News & Announcements

June 2020

This week’s virtual quarterly RIXML.org meeting was hosted by Bloomberg.  Michael Mayhew of Integrity Research Associates provided us with an informative update on how the current restrictions are affecting conferences, research budgets and payments, the ways in which sell-side firms are adapting their services, and buy-side perceptions regarding sell-side support during this time.  A lively Q&A period followed, allowing member firms to discuss these results and ask follow-up questions.  Executive Director Jim Ulrich presented the current state of US and EU guidance on Environmental, Social, and Governance (ESG) ratings and explained reasons for increased interest in sustainable finance taxonomies in the marketplace.  RIXML’s ESG Working Group has already begun exploring ways in which the RIXML organization could leverage its experience to add value to this emerging  area.  If you or your firm would like more information about RIXML or our ESG Working Group, contact This email address is being protected from spambots. You need JavaScript enabled to view it..

May 2020

This month’s RIXML Technology Committee meeting featured updates from the Linkbacks and Standards committees and the ESG and website working groups. Linkbacks Committee chair Patty Lynch provided an update on the strawman being developed for discussion at the next committee meeting, and invited input from interested parties. The ESG Working Group has determined that it will initially focus on the Oil & Gas and Financials industries. The Standards Committee is taking a methodical approach to designing a plan for developing the next major release of the Research standard; in addition to adding new tags to address outstanding enhancement requests, they will also evaluate whether certain tag sets should be removed. Finally, the Website Working Group has completed the planning phase of the overhaul project and will begin making changes to the site in the near future. If you or your firm need more information about any of these initiatives, please contact Executive Director This email address is being protected from spambots. You need JavaScript enabled to view it..

February 2020

RIXML.org’s newly-formed ESG Taxonomy Working Group held a meeting today to discuss various ways in which the organization can leverage its strength and experience in creating industry standards to help buy-side firms, sell-side firms, and vendors adapt to and benefit from the EU’s emerging ESG taxonomy and potential reporting requirements.  Want to join in the discussion? Contact RIXML Executive Director Jim Urich at This email address is being protected from spambots. You need JavaScript enabled to view it..

January 2020

Bloomberg hosted the quarterly RIXML.org meeting yesterday to a packed house in their office overlooking the historic Grand Central Station.  After the successful roll-out of the RIXML Interaction Standard v2.0 in September, it was the first meeting in over 2 years where the Interaction Standard was not the main focus. 

 The agenda included a presentation by Michael Mayhew of Integrity Research Associates on the 2020 outlook for sell side research, including equity research commission outlook, opportunities in the research market, research sales data and the convergence of investment research and alternative data.  

Standards Committee chair Sal Restivo announced the start of determining what might be included in the next version of the RIXML Research Standard.  Deirdre Goldenbogen reviewed upcoming website and documentation changes. Executive Director Jim Ulrich discussed the shortcomings of ESG disclosures and how RIXML.org can add value to the process.  Patty Lynch discussed the key takeaways from the Linkbacks subcommittee kickoff meeting. 

We are scheduling follow-up meetings on ESG and Linkbacks; contact This email address is being protected from spambots. You need JavaScript enabled to view it. if you would like to be included. Linkbacks subcommittee kickoff meeting.