Institutional investors' assets
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Institutional Investors' assets are reported by Central Banks or National Statistical Institutes.
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Millions of national currency and in US Dollars.
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Yearly and quarterly.
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The dataset includes a detailed breakdown of Investment funds, Insurance companies and Pension funds, and Other forms of institutional savings, as institutional sectors. This finer breakdown by type of investors has been established with reference to the System of National Accounts (SNA), when possible.

Within Investment funds, one distinguishes Open-end companies, further broken down into Money market funds and Other mutual funds, and Closed-end companies, of which Real estate funds.

Within Insurance companies and pension funds one distinguishes Insurance companies, further broken down into Life insurance companies and Non-life insurance companies, and Autonomous pension funds.

Financial assets included correspond to the assets requested in the previous database on Institutional Investors, i.e. Currency and deposits, Securities other than shares, Loans, Shares and other equities and Other financial assets. Moreover, Total non-financial assets are also included.

While the sub-classification of the above financial assets corresponds to SNA93, a further breakdown between assets issued by residents and assets issued by non-residents is reported
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The database on Institutional investors' assets constitutes an attempt to better integrate these data in the framework of the System of National Accounts (SNA).

Some of the OECD Member countries compile the Institutional Investors' assets questionnaire (based on 1993 SNA),  according to the 2008 SNA. The Member countries which are still producing national accounts according to the 1993 SNA will switch to the new 2008 SNA over the upcoming months/years. In that regard, a new version of the Institutional Investors' assets dataset, based on 2008 SNA sector and instrument classifications, will be deployed in 2015.  This will allow the improvement of cross-countries comparability.

The consistency between the quarterly and the annual data is not ensured within the dataset, given that the quarterly data collection has been suspended in 2014.

Institutional investors' assetsContact person/organisation
STD.finstat@oecd.org
Direct source
Institutional Investors' assets are reported by Central Banks or National Statistical Institutes.
Unit of measure used
Millions of national currency and in US Dollars.
Periodicity
Yearly and quarterly.
Population coverage
The dataset includes a detailed breakdown of Investment funds, Insurance companies and Pension funds, and Other forms of institutional savings, as institutional sectors. This finer breakdown by type of investors has been established with reference to the System of National Accounts (SNA), when possible.

Within Investment funds, one distinguishes Open-end companies, further broken down into Money market funds and Other mutual funds, and Closed-end companies, of which Real estate funds.

Within Insurance companies and pension funds one distinguishes Insurance companies, further broken down into Life insurance companies and Non-life insurance companies, and Autonomous pension funds.

Financial assets included correspond to the assets requested in the previous database on Institutional Investors, i.e. Currency and deposits, Securities other than shares, Loans, Shares and other equities and Other financial assets. Moreover, Total non-financial assets are also included.

While the sub-classification of the above financial assets corresponds to SNA93, a further breakdown between assets issued by residents and assets issued by non-residents is reported
Key statistical concept

The database on Institutional investors' assets constitutes an attempt to better integrate these data in the framework of the System of National Accounts (SNA).

Some of the OECD Member countries compile the Institutional Investors' assets questionnaire (based on 1993 SNA),  according to the 2008 SNA. The Member countries which are still producing national accounts according to the 1993 SNA will switch to the new 2008 SNA over the upcoming months/years. In that regard, a new version of the Institutional Investors' assets dataset, based on 2008 SNA sector and instrument classifications, will be deployed in 2015.  This will allow the improvement of cross-countries comparability.

The consistency between the quarterly and the annual data is not ensured within the dataset, given that the quarterly data collection has been suspended in 2014.