Rally Assets Total Portfolio Evaluation
Rally Assets is an impact investment management and advisory firm that works with corporate and institutional investors, foundations, family offices and philanthropists to deliver specialized solutions that help their clients create positive social and environmental impact without compromising financial returns. A trusted leader in the sector, Rally Assets is a Portfolio Manager working in both public and private markets across various asset classes.
Harmonize data across public and private, and across a wide range of asset classes to present one view of the total assets under management, and how each holding, fund, and fund manager allocation aligns with your investment thesis. This report aligns with the United Nations Sustainable Development Goals and the Rally Themes, and can be aligned with materiality maps of your choice as part of the configuration process.