Direct Investment Methodology Home Page

SIMSDI Survey
Background

Latest SIMSDI Metadata

Forms

Reports

Other Direct Investment Topics

The Recommended Treatment of Selected Direct Investment Transactions

Classification of Financial Derivatives Involving Affiliated Enterprises in the Balance of Payments Statistics and the International Investment Position (IIP) Statement (231 kb PDF file), 2002

Foreign Direct Investment Statistics: How Countries Measure FDI

Foreign Direct Investment Trends and Statistics (paper for Executive Board seminar)

Foreign Direct Investment Trends and Statistics: A Summary (paper for Executive Board seminar)

Other Selected Publications and Documents

See Also:

Balance of Payments Home Page

Dissemination Standards Bulletin Board (DSBB): metadata on SDDS and GDDS data categories

External Debt Statistics: debt data, conference on capital flows and debt statistics, final draft Guide for Compilers and Users, and other selected publications

Treatment of Accrued Interest Discussion Forum




World Map Direct Investment Methodology:
SIMSDI Latest Update: Cross-Country Comparison Tables: 2001

The Cross-Country Comparison Tables are organized into two parts, which correspond to the two sections of the individual country metadata:

Tables on Compilation Practices and Data Sources give cross-country comparisons on issues such as the data components reported to the Fund and OECD, the periodicity and timeliness of the data, the data sources used, and the availability and compilation practices for data showing geographic and industrial sector breakdowns.

Tables on Methodology give cross-country comparisons of issues such as the definitions used to identify direct investment enterprises and direct investors, the treatment of indirectly-owned FDI enterprises, the measurement of earnings, the methodology used to compile each of the components of direct investment income and financial flows, and the treatment of reverse investment, quasi-corporations, offshore enterprises, Special Purpose Entities (SPEs), ownership of land, and natural resources exploration

The tables are available in alphabetical order, with the OECD member countries identified by an asterisk

Tables on Compilation Practices and Data Sources: 2001 SIMSDI Update

[Use the free Adobe Acrobat Reader to view these files.]

Table 1: Data Reported to International Organizations: Transactions Data - (104 KB pdf file)

Table 2: Data Reported to International Organizations: Position Data - (81 KB pdf file)

Table 3: Periodicity of Most Timely and Most Comprehensive Transactions Data Disseminated - (94 KB pdf file)

Table 4: Periodicity of Most Timely and Most Comprehensive Position Data Disseminated - (86 KB pdf file)

Table 5: Timeliness of Most Timely and Most Comprehensive Transactions Data Disseminated - (87 KB pdf file)

Table 6: Timeliness of Most Timely and Most Comprehensive Position Data Disseminated - (87 KB pdf file)

Table 7: Primary Data Sources: Most Timely Transactions Data - (105 KB pdf file)

Table 8: Primary Data Sources: Most Comprehensive Transactions Data - (102 KB pdf file)

Table 9: Primary Data Sources: Most Timely Position Data - (109 KB pdf file)

Table 10: Primary Data Sources: Most Comprehensive Position Data - (109 KB pdf file)

Table 11: Geographic Breakdowns: Availability of Data Disseminated for FDI Income, Financial Flows, and Position Data - (86 KB pdf file)

Table 12: Geographic Breakdowns: Basis for Allocating Country Data - (97 KB pdf file)

Table 13: Industrial Sector Breakdowns: Availability of Data Disseminated for FDI Income, Financial Flows, and Position Data - (87 KB pdf file)

Table 14: Industrial Sector Breakdowns: Basis for Allocating Country Data - (99 KB pdf file)

Tables on Methodology: 2001 SIMSDI Update

[Use the free Adobe Acrobat Reader to view these files.]

