Trust Updates Archive

Annual Survey Trust Assets Trust Performance Report A.M. Publishing Trust institutions trust companies banks Bernard Garbo Annual Survey of Trust Assets

(March 15, 2013 --Chicago, IL) -- Banks and independent trust companies have until March 29 to complete Trust Performance Report’s Annual Survey of Trust Assets. The survey is available online at

The survey focuses on assets, revenue, and expenses as well as industry feedback on topics such as risk management, pricing, and strategic management. The survey have been conducted since 2004.

Survey participants receive a complimentary peer comparison report, comparing their answers to their peer group.

Survey information is used to calculate industry and peer group benchmarks for various assets categories, gross revenue, net income, and expenses. Detailed results are published annually in Trust Performance Report, which also publishes quarterly updates.

To access the survey requires a 9-digit unique character code. (If you are unsure whether your institution has completed the survey, please contact Scott Miller at

For further information on the survey, contact TPR editor, Bernard Garbo, at or at 800-404-2116.
Trust Performance Report is the trust industry’s most comprehensive annual and quarterly report of industry best practices and benchmarks. In addition to bank trust divisions, the report contains information on state-chartered trust companies. The 182-page report is published during the first week of May and reports on 1,500 institutions. Quarterly updates report on the top 350 institutions.

To view sample pages of Trust Performance Report, go to or contact Scott Miller, circulation manager, at or by calling 800-404-2116.

No statement in this issue is offered as or should be construed as legal opinion or advice or as an indicator of future performance.
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