About this Dataset

Portfolio Investment Positions By Counterpart Economy (formerly CPIS)

The Portfolio Investment Positions by Counterpart Economy dataset (formerly Coordinated Portfolio Investment Survey, or CPIS) is a voluntary data collection exercise conducted under the auspices of the IMF. To participate, an economy provides 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). The survey covers end-December holdings from 2001 to date and end-June holdings beginning with data for end-June 2013. All economies are welcome to participate.

The IMF augments the data that are reported in the dataset with aggregated 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. Similar to the Portfolio Investment Positions by Counterpart Economy, SEFER is conducted semi-annually starting with data for end-June 2013, whereas SSIO is conducted annually. Data from the portfolio investment positions by counterpart economy (formerly CPIS) and SSIO surveys provide comprehensive information on holdings of portfolio investment securities and, together with aggregated data from the SEFER survey, the geographic detail captured in these three surveys can be used to derive estimates of portfolio investment liabilities.

In response to requests from data users, a number of enhancements to the Portfolio Investment Positions by Counterpart Economy (formerly CPIS) were implemented starting with data for end-June 2013. These enhancements include increased frequency (as noted above, semi-annual - data collections were implemented), improved timeliness (acceleration in both the collection and re- dissemination of data), and expanded scope (collection of data on an encouraged basis on the institutional sector of the nonresident issuer of securities; on short or negative positions; and on the institutional sector of the resident holder cross-classified by the institutional sector of selected nonresident issuers).

Keywords: CPIS,Portfolio Investment.

Last updated: 2025-09-17T13:45:00Z.

Tables

CodeList CL ACCOUNTING ENTRY

@imf.pip.codes_cl_accounting_entry

2.2 kB
2 rows
2 columns

CREATE TABLE codes_cl_accounting_entry (
  "code" VARCHAR,
  "description" VARCHAR
);

CodeList CL FREQ

@imf.pip.codes_cl_freq

2.24 kB
2 rows
2 columns

CREATE TABLE codes_cl_freq (
  "code" VARCHAR,
  "description" VARCHAR
);

CodeList CL PIP COUNTRY

@imf.pip.codes_cl_pip_country

7.04 kB
248 rows
2 columns

CREATE TABLE codes_cl_pip_country (
  "code" VARCHAR,
  "description" VARCHAR
);

CodeList CL SECTOR

@imf.pip.codes_cl_sector

2.68 kB
15 rows
2 columns

CREATE TABLE codes_cl_sector (
  "code" VARCHAR,
  "description" VARCHAR
);

Indicators

@imf.pip.indicators

9.38 kB
60 rows
12 columns

CREATE TABLE indicators (
  "indicator" VARCHAR,
  "series_name" VARCHAR,
  "unit" VARCHAR,
  "transformation" VARCHAR,
  "http_www_w3_org_2001_xmlschema_instance_type" VARCHAR,
  "fi_maturity" VARCHAR,
  "functional_cat" VARCHAR,
  "flow_stock_entry" VARCHAR,
  "instr_asset" VARCHAR,
  "currency_denomination" VARCHAR,
  "currency" VARCHAR,
  "dv_type" VARCHAR
);

Observations

@imf.pip.observations

883.45 kB
983,202 rows
9 columns

CREATE TABLE observations (
  "country" VARCHAR,
  "accounting_entry" VARCHAR,
  "indicator" VARCHAR,
  "sector" VARCHAR,
  "counterpart_sector" VARCHAR,
  "counterpart_country" VARCHAR,
  "frequency" VARCHAR,
  "time_period" VARCHAR,
  "value" DOUBLE
);