Trust Updates Archive

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

(March 28, 2018 --Chicago, IL) -- Due to the upcoming holidays, A.M. Publishing is extending the deadline to complete the Annual Survey of Trust Assets to Wednesday, April 4. The survey has been conducted since 2004.

To complete Trust Performance Report's Annual Survey of Trust Assets go to . Survey participants receive a complimentary peer comparison report, comparing their performance to their peer group.

The survey focuses on fiduciary assets, revenue, and expenses of banks and independent trust companies. Additional, respondent are asked to provide feedback on topics such as risk management, pricing, and strategic management.

Information gathered is used to calculate industry and peer group benchmark; detailed revenue and expense data gathered remains confidential. Benchmarks include various assets categories and subcategories, as well as gross revenue, net income, expenses, and accounts. Results are published annually in Trust Performance Report, which includes quarterly updates.

Access to the survey requires a 9-digit unique character code. (If you are unsure whether your institution has completed the survey, please contact Daniel Brewer at

For further information on the survey, contact TPR editor, Bernard Garbo at 800-404-2116, or e-mail

For more information on trust industry statistics and benchmarks, see the upcoming issue of Trust Performace Report 2018.
Trust Performance Report -- annual data book, published in early May, provides both industry and peer group performance data by assets, gross revenue, net income, and account category. Subscribers receive quarterly updates. TPR findings are based on its annual survey of the top 1400 fiduciary institutions. For more best practices and benchmark data see TPR. For information on ordering click here or the link below.

Fiduciary Earnings & Expenses -- annual data book comparing performance among independent trust companies to that of OCC national trust companies and to bank trust divisions. For information on ordering click here or the link below.

For Sample copies of both publications click here and then, on the web page, check "Trust Performance Report."

No statement in this issue is offered as or should be construed as legal opinion or advice or as an indicator of future performance.
To subscribe to Trust Updates or for a trial subscription go to

To unsubscribe to Trust Updates go to

To subscribe, click on the link below
• Trust Performance Report or
• Fiduciary Earnings & Expenses

Subscription request can also be sent to ""
or by calling 800-404-2116.

o 1992-2018 Copyright© A.M. Publishing, Inc., Trust Performance Report