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 impacts for investment research
AI will impact research content and metadata creation and analysis. RIXML is providing a forum for member firms to discuss these changes.
ESG Taxonomy
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.
RIXML Taxonomy Review Initiative
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.