Although the procedures for conducting the national survey are shaped by the national compiling agency, the concepts and principles underlying the survey content should conform to the sixth edition of the Balance of Payments and International Investment Position Manual (BPM6). From this viewpoint, practical guidance on the following key topics that are relevant for undertaking a Coordinated Portfolio Investment Survey (CPIS) are discussed in this chapter: (i) nomenclature, (ii) residence and institutional sector attribution, (iii) valuation, (iv) distinction between direct and portfolio investment, and (vi) treatment of securities where there is potential for double counting. In addition, an appendix discusses the institutional sectors.

Author: Venkat Josyula