Services
IMPACT INVESTING SERVICES

Custom Impact Portfolios and Impact Funds

We design, build and manage portfolios of impact investments. We manage:

  • Custom Impact Portfolios for clients
  • Impact funds for accredited investors to invest in

Custom Impact Portfolios are designed to meet the specific financial and impact objectives and constraints of mission-driven investors through customized asset management services across public and private asset classes. Find out more.

Impact Funds

We manage three impact funds that accredited investors may invest in:
 

  • Rally Global Equities Impact Fund (RGEIF)
  • Rally Total Impact Fund (RTIF), a fund of public and private asset classes
  • Realize Fund I. Through Realize Capital Partners, we are a fund-of-funds manager for the Government of Canada’s Social Finance Fund, managing Realize Fund I

Testimonial

“Rally Assets helped us to take our first steps in our impact investing journey. They 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