Reporting Form
SHCA Annual Report of U.S. Ownership of Foreign Securities, Including Selected Money Market Instruments
Reporting Dates:
Report data as of the close of business December 31, 2014. Data should be submitted to the Federal Reserve Bank of New York no later than the first Friday of March 2015.
Description:
The SHCA report is collected annually from the largest U.S.-resident custodians and end-investors. U.S. ownership of foreign securities (including, equities, long-term debt, short-term debt, and asset-backed securities) are submitted on a detailed security-by-security basis. The SHCA data are used in conjunction with the results of the previous SHC report to compute economy-wide estimates. The purpose of the SHCA report is to gather timely and reliable information on the levels and changes in U.S. international portfolio capital positions for the preparation of the official U.S. balance of payments as well as for statistical series compiled and maintained by the International Monetary Fund.
Subjects:
Balance of Payments
Audiences:
Bank Holding Companies, Brokers and Dealers, Commercial Banks, Financial Institutions, U.S. Branches and Agencies of Foreign Banks
Form and Instructions: Offsite
The current and historical versions of this form and their instructions are maintained on the Treasury's website in PDF format.
Additional Information:
Historic Reporting Changes pdf
IESUB Request Form Offsite pdf
Key Issues for Reporters pdf
Guidelines for an Error-Free Report pdf
Selected Reincorporated Companies Offsite
Key Issues for Software Developers pdf
Frequently Asked Questions pdf
Publication:
Foreign portfolio investment statistics are published on the Treasury's website. Offsite

Contact:
New York Fed TIC Report Contacts pdf

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