BEA’s BE-12 Benchmark Survey of Foreign Direct Investments in the United States: Implications for US Asset Managers

April 23, 2018

Financial services providers that are subsidiaries of a non-U.S. parent (or that have received substantial direct investment from abroad) should evaluate whether they are required to file the Benchmark Survey of Foreign Direct Investment in the United States (BE-12). Even if a firm has reported on BE-12 in the past, recent changes to the survey’s treatment of private funds may have altered the firm’s reporting obligations.

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