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Organization structure


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.

Administration

Deirdre Goldenbogen

RIXML Executive Director

As Executive Director of RIXML, Deirdre partners with the member firms to develop and enhance our robust suite of standards and guidance for distributing investment research and capturing investment interactions. She also manages the operational aspects of the organization and coordinates marketing and outreach activities.

Deirdre has been involved with RIXML since its inception, as a buyside representative, as an independent consultant, and currently as Executive Director. She has a deep knowledge of all aspects of the XML standards that comprise the RIXML Standards Suite and is passionate about helping firms leverage the standards to streamline the process of creating, distributing, aggregating, and consuming investment research and interaction data.

Jordan & Jordan

RIXML Administration & Program Office

Responsible for membership billing invoices, email infrastructure management, office location facilities, website administration, media relations, new members’ inquiries, and management.

Jay Clarke, Raymond James

RIXML Treasurer

Responsible for treasury function, budget, financial books, and records.

Committees and Working Groups

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.

ESG Working Group

Chair: Don Sharp, Citi

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.

RIXML v3.0 Working Group

Chair: Sal Restivo, Morgan Stanley

Taxonomy Task Team

Chair: Deirdre Goldenbogen, RIXML

Artificial Intelligence Working Group

Chair: TBD

Key initiatives

AI will impact research content and metadata creation and analysis. RIXML is providing a forum for member firms to discuss these changes.

The ESG Working Group is developing a short (10-20 item) RIXML ESG taxonomy that includes the key ESG-related topics being covered in both company-focused and thematic investment research.

As part of the RIXML v3.0 project, the Taxonomy Task Team is reviewing all enumeration lists to ensure that they continue to meet the needs of the industry.

Coming soon - the next version of the RIXML Standards Suite.