RIXML Investment Research Linkback Technical Implementation Guide now available

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.

RIXML 3.0

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

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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.

2021 RIXML Leadership Award

March 2021

We are excited to announce that the winner of the 2021 RIXML Leadership Award is Jay Clarke from Raymond James. Jay was nominated and selected by the members of the RIXML organization. Jay volunteers as the organization’s Treasurer, serves on our Advisory Committee, was instrumental in reviving our newsletter, and provides valuable insight and input into our standards. We congratulate Jay on this award.

RIXML Quarterly Meeting Update

March 2021

At yesterday’s RIXML.org quarterly members meeting, held remotely, members discussed in-flight activities. Paul Lankowicz provided an overview of the entitlement dashboard being developed by Blue Matrix, along with the ways in which buy-side firms, sell-side firms, and research aggregators would interact with it.  We thank Paul for sharing the entitlement dashboard Blue Matrix is developing, and his willingness to participate in the discussion and Q&A that followed it.  This type of robust dialogue exemplifies one of the key the benefits of RIXML.org membership.  Would your firm benefit from being part of an organization that facilitates discussion among buy-side firms, sell-side firms, and the vendors that develop products to address their needs?  If you would like more information, contact RIXML.org’s Executive Director, James Ulrich.

Contact Us

RIXML PROGRAM OFFICE

Deirdre Goldenbogen, Executive Director
Phone: 212-652-4470
Email: RIXML Program Office
Fax: 212-422-8570