Definition
Functional category of the financial account of the Balance of Payments (BoP) and the International Investment Position (IIP) that records the transactions (BoP) or net positions (IIP) of residents in negotiable securities issued by non-residents (assets) and of non-residents in securities issued by residents (liabilities).
Further information
Portfolio investment includes:
- shares and equity in companies
- debt securities (bonds and notes and money market instruments), excluding amounts recorded in direct investment or reserve assets.
The Balance of Payments and the International Investment Position. Methodological Note.
Related concepts
- Balance of Payments
- Direct investment
- International Investment Position
- International reserves / Reserve assets
- Functional category
- Debt securities
References
Legal frame
- Regulation (EC) No 184/2005 of the European Parliament and of the Council of 12 January 2005 on Community statistics concerning balance of payments, international trade in services and foreign direct investment
- 2012/120/EU: Guideline of the European Central Bank, of December 9, 2011, on the statistical reporting requirements of the European Central Bank in the field of external statistics (recast version) (ECB/2011/23).
Links to data tables
Selection of tables
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International Investment Position. Portfolio investment by financial instrument and institutional sector. Assets. Quarterly data.
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International Investment Position. Portfolio investment by financial instrument and institutional sector. Liabilities. Quarterly data.
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International Investment Position. Portfolio investment by financial instrument and institutional sector. Liabilities. Quarterly data.
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International Investment Position. Portfolio investment by financial instrument and institutional sector. Assets. Quarterly data.
Other resources
- BExplore the external statistics (interactive charts).
- In brief. Graphical summary of external statistics.
Update date: January 2025
