Coordinated Direct Investment Survey

Last Updated: July 28, 2014

The Coordinated Direct Investment Survey (CDIS) is a worldwide statistical data collection effort led by the IMF designed to improve the availability and quality of data on direct investment, both overall and by immediate counterpart economy. The CDIS is conducted annually starting with data for end-2009. Data for the most recent year are released before end-December of the following year, and revised data are usually released in June. Participation in the CDIS is voluntary.

The concepts, coverage, valuation, and classification of data collected in the CDIS are consistent with the sixth edition of the Balance of Payments and International Investment Position Manual and the fourth edition of the OECD Benchmark Definition of Foreign Direct Investment. Accordingly, direct investment arises when an investor resident in one economy makes an investment that gives control or a significant degree of influence over the management of an enterprise that is resident in another economy.

The CDIS database presents detailed data on "inward" direct investment positions (i.e., direct investment into the reporting economy) cross-classified by economy of immediate investor, and data on "outward" direct investment positions (i.e., direct investment abroad by the reporting economy) cross-classified by economy of immediate investment. All participants in the CDIS provided data on their inward direct investment and most participants also provided data on their outward direct investment. The CDIS database contains breakdowns of direct investment position data, including, in most instances, separate data on net equity and net debt positions, as well as tables that present "mirror" data (i.e., tables in which data from the reporting economy are shown side-by-side with the data obtained from all other counterpart reporting economies). Mirror data may be useful in highlighting data gaps or errors, and therefore where follow up efforts may prove beneficial.

The IMF is grateful to CDIS participating economies that have strongly supported this initiative and made substantial improvements in the quality of their data on direct investment. The IMF is also grateful to its interagency partners, including the European Central Bank, the Organisation for Economic Cooperation and Development, the Statistical Office of the European Communities, and the United Nations Conference on Trade and Development, for their support of the CDIS.

CDIS data and metadata are available here: http://cdis.imf.org


Methodological Material: How to Compile Direct Investment Data

The Coordinated Direct Investment Survey Guide

Framework of Direct Investment Relationships(FDIR)

Model Survey Forms

Collection Form for Inward Direct Investment Positions

Collection Form for Outward Direct Investment Positions

Integrated Collection Form for Inward Direct Investment Positions, Transactions and Other Changes

Integrated Collection Form for Outward Direct Investment Positions, Transactions and Other Changes

Collection Form for International Investment Positions for Direct Investment and Other Cross Border Positions

Implementation Plan and Related Documents

Country Codes and Regional Groupings

Data Template for Reporting to the IMF

Metadata Template for Reporting to the IMF

Implementation Plan for 2009 Coordinated Direct Investment Survey (January 2008 CDIS Task Force Meeting, Hong Kong SAR)

Japan's Experience in Compiling a Mailing List

United Kingdom's Experience in Building a Register

Experience of the United Kingdom in Use of Electronic Direct Investment Questionnaire

Summary of outcomes of June 2007 meeting of the Task Force on the Coordinated Direct Investment Survey

Items Compilers May Wish to Collect, in Addition to Direct Investment Positions

IMF Committee on Balance of Payments Statistics

IMF Committee on Balance of Payments Statistics: Home Page

2011 meeting: Results of the Coordinated Direct Investment(CDIS) (BOPCOM-11/13)

2010 meeting: Progress on the Coordinated Direct Investment Survey (CDIS) (BOPCOM-10/17)

2009 meeting: Progress on the Coordinated Direct Investment Survey (CDIS) (BOPCOM-09/10)

2008 meeting: Progress on the Coordinated Direct Investment Survey (CDIS) (BOPCOM-08/06)

2007 meeting: Progress on the Coordinated Direct Investment Survey (CDIS) (BOPCOM-07/03)

2006 meeting: Coordinated Direct Investment Survey: Report by the IMF (BOPCOM-06/10)

2005 meeting: Update on Feasibility Study on Coordinated Direct Investment Survey (BOPCOM-05/3)

2004 meeting: Update on Feasibility Study on Coordinated Direct Investment Survey (BOPCOM-04/4)

2003 meeting: Recent Work by the IMF's Statistics Department in the Area of FDI Statistics (BOPCOM-03/30)

Contact

For further information on the CDIS, please contact cdis@imf.org.