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We work closely with innovators across industries to develop custom impact frameworks. They are so awesome, we just had to share. Come for the inspiration, stay for the value.

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.

Description

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.

Rally Assets Public Report

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.

Description

Automatically harmonize data across different ESG and impact data providers to present one harmonized view of your impact as it aligns to 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.

Rally Assets Private Report

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.

Description

View your private holdings portfolio through alignment with the United Nations Sustainable Development Goals, as well as best practice alignment with environmental, social and governance policies and procedures. This report can be customized to align with other standards and materiality maps as part of the configuration process.

Rally Assets Impact Management Assessment

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.

Description

View your private holdings portfolio through the lens of the Impact Management Project, including the ability to drill down through fund managers, funds, and underlying holdings as needed. This report also comes with a set of preset outcome indicators developed by Rally to report on a broad range of environmental, social, and governance metrics.

Rally Assets Fund Manager Assessment

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.

Description

The Fund Manager (FM) Assessment provides insight into FM alignment with impacts that are material to your investment thesis. Slice and dice the data by asset type, asset class, fund manager, including funds, fund of funds, and/or direct holdings. This report is aligned 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.

Vancity Credit Union Commercial Loan Services Report

Vancity is a values-based financial co‑operative serving the needs of its more than 534,886 member-owners and their communities in the Coast Salish and Kwakwaka’wakw territories, with 58 branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish and Alert Bay.

Description

This report is geared towards financial institutions, particularly credit unions. It provides a portfolio-wide overview of the socio-economic impact commercial services. This includes areas such as the number of jobs supported by the loan portfolio, living wage jobs, tax revenues and social assistance payments avoided by the public sector. Customers can slice and dice this report by a variety of DE&I criteria (i.e. gender of business owners, etc.).

Impact Investing Portfolio Report

Renewal Funds is a mission venture capital fund investing in early growth stage companies to accelerate the transition to a sustainable economy. Renewal invests in innovation that will advance the sustainability of food, water, and climate – Contributing to a safer and cleaner planet for future generations.

Description

This report provides a portfolio-wide view of your investments, allowing in-depth analysis of greenhouse gas emissions, diversity and inclusion (EDI), increased soil quality due to organic farming, and impacts of efficient water source management. Also track metrics like quality and value of employment generated by your impact investments.

UN SDG Impact Investing Report

Renewal Funds is a mission venture capital fund investing in early growth stage companies to accelerate the transition to a sustainable economy. Renewal invests in innovation that will advance the sustainability of food, water, and climate – Contributing to a safer and cleaner planet for future generations.

Description

This report uses the same data sources (forms, surveys, and factors) as the Impact Investing Portfolio Report, while also aligning its metrics with the United Nations Sustainable Development Goals.

Housing Outcomes Reports

Mainstay Housing is Toronto’s largest non-profit housing agency, operating since 1982. Mainstay Housing’s framework is able to track the changes in the quality of life and social assistance avoided due to its services.

Description

Track change over time on key quantitative metrics in areas such as health outcomes, justice and emergency shelter, and cost savings to government. And don’t lose sight of qualitative metrics that look at the quality of life of your tenants and members.

Housing Social Return on Investment

Mainstay Housing is Toronto’s largest non-profit housing agency, operating since 1982. Mainstay Housing’s framework is able to track the changes in the quality of life and social assistance avoided due to its services.

Description

Speak the language of At Home/Chez Soi, and show the impact of your programming using the language of value for money and Social Return on Investment. This report works exceptionally well with the Housing Outcomes Report, providing an additional, crucial layer of analysis to identify value over time.

Choices for Youth Supportive Housing SROI Report

Choices for Youth is committed to building programs, systems, and opportunities that are focused on providing individualized support for young people to access housing. ​Childhood trauma, mental illness, addictions, incarceration, family breakdown, poverty, violence, abuse, and exploitation are the tragic set of common experiences of the over 1500 young people we work with every year.

Description

This framework can be applied to programming focused on young people who access healthcare, education, social supports, and supportive housing.

Survey Response Reminder Reports

Mainstay Housing is Toronto’s largest non-profit housing agency, operating since 1982. Mainstay Housing’s framework is able to track the changes in the quality of life and social assistance avoided due to its services.

Description

Impact reporting is only as good as the data you collect. Keep track of longitudinal survey administration with this easy-to-follow tracking report. Have confidence that your reports capture all of the relevant tenants and members.

Canadian Index for Wellbeing

The Canadian Index for Wellbeing (CIW) framework looks to measure the quality of life for Canadians across 8 domains. By aligning with the CIW, you can be sure your impact assessment is rooted in years of research and focused on your beneficiaries’ wellbeing.

Description

Coming soon!

United Nations Sustainable Development Goals

The United Nations Sustainable Development Goals (UN SDG) are the blueprint to achieve a better and more sustainable future for all. Aligning with these goals means you will be speaking the same language as thousands of organizations who have committed to a brighter future.

Description

Coming soon!

Meet with the Business Development Team