Rally Assets

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Sustainability Summary

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Rally Assets Sustainability Profile

Sustainability Summary

  • This is an unclaimed profile. Rally Assets has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

Rally Assets is an impact investing firm that manages impact funds and publishes an Impact Journal on the growing and changing impact investing sector. Its funds use a dual mandate of impact and returns, with investments selected for measurable positive outcomes for society and the environment. The firm says it first identifies high-impact opportunities that contribute to UN Sustainable Development Goals, then applies fundamental analysis and due diligence. Its stated themes include addressing climate change, advancing social equity, preserving and restoring natural capital, and sustainably meeting basic needs. Rally Assets also states that equity, justice, diversity and inclusion guide its work.

About Rally Assets

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • Canada

Rally Assets Services

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Rally Assets provides sustainable finance solutions that blend competitive financial returns with positive social and environmental impacts. By tailoring strategies for corporate, institutional, and philanthropic clients, Rally Assets aims to enhance their portfolios' social responsibility while ensuring optimal financial performance.

Serviceable Locations: Canada

Rally Assets Sustainability Actions

Manages Rally Total Impact Fund

We manage Rally Total Impact Fund (RTIF), an open-end fund, available for purchase by accredited investors only. Decision-making and fund management with RTIF: Dual Mandate, Impact and Returns: The funds seek high impact by targeting investments that contribute measurable and material positive outcomes for society and the environment.

Uses impact screening methods

Strategies: Negative screening (ex, fossil free), positive screening, thematic investing, ESG integration, shareholder engagement, impact investing.

Reports quarterly performance

Integrated Portfolio Reporting: The fund reports financial and impact performance on a quarterly basis.

Signed justice and inclusion pledges

BlackNorth Initiative ... SIGNED: 2020; Due Diligence 2.0 ... SIGNED: 2020; Canadian Statement on Diversity and Inclusion ... SIGNED: 2020; Canadian Statement on Climate Change ... SIGNED: 2021; Principles for Responsible Investment ... SIGNED: 2021; Recommendation 92 of the Truth and Reconciliation Commission of Canada (TRC)'s Calls to Action ... ADOPTED: 2022.

Maintains B Corp certification

B Corp ... CERTIFIED: 2012, for first time. Have maintained certification since then.

Rally Assets Sustainability Commitments

2023

50-30 Challenge pledge

50-30 Challenge: An initiative to foster diversity and inclusion in leadership roles. Organization pledge to work to meet the challenges of gender parity (50%) and increased representation of equity-deserving groups (30%) within leadership roles. PLEDGED: 2023


What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Rally Assets

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • Canada

Sustainable Development Goals

Rally Assets is committed to advancing these Global Goals to promote prosperity for people & planet.

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