Install the Sustainable Investing Operating System Your Team Keeps Pretending to Have
Sustainable and Responsible Investing ships the complete stack: 266 slides in five corporate color editions, seven word-for-word scripts, seven participant workbooks, 350 assessment statements and six documented case studies — Norges Bank, Robeco, CalPERS, Legal & General, DWS and Amundi.
Hover a Module.
Watch Its Delivery Stack Come Alive.
Every module in Sustainable and Responsible Investing runs on the same 60-minute executive engine — installing one signature mnemonic framework (S.C.R.E.E.N Model, G.R.A.D.E Model, I.M.P.A.C.T Model, V.O.I.C.E Model, T.H.E.S.I.S Model, R.E.P.O.R.T Model, The Mastery Stack), drilling one documented case study (Norges Bank, Robeco, CalPERS, Legal & General, DWS, Amundi), and producing one signed operating commitment.
The Sustainable Investment Operating System
S.C.R.E.E.N Model · Norges Bank
Hover to explore module ↗Screening, Integration and Portfolio Construction
G.R.A.D.E Model · Robeco
Hover to explore module ↗Impact Measurement and Reporting
I.M.P.A.C.T Model · CalPERS
Hover to explore module ↗Stewardship and Active Ownership
V.O.I.C.E Model · Legal & General
Hover to explore module ↗Greenwashing Risk and Client Conversations
T.H.E.S.I.S Model · DWS
Hover to explore module ↗Regulation and the Fiduciary Interface
R.E.P.O.R.T Model · Amundi
Hover to explore module ↗Integration, Action Planning and Mastery
The Mastery Stack · 30-60-90 Plan
Hover to explore module ↗What It Installs — Ratings measure disclosure. The S.C.R.E.E.N loop runs on the Norges Bank case: Separate Signal from Noise -> Classify the Approaches -> Read the Evidence -> Engage the Skeptic -> Establish Your Standard -> Name the Trade-offs - one visible artifact per week, written commitments at the close.
Signature Mnemonic Framework — Installs the S.C.R.E.E.N Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Commit the Week) — run it every week, not just when the review lands.
Divestment Decisions With the Lights On — When Norway's sovereign wealth fund faced decision after decision on excluding companies — coal, weapons, conduct breaches — the challenge looked… Instead, NBIM built the machinery of honest standards: published criteria for each exclusion category, Council on Ethics advice made public,…
Complete Module Delivery Pack — Complete Module 01 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for The Sustainable Investment Operating System.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Materiality by sector. The G.R.A.D.E loop runs on the Robeco case: habits drilled weekly, artifacts the whole team can see, standards spoken where the work happens.
Signature Mnemonic Framework — Installs the G.R.A.D.E Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Engage the Skeptic – Establish Your Standard – Name the Trade-offs) — run it every week, not just when the review lands.
Sustainability as a Quantitative Input, Not a Brochure — When Robeco committed to embedding sustainability across its entire investment process, the challenge looked nothing like a policy case — a… Instead, Robeco built sustainability into the mathematics: sector-material factor models where each industry is scored on the questions that move it,…
Complete Module Delivery Pack — Complete Module 02 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Screening, Integration and Portfolio Construction.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Intended, then measured. The I.M.P.A.C.T loop runs on the CalPERS case: readiness read before resources move, dated steps or written disqualifications.
Signature Mnemonic Framework — Installs the I.M.P.A.C.T Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Engage the Skeptic – Establish Your Standard – Name the Trade-offs) — run it every week, not just when the review lands.
Reporting Impact When the Whole State Is Watching — When CalPERS deepened its sustainable investing program, the challenge looked nothing like a marketing case — America's largest public pension… Instead, CalPERS built measurement with the skepticism designed in: stated intentions for its sustainable programs, sourced metrics with methodology…
Complete Module Delivery Pack — Complete Module 03 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Impact Measurement and Reporting.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Votes map to policy. The V.O.I.C.E loop runs on the Legal & General case: protected weekly reviews, coaching aimed at the middle sixty, recorded lessons.
