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Carlos Panksep

General Manager, Centre for Fiduciary Excellence

Carlos Panksep is General Manager of the Centre for Fiduciary Excellence. He is from QMI, a division of the Canadian Standards Association, where he was responsible for Corporate Operations, including registration, certification, continual improvement, information technology and international operations. Carlos brings to CEFEX the management skills required to run an independent third party registration program, similar in design to ISO 9001. This includes the assurance of audit quality control, audit consistency, customer satisfaction monitoring and information transparency.
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Jul 10, 2017

How to Address Retirement Income in Investment Policy Statements

Recently, the US Department of Labor (DOL) turned its attention to the adequacy of a retirement plan participant’s account balance, stimulating two debates about how to improve participant outcomes.[1] The first debate concerns how to help participants measure their “retirement readiness” in terms of income replacement at retirement. The second centers on whether there are…


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