Despite longstanding perceptions, Auspice Capital Advisor’s Tim Pickering believes ESG investing and commodity strategies aren't mutually exclusive.
His argument is the aversion to commodities within ESG frameworks stems largely from a misunderstanding of how exposure can be structured.
“We get that commodities and commodity production and extraction is an inherently invasive process but depending on how you get that exposure, you could have no carbon footprint,” noted Pickering, Auspice’s founder, president and CIO. “Is there a way to get that exposure as an investor in a less invasive way?”