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The United States as a Net Debtor Nation: Overview of the International Investment Position

Description: The international investment position of the United States is an annual measure of the assets Americans own abroad and the assets foreigners own in the United States. The net position, or the difference between the two, sometimes is referred to as a measure of U.S. international indebtedness. This report looks at international investing patterns and impacts, and ends with considerations on this topic for Congress.
Date: July 28, 2010
Creator: Jackson, James K.
Partner: UNT Libraries Government Documents Department

EB-5 Immigrant Investor Visa

Description: This report includes a discussion of the EB-5 visa's requirements and an overview of the Regional Center Program, information on the EB-5 application (petition) process, admissions, and the economic impacts of the visa, a review of policy issues surrounding the visa and the Regional Center Program, and a summary of current legislation on the EB-5 visa and the Regional Center Program in the 114th Congress.
Date: April 22, 2016
Creator: Argueta, Carla N. & Siskin, Alison
Partner: UNT Libraries Government Documents Department

Reporting Foreign Financial Assets Under Titles 26 and 31: FATCA and FBAR

Description: This report outlines the U.S. reporting requirements for foreign assets and accounts under the Foreign Account Tax Compliance Act (FATCA) along with the reporting requirements of the Foreign Bank Account Reporting (FBAR) under the Bank Secrecy Act. It also addresses the requirements imposed on foreign financial institutions and the agreements the United States has with other countries to cooperate in information reporting.
Date: March 27, 2014
Creator: Lunder, Erika K. & Pettit, Carol A.
Partner: UNT Libraries Government Documents Department

Third Treasury Report on Regulatory Relief: Asset Management and Insurance

Description: This report provides an overview of the third U.S. Treasury publiscation in a series of reports describing regulations of the financial system and ways that it could be improved. This report specifically addresses asset management and insurance with background information and recommendations for improvements.
Date: November 30, 2017
Creator: Perkins, David W. & Webel, Baird
Partner: UNT Libraries Government Documents Department

The European Capital Markets Union

Description: This report briefly discusses the implications of the European Commission's recently drafted proposal for a Capital Markets Union (CMU) to complement its current efforts to create a Banking Union. The CMU is intended to strengthen capital markets in the 28-member European Union (EU) in order to provide a viable alternative to the current bank-centered funding model commonly used by European firms.
Date: March 11, 2015
Creator: Jackson, James K.
Partner: UNT Libraries Government Documents Department

Exchange-Traded Funds (ETFs): Issues for Congress

Description: This report discusses policy issues for Congress to address regarding exchange-traded funds (ETFs), which are common ways for Americans to invest. An ETF is an investment vehicle that, similar to a mutual fund, offers public investors shares of a pool of assets; unlike a mutual fund, however, an ETF can be traded on exchanges like a stock.
Date: September 24, 2018
Creator: Su, Eva
Partner: UNT Libraries Government Documents Department

Measuring the Economic Impacts of Federal Investments in Research

Description: Measuring the Economic Impacts of Federal Investments in Research evaluates approaches to measuring the returns on federal research investments. This report identifies new methodologies and metrics that can be developed and used for assessing returns on research across a wide range of fields (biomedical, information technology, energy, agriculture, environment, and other biological and physical sciences, etc.), while using one or more background papers that review current methodologies as a starting point for the discussion. It focuses on tools that are able to exploit available data in the relatively near term rather than on methodologies that may require substantial new data collection. Over the last several years, there has been a growing interest in policy circles in identifying the payoffs from federal agency research investments, especially in terms of economic growth, competitiveness, and jobs. The extraordinary increase in research expenditures under the American Recovery and Reinvestment Act (ARRA) of 2009 and the President’s commitment to science and technology (S&T) funding increases going forward have heightened the need for measuring the impacts of research investments. Without a credible analysis of their outcomes, the recent and proposed increases in S&T funding may not be sustained, especially given competing claims for federal funding and pressures to reduce projected federal budget deficits. Motivated by these needs and requirements, Measuring the Economic Impacts of Federal Investments in Research reviews and discusses the use of quantitative and qualitative data to evaluate the returns on federal research and development (R&D) investments. Despite the job-focused mandate of the current ARRA reporting requirements, the impact of S&T funding extend well beyond employment. For instance, federal funding in energy research may lead to innovations that would reduce energy costs at the household level, energy imports at the national level, and greenhouse gas emissions at the global level. In principle, these benefits ...
Date: August 31, 2011
Creator: Olson, S & Merrill, S
Partner: UNT Libraries Government Documents Department

