Trust Updates Archive

Annual Survey Trust Assets Trust Performance Report A.M. Publishing financial institutions trust companies banks Bernard Garbo Annual Survey of Trust Assets

(March 10, 2015 --Chicago, IL) -- Banks and independent trust companies have until March 25 to complete Trust Performance Report’s Annual Survey of Trust Assets. The survey is available online at Survey participants receive a complimentary peer comparison report, comparing their performance to their peer group.

The survey focuses on assets, revenue, and expenses as well as industry feedback on topics such as risk management, pricing, and strategic management; it has been conducted since 2004. Information gathered is used to calculate industry and peer group benchmarks for various assets categories, gross revenue, net income, and expenses. Detailed results are published annually in Trust Performance Report, which includes quarterly updates.

Access to the survey requires a 9-digit unique character code. (If you are unsure whether your institution has completed the survey, please contact Scott Miller at

For further information on the survey, contact TPR editor, Bernard Garbo, at or at 800-404-2116.

For more information on trust industry statistics and benchmarks, see the upcoming issue of Trust Performace Report 2015.
Trust Performance Report -- 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 quarterly updates. TPR findings are based on its annual survey of the top 1500 fiduciary institutions. For more best practices and benchmark data see TPR. For information on ordering click here or the link below.

Fiduciary Earnings & Expenses -- annual data book comparing 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.

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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