Household Wealth Survey 2009-2010

Sources
Dernière mise à jour le : 10/04/2017

Présentation de l'opération

Organisme producteur :

Insee. Direction des statistiques démographiques et sociales (DSDS)

Type d'opération :

Survey

Objectifs :

The objective of the 2010 Household Wealth Survey is to describe the financial, real-estate and professional assets of households. It is used to observe the distribution of assets within households, as well as the level of holding of different assets and also provides particularly comprehensive information on the factors accounting for the creation of assets:

- family and professional biography;
- gifts  and inheritances;
- income and financial situation;
- motives for the holding (or non-holding) of the different assets;
- comprehension of the processes involved in the creation and transfer of economic assets.

The 2010 survey also provides insights into the cultural, social and family dimensions of intangible heritage . Similar surveys are conducted in other European countries for the purpose of international comparisons.

Thèmes abordés :

The topics considered are:
- socio-demographical characteristics of the households;
- holding of financial, real-estate and professional assets;
- description of each asset and evaluation of its value;
- household debt;
- household income and financial situation;
- gifts, inheritances, benefits received and paid;
- household history and situation: youth, household marital history, children living away from home, career path;
- household consumption habits;
- risk aversion;
- cultural, social and family aspects of the assets.

Champ de l'opération

Champ géographique :

 Metropolitan France, Guadeloupe, Martinique and Reunion Island

Caractéristiques techniques

Unité statistique enquêtée :

Household

Périodicité de l'opération :

approximately every six years

Période et mode de collecte :

The 2010 household Assets survey was conducted between October 19, 2009 (November 2, 2009 for Guadeloupe and Martinique) and February 26, 2010 (March 13, 2010 for the Antilles). The collection was computer-assisted (Capi).

Historique :

The Assets survey system as it exists today is the fruit of preparatory work going back to the 70s, starting with a savings survey in 1976, then surveys progressively focusing on an increasingly comprehensive description of household assets.

The survey has been conducted approximately every six years since 1986. It was called "Financial Assets Survey" until 1992 and then "Household Wealth Survey" in 1998, 2004 and 2010.


Plan de sondage :

Data for the 2010 Assets survey was collected from a little more than 21,000 households, including approximately 3,000 in the overseas departments (DOMs).

Autres spécifications :

A specific approach protocol was tested, in order to determine whether it could improve the survey response rate. Income data was also partially collected through matching with the tax declaration file.