welcome to

RIXML

Need an overview of RIXML and how it can benefit sell-side firms, buy-side firms, research distribution vendors, and anyone else involved in investment interactions and the research creation and distribution chain?

Who We Are

RIXML.org is a consortium of buy-side financial services firms, sell-side financial services firms, and vendors who provide products and services for capturing investment interactions and tagging and distributing investment research.

What We Offer

RIXML is a suite of XML standards that enables firms to accurately describe investment research content, interactions, coverage lists, and analyst rosters. Using the RIXML standard enables firms to improve the process of categorizing, aggregating, comparing, sorting, searching, and distributing global financial research, and of accurately describing interactions to facilitate compliance with MiFID II.

The Linkbacks Working Group is excited to announce that the final version of the RIXML Investment Research Linkback Technical Implementation Guide v1.0 is now available.

As noted during the comment period, this guide covers the technical aspects of implementing a linkback strategy. Embargoes, entitlements, and other business-side topics are out of scope for this document; however, we have noted the need for these issues to be discussed during a linkback implementation project. We envision RIXML creating best practice guidance for these areas in the future, to be used alongside this linkback guide.

Please feel free to share this document with the relevant individuals and groups in your firm, or direct them to https://rixml.org/standards/linkbacks.

Many RIXML member firms are planning to embark on linkback initiatives in 2022. The Linkbacks Working Group encourages firms to share their experiences and let us know how we can adjust and enhance the information in version 1 of the Linkbacks Technical Implementation Guide as we work to create version 2.

If you or someone at your firm would like to participate in the Linkback Working Group going forward, please let the This email address is being protected from spambots. You need JavaScript enabled to view it. know and we will add you to the contact list.

We are in the beginning phases of developing RIXML 3.0, which will encompass the first major update to the standards in the RIXML Standards Suite in over a decade.

 

The major phases of this initiative will be:

RIXML 3 phases

Read more

This project will involve all member firms, with input from both business-side experts and technical-side experts.  To ensure we have the right people in the room as we discuss the issues surrounding this release, we have identified the following tracks and teams that will be meeting at various times during the process:

RIXML 3 teams

Some people will participate in just one of these teams, others may participate in many.  This will allow subject matter experts at member firms to be able to contribute their expertise in a more efficient manner.

Next steps will be updated here in early 2022.

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About us

Getting Started Guide

Member Firms

Standards and guides

RIXML Standards Suite overview

RIXML Research Standard

RIXML Interactions Standard

RIXML Coverage Updates Standard

RIXML Roster Updates Standard

RIXML Linkback Guidance

Updates

Newsletter

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Upcoming meetings

September 8 - 10 AM EST:
RIXML quarterly member meeting

October 13 - 10 AM EDT: 
Workstream status update meeting

November 10 - 10 AM EDT:
Advisory Committee meeting

December 8 - 10 AM EST:
RIXML quarterly member meeting (tentative)