RIXML.org 2019 Q4 Quarterly Meeting


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. 



Integrity Research's Michael Mayhew presents 2020 outlook


 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.

2019 RIXML.org Leadership Award

January 2020JU AS 1

RIXML.org is proud to announce that the RIXML.org Leadership Award for 2019 has been awarded to Alex Shifrin from Moody’s Analytics. Alex’s contributions to the RIXML Interactions v2.0 initiative, particularly surrounding coordinating the process of creating the XSD files, were key in delivering an enhanced version of the Interactions Standard in September 2019. We are grateful for Alex’s insights and input. 

RIXML Quarterly Meeting keynote topic: The EU's proposed taxonomy for sustainable finance

October 2019

The EU has played a leading role in the development of international climate and sustainable development policy, with a commitment to international agreements such as the UN Framework Convention on Climate Change (UNFCCC), the UN Convention on Biological Diversity (UNCBD), UN Convention to Combat Desertification (UNCCD), Sustainable Development Goals (SDGs), the Paris Agreement on climate change, the Sendai Framework for Disaster Risk Reduction and the Kigali Amendment to the Montreal Protocol.

The EU Taxonomy enables capital markets to identify and respond to investment opportunities that contribute to environmental policy. This is important for practical, disclosure-based regulation inform financial decision making and enable market participants to respond to the EU’s goals for financing sustainable growth. To accomplish these goals the EU directive requires establishing a taxonomy on sustainable economic activities, disclosure requirements related to sustainability risks and opportunities.

By leveraging the TEG on Sustainable Finance taxonomy, RIXML.org will evaluate the opportunity to collaborate with sell-side firms to drive an EU Classification schema to create a cohesive strategy. RIXML Executive Director James Ulrich wants to thank Weiyee In for his insight.

RIXML Quarterly Meeting

October 2019

Yesterday, RIXML was honored to have our quarterly meeting in the Hamilton Conference Room of the NYSE, hosted by Intercontinental Exchange. RIXML.org is grateful to Aram Flores, VP, Fixed Income Analytics at ICE for providing us with the opportunity to meet in this storied venue, and to Paul Kenyon, Head of Sales and Relationship Management at NYSE, for providing a warm welcome and opening remarks.

Keynote speaker Weiyee In provided an overview of the EU Technical Expert Group on Sustainable Finances and its proposal to create a taxonomy for sustainable activities, particularly on the implications and impact on equity research. This led to a discussion by meeting participants on ways in which the EU’s direction toward sustainable growth could impact equity research and on potential ways that the proposed taxonomy could fit into the RIXML standards. Roman Kitov provided the Treasurer’s Report, and RIXML Standards Committee Chair Sal Restivo highlighted the progress made during the prior quarter, as indicated by the 11 committee and working group meetings that had occurred since the prior Quarterly Meeting. Additionally, Deirdre Goldenbogen provided a wrapup of the RIXML Interactions Standard v2.0 release, and James F Ulrich shared the results of a recent member survey.

Contact Us


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