Signature Mnemonic Framework — Installs the V.O.I.C.E Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Engage the Skeptic – Establish Your Standard – Name the Trade-offs) — run it every week, not just when the review lands.
The Vote That Moved a Board — When Legal & General's investment managers grew frustrated with the pace of climate disclosure across their holdings, the challenge looked nothing… Instead, L&G institutionalized the voice: a published voting policy with climate overrides, direct engagement programs ranked by materiality,…
Complete Module Delivery Pack — Complete Module 04 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Stewardship and Active Ownership.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Sustainable Investing change is a designed system, not a quota and a vision deck. One paragraph of why, repeated until the floor finishes it; principles converted into slots, artifacts and scripts; new behaviors scored directly; honest numbers faced weekly.
Signature Mnemonic Framework — Installs the T.H.E.S.I.S Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Engage the Skeptic – Establish Your Standard – Name the Trade-offs) — run it every week, not just when the review lands.
The Raid That Made 'Green' a Legal Word — When regulators raided Deutsche Bank's DWS offices over exaggerated ESG claims — following public statements by its own former head of sustainability… Instead, the industry-wide lesson hardened into method: claims mapped to classifications, marketing stripped to what classifications support, and…
Complete Module Delivery Pack — Complete Module 05 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Greenwashing Risk and Client Conversations.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Culture is what your portfolio reviews repeat. Standards get voiced in the room where they apply, real deals are audited weekly against the charter, discount discipline requires value evidence, and escalations arrive with artifacts and numbers — not emotions.
Signature Mnemonic Framework — Installs the R.E.P.O.R.T Model (Separate Signal from Noise – Classify the Approaches – Read the Evidence – Engage the Skeptic – Establish Your Standard – Name the Trade-offs) — run it every week, not just when the review lands.
Building for the Rules Before the Rules Built for Themselves — When Europe's SFDR regime reclassified the entire fund landscape, the challenge looked nothing like a policy case — Europe's largest asset manager… Instead, Amundi treated the regime as infrastructure: classifications mapped and owned, disclosure documents built to record standard, suitability…
Complete Module Delivery Pack — Complete Module 06 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Regulation and the Fiduciary Interface.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Integration, not accumulation, is where mastery compounds. Every framework from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 plan — with owners, witnesses and review dates named in the room.
Signature Mnemonic Framework — Installs the The Mastery Stack (The full stack on one page – A dated 30-60-90 plan per leader – Named commitments and witnesses – The 30-day check-in ritual) — run it every week, not just when the review lands.
Integration, not accumulation, is where mastery compounds. Every framework from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 plan — with owners, witnesses and review dates named in the room.
Complete Module Delivery Pack — Complete Module 07 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Integration, Action Planning and Mastery.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
The Sustainable Investment Operating System
Ratings measure disclosure. The S.C.R.E.E.N loop runs on the Norges Bank case: Separate Signal from Noise -> Classify the Approaches -> Read the Evidence -> Engage the Skeptic -> Establish Your Standard -> Name the Trade-offs - one visible artifact per week, written commitments at the close.
in this module
Separate Signal from Noise
S.C.R.E.E.N Model
Included in kit: Separate Signal from Noise — part of the S.C.R.E.E.N Model installed in The Sustainable Investment Operating System.
Classify the Approaches
S.C.R.E.E.N Model
Included in kit: Classify the Approaches — part of the S.C.R.E.E.N Model installed in The Sustainable Investment Operating System.
Read the Evidence
S.C.R.E.E.N Model
Included in kit: Read the Evidence — part of the S.C.R.E.E.N Model installed in The Sustainable Investment Operating System.
Commit the Week
S.C.R.E.E.N Model
Included in kit: Commit the Week — part of the S.C.R.E.E.N Model installed in The Sustainable Investment Operating System.
