RIXML Documentation

ResearchApproachEnum

RIXML 2.5 Enumeration

3 values

An enumeration that categorizes different methodological approaches used in investment research analysis. This enum supports the discipline classification by specifying the analytical technique employed when creating research content.

Usage

Required when disciplineType is Strategy or Investment in the Discipline element. Used as an attribute value to indicate whether research follows fundamental company analysis, quantitative measurement-based methods, or technical trading pattern analysis.

Business Context

Essential for research consumers to understand the analytical framework underlying investment recommendations, enabling proper categorization and distribution to audiences with specific methodology preferences.

Source:data-dictionary-2.5.1
Schema:RIXML-datatypes-2_5.xsd:103

Where It Fits

Elements using this type (1)

Definition

Base Typestring

Enumeration Values

Fundamental
Fundamental

Analytical methodology that evaluates securities based on underlying business fundamentals, financial statements, and intrinsic value assessment

Apply when all company reports are written by analysts who use fundamental analysis techniques to evaluate business performance and value [RIXML Research Data Dictionary v2.5.1 p.13]

ActiveSince 2.1
Quantitative
Quantitative

Investment analysis approach using measurable data points such as asset valuations, cost of capital calculations, and historical/projected patterns in sales, costs, and profitability

Select when research emphasizes mathematical models and statistical analysis of measurable financial factors [RIXML Research Data Dictionary v2.5.1 p.103]

ActiveSince 2.1
Technical
Technical

Investment analysis method examining market demand and supply patterns through trading volume data and price movement studies

Use when research focuses on chart analysis, price trends, and trading patterns rather than company fundamentals [RIXML Research Data Dictionary v2.5.1 p.103]

ActiveSince 2.1

Examples

<!-- Example usage of ResearchApproachEnum enumeration -->
<element type="ResearchApproachEnum">Fundamental</element>

Version History

Unchanged since introduction in RIXML 2.1

Semantic Relationships

Narrows1 relationship

Strategy discipline includes relative value approach which identifies undervalued and overpriced securities for trading decisions

RIXML Research Data Dictionary v2.5.1, p.81Strategy