At our quarterly all-member meetings, RIXML members discuss issues that affect all aspects of the investment research lifecycle, as well as issues regarding capturing information about interactions. We provide time at our quarterly meetings to discuss key topics, and host additional targeted meetings to provide educational opportunities and a forum for discussion.

The RIXML ESG Working Group allows member firms to learn about various ESG-related issues regarding investment research, particularly regarding the types of ESG research being created and how best to tag that content to ensure findability.

 

During the development phase of the RIXML Research Standard v3.0 initiative, the ESG Working Group has been discussing the various ESG taxonomies that exist to determine which (if any) are best suited to become the default taxonomy for tagging ESG content.

Page 2 of 3

Friday session ad

Our Friday Topic Series has concluded; however, we are in the process of making replays of the presentation portion of many of these meetings available.  These videos include the list of questions we would like your input on as we plan for RIXML v3.0, so feel free to watch them and let us know your thoughts - and feel free to share them with your colleagues as well!

Componentization

Entitlements

Tagging of Non-Standard Research