Other Professionals Archives - Page 5 of 5 - Responsible Investment Association

Karim Allibhai, CPA, CA, CFA, MBA

Mr. Allibhai is a Portfolio Manager with the Robertson Investment Group at Odlum Brown Limited, an independent, full-service investment firm. His team offers personalized investment portfolios under a responsible investment mandate. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.

Karim is also a member of CFA Institute’s Practice Analysis Working Group and was elected to the CFA Society Vancouver’s Board of Directors in 2021, joining its Executive Committee in 2022. He believes in giving back to his community and currently volunteers with SFU Beedie School of Business by conducting mock interviews for SFU students.

Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through its joint venture in Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund.

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

Rally is a certified B Corporation.