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(August 30, 2023 --Chicago, IL) -- Complimentary peer-analysis comparisons are available to bank trust divisions and independent trust companies that participated in A.M. Publishing's Annual Survey of Trust Asset.

This comparison is also available to trust institutions that subscribe to Trust Performance Report 2023 -- to subscribe, please see the links below under "Data Books."

The online comparison is a useful tool for directors and executives of banks and trust companies in gauging their institution's performance compared to their peer group.

The weblink to your institution's comparison is emailed to the individual that completed the survey. If you did not receive an email or if you are unsure whether your institution participated, please contact us by phone or email.

Trust Performance Report/A.M. Publishing's annually surveys bank trust divisions and independent trust companies. The latest survey was conducted in March and April 2023.

To view sample pages of Trust Performance Report 2023 see the link below.

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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 .. as well as 3-year growth data and account balance average by 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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