{
  "title": "Coordinated Portfolio Investment Survey Guide (second edition)",
  "publication": "Manuals & Guides, May 10, 2002",
  "sourceUrl": "https://www.imf.org/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523",
  "canonical": "https://www.imf.org/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523",
  "overlayPath": "/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/index.md",
  "summary": "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 inst",
  "sections": [
    {
      "heading": "Overview",
      "content": "- This paper reviews the coordinated portfolio investment survey (CPIS) guide.\n- It discusses the scope and modalities of the CPIS.\n- It presents key findings of the 1997 CPIS and 2001 CPIS."
    },
    {
      "heading": "Objectives of the CPIS",
      "content": "- 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.\n- Provide data for use in the compilation or improvement of international investment position statistics on portfolio investment capital."
    },
    {
      "heading": "Scope and Modalities",
      "content": "- The paper discusses the scope and modalities of the CPIS (details contained in the guide)."
    },
    {
      "heading": "Key Findings",
      "content": "- The guide presents key findings of the 1997 CPIS and 2001 CPIS (specific findings are presented in the guide itself)."
    },
    {
      "heading": "Subjects and Keywords",
      "content": "- Subject: Balance of payments, Bonds, Data collection, Economic and financial statistics, Financial institutions, Foreign direct investment, Portfolio investment, Securities, Stocks\n- Keywords: Bonds, Caribbean, certificate, Data collection, Foreign direct investment, Global, index-linked securities, liability position, long-term debt, M&G, market value, note, Portfolio investment, portfolio investment holding, portfolio investment liability, portfolio investment survey, property index certificate, Securities, securities holding, short-term debt, Stocks, stripped securities, zero-coupon securities\n\nInternational Monetary Fund. Coordinated Portfolio Investment Survey Guide (second edition), (USA: International Monetary Fund, 2002) accessed 6/27/2026, https://doi.org/10.5089/9781589060937.069\n\n---\n\n\nSource: https://www.imf.org/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523"
    }
  ],
  "bullets": [
    "[Markdown version](/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/index.md)",
    "[Structured JSON version](/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/index.json)",
    "[Bundle manifest](/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/bundle-manifest.json)",
    "Published: May 10, 2002",
    "Series: Manuals & Guides",
    "DOI: https://doi.org/10.5089/9781589060937.069",
    "This paper reviews the coordinated portfolio investment survey (CPIS) guide.",
    "It discusses the scope and modalities of the CPIS.",
    "It presents key findings of the 1997 CPIS and 2001 CPIS.",
    "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.",
    "Provide data for use in the compilation or improvement of international investment position statistics on portfolio investment capital.",
    "The paper discusses the scope and modalities of the CPIS (details contained in the guide).",
    "The guide presents key findings of the 1997 CPIS and 2001 CPIS (specific findings are presented in the guide itself).",
    "Subject: Balance of payments, Bonds, Data collection, Economic and financial statistics, Financial institutions, Foreign direct investment, Portfolio investment, Securities, Stocks",
    "Keywords: Bonds, Caribbean, certificate, Data collection, Foreign direct investment, Global, index-linked securities, liability position, long-term debt, M&G, market value, note, Portfolio investment, portfolio investment holding, portfolio investment liability, portfolio investment survey, property index certificate, Securities, securities holding, short-term debt, Stocks, stripped securities, zero-coupon securities"
  ],
  "alternates": {
    "markdown": "/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/index.md",
    "json": "/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/index.json",
    "bundleManifest": "/en/publications/manuals-guides/issues/2016/12/30/coordinated-portfolio-investment-survey-guide-second-edition-15523/bundle-manifest.json"
  },
  "generatedAtUtc": "2026-09-21T15:21:05.960Z"
}
