Cerulli Data

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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Lodestar bank fiduciary assets detail Detail

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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

Executive summary

Overview

Gain a high-level overview of bank fiduciary and related assets.

Location

Territory Builder

Develop and enhance distribution strategies by manipulating the fiduciary and related assets by location.

Building analysis

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.

Income

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

Appendix

Provides the methodology and definitions of key terms for this subscription.

Related Products

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar

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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.

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