An Inquiry into the Inevitability of Prediction Error in Investment Portfolio Models

Description: Many mathematical programming models of the selection of investment portfolios assume that the best portfolio at any given level of risk is the portfolio having the highest level of return. The expected level of return is defined as a linear combination of the expected returns of the individual investments contained within the portfolio,and risk is defined in terms of variance of return. This study uses Monte Carlo simulation to establish that if the estimates of the future returns on potential investments are unbiased, the steady-state return on the portfolio is overestimated by the procedure used in the standard models. Under reasonable assumptions concerning the parameters of the estimates of the various returns, this bias is quite sizeable, with the steady-state predicted return often overestimating the steady-state actual return by more than ten percentage points. In addition, it is shown that when the variances of the alternative potential investments are not all equal,a limitation on the variance of the portfolio will reduce the magnitude of the bias. In many reasonable cases, constraining the portfolio variance reduces the bias by a magnitude greater than the amount by which it reduces the predicted portfolio return, causing the steady-state actual return to rise. This implies that return cannot automatically be assumed to be a monotonic function of risk.
Date: December 1972
Creator: Valentine, Jerome Lynn
Partner: UNT Libraries

Sovereign Wealth Funds: Background and Policy Issues for Congress

Description: This report provides background on sovereign wealth funds (SWFs) -- investment funds owned and managed by national governments -- including countries operating SWFs and the size of the SWF market. It also discusses broad areas of concern to Members of Congress and the international financial community.
Date: January 15, 2009
Creator: Weiss, Martin A.
Partner: UNT Libraries Government Documents Department

Foreign Investment Risk Review Modernization Act (FIRRMA)

Description: This report discusses the Foreign Investment Risk Review Modernization Act of 2018 (FIRRMA). The House and Senate adopted these bills to amend the current process for the Committee on Foreign Investment in the United States (CFIUS) (under P.L. 110-49) to review, on behalf of the President, the national security implications of foreign direct investments in the United States.
Date: July 3, 2018
Creator: Jackson, James K. & Cimino-Isaacs, Cathleen D.
Partner: UNT Libraries Government Documents Department

Community Reinvestment Act: Regulation and Legislation

Description: This report begins with a brief outline of the Community Reinvestment Act of 1977 (CRA) statute and the regulations. It also assesses the costs and the benefits of the 1977 act. The report then turns to regulatory agencies’ recent CRA compliance rules. The two last sections of the report briefly summarize the provisions of the Community Reinvestment Modernization Act of 2007 and conclude with some implications.
Date: July 17, 2008
Creator: Eubanks, Walter W.
Partner: UNT Libraries Government Documents Department

Community Reinvestment Act: Regulation and Legislation

Description: This report begins with a brief outline of the Community Reinvestment Act of 1977 (CRA) statute and the regulations. It also assesses the costs and the benefits of the 1977 act. The report then turns to regulatory agencies’ recent CRA compliance rules. The two last sections of the report briefly summarize the provisions of the Community Reinvestment Modernization Act of 2007 and conclude with some implications.
Date: June 20, 2007
Creator: Eubanks, Walter W.
Partner: UNT Libraries Government Documents Department

Foreign Direct Investment in the United States: An Economic Analysis

Description: Foreign direct investment in the United States1 declined sharply after 2000, when a record $300 billion was invested in U.S. businesses and real estate. In 2007, according to Department of Commerce data, foreigners invested $237 billion. Foreign direct investments are highly sought after by many State and local governments that are struggling to create additional jobs in their localities. While some in Congress encourage such investment to offset the perceived negative economic effects of U.S. firms investing abroad, others are concerned about foreign acquisitions of U.S. firms that are considered essential to U.S. national and economic security.
Date: August 15, 2008
Creator: Jackson, James K.
Partner: UNT Libraries Government Documents Department