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Annual Survey Trust Assets Bank Directors Trust Performance Report "A.M. Publishing" peer comparison financial institutions trust companies "Bernard Garbo" fiduciary earnings expenses trust bank Investment Advisor wealth management assets Trust Performance Report trust company executive priorities revenue expenses net income 2023 Annual Survey of Trust Assets

(March 13, 2023 --Chicago, IL) -- Banks and independent trust companies have until March 31, 2023 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 21 years.

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

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 remain confidential and are not published.

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.

For further information on the survey, contact TPR editor's, Bernard Garbo.

For more information on trust industry statistics and benchmarks, see the upcoming issue of Trust Performace Report 2023.
Trust Performance Report -- the 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 semiannual updates. TPR findings are based on its annual survey of the top 1200 fiduciary institutions. For more best practices and benchmark data see TPR. For information on ordering click here or the link below.

Fiduciary Earnings & Expenses -- the annual data book compares 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."

Data Files -- a spreadsheet version of Trust Performance Report is available. For more information on rates, please visit … Discounts apply for subscribers to Trust Performance Report. For more information on discounts, please email:

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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