Trust Updates Archive
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(October 7, 2025 --Chicago, IL) -- For the second consecutive year, the trust industry's largest players, Peer Group 1 institutions, were growth leaders, according to Trust Performance Report 2025's semiannual update. Though these institutions report the largest dollar increases, their growth rates historically have lagged midtier and small institutions. The account categories which reported the largest asset growth rates in the first half of 2025 across all peer groups were investment management agency (IMA) and employee benefit trust other (EBT-other) accounts. Assets held in EBT-other and IMA accounts grew on average 10 percent and 8 percent respectively in the first half of 2025. These growth rates substantially outperformed the trust industry average growth (5 percent since January 1, 2025) as well as the two major stock market indices. Assets held in managed accounts outperformed those held in nonmanaged accounts. Peer Group 1 institutions reported double-digit growth in assets held in managed accounts. Peer Group 1 institutions on average reported gross revenue growth of 7 percents, when factoring in foreign revenues, growth was nearly 8 percent. To obtain the complete semiannual report, as well as see the sample pages of Trust Performance Report 2025 see the "Sample Copies" link below. FEE 2025: Productivity Remains Mixed Industry productivity continued to be mixed in 2024, according to Fiduciary Earnings & Expenses 2025's preliminary findings. FEE, a sister publication of TPR. FEE 2025 is expected to be released in late November. Productivity is measured by profits per employee as well as revenues per employee. The metric remains an important benchmark for assessing staffing needs. However, profits per employee is considered a better benchmark for assessing productivity of talent, because increases in revenues are not always accompanied by increases in profits. Follow us on LinkedIn ************************************ 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." ******************** 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 http://www.trustupdates.com/Subscribe/Free_and_Trial/ To unsubscribe to Trust Updates go to • 1992-2025 Copyright© A.M. Publishing, Inc., Trust Updates |