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This guide, prepared by the International Monetary Fund (IMF), aims to assist economies in participating in the Coordinated Direct Investment Survey (CDIS), which collects and disseminates data on direct investment positions globally. The 2015 update provides statistical guidelines for data collection, reporting, and consistency across participating economies, enhancing the quality of direct investment statistics worldwide.
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How to fill out coordinated direct investment survey

01
Gather necessary financial data from your records.
02
Identify the investments covered by the survey.
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Complete each section of the form as per the instructions provided.
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Ensure that all data reflects the reporting period accurately.
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Double-check calculations and totals for accuracy.
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Review the survey for completeness before submission.
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Submit the survey to the designated authority by the deadline.

Who needs coordinated direct investment survey?

01
Government agencies collecting economic data.
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Businesses engaged in foreign direct investment.
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Investors seeking to understand market opportunities.
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Researchers studying economic trends.
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The coordinated direct investment survey is a statistical survey conducted to collect data on cross-border direct investment transactions, helping to understand and analyze patterns of foreign investment.
U.S. individuals, businesses, and entities that have direct investment relationships with foreign entities are required to file the coordinated direct investment survey.
To fill out the coordinated direct investment survey, respondents must provide detailed information on the foreign direct investment they hold or their direct investments in foreign entities, following the specific instructions provided in the survey form.
The purpose of the coordinated direct investment survey is to collect comprehensive data that informs policymakers regarding international direct investment and its impact on the economy.
Participants must report information including the investment amount, the types of financial instruments used, stock ownership details, and financial performance metrics of the foreign enterprises.
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Direct Investment IMF Survey Guide Economic Data Statistics Department Coordinated Survey Foreign Investments Balance of Payments International Investment Position Data Compilation

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