Impact Funds
Impact Measurement, 2024
One way we measure the impact of Rally Funds is by creating Key Performance Indicators (KPIs) and examining KPI results every year.
The following chart shows the major KPIs for RTIF. RTIF holds the public equities also held by RGEIF as well as public debt and private investments (the RGEIF-only results can be found in the accompanying notes).
These are the total results reported by the holdings in RTIF. We report total results without attempting to estimate the proportionate share associated with RTIF's invested capital. These KPIs do not account for the total breadth and depth of impact but they do demonstrate that for each theme, RTIF and RGEIF had measurable, positive impact in 2024.
Please see the accompany notes regarding this work.
RTIF Key Performance Indicators, 2024 Results
Addressing Climate Change
The economy is resilient and low carbon, thereby addressing climate change.
tCO2e avoided
MW of clean energy capacity additions
Advancing Social Equity
Due to greater social equity, individuals and the society are able to fully contribute to and benefit from economic and social progress.
number of diverse customers served
projects that supported Indigenous organizations or communities
health care services or products provided
people provided with access to employment or entrepreneurship
people provided with access to health care
facilities and individual practitioners engaged in improving access to and quality of health care services
Preserving and Restoring Natural Capital
With natural capital preserved, the earth’s regenerative capacity is restored and maintained.
tonnes of waste avoided
m3 of water saved
Sustainably Meeting Basic Needs
Fundamental living requirements like food, water, shelter, healthcare and education are met for all.
people provided with access to water, sanitation and hygiene services
affordable housing units created, renovated or preserved
education products or services provided
people supported through education, training or learning programs
Working with Common Approach to Impact Measurement, we closely examined the hundreds of metrics we receive every year from companies. We developed a framework for grouping and aggregating those metrics, which resulted in the development of 48 KPIs which we feel are meaningful, relevant and significant, applicable across the portfolios we manage.
Please see the accompany notes regarding this work.
Rally Assets is the portfolio manager of Rally Funds and manages their portfolios. Majestic Asset Management is the investment fund manager of Rally Funds and is responsible for their day-to-day operations, compliance and supervision.
Only accredited investors are eligible to invest in Rally Funds and this webpage is meant only for accredited investors.