See Also:

Coordinated Direct Investment Survey

OECD Benchmark Definition of Foreign Direct Investment (BD4)

Balance of Payments and International Investment Position Statistics

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

Direct Investment Methodology

Last Updated: July 24, 2008

Direct investment is the category of international investment that reflects the objective of a resident entity in one economy obtaining a lasting interest in an enterprise resident in another country. (IMF Balance of Payments Manual, fifth edition, paragraph 359.)

This website is divided into the following sections:

• Coordinated Direct Investment Survey
• Revision of the IMF Balance of Payments Manual: The Direct Investment Functional Category
• The Survey of the Implementation of Methodological Standards for Direct Investment (SIMSDI)
  • Metadata for the 2003 SIMSDI survey and the 2001 SIMSDI update on the compilation practices, data sources, and methodology used by participating countries
  • SIMSDI Background
    
  • The Form used for the 1997 SIMSDI survey and 2001 update
    
  • The Reports on the results of the 1997 SIMSDI survey and the 2001 SIMSDI update
    
• 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 the webpage regarding the direct investment issues being reviewed in the process of updating of the fifth edition of the IMF Balance of Payments Manual, Issues for Consideration by Technical Experts Groups