This paper reviews the coordinated portfolio investment survey (CPIS) guide. The objectives of CPIS are to collect comprehensive information, with geographical detail on the country of residence of the issuer, on the stock of cross-border equities, long-term bonds and notes, and short-term debt instruments for use in the compilation or improvement of international investment position statistics on portfolio investment capital. This paper discusses the scope and modalities of the CPIS. It also presents key findings of the 1997 CPIS and 2001 CPIS.
A considerable degree of complexity is involved in organizing a portfolio investment survey to ensure good-quality data. Therefore, compilers should carefully consider all possibilities before deciding on the collection system. To ensure both consistency and quality of reporting across the participating countries in the CPIS, this chapter covers certain practical issues that go beyond those covered in the IMF’s Balance of Payments Compilation Guide (Washington, 1995).
This chapter provides guidance for compilers on the following issues: choosing a collection system (preliminary investigations, coverage, and degree of detail required), security databases, thresholds, and third-party holdings.
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