlying assets, on material ESG issues that relate to product, service or operations
Partnering to build the field of impact investing to develop data-driven tools, resources and standards and to develop and support new impact investing solutions
Providing flexible capital
Providing flexible capital to enable catalytic, high-impact, high-risk, or small-scale solutions to be developed and brought to market
Allocating capital to signal to the market that impact is important, by directing capital to investments that have impact-aligned business models and operations, or that have committed to strategies that lever existing operations and expertise to develop SDG-aligned businesses
Managing impact to continuously improve the efficiency and effectiveness of impact generation, minimize negative outcomes and optimize impact creation within financial return and risk factors
Publishing impact asset management analysis, observations and experience and participating in speaking engagements and panels to advocate for the field of impact investing
“We worked with Rally Assets on our Impact Investment Strategy for the Indigenous Growth Fund. They helped us understand the market, landscape of funders in the Indigenous economy, and strategy development. The team was very knowledgeable and we really enjoyed working with them.“
Frank Richter, NACCA (the National Aboriginal Capital Corporations Association)
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.