Trust Updates Archive

Fiduciary Data Analytics Trust Assets Bank Directors Trust Performance Report "A.M. Publishing" peer comparison financial institutions trust companies "call report" irregularities "Bernard Garbo" fiduciary earnings expenses trust bank Investment Advisor wealth management assets Trust Performance Report trust company executive priorities revenue expenses net income Midtier Trust Institution, the Standout Performers of 2022

(May 10, 2023 --Chicago, IL) -- Midtier trust institutions, those with asset holdings between $1 billion and $10 billion, reported stronger gross revenue and asset performance than most of their peers. This was the finding regardless of whether the trust institution was a bank trust division or an independent trust company. Additionally, as an industry, trustees reported a lower average asset decline than did stock market indices. These are preliminary findings by A.M. Publishing's Trust Performance Report 2023. The final report is expected to be released late May.

The report is based on A.M. Publishing's Annual Survey of Trust Assets. The survey gathers and analyzes the data of some 1200 institutions, including bank trust divisions and independent trust companies. The survey has been conducted since 2001.

Preliminary analysis of the data suggest that trust institutions, in aggregate, saw assets holdings decline by nearly 8 percent as a weighted average. In comparison, the Dow Jones Industrial Average reported declines of nearly 9 percent, while the S&P 500 reported declines of nearly 20 percent.

For more information on A.M. Publishing's reports, go to or to our Linkedin group (TrustUpdates -- Statistics and Strategies)

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.
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 :