Screening, Integration and Portfolio Construction
Materiality by sector. The G.R.A.D.E loop runs on the Robeco case: habits drilled weekly, artifacts the whole team can see, standards spoken where the work happens.
in this module
Separate Signal from Noise
G.R.A.D.E Model
Included in kit: Separate Signal from Noise — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Classify the Approaches
G.R.A.D.E Model
Included in kit: Classify the Approaches — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Read the Evidence
G.R.A.D.E Model
Included in kit: Read the Evidence — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Engage the Skeptic
G.R.A.D.E Model
Included in kit: Engage the Skeptic — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Establish Your Standard
G.R.A.D.E Model
Included in kit: Establish Your Standard — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Name the Trade-offs
G.R.A.D.E Model
Included in kit: Name the Trade-offs — part of the G.R.A.D.E Model installed in Screening, Integration and Portfolio Construction.
Impact Measurement and Reporting
Intended, then measured. The I.M.P.A.C.T loop runs on the CalPERS case: readiness read before resources move, dated steps or written disqualifications.
in this module
Separate Signal from Noise
I.M.P.A.C.T Model
Included in kit: Separate Signal from Noise — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Classify the Approaches
I.M.P.A.C.T Model
Included in kit: Classify the Approaches — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Read the Evidence
I.M.P.A.C.T Model
Included in kit: Read the Evidence — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Engage the Skeptic
I.M.P.A.C.T Model
Included in kit: Engage the Skeptic — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Establish Your Standard
I.M.P.A.C.T Model
Included in kit: Establish Your Standard — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Name the Trade-offs
I.M.P.A.C.T Model
Included in kit: Name the Trade-offs — part of the I.M.P.A.C.T Model installed in Impact Measurement and Reporting.
Stewardship and Active Ownership
Votes map to policy. The V.O.I.C.E loop runs on the Legal & General case: protected weekly reviews, coaching aimed at the middle sixty, recorded lessons.
in this module
Separate Signal from Noise
V.O.I.C.E Model
Included in kit: Separate Signal from Noise — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Classify the Approaches
V.O.I.C.E Model
Included in kit: Classify the Approaches — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Read the Evidence
V.O.I.C.E Model
Included in kit: Read the Evidence — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Engage the Skeptic
V.O.I.C.E Model
Included in kit: Engage the Skeptic — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Establish Your Standard
V.O.I.C.E Model
Included in kit: Establish Your Standard — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Name the Trade-offs
V.O.I.C.E Model
Included in kit: Name the Trade-offs — part of the V.O.I.C.E Model installed in Stewardship and Active Ownership.
Greenwashing Risk and Client Conversations
Sustainable Investing change is a designed system, not a quota and a vision deck. One paragraph of why, repeated until the floor finishes it; principles converted into slots, artifacts and scripts; new behaviors scored directly; honest numbers faced weekly.
in this module
Separate Signal from Noise
T.H.E.S.I.S Model
Included in kit: Separate Signal from Noise — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Classify the Approaches
T.H.E.S.I.S Model
Included in kit: Classify the Approaches — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Read the Evidence
T.H.E.S.I.S Model
Included in kit: Read the Evidence — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Engage the Skeptic
T.H.E.S.I.S Model
Included in kit: Engage the Skeptic — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Establish Your Standard
T.H.E.S.I.S Model
Included in kit: Establish Your Standard — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Name the Trade-offs
T.H.E.S.I.S Model
Included in kit: Name the Trade-offs — part of the T.H.E.S.I.S Model installed in Greenwashing Risk and Client Conversations.
