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.

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Designed BY
and FOR
those who know
investment research
best

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.

The RIXML Standards Suite

Research Standard

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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Interactions Standard

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. Originally developed to help firms meet the requirements of the EU’s Markets in Financial Instruments Directive (MiFID II), the standard can also be used to streamline parts of the broker vote process.

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Roster Updates Standard

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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Coverage Updates Standard

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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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 between our standards.

Each of our standards uses three different schema files, two of which are used by all of our standards:

the Common schema defines the tags that are used in multiple standards or that are used in multiple places within a standard. This includes a set of tags used to describe people, one for identifying companies or other entities,

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

Then, 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 doing the heavy lifting.

common schema

Research Standard

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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.