See Also:

IMF Data MapperŪ

Balance of Payments

Dissemination Standards Bulletin Board (DSBB): metadata on SDDS and GDDS data categories

External Debt Statistics: debt data, conference on capital flows and debt statistics, Guide for Compilers and Users, and other selected publications




World Map Balance of Payments: Selected Publications
 

Last Updated: April 22, 2015
BOP Manuals/Guides
BOP Measurement Discrepancy
Capital Flows
Capital Transfers
Direct Investment
External Debt
Financial Derivatives
Insurance Transactions
Interest Income
International Investment Position
International Trade in Services
International Reserves
Interrelationships/Linkages
Non-produced, Non-financial Assets
Portfolio Investment
Reinvested Earnings
Statistical Publications
 


Main Balance of Payments Statistical Publications

The Fund's main statistical publications on balance of payments are:

International Finance Statistics (monthly)

International Financial Statistics Yearbook

Balance of Payments Statistics Yearbook

Data Template on Reserves and Foreign Currency Liquidity (only disseminated on the website)

Coordinated Portfolio Investment Survey Data and Metadata (only disseminated on the website)

FAQs on Conversion from BPM5 to BPM6, April 2015

See below under the alphabetical listing by topic for more details on these publications.



Balance of Payments Manuals/Guides

Balance of Payments Statistics: International Standards and Guidelines on CD-ROM
2000. Contains the following balance of payments methodological publications: Balance of Payments Manual, fifth edition (BPM5); Financial Derivatives: a Supplement to the fifth edition (1993) of the Balance of Payments Manual; Balance of Payments Compilation Guide; and Balance of Payments Textbook. The CD-ROM contains PDF files which can be searched and printed, as well as links to related Internet websites.

Financial Derivatives: a Supplement to the fifth edition (1993) of the Balance of Payments Manual
2000. Available in hardcopy, as a PDF file (208Kb), and also on a CD-ROM. (See above for details of the CD-ROM.)

See also Classification of Financial Derivatives Involving Affiliated Enterprises in the Balance of Payments Statistics and the International Investment Position (IIP) Statement (231 kb PDF file)
2002

Balance of Payments Textbook
1996. A companion document to the fifth edition of the Balance of Payments Manual. Available in hardcopy, as a PDF file (1,775Kb), and also on a CD-ROM. (See above for details of the CD-ROM.)

Balance of Payments Compilation Guide
1995. Like the Balance of Payments Textbook, a companion document to the fifth edition of the Balance of Payments Manual. Available in hardcopy, as a PDF file (4,459Kb), and also on a CD-ROM. (See above for details of the CD-ROM.)

Balance of Payments Manual
1993. The fifth edition of the manual, which sets out the international standard for balance of payments and international investment position statistics. Available in hardcopy, as a PDF file (2,894Kb), and also on a CD-ROM. (See above for details of the CD-ROM.)

Balance of Payments Measurement Discrepancy Issues

Report on the Measurement of International Capital Flows and Background Papers ("Godeaux Report")
1992.

Report on World Current Account Discrepancy ("Esteva Report")
1987.

Capital Flows

International Capital Data: Needs, Projects, and Prospects
2002

Background Paper: Conference on Capital Flows and Debt Statistics: Can We Get Better Data Faster?
2000.

Report on the Working Group on Capital Flows of the Financial Stability Forum
2000.

Report on the Measurement of International Capital Flows
1992

Report on the Measurement of International Capital Flows: Background Papers
1992

Capital Transfers

The Identification of Capital Transfers in the Balance of Payments
Jack Bame. 1995 IMF Working paper (WP/95/93). Available in hardcopy.

Direct Investment

Foreign Direct Investment Trends and Statistics
Foreign Direct Investment Trends and Statistics: A Summary

Two papers prepared by the IMF Statistics Department for an informal seminar on foreign direct investment (FDI) statistics held by the Executive Board on November 19, 2003. Provides an overview of the available statistics on FDI and the concepts and definitions underlying these statistics. Includes a discussion of some of the statistical discrepancies in the published data on FDI, findings from Foreign Direct Investment Statistics: How Countries Measure FDI, 2001, and planned and proposed activities to further develop FDI methodologies and statistics.

Foreign Direct Investment Statistics: How Countries Measure FDI, 2001 2003. Summarizes the results of the 2001 update of the joint IMF/OECD Survey of Implementation of Methodological Standards for Direct Investment (SIMSDI) that covered 61 of the countries that participated in the 1997 SIMSDI survey. Includes summary tables indicating the practices in 2001 and changes since the 1997 SIMSDI survey for OECD and non-OECD countries, as well as cross-country comparison tables for the participating countries, and a glossary of FDI terms and definitions. Available in hardcopy and as a PDF file (4,382k) Detailed metadata that describe the practices, and indicate whether those practices are in accordance with the international methodological standards are available for the 56 countries that agreed to make their information available to the general public at http://0-www-imf-org.library.svsu.edu/external/np/sta/di/mdb97.htm

Report on the Survey of Implementation of Methodological Standards for Direct Investment
2000. Summarizes the results of the joint IMF/OECD SIMSDI survey conducted in 1997. Includes summary tables indicating the practices in 1997 for OECD and non-OECD countries, with the latter broken down by region.

Clarifications of the International Recommendations for Direct Investment Statistics (32k pdf file)
1999.

See also entries under Financial Derivatives related to Classification.

The OECD has published OECD Benchmark Definition of Foreign Direct Investment: Third Edition, 1996 and the International Direct Investment Statistics Yearbook E-mail: sales@oecd.org

External Debt

Public Information Notice: IMF Executive Board Reviews Data Standards
April 2000. Summarizes the results of the Board discussion on the Third Review of the Fund's Data Standards Initiative.

