OECD Benchmark Definition of Foreign Direct Investment (Fifth Edition)

Annex B. Presentations of FDI statistics

826. The Benchmark Definition recommends two types of standard presentations for the dissemination of foreign direct investment (FDI) statistics, one according to the asset/liability principle, and the other according to the directional principle. In addition, further analyses of direct investment statistics are to be reported on a supplementary (voluntary) basis, but their reporting is strongly encouraged. Overall, the presentations for direct investment statistics recommended by this Benchmark Definition can be summarised as follows:

1. Standard FDI statistics

a. Aggregate FDI statistics according to the asset/liability principle with separate identification of resident special purpose entities (SPEs); instrument detail, and with all of the necessary detail to convert to the directional principle1

i. FDI positions in assets and liabilities on an annual basis (T+6 months)

ii. FDI transactions in net acquisition of financial assets and net incurrence of liabilities of FDI on a quarterly basis (T+3 months)

iii. FDI income in debits/expenditures and credits/revenues on a quarterly basis (T+3 months)

iv. Integrated FDI position statement on an annual basis (T+ 6 months)

b. Disaggregated FDI Statistics (according to the directional principle) with instrument detail

i. Inward/outward FDI positions on an annual basis (T+9 months)

a) All entities

1) by immediate partner economy

2) by ultimate investing economy (for inward positions only)

3) by industry

b) Resident SPEs

1) by immediate partner economy

2) by ultimate investing economy (for inward positions only)

3) by industry

c) Excluding resident SPEs2

1) by immediate partner economy

2) by ultimate investing economy (for inward positions only)

3) by industry

ii. Inward/outward FDI financial transactions (inflows/outflows) on an annual basis (T+9 months)

a) All entities

1) by immediate partner economy

2) by industry

b) Resident SPEs

1) by immediate partner economy

2) by industry

c) Excluding resident SPEs2

1) by immediate partner economy

2) by industry

iii. Inward/outward FDI income (payables/receivables) on an annual basis (T+9 months)

a) All entities

1) by immediate partner economy

2) by industry

b) Resident SPEs

1) by immediate partner economy

2) by industry

c) Excluding resident SPEs2

1) by immediate partner economy

2) by industry

2. Supplementary FDI statistics (according to the directional principle)

a. Outward FDI positions disaggregated by ultimate host economy (UHE) on an annual basis with instrument detail (T+9 months)3

b. Inward FDI income (payables) disaggregated by ultimate investing economy (UIE) on an annual basis with instrument detail (T+9 months)

c. Pass-through funds: Outward FDI positions, financial transactions and income according to the residency/non-residency of the ultimate controlling parent on an annual basis (T+9 months)

d. Aggregate FDI financial transactions by type (excluding resident SPEs) on an annual basis (T+9 months)4

i. Inward/outward FDI equity capital transactions

a) Mergers and acquisitions (M&A)

b) Greenfield (new) investment5

c) Extensions of capacity5

d) Financial and corporate restructuring

e) Unallocated

ii. Reinvestment of earnings

a) Of which: Greenfield investment5

b) Of which: Extensions of capacity5

iii. Debt

a) Of which: Greenfield investment5

b) Of which: Extensions of capacity5

827. The structure and content of the standard and supplementary presentations of FDI series are described below. In generating the tables, compilers are requested to report data using the sign convention described in Box A B.1.

Box A B.1. Sign convention

In presenting the various tables of FDI data, compilers should note that the sign convention required is as follows:

FDI positions

FDI positions presented on an asset/liability basis should be shown so that increases in either are shown with a positive sign and decreases with a negative sign. The net position should be derived arithmetically as

$Net FDI position=FDI assets-\left(minus\right) FDI liabilities$

FDI positions presented on a directional basis should follow the same sign convention, i.e., increases in outward FDI or in inward FDI are shown with a positive sign and decreases with a negative sign. The net position should be derived arithmetically as

$Net FDI position=outward FDI-\left(minus\right) inward FDI$

Note: The net FDI position for both presentations should be the same (where the coverage is identical).

FDI financial transactions

The sign convention described for FDI positions applies also to FDI financial transactions.

