Below are the slide decks and other meeting resources for our all-member meetings:

June 2025:            Slides

January 2025:       Slides           Key changes in RIXML v3.0 one-pager

September 2024:  Slides

June 2024:             Slides

April 2024:             Slides 

January 2024:       Slides

September 2023:  Slides

June 2023:             Slides

March 2023:           Slides

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.

Introduction

The members of the RIXML Buyside Working Group have been meeting to discuss issues surrounding usage of their readership data and to develop a set of usage reporting standards that buyside and sellside firms can use to form their bilateral agreements. The members of this group worked with a number of sellside firms, including RIXML firms and others, to define a set of usage reporting standards that address the needs of both traditional static research content (PDFs, etc.) and the newer, more interactive research content. Significant progress has been made to understand the similarities and differences of the various delivery methods and to set standards that firms can choose to use as the basis of their agreements with their research partners.

Because the needs of all firms are unique, the goal of this initiative was not to create a boilerplate agreement; instead, the goal is to provide a set of standards that buyside and sellside firms can use as the basis for their discussions when developing bilateral agreements regarding how sellside firms can use buyside firms’ readership and content access data of research content. 

This document does not represent the views of any individual firm or of RIXML; instead, it is meant to identify the key usage reporting-related issues firms will need to discuss as they develop their bilateral agreements and to highlight areas where there seems to be broad consensus – and where there does not.

Final document

The final version of the RIXML Usage Reporting Standards document is now available.

You can access it here: RIXML Usage Reporting Standards v1.0

This document was finalized on July 2, 2024 and the content is unchanged from the version posted during our August 16 - September 15, 2024 comment period.

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.