Rally Assets is an impact investment management firm. We help investors generate positive social and environmental impact alongside a financial return.

We create specialized solutions for corporate and institutional investors, foundations, family offices and individual accredited investors. 

We are one of three fund-of-funds managers for the Government of Canada's Social Finance Fund, through our joint venture Realize Capital Partners.

We're a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.

We're a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

Sustainability

Investment Management

Social Impact

Rally Assets

Upkar Arora

This department focuses on the assessment and reporting of impact metrics to measure performance and outcomes.

Impact Management

This department manages and optimizes investment portfolios to achieve custom impact objectives.

Portfolio Management

This department focuses on analyzing and providing insights into various investment opportunities in both public and private markets.

Investment Research

This department focuses on strategies and initiatives to enhance market presence and community engagement.

Market Development

This department oversees the coordination and execution of operational activities to enhance efficiency and maintain effective relationships.

Operations Management

This department provides expert guidance and strategic advice to support decision-making and enhance organizational effectiveness.

Rally Assets

Org chart

Teams

Impact Management

Portfolio Management

Investment Research

Market Development

Operations Management

Advisory Services

Offices

Rally Assets

Org chart

Teams

Impact Management

Portfolio Management

Investment Research

Market Development

Operations Management

Advisory Services

Offices

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