FDI income

For the compiling economy, FDI income inflows are shown as positive credits/revenues and income outflows are shown as positive debits/expenditures. The net income flow should be derived arithmetically as

$Net FDI income=FDI income credits/revenues-\left(minus\right) FDI income debits/expenditures$

Source: Based on OECD (2009[1]), OECD Benchmark Definition of Foreign Direct Investment, Fourth Edition (BD4), https://doi.org/10.1787/9789264045743-en.

Standard presentation for aggregate FDI statistics

828. The following tables Table A B.1, Table A B.2, Table A B.3 and Table A B.4 include the standard presentations for aggregate FDI statistics.

Table A B.1. Aggregate FDI positions

Reporting economy: Reporting year (T+6 months):
	Assets	Liabilities
1.1 FDI positions
1.1.1 Equity (including reinvestment of earnings)
1.1.1.1 Direct investor in direct investment enterprises
1.1.1.2 Direct investment enterprises in direct investor
1.1.1.3 Fellow enterprises in other fellow enterprises
1.1.1.3.1 Ultimate controlling parent is resident
1.1.1.3.2 Ultimate controlling parent is non-resident
1.1.2 Debt instruments
1.1.2.1 Direct investor in direct investment enterprises
1.1.2.2 Direct investment enterprises in direct investor
1.1.2.3 Fellow enterprises in other fellow enterprises
1.1.2.3.1 Ultimate controlling parent is resident
1.1.2.3.2 Ultimate controlling parent is non-resident
1.2 Of which: Resident SPEs
1.2.1 Equity (including reinvestment of earnings)
1.2.1.1 Direct investor in direct investment enterprises
1.2.1.2 Direct investment enterprises in direct investor
1.2.1.3 Fellow enterprises in other fellow enterprises
1.2.1.3.1 Ultimate controlling parent is resident
1.2.1.3.2 Ultimate controlling parent is non-resident
1.2.2 Debt instruments
1.2.2.1 Direct investor in direct investment enterprises
1.2.2.2 Direct investment enterprises in direct investor
1.2.2.3 Fellow enterprises in other fellow enterprises
1.2.2.3.1 Ultimate controlling parent is resident
1.2.2.3.2 Ultimate controlling parent is non-resident
	Net outward	Net inward
1.3 FDI positions on directional basis*
1.3.1 Equity (including reinvestment of earnings)
1.3.2 Debt instruments
1.4 Of which: Resident SPEs*
1.4.1 Equity (including reinvestment of earnings)
1.4.2 Debt instruments

Note: (*) indicates the supplementary presentation of aggregate FDI positions on directional basis for cases where the standard AL components could not be reported.

Table A B.2. Aggregate FDI financial transactions

Reporting economy: Reporting Year/Quarter (T+3 months):
	Net acquisition of financial assets	Net incurrence of liabilities
2.1 FDI financial transactions
2.1.1 Equity (excluding reinvestment of earnings)
2.1.1.1 Direct investor in direct investment enterprises
2.1.1.2 Direct investment enterprises in direct investor
2.1.1.3 Fellow enterprises in other fellow enterprises
2.1.1.3.1 Ultimate controlling parent is resident
2.1.1.3.2 Ultimate controlling parent is non-resident
2.1.2 Reinvestment of earnings
2.1.3 Debt instruments
2.1.3.1 Direct investor in direct investment enterprises
2.1.3.2 Direct investment enterprises in direct investor
2.1.3.3 Fellow enterprises in other fellow enterprises
2.1.3.3.1 Ultimate controlling parent is resident
2.1.3.3.2 Ultimate controlling parent is non-resident
2.2 Of which: Resident SPEs
2.2.1 Equity (excluding reinvestment of earnings)
2.2.1.1 Direct investor in direct investment enterprises
2.2.1.2 Direct investment enterprises in direct investor
2.2.1.3 Fellow enterprises in other fellow enterprises
2.2.1.3.1 Ultimate controlling parent is resident
2.2.1.3.2 Ultimate controlling parent is non-resident
2.2.2 Reinvestment of earnings
2.2.3 Debt instruments
2.2.3.1 Direct investor in direct investment enterprises
2.2.3.2 Direct investment enterprises in direct investor
2.2.3.3 Fellow enterprises in other fellow enterprises
2.2.3.3.1 Ultimate controlling parent is resident
2.2.3.3.2 Ultimate controlling parent is non-resident
	Net outward	Net inward
2.3 FDI financial transactions on Directional basis*
2.3.1 Equity (excluding reinvestment of earnings)
2.3.2 Reinvestment of earnings
2.3.3 Debt instruments
2.4 Of which: Resident SPEs*
2.4.1 Equity (excluding reinvestment of earnings)
2.4.2 Reinvestment of earnings
2.4.3 Debt instruments

Note: (*) indicates the supplementary presentation of aggregate FDI transactions on directional basis for cases where the standard AL components could not be reported.

