Bank: Fiduciary Assets Lodestar
Explore, Analyze, Address
- Analyze managed and nonmanaged assets by holding company and individual company level
- Compare thousands of banks and trust companies using the firm benchmarking view
- Build territory views with company details by category, asset allocation, and physical location (city/state/zip code)
- Easily build dashboards and share analysis with your team for strategic decision making
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Greg Bell, CIMA
Associate Director, Account Management
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- London +44 20 7645 9040
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Summary
Gain the knowledge you need to target the U.S. Bank Channel. Cerulli’s Bank: Fiduciary Assets Lodestar features data from the Federal Deposit Insurance Corporation (FDIC) broken down by bank fiduciary business lines, including defined benefit, defined contribution, other retirement assets, corporate trust, agency accounts, personal trust, endowments and foundations, and other fiduciary assets.
Included with Purchase
Overview
Gain a high-level overview of bank fiduciary and related assets.
Territory Builder
Develop and enhance distribution strategies by manipulating the fiduciary and related assets by location.
Managed Fiduciary & Related Assets
Analyze each FDIC-insured holding company and individual subsidiary, and view managed fiduciary assets by investment vehicles, asset ranges, states, cities, or zip codes.
Fiduciary & Related Services Income
View and benchmark banks’ gross income, expenses, net losses, intracompany income, and net fiduciary income as it relates to their total fiduciary assets and business lines on an industry level or by holding company, subsidiary, state, city, or zip code.
Appendix
Provides the methodology and definitions of key terms for this subscription.
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Strategic Consulting & Custom Research
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Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.