Trust Updates Archive

Annual Survey Trust Assets Trust Performance Report A.M. Publishing financial institutions trust companies banks Bernard Garbo Annual Survey of Trust Assets; New Trillion Dollar Club Member

(March 25, 2013 --Chicago, IL) -- Banks and independent trust companies have until March 31 to complete Trust Performance Report’s Annual Survey of Trust Assets. The survey is available online at

Information gathered 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, with quarterly updates.

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 has been conducted since 2004.

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

Access to 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.

Trillion Dollar Club

Based on preliminary data, the exclusive Trillion Dollar Club, those institutions with more than total assets exceeding $1 trillion, has a new member: Blackrock Institutional Trust Company. The nine (9) institutions that comprise the Club manage nearly 94 percent of all industry assets. While they manage 90 percent of the industry’s custody and employee benefit business lines, they manage only 35 percent of the industry’s personal trust business.

For more information on trust industry statistics and benchmarks, see the upcoming issue of Trust Performace Report 2014.
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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