Table A B.3. Aggregate FDI income

Reporting economy: Reporting Year/Quarter (T+3 months):
	Credits/Revenues	Debits/Expenditures
3.1 FDI income
3.1.1 Income on Equity
3.1.1.1 Dividends
3.1.1.1.1 Direct investor in direct investment enterprises
3.1.1.1.2 Direct investment enterprises in direct investor
3.1.1.1.3 Fellow enterprises in other fellow enterprises
3.1.1.1.3.1 Ultimate controlling parent is resident
3.1.1.1.3.2 Ultimate controlling parent is non-resident
3.1.1.2 Reinvested earnings
3.1.2 Income on debt (interest)
3.1.2.1 Direct investor in direct investment enterprises
3.1.2.2 Direct investment enterprises in direct investor
3.1.2.3 Fellow enterprises in other fellow enterprises
3.1.2.3.1 Ultimate controlling parent is resident
3.1.2.3.2 Ultimate controlling parent is non-resident
3.2 Of which: Resident SPEs
3.2.1 Income on Equity
3.2.1.1 Dividends
3.2.1.1.1 Direct investor in direct investment enterprises
3.2.1.1.2 Direct investment enterprises in direct investor
3.2.1.1.3 Fellow enterprises in other fellow enterprises
3.2.1.1.3.1 Ultimate controlling parent is resident
3.2.1.1.3.2 Ultimate controlling parent is non-resident
3.2.1.2 Reinvested earnings
3.2.2 Income on debt (interest)
3.2.2.1 Direct investor in direct investment enterprises
3.2.2.2 Direct investment enterprises in direct investor
3.2.2.3 Fellow enterprises in other fellow enterprises
3.2.2.3.1 Ultimate controlling parent is resident
3.2.2.3.2 Ultimate controlling parent is non-resident
	Net outward	Net inward
3.3 FDI income on Directional basis*
3.3.1 Income on Equity
3.3.1.1 Dividends
3.3.1.2 Reinvested earnings
3.3.2 Income on debt (Interest)
3.4 Of which: Resident SPEs*
3.4.1 Income on Equity
3.4.1.1 Dividends
3.4.1.2 Reinvested earnings
3.4.2 Income on debt (Interest)

Note: (*) indicates the supplementary presentation of aggregate FDI transactions on directional basis, in case the standard AL components could not be reported.

Table A B.4. Integrated FDI position statement

Reporting economy: Reporting Year (T+6 months):
	Beginning of period FDI position	Accumulation of accounts						End of period FDI position
		FDI financial transactions	Other changes in financial assets and liabilities
			Revaluations		Other changes in volume
			Exchange rates changes	Other price changes	Total	of which: debt write-offs and cancellations	of which: reclassifications
1.1 FDI assets
1.1.1 Equity (including reinvestment of earnings)
1.1.2 Debt instruments
1.2 Of which: Resident SPEs
1.2.1 Equity (including reinvestment of earnings)
1.2.2 Debt instruments
1.3 FDI liabilities
1.3.1 Equity (including reinvestment of earnings)
1.3.2 Debt instruments
1.4 Of which: Resident SPEs
1.4.1 Equity (including reinvestment of earnings)
1.4.2 Debt instruments

Note: ‘Of which’ items in italics are supplementary and do not necessarily add up to the total of other changes in volume.

Standard presentation for disaggregated FDI statistics by partner economy and by industry (according to the directional principle)

829. The following tables Table A B.5, Table A B.6, and Table A B.7 include the standard presentations for disaggregated FDI statistics by partner economy and by industry, according to the directional principle.

