## Handbook on Securities Statistics — Review Group Meeting, Basel, 28 and 29 October 2008

## Source details

**Canonical URL:** [Handbook on Securities Statistics — Review Group Meeting, Basel, 28 and 29 October 2008](https://www.imf.org/-/media/files/data/statistics/wgsd/102808.pdf)

## Other formats

- [Markdown version](/-/media/files/data/statistics/wgsd/102808.pdf.md)
- [Structured JSON version](/-/media/files/data/statistics/wgsd/102808.pdf.json)

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### Meeting agenda and structure
- Dates: 28 October 2008, 9:00 - 17:00; 29 October 2008, 9:00 - 15:00
- Opening and closing:
  - Welcome: 09:00 (Mr Paul Van den Bergh (BIS) and Mr Alfredo Leone (IMF))
  - Day one close: 17:00; Dinner: Safran Zunft Restaurant, 19:30
  - Meeting close: 15:00 (29 October 2008)
- Refreshment breaks and lunch:
  - Refreshment break: 10:30 (28 October 2008)
  - Lunch: Room ST, 12:00 (28 October 2008)
  - Refreshment break: 15:00 (28 October 2008)
  - Refreshment break: 10:30 (29 October 2008)
  - Lunch: Room ST, 12:45 (29 October 2008)

### Section-by-section topics, chairs, presenters, and discussion points
- 1. Welcome — 09:00 (28 October 2008)
  - Chairs/Leads: Mr Paul Van den Bergh (BIS) and Mr Alfredo Leone (IMF)
  - Items:
    - Background on the Working Group on Securities Databases (WGSD)
    - Need for a Handbook on Securities Statistics
    - Purpose of the Review Group and goals for the meeting

- Section 1: Introduction — 09:30 (Chair: Mr Paul Van den Bergh (BIS); Presentation: Mr Kerry Wood (BIS))
  - Discussion points:
    - Objective of the Handbook
    - Scope of part one of the Handbook
    - Consistency with existing international statistical standards
    - Definition of a debt security
    - Stylised presentation table
    - Open issues

- Section 2: Issuing sectors and sub-sectors — 10:45 (Chair: Mr Alfredo Leone (IMF); Presentation: Mr José Cartas (IMF))
  - Discussion points:
    - Definition of an institutional unit
    - Definition of residence
    - Sectorisation of institutional units
    - Open issues

- Section 3: Securitisation — 14:00 (Chair: Mr Paul Van den Bergh (BIS); Presentation: Mr Kerry Wood (BIS))
  - Discussion points:
    - Definition of securitisation
    - The securitisation process
    - Statistical classification
    - Open issues

- Section 4: Accounting rules, valuation and recording of accrued interest — 15:15 (Chair: Mr Werner Bier (ECB); Presentation: Mr Reimund Mink (ECB))
  - Discussion points:
    - Accounting rules
    - Valuation
    - Recording of accrued interest
    - Open issues

- Section 5: Classification of debt securities — 16:15 (28 October 2008) and continued 09:00 (29 October 2008) (Chair: Mr Werner Bier (ECB); Presentation: Mr Reimund Mink (ECB))
  - Discussion points (28 October):
    - Distinguishing debt securities from other securities
    - Main features of debt securities
    - Classification by issuing sector and sub-sector
    - Classification by currency
    - Open issues
  - Discussion points (29 October):
    - Classification by maturity
    - Classification by interest rate
    - Classification by market
    - Open issues

- Section 6: Detailed presentation table — 10:45 (29 October 2008) (Chair: Mr Paul Van den Bergh (BIS); Presentation: Mr Kerry Wood (BIS))
  - Discussion points:
    - Summary of classifications used in the detailed presentation table
    - Description of the detailed presentation table
    - Open issues

- Section 7: Metadata — 11:45 (29 October 2008) (Chair: Mr Paul Van den Bergh (BIS); Presentation: Mr Paul Van den Bergh (BIS))
  - Discussion points:
    - Metadata for debt securities
    - Open issues

- Annexes (time permitting) — 13:45 (29 October 2008)
  - Items:
    - Glossary
    - Security-by-security databases
    - Example of metadata for debt securities

- Other issues and next steps — 14:30 (29 October 2008) (Chair: Mr Alfredo Leone (IMF))

