Focused on investment research

RIXML is an industry group dedicated to investment research. 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.

Our standards

Our organization

Critical to the process, invisible to end users

Whether the end user is a human investment professional or an AI-powered research analysis tool, the RIXML metadata that describes each research report is critical to getting the content to the intended audience.

What is metadata and why is it important?

RIXML: 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.

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 process 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.

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.

Who uses our standards?

Investment research creators

Sellside firms
Independent research providers
Expert networks

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Distribution systems

Content aggregators
Sellside firm websites
Direct feeds

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Investment research consumers

Buyside analysts
Portfolio managers
Investment professionals

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Stop reinventing the wheel

The 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 content creators 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.

Explore the RIXML Standards Suite