Table A B.5. Disaggregated FDI positions

Reporting economy: Reporting year (T+9 months):
Net inward / outward
FDI positions including resident SPEs			FDI positions of resident SPEs			FDI positions excluding resident SPEs*
Equity (incl. reinvestment of earnings)	Debt instruments	Total	Equity (incl. reinvestment of earnings)	Debt instruments	Total	Equity (incl. reinvestment of earnings)	Debt instruments	Total
By immediate partner economy (see Table A B.12 for the geographical allocation)
By industry (see Table A B.13 for the industrial classification)
(Inward only) By ultimate investing economy (see Table A B.12 for the geographical allocation)

Note: (*) Whenever possible, compilers are encouraged to present their FDI statistics by partner economy and by industry details excluding resident SPEs and for resident SPEs separately, while the geographic and industry details for series including resident SPEs (All entities) could be derived. This would allow the lowest level of confidentiality restriction on series excluding resident SPEs and better supports analysis of the impact of FDI.

Table A B.6. Disaggregated FDI financial transactions

Reporting economy: Reporting year (T+9 months):
Net inward / outward
FDI transactions including resident SPEs				FDI transactions of resident SPEs				FDI transactions excluding resident SPEs*
Equity (excl. reinvestment of earnings)	Reinvestment of earnings	Debt	Total	Equity (excl. reinvestment of earnings)	Reinvestment of earnings	Debt	Total	Equity (excl. reinvestment of earnings)	Reinvestment of earnings	Debt	Total
By immediate partner economy (see Table A B.12 for the geographical allocation)
By industry (see Table A B.13 for the industrial classification)

Note: (*) Whenever possible, compilers are encouraged to present their FDI statistics by partner economy and by industry details excluding resident SPEs and for resident SPEs separately, while the geographic and industry details for series including resident SPEs (all entities) could be derived. This would allow the lowest level of confidentiality restriction on series excluding resident SPEs and better supports analysis of the impact of FDI.

Table A B.7. Disaggregated FDI income

Reporting economy: Reporting year (T+9 months):
FDI income (including resident SPEs)								FDI income of resident SPEs								FDI income excluding resident SPEs*
Income on equity				Income on debt (interest)		Total income		Income on equity				Income on debt (interest)		Total income		Income on equity				Income on debt (interest)		Total income
Distributed profits		Reinvested earnings						Distributed profits		Reinvested earnings						Distributed profits		Reinvested earnings
Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward	Outward	Inward
By immediate partner economy (see Table A B.12 for the geographical allocation)
By industry (see Table A B.13 for the industrial classification)

Note: (*) Whenever possible, compilers are encouraged to present their FDI statistics by partner economy and by industry details excluding resident SPEs and for resident SPEs separately, while the geographic and industry details for series including resident SPEs (all entities) could be derived. This would allow the lowest level of confidentiality restriction on series excluding resident SPEs and better supports analysis of the impact of FDI.

Supplementary presentation for FDI statistics (according to the directional principle)

830. The following tables Table A B.8, Table A B.9, Table A B.10 and Table A B.11 include the supplementary presentations for FDI statistics, according to the directional principle.

Table A B.8. Outward FDI positions disaggregated by ultimate host economy

Reporting economy: Reporting year (T+9 months):
Net outward FDI positions
Equity including reinvestment of earnings	Debt instruments	Total
By ultimate host economy (see Table A B.12 for the geographical allocation)

Note: The reporting of outward FDI positions by ultimate host economy can include or exclude resident SPEs, depending on data availability.

Table A B.9. Inward FDI income disaggregated by ultimate investing economy

Reporting economy: Reporting year (T+9 months):
FDI income on inward FDI including resident SPEs				FDI income on inward FDI of resident SPEs				FDI income on inward FDI excluding resident SPEs*
Income on equity		Income on debt (interest)	Total income	Income on equity		Income on debt (interest)	Total income	Income on equity		Income on debt (interest)	Total income
Distributed profits	Reinvested earnings			Distributed profits	Reinvested earnings			Distributed profits	Reinvested earnings
By ultimate investing economy (see Table A B.12 for the geographical allocation)

Note: (*) Whenever possible, compilers are encouraged to present their FDI statistics by partner economy and by industry details excluding resident SPEs and for resident SPEs separately, while the geographic and industry details for series including resident SPEs (all entities) could be derived. This would allow the lowest level of confidentiality restriction on series excluding resident SPEs and better supports analysis of the impact of FDI.