Regulation and the Fiduciary Interface
Culture is what your portfolio reviews repeat. Standards get voiced in the room where they apply, real deals are audited weekly against the charter, discount discipline requires value evidence, and escalations arrive with artifacts and numbers — not emotions.
in this module
Separate Signal from Noise
R.E.P.O.R.T Model
Included in kit: Separate Signal from Noise — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Classify the Approaches
R.E.P.O.R.T Model
Included in kit: Classify the Approaches — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Read the Evidence
R.E.P.O.R.T Model
Included in kit: Read the Evidence — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Engage the Skeptic
R.E.P.O.R.T Model
Included in kit: Engage the Skeptic — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Establish Your Standard
R.E.P.O.R.T Model
Included in kit: Establish Your Standard — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Name the Trade-offs
R.E.P.O.R.T Model
Included in kit: Name the Trade-offs — part of the R.E.P.O.R.T Model installed in Regulation and the Fiduciary Interface.
Integration, Action Planning and Mastery
Integration, not accumulation, is where mastery compounds. Every framework from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 plan — with owners, witnesses and review dates named in the room.
in this module
The full stack on one page
The Mastery Stack
Included in kit: The full stack on one page — part of the The Mastery Stack installed in Integration, Action Planning and Mastery.
A dated 30-60-90 plan per leader
The Mastery Stack
Included in kit: A dated 30-60-90 plan per leader — part of the The Mastery Stack installed in Integration, Action Planning and Mastery.
Named commitments and witnesses
The Mastery Stack
Included in kit: Named commitments and witnesses — part of the The Mastery Stack installed in Integration, Action Planning and Mastery.
The 30-day check-in ritual
The Mastery Stack
Included in kit: The 30-day check-in ritual — part of the The Mastery Stack installed in Integration, Action Planning and Mastery.
A Complete Delivery Kit — Not a Slide Deck
Each of the 7 modules in Sustainable and Responsible Investing ships the same sixteen-asset architecture. Pick it up and deliver the hour.
Workshop Deck × 5 Colors
The module deck in Navy Blue, Emerald Green, Burgundy, Teal and Royal Purple — editable PPTX plus print PDF.
Word-for-Word Script
Opening story, stage directions, timing tables, case debrief and the closing commitments page — verbatim.
Participant Workbook
Slide-anchored working notes, artifacts and reflection pages — print-ready for every seat.
50-Statement Assessment
Five competencies scored statement by statement — 350 statements across the full program.
Documented Case Study
Story, analysis, discussion questions and framework application — a real company, observable moves.
Core Activity + Game
A live-portfolio lab plus a framework recall game per module — practice owns a protected slot every quarter hour.
5 Energizers × 7
Thirty-five energizers across the program — one every fifteen minutes, attention designed not hoped for.
Exercises + Job Aids
Applied follow-up exercises per module and one-page pocket references for the signature frameworks.
Instructor Guide + Welcome Pack
Program-level delivery handbook, logistics, welcome letter and preparation work — the whole operating manual.
One Program. Every Way You Deliver.
PowerPoint Decks (.pptx)
266 workshop slides (Master Deck + 7 Module Decks covering S.C.R.E.E.N Model, G.R.A.D.E Model, I.M.P.A.C.T Model, V.O.I.C.E Model, T.H.E.S.I.S Model, R.E.P.O.R.T Model, The Mastery Stack) in 5 corporate color editions (Navy Blue, Emerald Green, Burgundy, Teal, and Royal Purple). Fully unlocked for corporate branding.
Word Facilitator Kit (.docx)
7 word-for-word facilitator scripts, 7 facilitator guides, 7 participant workbooks, 7 module assessments (350 statements), 6 case studies (Norges Bank, Robeco, CalPERS, Legal & General, DWS, Amundi), plus core activities, exercises, energizers and recall games for every module.
Print-Ready Editions (.pdf)
Clean, press-ready PDF editions of every slide deck, workbook, self-assessment, pocket job aid card, and post-program evaluation form — ready to print or distribute to cohorts of 12–24 participants.
Built for Professionals Who Develop Others
Managers, Directors And Senior Leaders
Programme leaders who want a clear operating rhythm, a common language for the team, and evidence in the weekly meeting. L&D teams that need a program which runs clean without external facilitators. Trainers and consultants who want a delivery engine they can brand and run for clients. Outcome installed: Seven frameworks · documented case studies · a dated 30-60-90 Sustainable and Responsible Investing plan.
