Coordinated Direct Investment Survey
Last Updated: February 03, 2010The IMF is conducting the 2009 Coordinated Direct Investment Survey (CDIS) in conjunction with its interagency partners, including the Organisation for Economic Cooperation and Development, the Statistical Office of the European Communities, the European Central Bank, and the United Nations Conference on Trade and Development. As of October 2009, 132 economies had indicated interest in the CDIS, including virtually every major FDI investing and FDI receiving economy.
The purpose of the CDIS is to improve the quality of direct investment position statistics in the international investment position and by immediate counterpart economy. Specifically, the objectives of the CDIS are to collect comprehensive and harmonized data, with geographic detail of counterpart country, on direct investment positions, with equity reported separately from debt investment. The measurement date is end-2009. Data for both inward and outward direct investment positions are sought.
The first estimates are to be reported to the IMF by the end of September 2010, and are expected to be published by the end of 2010 or early in 2011. More comprehensive data will become available later in 2011.
During 2008, the IMF conducted 10 regional seminars on the Coordinated Direct Investment Survey in Barbados, China PR, Luxembourg (2 seminars were held in Luxembourg), Kuala Lumpur, Mexico, Oman, South Africa, Slovenia, and Tunis. A total of 189 participants from 128 jurisdictions attended these seminars. The purpose of the seminars was to review the contents of the CDIS Guide and discuss with participants the steps they needed to take to begin preparations for the survey.
In 2009, in light of the success of the seminars conducted in 2008 that showed many countries were prepared and well advanced in their planning that they did not need further seminars of this nature, the IMF re-assessed how best to assist those regions that seemed to be most in need, while also focusing on systemically important economies that were still developing their statistical methods. Accordingly, the IMF conducted four regional workshops (in India (for countries of South and East Asia), South Africa (for Anglophone African countries), in Tunisia (for Francophone African countries), and the UAE (for countries of the Middle East and North Africa)). The workshops were designed to review the design of the collection vehicles, the survey frame, the communications strategy, and other practical steps to be taken before the survey can be launched at the end of 2009. In addition, the IMF held one-on-one sessions with Russia and China PR. These workshops and sessions indicated that most of the participants are well prepared to undertake the survey.
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
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
Data Template for Reporting to the IMF
Items Compilers May Wish to Collect, in Addition to Direct Investment Positions
Country Codes and Regional Groupings
IMF Committee on Balance of Payments Statistics
IMF Committee on Balance of Payments Statistics: Home Page
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.