The RIXML Standards Suite

Designed for efficiency, the RIXML Standards Suite uses shared and specialized XML tags to help buy-side, sell-side, and vendor firms streamline the investment research publication, dissemination, and discovery process.

Our standards provide

Flexibility

With a small number of required tags and a large number of optional tags, our standards let publishers choose what level of metadata makes sense for each research item.

Consistency

Predefined enumeration lists provide uniformity for many of our tags to ensure consistent content description, regardless of regional spelling differences or variations in terminology.

Adaptability

Most enumeration lists allow publishers to add custom values when describing content not covered in the list of predefined terms.

Efficiency

Since our standards are used across the industry, firms don't need to create and maintain separate systems and procedures for each distribution channel or research contributor.

Accuracy

When publishers add the metadata that reflects the content of each research report, that information flows through aggregation systems and ensures that the content shows up for the investment professionals searching for it.

Invisibility

End users benefit from RIXML’s metadata, usually without even knowing that it exists. It works behind the scenes to ensure that content gets to the investment professionals who want and need it.

Designed BY and FOR
those who know
investment research

Designed for efficiency, the RIXML Standards Suite uses shared and specialized XML tags to help buy-side, sell-side, and vendor firms streamline the process of publishing, disseminating, and discovering investment research and interactions records, and communicating updates to roster and coverage lists.

The RIXML Standards Suite

The RIXML Research Standard defines a structured set of tags and rules for describing investment research content such as research reports, models, and interactive content, helping firms more efficiently categorize, aggregate, compare, sort, search, and distribute global financial research.

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The RIXML Interactions Standard defines a structured set of tags and rules for describing interactions involving research providers, research consumers, corporate representatives, and third‑party experts.

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This lightweight standard enables publishers to communicate updates to their coverage universe, including changes to the list of companies covered by a particular analyst.

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This lightweight standard enables publishers to communicate updates to its roster of analysts and other investment professionals to its aggregator and buyside partners.

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How the standards are organized

Our standards are designed for efficiency. Whenever possible, we re-use tag sets across our standards. Not only does that make the standards more consistent, it also provides significant efficiencies for firms using more than one of our standards, and it facilitates making connections across the various types of content that use our standards.

Each of the standards has a schema file that defines the overall structure of that standard and that contains the tags that are unique to that standard. These schema files are fairly lightweight, with the Common schema holding the tags shared across multiple standards and the Datatypes schema holding the lists of valid terms for tags constrained by enumerated values.

Shared files

Common schema

defines the tags that are used in multiple standards or that are used in multiple places within a standard.

Datatypes schema

contains the list of enumerations used by tags constrained by enumerated values.

Standard-specific files

Research schema

Interactions schema

Coverage Updates schema

Roster Updates schema

Simplify communication from start to end

Because the RIXML Standards Suite was developed by the organizations that create and consume investment research and the firms that develop tools used across the industry, it is specifically designed to eliminate the pain points identified by the experts who know this content best.