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RIXML is an industry group dedicated to reducing friction across all parts of the investment research distribution lifecycle. Member firms include buyside firms, sellside firms, and vendors who provide products and services to support the process of creating, aggregating, and consuming investment research and interaction data.

The metadata that describes investment research

The RIXML Standards were developed by the firms that create, distribute, aggregate, and consume investment research and interaction records.

Critical to the process, invisible to end users

Whether the end user is a human investment professional or an AI-powered research summarization or analysis tool, the RIXML metadata that describes each research report is critical to organizing and locating the needed content.

What is metadata and why is it important?

Our XML standards streamline the process of

Describing investment research

RIXML tagging powers the search engines and alerting tools that investment professionals use to find research. It also increases the speed and efficiency of AI analysis tools by pointing them in the right direction.

Sharing inter-firm interaction details

A common format for describing the participants, times, locations, and details for a wide range of interaction types, from one-on-one interactions to conference calls to multi-session conferences, allows for better aggregation, sorting, and reporting for regulatory needs.

Updating roster and coverage lists

Using an industry-standard protocol to share detailed updates to roster and coverage lists with institutional clients streamlines a key part of the broker vote process and ensures that content aggregators have the most detailed and up-to-date data about research authors and analyst coverage.

Using a consistent tag set across all our standards helps firms merge data sets more efficiently and reduces redundant development costs across these critical tasks.

Stop reinventing the wheel

RIXML standards let you focus on the content

The RIXML standards are used across the industry, standardizing the way investment research and interactions are described, so firms don't need to create and maintain separate systems and procedures for each distribution channel.

Simplified publication

Sellside firms and other investment content producers can use the same tagging system across all content distribution networks - their own websites, content aggregators, and direct feeds to clients.

Simplified aggregation

Content aggregators can develop systems based on the RIXML format, knowing that all incoming investment research content will be tagged using this industry-standard language.

Simplified discovery

Since research content flows through the aggregation and search process with the descriptive RIXML tagging the publisher has added, investment professionals can be confident that they can find the research they need.

The RIXML standards are used across the industry by

Investment research creators

sellside firms
independent research creators
expert networks

Distribution systems

content aggregators
sellside firm websites
direct feeds

Investment research consumers

buyside analysts
portfolio managers
investment professionals

For all parts of the investment research lifecycle

The way a firm uses the RIXML standards depends on what parts of the investment research lifecycle they are involved in. Regardless, the RIXML standards provide benefits for all parts of the investment research lifecycle.

How does your firm work with investment research?

Click the icons to learn how RIXML improves the process

Be part
of the
conversation

Become a member

Participating in RIXML ensures that your firm has a voice in developing the industry standards for describing investment research and interactions.

  • Network with industry peers
  • Learn about and discuss emerging industry topics
  • Partner with key decision-makers and technology innovators
  • Add your firm’s voice to developing our standards
  • Hear from experts on issues that impact the investment research lifecycle
  • Preview new products

Learn

About RIXML

About the RIXML Standards

About our initiatives

COMING SOON

RIXML Standards Suite v3.0

The next major update to the RIXML Standards Suite will soon be available, featuring a streamlined structure and many enhancements designed to ensure that the standards continue to address the needs of all firms involved in the creation, distrbution, and consumption of investment research and interaction data.

KEY CHANGES

  • Streamlined tag structure
  • Improved consistency
  • Simplified entitlement options
  • Updated enumerations
  • Component-level tagging
  • Multi-audience support
  • More flexible connections
  • Robust disclosure options
  • Enhanced support of audio, video, and HTML files