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  3. Benchmark Survey of Financial Services Transactions between U.S. Financial Services Providers and Foreign Persons (Form BE-180)

Benchmark Survey of Financial Services Transactions between U.S. Financial Services Providers and Foreign Persons (Form BE-180)

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Description

This survey collects information on transactions in financial services between U.S. financial services providers and foreign persons. The benchmark BE-180 survey is conducted every five years and covers the entire universe of transactions in these services and benchmark specific questions in some years.

Metadata

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

Detailed Methodology

Sample

Firm level surveys for universe of firms

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

Only responses to benchmark specific questions are available since the transactions data from this survey are incorporated into the BE-185 quarterly survey data for same year. For the 2009 and 2014 surveys this includes sales of financial services by management type. For 2019, it includes transactions by management type, yes/no questions on performance fees and cryptocurrency-related transactions, and the percentage of transactions performed remotely.

Number of Cases
Varies by year and survey question. For example, at least 2,200 firms responded to benchmark survey questions in 2019.
Number of Variables
Varies by year.
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
  • Other (see Linkage Capabilities description)
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