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Annual Survey Trust Assets Bank Directors Trust Performance Report peer comparison revenue and asset targets survey trust assets FEE 2023 "Fiduciary Earnings and Expenses" "Data Analytics Fiduciary" "Trust Assets" "Bank Directors" Trust Performance Report "A.M. Publishing" "U.S. Bank" "peer comparison" "profit margin" "Investment Advisor" "wealth management" assets financial institutions trust companies fiduciary earnings "net income" revenues expenses assets trust company executive priorities "call report" irregularities" "Bernard Garbo" 2025 Annual Survey of Asset to Launch on Friday, March 7; Free Peer Comparison Review

(March 3, 2025 --Chicago, IL) -- A.M. Publishing's/Trust Performance Report's Annual Survey of Trust Assets is expected to be online this Friday, March 7. The survey gathers 2024 fiscal year data as well as trust executive concerns and plans for 2025.

Banks and independent trust companies have until March 31, 2025 to complete the survey. Survey participants receive a complimentary peer comparison report, comparing their performance to their peer group.

The survey has been conducted for the last 21 years.

Access to the survey requires a unique 9-character code. (If you are unsure whether your institution participates in the survey, email mailto:survey2@trustupdates.com).

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DATA BOOKS
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 1000 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 http://trustupdates.com/Subscribe/Data_Files/ … Discounts apply for subscribers to Trust Performance Report. For more information on discounts, please email: dataorders@trustupdates.com

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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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