What is the Coordinated Portfolio Investment Survey (CPIS)?

The Coordinated Portfolio Investment Survey (CPIS) is a voluntary data collection exercise conducted under the auspices of the IMF that collects an economy's data on its holdings of portfolio investment securities (data are separately requested for equity and investment fund shares, long-term debt instruments, and short-term debt instruments). All economies are encouraged to participate.

The IMF augments the data that are reported in the CPIS with data from two other surveys, i.e., Securities Held as Foreign Exchange Reserves (SEFER), and Securities Held by International Organizations (SSIO). SEFER provides geographic and instrument detail on securities that are held as reserve assets, and SSIO provides the geographic and instrument detail on securities that are held by international organizations. Data from the CPIS and SSIO surveys provide comprehensive information on holdings of portfolio investment securities and, together with data from the SEFER survey, the geographic detail captured in these three surveys can be used to derive estimates of portfolio investment liabilities for every economy.

The CPIS dataset can be found here.

Concepts and Definitions

  1. What is a repurchase agreement?
  2. What is the discount rate?
  3. What is the Central Bank policy rate?
  4. What is the Lending Rate?
  5. What is a "reporting country" in DOT
  6. What is the Coordinated Portfolio Investment Survey (CPIS)?
  7. What is the Financial Access Survey (FAS)?
  8. What are Other Depository Corporations (ODCs)?
  9. In Financial Soundness Indicators (FSIs), what is the nonperforming loans to total gross loans ratio?
  10. In Financial Soundness Indicators (FSIs), what is nonperforming loans net of provisions to capital?
  11. In Financial Soundness Indicators (FSIs), what is regulatory capital to risk-weighted assets ratio?
  12. What do “the derived liabilities” tables in the Coordinated Portfolio Investment Survey (CPIS) show?
  13. What are Net Errors and Omissions in Balance of Payments Statistics (BOPS)?
  14. What is the International Investment Position (IIP) in the Balance of Payments Statistics (BOPS)?
  15. What is the financial account in the Balance of Payments Statistics (BOPS)?
  16. What is the capital account in the Balance of Payments Statistics (BOPS)?
  17. What is the current account in the Balance of Payments Statistics (BOPS)?
  18. What is the balance of payments (BOP)?
  19. What is the definition of Unallocated Reserves in the Currency Composition of Official Foreign Exchange Reserves (COFER)?
  20. What is the meaning of negative entries in the Coordinated Portfolio Investment Survey (CPIS)?
  21. How is portfolio investment defined in the Coordinated Portfolio Investment Survey (CPIS)?
  22. What is the definition of gold in the Reserves Template (RT)?
  23. Where can I find the definition of FAS concepts?

Feedback and Knowledge Base