New Guidance Materials for Private Funds Now Available

The Bureau of Economic Analysis and the Treasury Department are preparing to implement a change in early 2017 that will simplify how certain cross-border investments by or into private funds are reported on BEA surveys of direct investment and the Treasury International Capital, or TIC, surveys of portfolio investment.

New guidance materials to help private fund reporters determine how the change will affect their reporting requirements are now available. These new materials include frequently asked questions, or FAQs, and interactive decision tools that guide reporters, one question at a time, to help them determine their reporting obligations.

The FAQs and decision tools, along with additional information and resources on the change in reporting requirements for private funds, are available at

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