Table A B.10. Aggregate FDI statistics by residency/non-residency of the ultimate controlling parent (pass-through funds)

Reporting economy: Reporting year (T+9 months):

1.1 Total net outward FDI positions (directional basis)

1.1.1 If ultimate controlling parentis resident

1.1.2 If ultimate controlling parent is non-resident

1.2 Total net outward FDI financial transactions (directional basis)

1.2.1 If ultimate controlling parent is resident

1.2.2 If ultimate controlling parent is non-resident

1.3 Total net outward FDI income (directional basis)

1.3.1 If ultimate controlling parent is resident

1.3.2 If ultimate controlling parent is non-resident

Note: Net outward FDI positions, financial transactions and income when the ultimate controlling parent is resident correspond to the upper-bound estimates of pass-through FDI positions, financial transactions and income.

Table A B.11. Aggregate FDI financial transactions by type

Reporting economy: Reporting year (T+9 months):
Net inward / outward FDI transactions (excluding resident SPEs)*
Equity							Reinvestment of earnings				Debt
Total equity	Mergers & Acquisitions	Greenfield investment & Extension of capacity	Greenfield investment	Extension of capacity	Financial & corporate restructuring	Unallocated	Total reinvestment of earnings	Of which: Greenfield investment & Extension of capacity	Greenfield investment	Extension of capacity	Total debt	Of which: Greenfield investment & Extension of capacity	Greenfield investment	Extension of capacity

Note: (*) The reporting of FDI financial transactions by type can include resident SPEs if it is not possible to exclude them. Greenfield investment and extensions of capacity can be reported together if it is not possible to report them separately.

Geographical allocation

831. Table A B.12 provides the geographical allocation used to report FDI statistics broken down by immediate or ultimate partner economy.

832. The codification of country and economic zones in Table A B.12 corresponds to ISO 2 codes and other codes used by the Standard Data and Metadata eXchange (SDMX) codification (SDMX CL_AREA code list) to report FDI statistics to International Organisations.6

