Get the free Coordinated Portfolio Investment Survey

The survey collects information on investments in foreign securities by residents of the Philippines, specifically targeting investments in equities and long-term/short-term debt securities issued by unrelated/non-affiliated non-residents. This survey is part of the global Coordinated Portfolio Investment Survey initiated by the International Monetary Fund (IMF) for statistical purposes.

How to fill out coordinated portfolio investment survey

How to fill out coordinated portfolio investment survey

1. Gather all relevant financial documents and data related to your investments.
2. Access the coordinated portfolio investment survey form, either online or in print.
3. Begin by filling out your personal identification information, including name, contact details, and any required identification numbers.
4. Provide details regarding your investment accounts, including account numbers and the names of financial institutions.
5. List each investment individually, including the type of investment (e.g., stocks, bonds, mutual funds), the amount invested, and the date of each investment.
6. Indicate the geographical regions of your investments and the currencies involved.
7. Review all the information for accuracy before submission.
8. Submit the survey according to the instructions provided, whether electronically or by mail.

Who needs coordinated portfolio investment survey?

1. Investors who hold a portfolio of diverse investments across different financial instruments and regions.
2. Financial institutions that require data for compliance and reporting purposes.
3. Regulatory bodies that monitor and analyze portfolio investments for economic assessments.
4. Tax authorities seeking information on foreign investments for tax compliance.

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What is coordinated portfolio investment survey?

The Coordinated Portfolio Investment Survey (CPIS) is a statistical exercise conducted by central banks and international financial institutions to gather data on cross-border holdings of securities. This survey aims to identify and analyze global portfolio investment positions.

Who is required to file coordinated portfolio investment survey?

Financial institutions, investment managers, and other entities involved in international portfolio investment are typically required to file the CPIS. This includes banks, mutual funds, and insurance companies that manage substantial cross-border securities.

How to fill out coordinated portfolio investment survey?

To fill out the CPIS, entities need to collect data on their international portfolio securities holdings and report values as of the survey date. This involves compiling information regarding the type of securities, the corresponding values in local currency, and country of residence of the issuers.

What is the purpose of coordinated portfolio investment survey?

The purpose of the CPIS is to enhance the understanding of international financial markets and investments, contributing to better financial stability analysis and policymaking by providing comprehensive data on cross-border portfolio investments.

What information must be reported on coordinated portfolio investment survey?

Entities must report information including the total market value of their cross-border portfolio investments, the types of securities held (equities, bonds, etc.), the countries where these securities are issued, and other relevant data such as currency and issuer sector.