March 2021

At yesterday’s quarterly members meeting, held remotely, members discussed in-flight activities. Paul Lankowicz provided an overview of the entitlement dashboard being developed by Blue Matrix, along with the ways in which buy-side firms, sell-side firms, and research aggregators would interact with it.  We thank Paul for sharing the entitlement dashboard Blue Matrix is developing, and his willingness to participate in the discussion and Q&A that followed it.  This type of robust dialogue exemplifies one of the key the benefits of membership.  Would your firm benefit from being part of an organization that facilitates discussion among buy-side firms, sell-side firms, and the vendors that develop products to address their needs?  If you would like more information, contact’s Executive Director, James Ulrich.

March 2021

At today’s monthly technology meeting, provided updates on several ongoing projects, including the work of the Linkbacks Working Group and the ESG Exploratory Group. We also discussed the potential for reviving the Entitlements Working Group and finalized the list of questions for our upcoming Member Spotlight interview series. If your firm is considering ways that any of the current or upcoming RIXML standards could streamline your research and/or interactions workflow, reach out to’s Executive Director, James Ulrich.



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Quarterly Standards Update

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Upcoming meetings

September 23 - 10AM EDT:
RIXML quarterly member meeting
IMPORTANT UPDATE: will be remote only 


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October 14 - 11 AM EDT: 9
Workstream status update meeting (tentative)


November 11 - 11 AM EDT:
Advisory Committee meeting (tentative)