Posts Tagged 'direct investment'

New FAQs Aim to Help Private Funds Determine When They Have to File a Survey to BEA for U.S. Direct Investment Abroad

Gaining a detailed picture of the role the United States plays in the global market place is made easier by the wealth of international investment statistics produced by the Bureau of Economic Analysis.  So it’s critically important that we get the most accurate information possible from businesses, private funds, and others who fill out our BEA surveys.

To that end, BEA recently released some guidance on when private funds may need to fill out a BE-10 survey, which collects information on U.S. direct investment abroad.  The guidance is in the form of several Frequently Asked Questions (FAQs).

The new FAQs answer questions such as:

  • How do I contact BEA if I have specific questions about how to report my U.S. and foreign-based entities (private funds, operating companies, etc.) on the 2014 BE-10 survey?
  • Are the data reported on the BE-10 survey kept confidential?
  • Does the 2014 BE-10 reporting overlap with the Treasury International Capital (TIC) reporting for private funds?
  • How do I complete a survey for a foreign affiliate entity if it is a private fund versus an operating company? The 2014 BE-10 survey forms may have numerous questions which do not appear to apply to my domestic and foreign funds/entities. How do I proceed?
  • How do I determine which U.S.-based private fund entity or manager would be the U.S.  Reporter that is required to complete the 2014 BE-10A Report for U.S.  Reporter?
  • If it is determined that a private fund must complete the 2014 BE-10 survey, which forms are required?
  • My company/client is a private fund that has foreign investment. Am I required to submit the 2014 Benchmark Survey of U.S. Direct Investment Abroad (BE-10)?

Other resources for assisting the filing of the 2014 BE-10 survey can be found here.

Detailed Direct Investment Data Now Available for 2013

The U.S. Bureau of Economic Analysis (BEA) has released additional statistics on U.S. direct investment abroad – or “outward direct investment” – and on foreign direct investment in the United States – or “inward direct investment” for 2013 and revised statistics for 2011 and 2012.

These newly released statistics provide comprehensive data on direct investment by country and industry for financial transactions, equity, debt instruments, reinvestment of earnings, and income. Statistics are also now available for positions, financial transactions, and income for all countries and industries where direct investment is present, for both inward and outward.

An upcoming article in the September Survey of Current Business will present these statistics as well as additional statistics, such as reinvestment ratios, rates of return, and position and income data for outward investment classified by the industry of the U.S. parent.

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Value of Both Foreign Investments in the United States and U.S. Investments Abroad Increased in 2013

The U.S. net international investment position was -$4,577.5 billion (preliminary) at the end of 2013 as the value of foreign investments in the United States exceeded the value of U.S. investments abroad. At the end of 2012, the net position was -$3,863.9 billion.

FDIUSandUSDIA2013

The $713.6 billion decrease in the net position from the end of 2012 to the end of 2013 reflected a $1,039.8 billion increase in the value of foreign-owned assets in the United States that exceeded a $326.1 billion increase in the value of U.S.-owned assets abroad.
• The U.S. net international investment position decreased 18.5 percent from the end of 2012 to the end of 2013, compared with a 3.6-percent decrease from the end of 2011 to the end of 2012.
• The decrease in the net position in 2013 was attributable to the valuation changes of foreign-owned assets in the United States that were $362.4 billion larger than the valuation changes of U.S.-owned assets abroad, and net inflows of $351.2 billion.
• U.S.-owned assets abroad were $21,963.8 billion at the end of 2013 compared with $21,637.6 billion at the end of 2012.
• Foreign-owned assets in the United States were $26,541.3 billion at the end of 2013 compared with $25,501.5 billion at the end of 2012.

Read the full report.