Abstract

This chapter summarizes various economies’ experience in conducting the Coordinated Portfolio Investment Survey (CPIS). This information could be useful particularly for economies preparing to participate in the CPIS for the first time, or for those wishing to extend or improve the scope of their present CPIS reporting. The experience of economies on the following practical issues are addressed: (i) coverage (choice of collection method and limitations in approaches to coverage), (ii) separating direct investment from portfolio investment, (iii) market price valuation, (iv) treatment of accrued interest, (v) treatment of collective investment schemes, (vi) direct holdings abroad, (vii) quality control, and (viii) steps taken to address low coverage or low response rates. In addition, given the growing importance of data collected for the CPIS encouraged categories, the experience of some countries in implementing the CPIS for these data elements is presented.