2017 Investment Management and Trust Performance Assessment

2017 Investment Management and Trust Performance Assessment

Our survey provides bank wealth managers and trust companies with detailed comparative performance metrics about their wealth management business. We try to focus on what matters: revenues and sales, expenses, productivity and profitability.

Each participating firm will receive a comprehensive report comparing their firm’s results to peers and to the industry. Our reports provide you with the essential data you need for assessing your firm’s performance, for setting goals, and for communicating with key stakeholders.

View our sample report, similar to what firms receive as participants in our work.