Our services

We start with you.

We get it: you want your investments to bring about good in the world… but aren’t sure how to actually make that happen. You aren’t alone. At Rally Assets, we start with you, with where you are at. Whatever your level of knowledge of impact investing, however your investment portfolio currently looks, no matter your financial goals and investment timelines, and regardless of governance structure, we can help.

We’ve been helping private and institutional investors for a decade now. You would be hard-pressed to find another investment firm in Canada with the expertise and experience in impact investing that we have. Our deep commitment to impact, and our deep understanding of how to measure and manage it, set us apart.

Show us your values and we’ll show you how to align those values with your investments. Ours will be a powerful partnership; let’s get started today.

We understand

The fiduciary obligations and financial constraints of foundations, endowments and pension funds

We understand

The desires of individuals and families to create a lasting legacy, making a positive difference for generations to come

We understand

The need family offices have to focus on preserving their clients’ wealth

We understand

The opportunities governments and institutions have to strengthen their impact strategies

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

Our Services

Our clients trust us to provide innovative solutions to help them create positive social and environmental change. We work with individuals and organizations who would like to fully align their investments with their vision and values.

We offer asset management, impact measurement and impact advisory services. 

Impact advisory services

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We deliver customized research, education, strategic advice, implementation support and impact measurement to deepen your understanding and expertise in impact investing. You can find some of our published research in the resources section. One current education initiative is Foundation Investing 2.0.

We work with our clients to understand their goals, build an informed and well-balanced investment approach, and construct the process to translate impact intentions into prudent and informed investment decisions. Our team brings capabilities across the full spectrum of responsible and impact investment, including ESG integration, thematic approaches, and direct investments.

Asset management services

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We offer:

  • Two impact funds 
  • A customized impact portfolio service

IMPACT FUNDS

Rally has two impact funds:

  • Rally Total Impact Fund, a global multi-asset-class fund of public and private investments
  • Rally Global Equities Impact Fund, a global public equities fund

The funds are available to accredited investors only. More information about the funds can be found on a part of the site just for accredited investors.

CUSTOMIZED PORTFOLIOS

We can design and manage a portfolio of investment opportunities that are suited for you and meet your requirements, pulling from the full range of public and private impact investments. We can identify and monitor investment opportunities, conduct due diligence and administer capital placement. We will collaborate with you and your team in a way that works for you, on either a discretionary or non-discretionary basis.

Our investment strategies target both impact and financial performance, designed to meet your preferences, missions and financial goals. And our integrated reports echo that commitment – monitoring your portfolio’s impact  and financial performance.

Please contact us to learn about our fees.

Impact measurement services

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Even if you aren’t an asset management client, you can still access our impact measurement service. We can measure your portfolio’s impact across all asset classes and help you manage investments to better align with your impact goals.

CONTACT US

Let’s discuss how we can help you align your values with your investments.

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