WELCOME TO RALLY ASSETS
BEGIN YOUR IMPACT INVESTING JOURNEY HERE!

We are excited to embark on our new and expanded service offerings as Rally Assets

A FULL SERVICE IMPACT INVESTING FIRM HELPING INVESTORS ALIGN THEIR INVESTMENTS WITH THEIR VALUES

Trusted by corporate and institutional investors foundations, philanthropists and family offices to provide specialized innovative & impactful solutions.

Rally Assets Inc. has applied for registration with the Ontario Securities Commission in the category of Portfolio Manager. If the Commission approves the application for registration, Rally will be permitted to manage the investment assets of clients in select jurisdictions and will be subject to a comprehensive set of regulatory compliance requirements, which will serve to enhance the protection of our clients.

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For nearly a decade, our team has been at the forefront of impact investing. Our rigorous approach, specialized skills and comprehensive suite of services means that no matter where you are on your journey to investing with impact, we can help.

Our Approach

Recognizing that every client’s interests and needs are unique, we take a personalized total portfolio approach to help you optimize your investments based on a deep understanding of your overall financial and impact goals. It is an intentional approach that seeks to balance risk, return and impact in a portfolio. It can include ESG integration, responsible & thematic investing, shareholder engagement, private equity, debt, real assets, and philanthropic investing.

Our People

Our diverse, multi-disciplinary team brings proven expertise and commitment for impact investing. With experience in the corporate, Investment, non-profit, and philanthropic sectors they bring the necessary combination of skills required to help you to succeed.

Our Services*

Our services are tailored to meet our your needs, from education to strategy development, research, impact measurement and financial evaluation, integrated reporting and investment. Through Rally Philanthropy , we also contribute actively to education, research and knowledge mobilization that drives awareness of and participation in the impact investing sector. Projects such as OPENIMPACT and the Impact Investing Guidebook for Foundations.

Our Clients

Our clients are individuals and organizations looking to align their investments with their values. They range range from the curious learners to market leaders. They are concerned with local and global challenges and are looking to deploy their capital for more than returns, as a tool for progress.

“Concordia: We worked with members of the Rally Assets team for 2 years on our impact investing journey. They helped us understand the landscape, create an impact investing strategy, and implement it by helping us find investment opportunities and conducting due diligence. They were excellent and we really enjoyed working with them. The team was very professional and responsive to our requests. We would highly recommend Rally to any asset owner/manager that is interested in impact investing and needs help navigating this new sector.“

100+
client
engagements
$250 M+
in impact-focussed mandates
11
landmark
publications

SOME OF OUR CLIENTS INCLUDE

*Rally Assets Inc. has applied for registration with the Ontario Securities Commission in the category of Portfolio Manager. If the Commission approves the application for registration, Rally will be permitted to manage the investment assets of clients in select jurisdictions and will be subject to a comprehensive set of regulatory compliance requirements, which will serve to enhance the protection of our clients.