The RIXML.org consortium consists of buy-side financial services firms, sell-side financial services firms, and vendors who provide products and services for capturing investment interaction details and tagging and distributing investment research.
The individuals who represent their firms include both IT experts and business-side project managers who represent the analysts, portfolio managers, and others who both produce and consume investment research.
Jim Ulrich, RIXML.org Executive Director
Provides business leadership, project management, and independent evaluation to all of the organization's functional disciplines. Additionally, is responsible for increasing awareness of the RIXML standard via multiple channels - speaking engagements at industry conferences, industry workshops, website.
Jordan & Jordan, RIXML.org Administration & Program Office
Responsible for membership billing invoices, email infrastructure management, office location facilities, website administration, media relations, new members’ inquiries, and management.
Treasurer: Jay Clarke, Raymond James
Responsible for treasury function, budget, financial books, and records.
Committees & Working Groups
Sets the overall organizational and membership direction and priorities. Advises the Executive Director and Program Office.
Standards & Technology Committee
Chair: Sal Restivo, Morgan Stanley
Facilitates introductions of new standards and changes and enhancements to existing standards as identified by the Steering Committee, recommends and implements changes to ensure that the standards work as intended. Working Groups and Exploratory Groups are formed to address specific development directions, as needed.
Emerging Technologies Working Group
Chair: Jim Ulrich, RIXML.org
Responsible for exploring ways in which the RIXML standard can be leveraged (and potentially extended) to ensure that investment research content is packaged and delivered in ways that take advantage of the strengths of various new technologies.
Entitlements Working Group
Co-Chair: Michael Bassman, Barclays Capital
Co-Chair: Michelle Roxby, Citi
Responsible for investigating the feasibility of standardizing the authentication and entitlement process across providers. The addition of entitlement controls at the content element level of the specification will enable the appropriate content elements to be displayed to different user groups, facilitating a personalized experience. As an open standard, the RIXML specification is able to address one of the key challenges - entitlement synchronization across all distribution platforms to ensure a consistent user experience based on level of research access.
Linkbacks Working Group
Chair: Patty Lynch, Goldman Sachs
The Linkbacks Working Group seeks to understand and add value to the process of transitioning to digital content and areas to prioritize development of best practices and standards around the rollout and adoption of digital content.
Environmental, Social, & Governance (ESG) Taxonomy Exploratory Group
Chair: Jim Ulrich, RIXML.org
Interest in ESG analysis is surging in the investment research marketplace, given the recent EU legislation around ESG metrics and disclosures, along with an increasing focus by many US wealth management firms. RIXML.org has formed an exploratory group to discuss ways the organization can add value to ESG analysis