Front Matter

Front Matter

Author(s):
Rita Mesias
Published Date:
October 2015
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    GUIDE

    COORDINATED DIRECT INVESTMENT SURVEY GUIDE – 2015

    2015

    © 2015 International Monetary Fund

    Cataloging-in-Publication Data

    Joint Bank-Fund Library

    Coordinated direct investment survey guide. – Washington, D.C.: International Monetary Fund, 2015.

    pages ; cm

    ISBN: 978-1-51351-941-8 (print)

    ISBN: 978-1-51358-943-5 (ePub)

    ISBN: 978-1-51358-488-1 (Mobipocket)

    ISBN: 978-1-51353-890-7 (PDF)

    1. Investments, Foreign. 2. Economic surveys. I. International Monetary Fund.

    HG4538.C667 2015

    Please send orders to:

    International Monetary Fund, Publication Services

    P.O. Box 92780, Washington, D.C. 20090, U.S.A.

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    Contents

    Preface

    This Coordinated Direct Investment Survey Guide (Guide) has been prepared to assist economies in participating in the Coordinated Direct Investment Survey (CDIS). The CDIS is being conducted under the auspices of the Statistics Department (STA) of the International Monetary Fund (IMF) across a wide range of economies. The survey is conducted simultaneously by all participating economies, uses consistent definitions, and encourages best practices in collecting, compiling, and disseminating data on direct investment positions. The CDIS is thus an important tool in capturing world totals and the geographic distribution of direct investment positions, thereby contributing to important new understandings of the extent of globalization, and improving the overall quality of direct investment data worldwide. As of the writing of this updated Guide, more than 100 economies participate in the CDIS.

    The Guide clarifies and updates (rather than substantially changes) the previous international guidelines on CDIS published by the IMF in 2010. Thus, it maintains the structure of the 2010 Guide. This Guide, as well as the 2010 Guide, is fully consistent with the sixth edition of the IMF’s Balance of Payments and International Investment Position Manual (BPM6) and the fourth edition of the Organisation for Economic Co-operation and Development (OECD)’s Benchmark Definition of Foreign Direct Investment (BD4). This Guide provides and explains simplified methods rather than conceptually ideal methods for economies that do not have fully developed data collection and compilation systems in place. Since the CDIS has become an annual undertaking, STA encourages compilers to refine and improve their direct investment data compilation methods over time, to move them closer to conceptually ideal methods as circumstances may warrant.

    The updated Guide was prepared by STA’s CDIS team comprising Rita Mesías (primary drafter), Emma Angulo, Alicia Hierro, Padma Hurree Gobin, and Tatsuhiko Hagitani, all economists of the Balance of Payments Division. They were closely supervised by Eduardo Valdivia-Velarde, Deputy Division Chief, under the general direction of Ralph Kozlow, former Division Chief. Manik Shrestha, Division Chief, oversaw the finalization of the Guide. Ana Boudreau (Balance of Payments Division) provided administrative support in preparing the Guide. This Guide has benefited from comments provided by members of the IMF Committee on Balance of Payments Statistics and the OECD’s Working Group on International Investment Statistics.

    Louis Marc Ducharme

    Director

    Statistics Department

    International Monetary Fund

    Abbreviations

    BD4

    OECD Benchmark Definition of Foreign Direct Investment, 4th edition

    BIS

    Bank for International Settlements

    BOPCOM

    IMF Committee on Balance of Payments Statistics

    BPM6

    Sixth edition of the Balance of Payments and International Investment Position Manual, IMF

    BPM6 CG

    BPM6 Compilation Guide, IMF

    BSA

    Balance Sheet Approach

    CDIS

    Coordinated Direct Investment Survey, IMF

    CPIS

    Coordinated Portfolio Investment Survey, IMF

    DI

    Direct Investor

    DIENT

    Direct Investment Enterprise

    DIIC Method

    Direct Influence/Indirect Control Method

    ECB

    European Central Bank

    ESOs

    Employee Stock Options

    EU

    European Union

    Eurostat

    Statistical Office of the European Union

    FDIR

    Framework of Direct Investment Relationships

    Guide

    Coordinated Direct Investment Survey Guide, IMF

    IBS

    International Banking Statistics, BIS

    IIP

    International Investment Position

    IMF

    International Monetary Fund

    ITRS

    International Transactions Reporting System

    LEG

    Local Enterprise Groups

    MFSM

    Monetary and Financial Statistics Manual, IMF

    MMFs

    Money Market Funds

    NPISH

    Nonprofit Institutions Serving Households

    OECD

    Organisation for Economic Co-operation and Development

    OFBV

    Own Funds at Book Value

    PMM

    Participation Multiplication Method

    Repos

    Repurchase Agreements

    SDDS

    Special Data Dissemination Standard

    SDRs

    Special Drawing Rights, IMF

    SMEs

    Small- and Medium-Sized Enterprises

    SPEs

    Special Purpose Entities

    STA

    Statistics Department, IMF

    UCP

    Ultimate Controlling Parent

    UIE

    Ultimate Investing Economy

    UNCTAD

    United Nations Conference on Trade and Development

    2008 SNA

    System of National Accounts 2008

    2013 EDS Guide

    2013 External Debt Statistics: Guide for Compilers and Users, IMF

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