Corporate Trainers & Facilitators
Deliver a flagship 7-hour Sustainable and Responsible Investing program on Monday morning without writing a single slide or script. Open the word-for-word script, run the core activity and framework recall game in every module, and facilitate like you built it.
L&D & Capability Directors
Roll out a unified Sustainable and Responsible Investing operating system across cohorts of 12–24 participants — backed by 7 mnemonic frameworks (S.C.R.E.E.N Model, G.R.A.D.E Model, I.M.P.A.C.T Model, V.O.I.C.E Model, T.H.E.S.I.S Model, R.E.P.O.R.T Model, The Mastery Stack) and 350 scored assessment statements.
Consultants & Executive Coaches
Deploy the 6 documented case studies (Norges Bank, Robeco, CalPERS, Legal & General, DWS, Amundi), applied written exercises and pocket job aids inside client engagements — no seat licenses or recurring fees.
One Program. One Price. Your Complete Training Library.
Regular price $187 — launch price $87 + $100 free bonus
Download the Complete Program →One-time payment • Instant download • Secure checkout
Everything included in Sustainable and Responsible Investing
- ✓ 266 slides in 5 corporate color editions (PPTX + PDF) — master + 7 module decks
- ✓ 7 word-for-word facilitator scripts + program instructor guide
- ✓ 7 participant workbooks + 350-statement assessment pack
- ✓ Every case study, activity, exercise, energizer and recall game — 20+ tools
- ✓ Training plan, welcome pack, program brochure and job aids
- ✓ Deliver inside your company or practice — no seat licenses, no recurring fees
Everything You Might Be Wondering
How is this different from a course I send my team to watch?
There is nothing to "send". This is the complete delivery kit — slides, scripts, workbooks, assessments and games — the same assets a certified facilitator runs in a live executive session. You (or any trainer) deliver it; the kit makes the hour feel rehearsed from the first run. Watching builds awareness; running this program builds behavior.
Can I really deliver it without certification?
Yes. Every module runs on the same 60-minute engine with a word-for-word script and a minute-by-minute run sheet. Read the script once end to end, follow the run sheet with a visible timer, and the hour is fully controlled. The facilitator guide also lists the pitfalls — what to avoid in every segment.
Why five color editions of the same deck?
So the material can sit inside your corporate identity instead of fighting it. Navy Blue, Emerald Green, Burgundy, Teal and Royal Purple — identical content, five professional schemes. Add your logo, adjust examples to your industry, and the program reads as yours.
What exactly is the $100 free bonus?
A private 1-on-1 Sustainable Investing Strategy Session with Zohaib Butt, booked after your purchase during the launch window. You leave with a dated 30-60-90 delivery plan — which modules to run, in which order, with which success measures. It is included free this week; after the window it is no longer part of the offer.
Can I use it for client work?
Yes — trainers, consultants and L&D teams deliver the program inside their own client engagements. The license covers commercial delivery; the only restriction is republishing the raw files as your own product. Your client sees your brand on the room; the kit stays your back-office engine.
What happens when the countdown ends?
The timer simply loops into a fresh 24-hour launch cycle and the launch price holds while it runs. The countdown runs in your own browser, so what you see is your honest remaining window.
Install the System. Retire the Defaults.
Seven modules (S.C.R.E.E.N Model, G.R.A.D.E Model, I.M.P.A.C.T Model, V.O.I.C.E Model, T.H.E.S.I.S Model, R.E.P.O.R.T Model, The Mastery Stack). Six documented case studies (Norges Bank, Robeco, CalPERS, Legal & General, DWS, Amundi). 266 slides across five color editions. One complete Sustainable and Responsible Investing operating system — at the $87 launch price with the Free $100 1-on-1 Sustainable Investing Strategy Session Session.
Get the Complete 7-Module Program — $87 →