University of Tokyo

Survey Number 0119
Survey Title Survey on Household Financial Assets Ownership, 1997
Depositor Japan Institute of Life Insurance
Restriction of Use For detailed information, please refer to 'For Data Users' on the SSJDA website.

- Apply to SSJDA. SSJDA's approval required.
Educational Purpose Available for both research and instructional purposes.
Period of Data Use Permission One year
Access to Datasets Download
SSJDA Data Analysis Not available
Summary Japan's finance currently faces a big turning point, and price and services competition is expected to become more and more intensive beyond the existing boundaries of the banking, securities, and life insurance businesses For the consumer, it means the arrival of an age of financial asset formation based on self-selection, self-management, and self-responsibility. Against the backdrop, this survey was conducted in order to find out the value of financial assets and types of financial products held by consumers as well as their transactions with financial institutions and consciousness for selecting financial products. From these data the survey further derives characteristics by age and value.
Data Type quantitative research: micro data
Universe Individuals aged between 20 and 64 (excluding students)
Unit of Observation Household
Sample Size 1,786 responses from a sample of about 2,500 such individuals (Rate of return: 71.4%)
Date of Collection 1997-09-01 ~ 1997-09-01
September, 1997
Time Period 1997 ~ 1997
Spatial Unit ibaraki
The Metropolitan area within a 50-kilometer radius.
Sampling Procedure Probability: Stratified
Probability: Multistage
Two-stage stratified random sampling
Mode of Data Collection Questionnaires were carried to the respondents for self-report.
Investigator Japan Institute of Life Insurance The field work was performed by Nihon Nouritsu Kyoukai Keiei Kakushin Kenkyujo.
DOI 10.34500/SSJDA.0119
Sponsors (Funds)
Related Publications (by the Investigator) Japan Institute of Life Insurance (May, 1998) Setai ni okeru kinyu shisan hoyu no tokucho [The Characteristics of Households' Financial Assets Holding]
Related Publications (based on Secondary Analysis) List of related publications (based on Secondary Analysis)
Documentation [Chosa-hyo]
Major Survey Items Demographic items:
Age; sex; last school completed; occupation; marital status; relation to household head; age of household head; occupation of household head; number of family members; family composition; age of last-born child; type of dwelling; housing loan obligations; annual income; and annual household income.
Questionnaire items:
I Financial assets held (type of financial product; value; number of financial institutions involved; composition; motivations).
II Consciousness for selecting financial products (consciousness of risk diversification upon financial transactions; time and trouble taken for selecting financial products; what Respondent thinks of examination of financial products before selection; result of spending energy on selection; information gathering upon selection).
Date of Release 1999/08/04
Topics in CESSDA Click here for details

Income, property and investment/saving
Topics in SSJDA Economy/Industry/Management
Version 1 : 1999-08-04
Notes for Users Data Sets are written in Japanese.