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Simplify Communication
From Start to End

The RIXML standards were designed by buyside firms, sellside firms, and vendors to address the needs of all firms involved in creating, disseminating, and using investment research.

Build the tools
not the taxonomy

Building RIXML metadata functionality into the tools that are used to create investment research and to transmit interaction records reduces technical friction as this content works its way through the distribution and aggregation process. Not only does this improve the quality of traditional search results, it also increases the efficiency of AI-powered summarization and analysis tools.

See more benefits for vendors

Adding metadata
without
adding work

When sellside firms and other investment research creators use RIXML-powered content creation tools, they are adding critical metadata just by using the templates and dropdown menus that help them create their research reports. These tools capture this essential information and transform it into the RIXML metadata that aggregation vendors and AI-powered research summary and analysis tools need.

See more benefits for sellside firms

Efficient aggregation
through
consistent metadata

Because the RIXML standards are used throughout the industry, vendors that aggregate research from multiple sources don't need to build and maintain custom solutions for each research contributor.

See more benefits for aggregators

Better search results,
faster insights

Buyside firms and other content consumers benefit from RIXML in numerous ways, many of which are invisible to the end user. Buyside firms benefit both through enhancements driven by vendor and sellside adoption, and through capabilities that enable buyside firms to build their own customized solutions.

See more benefits for buyside firms

How will your firm benefit?

Sellside firms

Sellside firms and other content producers need a way to ensure that content is seen by their target audience. Including RIXML tagging for distribution of research, coverage lists, roster updates, and interactions records ensures streamlined processing throughout downstream systems. Benefits of implementing RIXML include:

Research distribution systems

WITHOUT RIXML

Publishers must develop and manage distinct systems for each distribution channel, resulting in significant duplication of effort and unnecessary expenditure of time and resources.

WITH RIXML

Submitting metadata in the RIXML format to all aggregation vendors and institutional clients minimizes redundant development efforts and enhances the discoverability of research content.

Taxonomy management

WITHOUT RIXML

Publishers must establish and maintain individual taxonomy mappings for each aggregator.

WITH RIXML

Mapping once to the RIXML taxonomy provides improved efficiency.

Taxonomy mapping

WITHOUT RIXML

Inconsistencies between a publisher’s internal terminology and a vendor’s terminology can prevent research from appearing in the appropriate search results.

WITH RIXML

Mapping to the RIXML taxonomy ensures that a publisher’s content is described using terminology consistent with that used across downstream systems.

AI processing efficiency

WITHOUT RIXML

Without publisher-provided metadata, AI powered tools must either rely on keyword searches or generate the missing metadata before delivering accurate results.

WITH RIXML

Including RIXML metadata ensures that research is accurately described for AI powered tools, improving the speed and efficiency of research summarization and insight development tasks.

Roster and coverage list distribution

WITHOUT RIXML

Providing roster and coverage list updates to aggregators and institutional clients often requires custom, one off solutions, which can lead to inefficiencies and sub optimal customer experience.

WITH RIXML

Utilizing the RIXML standards designed for these tasks reduces development costs and improves the customer experience.

Interaction data distribution

WITHOUT RIXML

Providing institutional clients with interaction data either requires bespoke solutions for each client or provides a sub-optimal client servicing experience.

WITH RIXML

Utilizing the RIXML Interactions Standard allows distribution of interaction data to all clients in a uniform manner.

Vendors

Content aggregators, developers of tools to create investment research, and other vendors need to be able to focus on delivering value-added products and services that accommodate the needs of a wide range of clients. Implementing RIXML helps in the following ways:

Content acquisition systems

WITHOUT RIXML

Aggregators must develop and manage distinct systems for each contributor, resulting in significant duplication of effort and unnecessary expenditure of time and resources.

WITH RIXML

With all contributors submitting metadata in a consistent manner using the RIXML protocol, aggregation vendors can focus on developing value-added products and services.

Taxonomy management

WITHOUT RIXML

Aggregators must establish and maintain individual taxonomy mappings for each contributor.

WITH RIXML

Mapping once to the RIXML taxonomy provides improved efficiency.

Quality tagging regardless of firm size

WITHOUT RIXML

Smaller contributors may lack the resources required to develop and maintain robust metadata creation systems.

WITH RIXML

The RIXML standards are designed to meet the needs of all investment‑research producers, enabling even smaller publishers to deliver their content with robust metadata.

AI processing efficiency

WITHOUT RIXML

Without publisher-provided metadata, AI powered content summarization tools must either rely on keyword searches or generate custom metadata to identify key data in research content.

WITH RIXML

AI content summarization tools can use publisher-provided RIXML metadata to precisely identify the specific research content needed, resulting in more accurate responses that are faster and use fewer resources.

Roster and coverage list distribution

WITHOUT RIXML

Each contributor submits coverage list updates and roster updates in a different format.

WITH RIXML

Utilizing the RIXML standards designed for these tasks reduces development costs and improves the customer experience.

Interaction data distribution

WITHOUT RIXML

Providing institutional clients with interaction data either requires bespoke solutions for each client or provides a sub-optimal client servicing experience.

WITH RIXML

Utilizing the RIXML Interactions Standard allows distribution of interaction data to all clients in a uniform manner.

Buyside firms

Buyside firms and other content consumers benefit from RIXML in numerous ways, many of which are invisible to the end user. Buyside firms benefit both through enhancements driven by vendor and sellside adoption, and through capabilities that enable buyside firms to build their own customized solutions:

Improved search results

WITHOUT RIXML

When relevant, consistent metadata is not supplied by the publisher, content aggregators are not able to deliver accurate search results to buyside investment professionals.

WITH RIXML

RIXML’s rich tagging expedites searching and accessing content, reduces information overload, increases efficiency, and improves access to research by standardizing sorting and filtering criteria.

Direct feeds

WITHOUT RIXML

Receiving direct feeds of research reports, models, and other investment research content involves developing custom implementation solutions for each sellside partner, resulting in significant duplication of effort and unnecessary expenditure of time and resources.

WITH RIXML

With all contributors submitting metadata in a consistent manner using the RIXML protocol, integration of direct feeds is streamlined.

Broker vote

WITHOUT RIXML

Each research provider uses a different format and process to deliver coverage lists, interaction records, and other information needed for the broker vote process.

WITH RIXML

Broker vote process will be streamlined, as buyside firms can buy or build tools that integrate RIXML-formatted interaction records, roster update lists, and coverage update lists from all sellside partners.

AI processing efficiency

WITHOUT RIXML

Without publisher-provided metadata, AI powered content summarization tools must either rely on keyword searches or generate custom metadata to identify key data in research content.

WITH RIXML

AI tools can leverage publisher-provided RIXML metadata to pinpoint the subset of research content to use to develop response to input query.