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.

New Production Release for RIXML Interactions Standard

September 2019

As of September 6, 2019, the production version of the RIXML Interactions Standard is version 2.0. The final production version incorporates some minor changes to the schema files that were released for public comment this summer. 

Version 2.0 of the Interactions Standard is a major update, incorporating feedback that we received after the initial release of the standard in late 2017. The new version will leverage the RIXML Common schema file, which houses tags and tag sets used in the other RIXML standards, as well as the RIXML Data Types schema file, which contains the values for the enumeration lists used throughout the RIXML Standards Suite. Other key changes include improving the method of identifying the number and types of firms involved in an interaction, reorganizing the tags used to identify the firms and individuals involved in an interaction, enhancing the ability to connect related interactions, adding the ability to connect related research content, and refining the mechanism to track the status of both the interaction itself and of each participant in the context of the interaction.

Click here to read more.

Integrity Research Article on RIXML Interactions v2.0 available

Integrity Research has published a free article on its website announcing the start of the comment period for version 2.0 of the RIXML Interactions Standard. View the article by Michael Mayhew here.

RIXML Interactions v2.0 Available for Public Comment

July 2019

The draft of the upcoming update to the RIXML Interactions Standard is now available for public comment. Note that this is a major update, and will break backward compatibility with the current version of the standard.

Key changes include:

  • leveraging the common and datatypes schema files used by the other standards in the RIXML Standards Suite, streamlining the process of maintaining all of our standards while simplifying implementation by firms using multiple RIXML standards.
  • improving the method of identifying the number and types of firms involved in an interaction
  • reorganizing the tags used to identify the firms and individuals involved in an interaction
  • enhancing the ability to connect related interactions
  • adding the ability to connect related research content
  • refining the mechanism to track the status of both the interaction itself and of each participant in the context of the interaction.

The comment period release package includes three schema files and a Data Dictionary that contains information about each tag, best practices, and implementation guidelines. Release package files can be downloaded here:

  • Main schema file for the Interactions Standard v2.0: Main (.xsd)
  • Schema file containing elements shared among all of the standards in the RIXML Standards Suite: Common (.xsd)
  • Schema file containing the values for all enumeration lists used in the RIXML Standards Suite: Data Types (.xsd)
  • RIXML Interactions Data Dictionary: Data Dictionary (.pdf)

The press release announcing this comment period release can be found here.