Table 15: Definitions Used to Identify Direct Investment Enterprises Resident in the Reporting Economy (Inward FDI): Transactions Data - (89 KB pdf file)

Table 16: Definitions Used to Identify Direct Investment Enterprises Resident in the Reporting Economy (Inward FDI): Position Data - (88 KB pdf file)

Table 17: Definitions Used to Identify Direct Investors Resident in the Reporting Economy (Outward FDI): Transactions Data - (92 KB pdf file)

Table 18: Definitions Used to Identify Direct Investors Resident in the Reporting Economy (Outward FDI): Position Data - (89 KB pdf file)

Table 19: Treatment of Indirectly-Owned FDI Enterprises: Transactions Data - (110 KB pdf file)

Table 20: Treatment of Indirectly-Owned FDI Enterprises: Position Data - (108 KB pdf file)

Table 21: Measurement of Direct Investment Earnings: Application of the Current Operating Performance Concept (COPC): Inward Data - (106 KB pdf file)

Table 22: Measurement of Direct Investment Earnings: Application of the Current Operating Performance Concept (COPC): Outward Data - (106 KB pdf file)

Table 23: FDI Income: Components Included in the Disseminated Transactions Data - (85 KB pdf file)

Table 24: FDI Income: Time of Recording: Inward Transactions Data - (90 KB pdf file)

Table 25: FDI Income: Time of Recording: Outward Transactions Data - (90 KB pdf file)

Table 26: FDI Income on Debt (Interest): Items Covered in Inward Transactions Data - (90 KB pdf file)

Table 27: FDI Income on Debt (Interest): Items Covered in Outward Transactions Data - (90 KB pdf file)

Table 28: FDI Equity Capital: Items Covered in Transactions Data - (98 KB pdf file)

Table 29: FDI Equity Capital and Reinvested Earnings: Items Covered in Position Data - (100 KB pdf file)

Table 30: FDI Other Capital: Items Covered in Inward Transactions Data - (94 KB pdf file)

Table 31: FDI Other capital: Items Covered in Outward Transactions Data - (94 KB pdf file)

Table 32: FDI Other Capital: Items Covered in Inward Position Data - (93 KB pdf file)

Table 33: FDI Other Capital: Items Covered in Outward Position Data - (92 KB pdf file)

Table 34: Treatment of Equity Capital and Other Capital Transactions Between Affiliated Banks and Between Affiliated Financial Intermediaries - (109 KB pdf file)

Table 35: Treatment of Equity Capital and Other Capital Positions Between Affiliated Banks and Between Affiliated Financial Intermediaries - (106 KB pdf file)

Table 36: Treatment of Reverse Investment When the FDI Relationship is in One Direction Only (Direct Investment Enterprise Owns Less than 10% of its Direct Investor): Transactions Data - (110 KB pdf file)

Table 37: Treatment of Reverse Investment When the FDI Relationship is in One Direction Only (Direct Investment Enterprise Owns Less than 10% of its Direct Investor): Position Data - (110 KB pdf file)

Table 38: Treatment of Reverse Investment When Two FDI Relationships are Established (Direct Investment Enterprise Owns at Least 10% of its Direct Investor): Transactions Data - (110 KB pdf file)

Table 39: Treatment of Reverse Investment When Two FDI Relationships are Established (Direct Investment Enterprise Owns at Least 10% of its Direct Investor): Position Data - (109 KB pdf file)

Table 40: Primary Method used to Value Assets in FDI Position Data - (97 KB pdf file)

Table 41: Treatment of Quasi-corporations Involving Construction Enterprises and Mobile Equipment: Transactions Data - (96 KB pdf file)

Table 42: Treatment of Quasi-corporations Involving Construction Enterprises and Mobile Equipment: Position Data - (96 KB pdf file)

Table 43: Treatment of Ownership of Land and Buildings in FDI Transactions and Position Data - (95 KB pdf file)

Table 44: Treatment of Offshore Enterprises in FDI Transactions and Position Data - (79 KB pdf file)

Table 45: Treatment of Special Purpose Entities (SPEs) in FDI Transactions Data - (81 KB pdf file)

Table 46: Treatment of Special Purpose Entities (SPEs) in FDI Position Data - (82 KB pdf file)

Table 47: Treatment of Expenditure on Natural Resources Exploration in FDI Transactions and Position Data - (79 KB pdf file)

Direct Investment Methodology: Individual Country Metadata

Glossary of Direct Investment Terms and Definitions