Linkbacks Technical Implementation Guide

A linkback is a mechanism by which a research provider delivers content that is stored on its portal to end users through URL links provided via research distribution aggregation vendors. When accessed, the link directs the user to a report stored in the provider’s database. The aggregation vendor stores a link to the research content, rather than storing a copy of the content itself.

As this is an emerging area, each implementation is somewhat different. However, the members of the RIXML Linkback Working Group worked together to identify the key discussion points and decisions involved with a linkback initiative.

Based on input from member firms, the RIXML Linkback Working Group has created the RIXML Investment Research Linkback Technical Implementation Guide. The purpose of this document is to summarize the requirements, steps, and best practices for an investment research linkback implementation. It covers:

Research providers interested in setting up linkback solutions should consult with their research distribution vendors, as each implementation may be slightly different. Additionally, entitlements and readership reporting embargoes are not covered in this document; however, implementing a linkback framework will require the research provider and the aggregation vendor to integrate their existing entitlement strategy and embargo agreements into the linkback solution.

The RIXML Investment Research Linkback Technical Implementation Guide v1.0 was published on January 11, 2022, incorporating the feedback received during the comment period.

Please contact the RIXML Program Office if you or a member of your firm would like more information or would like to participate in the Linkbacks Working Group and have not already done so.