### Representative list of participants (institution — name — role/position)
- Bank of Algeria — Mr Mustapha Abderrahim, Director of Statistics, Research Department
- Central Bank of Armenia — Mrs Armine Harutyunyan, Financial Statistician, Statistics Department
- Reserve Bank of Australia — Ms Susan Black, Senior Manager, Securities Markets Section, Domestic Markets Department
- Austrian National Bank — Mr Günther Sedlacek, Expert, External Statistics and Financial Accounts Division
- National Bank of Belgium — Mrs Mireille Lejeune, Head of Portfolio Division, General Statistics Department
- Central Bank of Brazil — Mr André de Oliveira Amante, Senior Adviser, Open Market Operations Department
- Bulgarian National Bank — Mr Emil Dimitrov, Director, Statistics Department
- Bank of Canada — Ms Wendy (Wing Sum) Chan, Analyst, Financial Markets Department
- Central Bank of Chile — Mr José Miguel Villena, Head of Section, Collection of Statistical Information Department
- People's Bank of China — Ms Wang Dongni, Section Chief, Department of Statistics and Analysis
- Bank of the Republic (Colombia) — Mr Camilo Hernandez, Senior Professional in Capital Markets, Market Developments Department
- Croatian National Bank — Mr Branimir Gruic, Senior Advisor, Statistics Department
- National Bank of Denmark — Ms Majbrit Christensen, Economist, Statistics Department
- Bank of Finland — Mr Harri Kuussaari, Adviser, Financial Markets and Statistics Department
- Bank of France — Mr Emmanuel Gervais, Head of Securities Statistics Division, Balance of Payments Department
- Deutsche Bundesbank — Mr Stefan Brunken, Senior Adviser, Statistics Department
- Deutsche Bundesbank — Mr Stefan Hopp, Senior Economist, Statistics Department
- European Central Bank (ECB) — Mr Werner Bier, Deputy Director General, Statistics Department
- European Central Bank (ECB) — Mr Reimund Mink, Senior Advisor, Statistics Department
- Hong Kong Monetary Authority — Mr Matthew Yiu, Senior Manager, Research Department
- Magyar Nemzeti Bank (Hungary) — Mr Csaba Ilyés, Head of Financial Accounts Statistics, Statistics Department
- Reserve Bank of India — Mr Janak Raj, Adviser, Department of Economic Analysis and Policy
- Reserve Bank of India — Mr Ravi Shankar, Assistant Adviser, Internal Debt Management Department
- Central Bank & Financial Services Authority of Ireland — Ms Mary Everett, Economist, Statistics Department
- Bank of Israel — Mr Asher Weingarten, Senior Economist, Information and Statistics Division
- Bank of Italy — Mr Maurizio Iannaccone, Senior Economist, Economic and Financial Statistics Department
- Bank of Latvia — Mr Ivars Avotins, Financial Statistician, Statistics Department
- Central Bank of Lebanon — Mr Makram Bou Nassar, Assistant Deputy Director, Foreign Affairs Department
- Central Bank of Luxembourg — Mr Robert Obrzut, Economist-Statistician, Statistics Department
- National Bank of the Republic of Macedonia — Mrs Elizabeta Liptova, Councilor, Statistics Department
- Bank of Mexico — Mr Julio Alfonso Santaella, Manager of Information and Analysis, Central Banking Operations Department
- Bangko Sentral ng Pilipinas — Mrs Marriel Remulla, Acting Bank Officer VI, Department of Economic Statistics
- Bank of Portugal — Mrs Rita Maria Lameira, Head of the Securities Statistics Processing Unit, Statistics Department
- Saudi Arabian Monetary Agency — Mr Emad Al-Qadheeb, Director, Statistics Department
- National Bank of Slovakia — Mrs Ivana Brziakova, Head of Section, Money and Banking Statistics, Statistics Department
- South African Reserve Bank — Ms Helene Coetzer, Deputy Economist, Research Department
- Bank of Spain — Mr Antonio García-Durán, Securities Market Unit Manager, Statistics Department
- Sveriges Riksbank (Sweden) — Mr Kristian Tegbring, Economist, Monetary Policy Department
- Swiss National Bank — Ms Brigitte Marty, Economist, Statistics, Methodology and Analysis Department
- Bank of Thailand — Mr Suwatchai Chaikhor, Team Executive, Data Management Department
- Central Bank of the Republic of Turkey — Mr Osman Cagatay Mutlu, Specialist, Statistics Department
- Board of Governors of the Federal Reserve System (United States) — Ms Carol Bertaut, Senior Economist, Division of International Finance
- Bank for International Settlements (Switzerland) — Mr Christian Dembiermont, Head of Data Bank Services, Monetary and Economic Department
- Bank for International Settlements (Switzerland) — Mr Philippe Mesny, Head of International Financial Statistics, Monetary and Economic Department
- Bank for International Settlements (Switzerland) — Mr Denis Pêtre, Statistical Analyst, Monetary and Economic Department
- Bank for International Settlements (Switzerland) — Mr Paul Van den Bergh, Head of Information, Statistics and Administration, Monetary and Economic Department
- Bank for International Settlements (Switzerland) — Mr Kerry Wood, Statistical Analyst, Monetary and Economic Department
- United Nations Conference on Trade and Development (UNCTAD) — Mr Balliram Baball, Training Coordinator, Senior Debt Management Expert, DMFAS Programme
- International Monetary Fund (United States) — Mr José Cartas, Senior Economist, Statistics Department
- International Monetary Fund (United States) — Mr Alfredo Leone, Deputy Director, Statistics Department
- International Monetary Fund (United States) — Mrs Armida San Jose, Adviser, Statistics Department
- Census and Statistics Department (Hong Kong SAR) — Mr Charles King-chung Lam, Statistician
- Statistics Norway — Mr Ole Petter Rygvold, Senior Adviser, Department of National Accounts and Financial Statistics
- Bureau of the Treasury (Philippines) — Mr Eduardo Mendiola, Deputy Treasurer of the Philippines, Operations Sub-sector
- Commonwealth Secretariat (United Kingdom) — Mr Walton Gilpin, Adviser, Debt Management, Special Advisory Services Division

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_Source: https://www.imf.org/-/media/files/data/statistics/wgsd/102808.pdf_