Trust Updates Archive

Annual Survey Trust Assets Bank Directors Trust Performance Report A.M. Publishing peer comparison financial institutions trust companies Bernard Garbo 2021 Annual Survey of Trust Assets

(March 10, 2021 --Chicago, IL) -- Banks and independent trust companies have until March 30 to complete A.M. Publishing's Trust Performance Report's Annual Survey of Trust Assets. The survey is available online now and can be accessed at . The survey has been conducted for the last 19 years.

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

The survey collects data on assets, revenue, and expenses as well as industry feedback on topics such as risk management, pricing, and strategic management.

Information gathered is used to calculate industry and peer group benchmark. Detailed expense data gathered are confidential and not released.

Benchmark information published includes scores of assets categories and subcategories, as well as benchmarks for gross revenue, net income, expenses, and accounts. Results are published annually in Trust Performance Report, which includes a semiannual update.

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's, 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 2021.
Trust Performance Report -- annual data book, published in May, provides both industry and peer group performance data by assets, gross revenue, net income, and account category. Subscribers receive a semiannual update. TPR findings are based on its annual survey of nearly 1300 fiduciary institutions. For more best practices and benchmark data see TPR (to obtain a sample copy see below). For information on ordering and Special Introductory Pricing click here or the link below.

Fiduciary Earnings & Expenses -- annual data book comparing performance of independent trust companies to that of OCC national trust companies and to bank trust divisions. For information on ordering and Special Introductory Pricing 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.
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• Trust Performance Report or
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