Table A B.12. Geographical allocation

Code	Area
W0	WORLD (all areas, including reference area, including International Organisations)
W190	World not allocated (not allocated geographically, plus International Organisations)
E1	EUROPE
E19	Europe not allocated
AL	Albania
AD	Andorra
AT	Austria
BY	Belarus
BE	Belgium
BA	Bosnia and Herzegovina
BG	Bulgaria
HR	Croatia
CY	Cyprus,1, 2
CZ	Czechia
DK	Denmark
EE	Estonia
FO	Faroe Islands
FI	Finland
FR	France
DE	Germany
GI	Gibraltar
GR	Greece
GG	Guernsey
VA	Holy see
HU	Hungary
IS	Iceland
IE	Ireland
IM	Isle of Man
IT	Italy
JE	Jersey
XK	Kosovo
LV	Latvia
LI	Liechtenstein
LT	Lithuania
LU	Luxembourg
MK	North Macedonia
MT	Malta
MD	Moldova
ME	Montenegro
NL	Netherlands
NO	Norway
PL	Poland
PT	Portugal
RO	Romania
RU	Russia
SM	San Marino
RS	Serbia
SK	Slovak Republic
SI	Slovenia
ES	Spain
SE	Sweden
CH	Switzerland
TR	Türkiye
UA	Ukraine
GB	United Kingdom
F1	AFRICA
F19	Africa not allocated
F4	Northern Africa
DZ	Algeria
EG	Egypt
LY	Libya
MA	Morocco
TN	Tunisia
F2	Other African countries
AO	Angola
BJ	Benin
BW	Botswana
IO	British Indian Ocean Territory
BF	Burkina Faso
BI	Burundi
CM	Cameroon
CV	Cabo Verde
CF	Central African Republic
TD	Chad
KM	Comoros
CG	Congo
CI	Côte d'Ivoire
CD	Democratic Republic of the Congo
DJ	Djibouti
GQ	Equatorial Guinea
ER	Eritrea
ET	Ethiopia
GA	Gabon
GM	Gambia
GH	Ghana
GN	Guinea
GW	Guinea-Bissau
KE	Kenya
LS	Lesotho
LR	Liberia
MG	Madagascar
MW	Malawi
ML	Mali
MR	Mauritania
MU	Mauritius
MZ	Mozambique
NA	Namibia
NE	Niger
NG	Nigeria
RW	Rwanda
SH	Saint Helena
ST	Sao Tome and Principe
SN	Senegal
SC	Seychelles
SL	Sierra Leone
SO	Somalia
ZA	South Africa
SD	Sudan
SS	South Sudan
SZ	Eswatini
TZ	Tanzania, United Republic of
TG	Togo
UG	Uganda
ZM	Zambia
ZW	Zimbabwe
A1	AMERICA
A19	America not allocated
A2	Northern America
CA	Canada
GL	Greenland
US	United States
A5	Central America and Caribbean countries
AI	Anguilla
AG	Antigua and Barbuda
AW	Aruba
BS	Bahamas
BB	Barbados
BZ	Belize
BM	Bermuda
BQ	Bonaire
KY	Cayman Islands
CR	Costa Rica
CU	Cuba
CW	Curaçao
DM	Dominica
DO	Dominican Republic
SV	El Salvador
GD	Grenada
GT	Guatemala
HT	Haiti
HN	Honduras
JM	Jamaica
MX	Mexico
MS	Montserrat
NI	Nicaragua
PA	Panama
KN	Saint Kitts and Nevis
LC	Saint Lucia
VC	Saint Vincent and the Grenadines
SX	Sint Maarten
TT	Trinidad and Tobago
TC	Turks and Caicos Islands
VG	Virgin Islands, British
VI	Virgin Islands, United States
A7	South America
AR	Argentina
BO	Bolivia
BR	Brazil
CL	Chile
CO	Colombia
EC	Ecuador
FK	Falkland Islands (Malvinas)
GY	Guyana
PY	Paraguay
PE	Peru
SR	Suriname
UY	Uruguay
VE	Venezuela
S1	ASIA
S19	Asia not allocated
