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  3. Annual Survey of U.S. Direct Investment Abroad (Form BE-11)

Annual Survey of U.S. Direct Investment Abroad (Form BE-11)

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Description

This survey collects information on the worldwide activities of U.S. multinational enterprises; the information includes details on the finances and operations of these enterprises, including their employment and compensation, sales, value added, capital expenditures, trade in goods, and expenditures for research and development. Data are collected separately for U.S. parent companies and their foreign affiliates. The survey is conducted on a sample of foreign affiliates. In order to reduce the reporting burden, the sample does not include small foreign affiliates. Instead, BEA imputes data for these affiliates by extrapolating forward their data from the most recent benchmark survey on the basis of the movement of the sample data.

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Metadata

  • Identification and Summary
  • Scope and Coverage
  • Detailed Methodology
  • Data Access
  • Application-Related
  • Export Metadata

Detailed Methodology

Sample

Firm level cutoff sample surveys with above size-exemption levels. However, restricted access data includes BEA imputations for affiliates below the cutoff by extrapolating forward their data from the most recent benchmark survey on the basis of the movement of the sample data.

Method of Data Collection
Survey (self- or interviewer-administered)
Frequency of Data Collection
Annually except in benchmark years
Reference Date
Fiscal year that ended in the calendar year of the survey
Data Collection Notes

Microdata are almost entirely based on responses to enterprise level surveys administered by BEA, although other information is used to adjust some observations and variables. Annual surveys are not administered in years that the benchmark BE-10 survey is administered, but similar variables are available in the benchmark survey.

Number of Cases
Varies by year. For example, data are available for about 2,000 firms in 1983 and about 18,000 firms in 2018. Also, data are available for about 17,000 foreign affiliates of these firms in 1983 and about 89,000 foreign affiliates in 2018.
Number of Variables
Varies by year. For example, data are available for about 150 columns in 1983 and about 400 columns in 2018.
Linkage Capabilities

These linkage capabilities are for linking specific firms in two different data sets. Additional linkages of more general firm characteristics of (ex. location or industry specific information) can also be made to the extent the information is available in the survey. See "Crosswalks involving BEA microdata" ( https://www.bea.gov/system/files/2023-01/ssrp-bea-crosswalks-microdata.pdf ) for a description of crosswalks available between different BEA data sets and the Census Business Register. Data may also be matched to firm level data with name, EIN, and other identification fields as part of research proposal for approved data sources. Typically only the primary EIN for the enterprise is available.

Linkage Variables
  • Employer Identification Number (EIN)
  • Company/Firm/Business Name
  • Company/Firm/Business Address
  • Company/Firm/Business Email Domain
  • Stock exchange ticker symbol
  • Legal entity identifier (LEI)
  • Other (see Linkage Capabilities description)
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