AI – survey results and where we go from here

June 2024
We have already gotten survey responses from half of our member firms; other firms have indicated that they are in the process of collecting the information. We encourage firms to keep the responses coming. The first survey result: it is clear that this topic is important to our members!


Survey respondents have taken care to gather input from various departments within their firm, forwarding the survey to their firm’s AI task force, etc. to ensure that we received responses based on firms’ overall AI priorities. Many firms noted that all of the aspects were important to their firm, but to different degrees for different department roles.

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RIXML v3.0 Initiative - September 2023 update
 
At the June quarterly RIXML all-member meeting, Sal Restivo provided an update on the status of the project to develop the next version of our standards - RIXML v3.0. The slide presentation can be found here, and a summary is as follows:
 
Since the last quarterly meeting in June, significant progress has been made on the release candidate. Page 4 of Sal’s presentation gives a helpful overview of each of the key enhancement areas and their status. 

In addition to the work on ESG that Don covered earlier, we are finalizing several aspects of the release that will involve significant change:
  • we are updating the asset class/asset type/security type tags to create a nested structure: this is encouraged and implied in the current standard, but will be structured in a tree structure in v3.0, better representing the relationships among these three tags
  • we will be adding support for tagging components, such as embedded charts and graphs. 
  • we will be enhancing the ability to make connections between different research items and between research items and non-research content; this will provide improvements for episodic content, podcast seasons, etc.
  • the Entitlement tag set will be streamlined
  • tags will be added to allow publishers to add expected search terms and to indicate that automated tagging has been applied
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About us

Getting Started Guide

Member Firms

Standards and guides

RIXML Standards Suite overview

RIXML Research Standard

RIXML Interactions Standard

RIXML Coverage Updates Standard

RIXML Roster Updates Standard

RIXML Linkback Guidance

Friday session ad

Our Friday Topic Series has concluded; however, we are in the process of making replays of the presentation portion of many of these meetings available.  These videos include the list of questions we would like your input on as we plan for RIXML v3.0, so feel free to watch them and let us know your thoughts - and feel free to share them with your colleagues as well!

Componentization

Entitlements

Tagging of Non-Standard Research