S3	Near and Middle East countries
S35	Gulf Arabian countries
BH	Bahrain
IQ	Iraq
KW	Kuwait
OM	Oman
QA	Qatar
SA	Saudi Arabia
AE	United Arab Emirates
YE	Yemen
S37	Other Near and Middle East
AM	Armenia
AZ	Azerbaijan
GE	Georgia
IL	Israel
JO	Jordan
LB	Lebanon
PS	Palestinian Authority
SY	Syrian Arab Republic
S6	Other Asian countries
AF	Afghanistan
BD	Bangladesh
BT	Bhutan
BN	Brunei Darussalam
KH	Cambodia
CN	People’s Republic of China
KP	Democratic People's Republic of Korea
HK	Hong Kong (China)
IN	India
ID	Indonesia
IR	Iran
JP	Japan
KZ	Kazakhstan
KR	Korea
KG	Kyrgyzstan
LA	Lao People’s Democratic Republic
MO	Macau
MY	Malaysia
MV	Maldives
MN	Mongolia
MM	Myanmar
NP	Nepal
PK	Pakistan
PH	Philippines
SG	Singapore
LK	Sri Lanka
TW	Chinese Taipei
TJ	Tajikistan
TH	Thailand
TL	Timor-Leste
TM	Turkmenistan
UZ	Uzbekistan
VN	Viet Nam
O1	AUSTRALIA, OCEANIA and POLAR REGIONS
O19	Oceania and polar regions not allocated
AS	American Samoa
AQ	Antarctica
AU	Australia
BV	Bouvet Island
CX	Christmas Islands
CC	Cocos (Keeling) Islands
CK	Cook Islands
FJ	Fiji
PF	French Polynesia
TF	French Southern and Antarctic Lands
GU	Guam
HM	Heard Island and McDonald Islands
KI	Kiribati
MH	Marshall Islands
FM	Micronesia, Federated States of
NR	Nauru
NC	New Caledonia
NZ	New Zealand
NU	Niue
NF	Norfolk Island
MP	Northern Mariana Islands
PW	Palau
PG	Papua New Guinea
PN	Pitcairn
WS	Samoa
SB	Solomon Islands
GS	South Georgia and the South Sandwich Islands
TK	Tokelau
TO	Tonga
TV	Tuvalu
UM	United States Minor Outlying Islands
VU	Vanuatu
WF	Wallis and Futuna
Economic zones
(A) OECD
P7	OECD38 (OECD fixed composition 38 members; from reference year 2021)
P6	OECD37 (OECD fixed composition 37 members; for reference year 2020)
P5	OECD36 (OECD fixed composition 36 members; for reference years 2018-19)
P4	OECD35 (OECD fixed composition 35 members; for reference years 2016-17)
P1	OECD34 (OECD fixed composition 34 members; for reference years 2010-15)
P00	OECD30 (OECD fixed composition 30 members; for reference years up to 2009)
(B) EUROPEAN UNION
B6	EU 27 (without the UK) for reference years starting from 2020
B5	EU28 (for reference years 2013-19)
B4	EU27 (2007-12)
B3	EU25 (2004-06)
B2	EU15 (until end 2003)
(C) OTHER ECONOMIC AND GEOGRAPHIC ZONES
R4	ASEAN (Association of South East Asian Nations)
R220	G20 countries excl. EU
R221	G20 OECD countries
R222	G20 non-OECD countries
F98	MENA (Middle East and North Africa countries)
R25	Total Official Development Assistance (ODA) recipients
R251	ODA recipients-Europe
R252	ODA recipients-Africa
R253	ODA recipients-America
R254	ODA recipients-Asia
R255	ODA recipients-Oceania

