Frequently Asked Questions
Guidelines for Citing BEA Information | ID: 1157 | Created: Aug-20-2015
- The BE-180, a benchmark survey, is conducted once every five years. The 2014 BE-180 covers transactions for the 2014 fiscal year. The BE-185 is conducted quarterly.
- The BE-180 collects information from all U.S. financial services providers meeting the filing requirements whereas the BE-185 collects information from a subset of all U.S. financial services providers meeting the filing requirements.
- The BE-180 collects information not collected on the BE-185. Underwriting fees (both sales and purchases) must be reported separately for equity and debt transactions, and sales of financial management services must be allocated according to the types of funds under management on the BE-180.
- The BE-180 is required from any U.S. financial services provider or intermediary meeting the filing requirements, regardless of whether or not they have been contacted by BEA. The BE-185 quarterly survey is only required from U.S. reporters that have been contacted by BEA.
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