About This Event
“Count foreign investment properly, and the policy story gets much clearer.”
A five-day virtual regional workshop introducing junior to middle-level staff to compiling direct investment statistics. You will learn the concepts behind direct investment relationships, build and run enterprise surveys, and compile positions and flows for the balance of payments and international investment position.
What You'll Explore
A clear grasp of direct investment concepts and the FDIR framework
A model direct investment survey questionnaire adapted to your economy
A compilation workbook for equity, debt and reinvested earnings
A data-quality checklist including bilateral asymmetry checks
Practical readiness to contribute to your country's CDIS submission
Who Should Attend
Open to all qualifying staff, particularly: Balance of Payments Compilers, External Sector Statisticians, Statistics Department Staff, Survey Officers, Junior Research Economists.
Why This Course Matters
Accurate External Accounts
Direct investment is often the largest item in the financial account and the IIP. Compiling it correctly keeps your external accounts credible and your view of external vulnerability accurate.
Reliable Survey Data
Most direct investment data comes from enterprise surveys that are easy to get wrong. A well-designed survey and register means fewer gaps, fewer revisions and figures your policy teams can trust.
Better Investment Policy
Sound FDI statistics show where investment comes from and which sectors it reaches. That evidence helps government and investment agencies target promotion and assess the impact of incentives.
Programme
Day 1
Direct investment concepts & the 10 percent threshold
You will learn the core concepts of direct investment, including the 10 percent voting threshold, the Framework for Direct Investment Relationships, fellow enterprises and the directional principle.
Day 2
Business registers & survey design
You will build and maintain a register of direct investment enterprises, drawing on company, tax and investment agency sources, and design a survey questionnaire suited to local respondents.
Day 3
Equity, debt instruments & reinvested earnings
You will compile equity and debt positions and transactions, calculate reinvested earnings and investment income, and apply valuation rules for listed and unlisted equity at market or book value.
Day 4
Compiling BOP flows & IIP positions
You will reconcile flows and positions, record DI in the balance of payments and IIP, and prepare data for the Coordinated Direct Investment Survey using practical exercises on sample returns.
Day 5
Data quality, SPEs & dissemination
You will run quality checks and bilateral asymmetry comparisons, treat special purpose entities correctly and draft a dissemination note that explains your direct investment statistics to users.
Standards & Faculty Benchmark
IMF BPM6 & BPM7
The IMF Balance of Payments and International Investment Position Manual, sixth and seventh editions.
OECD Benchmark Definition of FDI (BD4)
The OECD's detailed standard for measuring foreign direct investment, consistent with the BPM.
IMF Coordinated Direct Investment Survey
The IMF's global survey of direct investment positions, supporting bilateral comparison of data.
BPM, BD4 and the CDIS are the standards the IMF and OECD use to judge and compare direct investment data across countries. Compiling to them from the start means your figures line up with partner-country data and need less correction later.
Is This Right for You?
- ☑You are new to compiling balance of payments or FDI statistics
- ☑Your institution is improving its direct investment survey
- ☑You want a solid grounding in BPM and OECD FDI standards
Good to Know
Designed as an introduction for junior to middle-level staff; basic familiarity with the balance of payments is helpful but not essential. Delivered live online to a regional cohort. You leave with a compilation workbook, a model survey questionnaire and a data-quality checklist.
The Bottom Line
Go back with the concepts, survey tools and workbook to compile direct investment statistics that stand up to international comparison.
Recommended For
Open to all qualifying staff, particularly: Balance of Payments Compilers, External Sector Statisticians, Statistics Department Staff, Survey Officers, Junior Research Economists.