Portfolio Investment

CPIS Data

CPIS Metadata

CPIS Metadata - Individual Economy Information

See Also:

Balance of Payments

Dissemination Standards Bulletin Board (DSBB): metadata on SDDS and GDDS data categories

External Debt Statistics: debt data, conference on capital flows and debt statistics, Guide for Compilers and Users, and other selected publications



World MapPortfolio Investment: CPIS Metadata -
Cross-Economy Comparison Tables
CPIS = Coordinated Portfolio Investment Survey

Last Updated: October 2006

Cross-Economy Comparison Tables of the CPIS Metadata Survey

Table 1 - Collection strategies and legal basis governing the CPIS


Table 2 - Sectors directly reporting CPIS data as end-investors


Table 3 - Sectors surveyed via resident custodians


Table 4 - Sectors reporting on a security-by-security basis


Table 5 - Sectors with constraints on foreign investment


Table 6 - Definition of the residence of the security holder


Table 7 - Distinction between long- and short-term debt securities


Table 8 - Distinction between direct and portfolio investment


Table 9 - Valuation of portfolio investment securities at market value: equity securities listed on organized market/readily tradable


Table 10 - Valuation of portfolio investment securities at market value: equity securities not quoted on stock exchanges/not regularly traded


Table 11 - Valuation of portfolio investment securities at market value: debt securities


Table 12 - Steps undertaken to deal with nonresponse


Table 13 - Independent checks on the CPIS data supplied by respondents


Table 14 - Use of the CPIS results as an input for compiling the IIP


Table 15 - Reasons for adopting a collection system based on reporting from end-investors


Table 16 - Reasons for adopting a collection system based on reports from custodians