Notes:

1Note by the Republic of Türkiye: The information in this document with reference to “Cyprus” relates to the southern part of the Island. There is no single authority representing both Turkish and Greek Cypriot people on the Island. Türkiye recognises the Turkish Republic of Northern Cyprus (TRNC). Until a lasting and equitable solution is found within the context of the United Nations, Türkiye shall preserve its position concerning the “Cyprus issue”.

2Note by all the European Union Member States of the OECD and the European Union: The Republic of Cyprus is recognised by all members of the United Nations with the exception of Türkiye. The information in this document relates to the area under the effective control of the Government of the Republic of Cyprus.

Source: Based on OECD (2009[1]), OECD Benchmark Definition of Foreign Direct Investment, Fourth Edition (BD4) https://doi.org/10.1787/9789264045743-en.

Industrial classification

833. The industrial classification in Table A B.13 is based on the International Standard Industrial Classification of all economic activities (ISIC), Rev. 5 used to present disaggregated FDI statistics by industry up to the third digit level.7

Table A B.13. International Standard Industrial Classification (ISIC5)

ECONOMIC ACTIVITY	ISIC rev.5
AGRICULTURE, FORESTRY AND FISHING	section A
MINING AND QUARRYING	section B
Extraction of crude petroleum and natural gas; mining support services	division 06, 09
MANUFACTURING	section C
Food products, beverage, and tobacco products	divisions 10,11,12
Textiles and wearing apparel	divisions 13,14
Wood, paper, printing and reproduction	divisions 16, 17,18
[TOTAL textiles + wood activities]	[divisions 13,14, 16, 17,18]
Coke and refined petroleum products	division 19
Manufacture of chemicals & chemical products	division 20
Pharmaceuticals products and preparations	division 21
Rubber and plastic products	division 22
[TOTAL petroleum, chemical, pharmaceuticals, rubber and plastic products]	[divisions 19, 20, 21, 22]
Basic metal and fabricated metal products	divisions 24, 25
Computer, electronic and optical products	division 26
of which:
Computers and peripheral equipment	group 262
Communication equipment and consumer electronics	groups 263 and 264
Instrument and appliances for measuring, testing and navigation; watches and clock; irradiation, electromedical and electrotherapeutic equipment	groups 265 and 266
Machinery and equipment n.e.c.	division 28
[TOTAL metal, computer and machinery]	[divisions 24, 25, 26, 28]
Motor vehicles, trailers and semi-trailers	division 29
Other transport equipment	division 30
of which: Manufacture of air and spacecraft and related machinery	group 303
[TOTAL vehicles and other transport equipment]	[divisions 29, 30]
Other manufacturing	divisions 15, 23, 27, 31, 32, 33
ELECTRICITY, GAS, STEAM AND AIR CONDITIONING SUPPLY	section D
WATER SUPPLY; SEWERAGE, WASTE MANAGEMENT AND REMEDIATION ACTIVITIES	section E
Water collection, treatment and supply	division 36
Sewerage, waste management and remediation activities	divisions 37, 38, 39
CONSTRUCTION	section F
WHOLESALE AND RETAIL TRADE	section G (divisions 46, 47)
Wholesale trade	division 46
Retail trade cycles	division 47
TRANSPORTATION AND STORAGE	section H
Land transport and transport via pipelines	division 49
Water transport	division 50
Air transport	division 51
Warehousing and support activities for transportation	division 52
[TOTAL transport and storage]	[divisions 49, 50, 51, 52]
Postal and courier activities	division 53
ACCOMMODATION AND FOOD SERVICE ACTIVITIES	section I
PUBLISHING, BROADCASTING, AND CONTENT PRODUCTION AND DISTRIBUTION ACTIVITIES	section J
Publishing activities	division 58
Motion picture, video and television programme production, sound recording and music publishing activities; programming, broadcasting, news agency and other content distribution activities	divisions 59, 60
TELECOMMUNICATIONS, COMPUTER PROGRAMMING, CONSULTANCY, COMPUTING INFRASTRUCTURE, AND OTHER INFORMATION SERVICE ACTIVITIES	Section K
Telecommunications	division 61
Other information service activities	divisions 62, 63
FINANCIAL AND INSURANCE ACTIVITIES	section L
Financial services activities, except insurance and pension funding	division 64
of which:
Monetary intermediation	group 641
Activities of holding companies and financing conduits	group 642
Activities of trusts, funds and similar financial entities	group 643
Insurance, reinsurance and pension funding, except compulsory social security	division 65
Activities auxiliary to financial services and insurance activities	division 66
REAL ESTATE ACTIVITIES	section M
PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES	section N
Legal and accounting activities	division 69
Legal activities	group 691
Accounting, bookkeeping and auditing activities, tax consultancy	group 692
Activities of head offices; management consultancy activities	division 70
Activities of head offices	group 701
Management consultancy activities	group 702
Architecture and Engineering activities; technical testing and analysis	division 71
Scientific research and development	division 72
Activities of advertising, market research and public relations	division 73
Advertising	group 731
Market research and public opinion polling	group 732
Public relations activities	group 733
Other professional, scientific and technical activities	divisions 74, 75
ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES	section O
Rental and leasing activities	division 77
Other administrative and support services activities	divisions 78, 79, 80, 81, 82
of which: Travel agency, tour operator reservation service and related activities	division 79
EDUCATION	section Q
HUMAN HEALTH AND SOCIAL WORK ACTIVITIES	section R
ARTS, SPORTS AND RECREATION	section S
Arts creation and performing arts activities	division 90
Library, archives, museum and other cultural activities	division 91
Gambling and betting activities; Sports activities and amusement and recreation activities	divisions 92, 93
PUBLIC ADMINISTRATION; ACTIVITIES OF HOUSEHOLDS AND OF EXTRATERRITORIAL ORGANISATIONS	sections P, U and V
OTHER SERVICE ACTIVITIES	section T
Activities of membership organisations	division 94
Repair of computers and personal and household goods, and motor vehicles and motorcycles; other personal services	divisions 95, 96
TOTAL SERVICE ACTIVITIES	sections G to V
SUB-TOTAL	sections A to V
of which: Private purchases & sales of real estate
Unallocated
TOTAL

Source: International Standard Industrial Classification (ISIC, Rev. 5).

References

[1] OECD (2009), OECD Benchmark Definition of Foreign Direct Investment, Fourth Edition (BD4), OECD Publishing, Paris, https://doi.org/10.1787/9789264045743-en.

Notes

← 1.  If it is not possible to report all of the necessary detail, it is recommended to report FDI positions (annual) and financial financial transactions and income (quarterly) on directional principle.

← 2.  Whenever possible, compilers are encouraged to present their FDI statistics by partner economy and by industry details excluding resident SPEs and for resident SPEs separately, while the geographic and industry details for series including resident SPEs (All entities) could be derived. This would allow the lowest level of confidentiality restriction on series excluding resident SPEs and better supports analyses of the impact of FDI.

← 3.  The reporting of outward FDI positions by UHE can include or exclude resident SPEs, depending on data availability.

← 4.  The reporting of FDI financial transactions by type can include resident SPEs if it is not possible to exclude them.

← 5.  Greenfield investment and extensions of capacity can be reported together if it is not possible to report them separately.

← 6.  Codification and country names as of 15 November 2024, could be subject to changes.

← 7.  For more details on ISIC Rev. 5: https://unstats.un.org/unsd/classifications/isic/rev5consultation.