Third Review of the Fund's Data Standards Initiative.
March 2000. A paper prepared for discussion by the IMF Executive Board, which includes proposals for the new Special Data Dissemination Standard (SDDS) data category for external debt, and the core framework for external debt in the General Data Dissemination System (GDDS).

Background Paper: Conference on Capital Flows and Debt Statistics: Can We Get Better Data Faster?
February 2000.

External Debt Statistics: Guide for Compilers and Users.
2003. Task Force on Finance Statistics (TFFS) comprising: the Bank for International Settlements, the Commonwealth Secretariat, the Statistical Office of the European Communities, the International Monetary Fund, the Organisation for Economic Co-operation and Development, the Paris Club Secretariat, the United Nations Conference on Trade and Development, and the World Bank.

Statistics on External Debt
Joint BIS-IMF-OECD-World Bank statistics are published at http://www.jedh.org/ and are updated quarterly.

The Bank for International Settlements publishes Quarterly Review: International Banking and Financial Market Developments as a PDF file on the BIS website (http://www.bis.org)

The OECD has published the following documents:

Debt Stocks, Debt Flows, and the Balance of Payments, 1994, and External Debt: Definition, Statistical Coverage and Methodology, 1988, both of which are joint publications of the Bank for International Settlements, the IMF, the OECD, and the World Bank.

Financial Derivatives

Financial Derivatives: a Supplement to the fifth edition (1993) of the Balance of Payments Manual
2000. Available in hardcopy, as a PDF File (208Kb), and also on a CD-ROM. (See above for details of the CD-ROM.)

The Financial Derivatives Supplement should be read in conjunction with the following document: Classification of Financial Derivatives Involving Affiliated Enterprises in the Balance of Payments Statistics and the International Investment Position (IIP) Statement (231 kb PDF file)
2002

The Statistical Measurement of Financial Derivatives
Robert M. Heath. 1998 IMF Working Paper (WP/98/24)

Collecting Statistics on Financial Derivatives in the United Kingdom (473k pdf file) (BOPCOM98/1/14)
1998. Committee Document presented to the Eleventh Meeting of the IMF Committee on Balance of Payments Statistics in October 1998.

Financial Derivatives in Australia's International Accounts (372k pdf file) (BOPCOM98/1/22)
1998. Committee Document presented to the Eleventh Meeting of the IMF Committee on Balance of Payments Statistics in October 1998.

Insurance Transactions

Recording Insurance Transactions in the Balance of Payments
Peter Harper. 1995 IMF Working Paper (WP/95/72). Available in hardcopy.

Interest Income

Statistical Treatment of Accrual of Interest on Debt Securities
John Joisce and Chris Wright. 2001 IMF Working Paper (WP/01/132)

Recording Interest Income in the Balance of Payments
Peter Harper. 1995 IMF Working Paper (WP/95/71). Available in hardcopy.

International Investment Position

Development of International Investment Position Statistics: A Supplement
October 2002.

Development of International Investment Position Statistics
August 2002.

International Investment Position: A Guide to Data Sources
2002.

International Reserves

International Reserves and Foreign Currency Liquidity: Guidelines for a Data Template
2001.

Data Template on Reserves and Foreign Currency Liquidity

International Trade in Services

Manual on Statistics in International Trade in Services
2002. Interagency Task Force on Statistics in Trade in Services comprising: the Statistical Office of the European Communities, the International Monetary Fund, the Organisation for Economic Co-operation and Develoment, the United Nations Statistical Division, the United Nations Conference on Trade and Development, and the World Trade Organisation. Ordering Information.

Interrelationships/Linkages

Effects of Volatile Asset Prices on Balance of Payments and International Investment Position Data
Marco Committeri. 2000 IMF Working Paper (WP/00/191).

The Meaning of Balance of Payments in an Interdependent World
Jack Bame. 1994 IMF Working Paper (WP/94/131). Available in hardcopy.

Linkages Between External Debt Data and Balance of Payments, Government Finance, and Monetary Statistics
Jan Bove. 1992 IMF Working Paper (WP/92/93). Available in hardcopy.

Non-produced, Non-financial Assets

Treatment of Mobile Phone Licenses in the National Accounts
Robert Dippelsman and Nils Maehle. 2001 IMF Working Paper (WP/01/72).

Portfolio Investment

Analysis of 1997 Coordinated Portfolio Investment Survey Results and Plans for the 2001 Survey
2000.

Coordinated Portfolio Investment Survey (CPIS) Guide: second edition
2002.

Coordinated Portfolio Investment Survey Data and Metadata

Reinvested Earnings

The Measurement of Reinvested Earnings in the Balance of Payments
Jack Bame. 1995 IMF Working paper (WP/95/94). Available in hardcopy.

Statistical Publications

International Financial Statistics
Monthly. Publishes quarterly and/or annual aggregate time series data on balance of payments and the international investment position for countries. Also available as a CD-ROM.

International Financial Statistics Yearbook
Annual. Publishes annual aggregate time series data on balance of payments and the international investment position for countries.

Balance of Payments Statistics Yearbook
Annual. Published in 3 parts: Part I includes annual aggregate and detailed time series balance of payments and international investment position data for countries; Part 2 provides world and regional tables of balance of payments components and aggregates; and Part 3 provides descriptions of methodologies, compilation practices and data sources used by individual countries. The balance of payments database and a browser, which enables a user to obtain data by country table, or by concept, are also published monthly on a CD-ROM.

See also the Statistical Papers of the IMF Committee on Balance of Payments Statistics

How to Order IMF Publications