Household Wealth Survey 2017-2018

Dernière mise à jour le : 11/07/2017

Présentation de l'opération

Organisme producteur :

Insee. Direction des statistiques démographiques et sociales (DSDS)

Partenariat :

Banque de France

Type d'opération :


Objectifs :

The objective of the 2017-18 Household Wealth Survey "Enquête Patrimoine" is to describe the household situation with regard to financial, real-estate and professional assets and liabilities in France.
It is used to observe the distribution of assets and liabilities values as well as the different asset holding patterns across households. It also provides particularly comprehensive information on factors accounting for wealth accumulation:
- family and professional biography;
- gifts and inheritances;
- income and financial situation;
- observation of the processes involved in the creation and transfer of economic assets.

The 2017-18 survey is part of a European framework; in partnership with the Banque de France, Insee produces the microdata used as input into the French part of the Household Finance and Consumption Survey (HFCS), a harmonized system of wealth surveys supervised by the European Central Bank (ECB).

Thèmes abordés :

The topics considered are :
- socio-demographical characteristics of the households ;
- holding of financial, real-estate, professional assets and liabilities ;
- description of each asset and liabilities, and evaluation of outstanding values ;
- description of the main residence and the other properties or land owned by the household ;
- wealth owned and professional debt linked to self-employment ;
- 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.

Champ de l'opération

Champ géographique :

France (Overseas Departments included, except for Mayotte)

Caractéristiques techniques

Unité statistique enquêtée :

HouseholdHouseholds living in an ordinary housing (communities excluded). The longitudinal follow-up is realised at the individual level.

Périodicité de l'opération :

Approximative every six years until 2014 and every three years from 2014 onwards.

Période et mode de collecte :

September 2017 – january 2018
The data collection is computer-assisted (Capi).

Historique :

The Life History and Wealth Survey 2017-18 is the seventh, after the surveys in 1986, 1991-92 (Enquêtes Actifs financiers), 1997-98, 2003-04, 2009-10 et 2014-15 (Enquêtes Patrimoine). 

The survey, previously conducted every six years, is now part of a european setting ; in partnership with the Banque de France, Insee produces the data which is used to complete the french part of the Household Finance and Consumption Survey (HFCS), a process of wealth survey harmonisation driven by the European Central Bank.

In this framework, the survey now takes place every three years, and some households are interviewed again in several waves ("panel"). The panel process adds some short questionnnaire on internet or letter. They help keeping contact with interviewed households in order to facilitate their reinterrogation from one wave to the other.

Plan de sondage :

The data collection is at a household level, but the longitudinal follow up is on an individual level. The survey is based on two sub-samples : a sample of 6 000 households of the 2014-2015 French Household Wealth Survey, and an entering subsample, extracted from fiscal datasources, of approximately 15 000 households.