IMPACT INVESTING 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
The desires of individuals and families to create a lasting legacy, making a positive difference for generations to come
The need family offices have to focus on preserving their clients’ wealth
The opportunities governments and institutions have to strengthen their impact strategies
Impact Advisory
Strategy development, product research, impact auditing and more
Impact Funds
2 global, actively managed funds in support of sustainable development
Custom Portfolios
Your values + our know-how = a portfolio to deliver the impact you want
EXTENSIVE EXPERIENCE
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 impact advisory services and investment management services (impact funds and custom impact portfolios).
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
CONTACT US
Let's discuss how we can help you align your values with your investments.
If you wish to tell us about an impact investment you think we might be interested in investing in, please fill in our product submission form.
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317 Adelaide Street West, Suite 1005, Toronto, ON M5V 1P9
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.