Weighting
RIXML 2.5 Element
Provides weighting recommendations for countries, regions, asset types, or other entities. Required weighting attribute uses WeightingEnum values, with optional attributes for timeFrame, priorCurrent status, publisher-defined values, and descriptions.
This is information regarding weightings. These can be about the country, region, asset type, or other entities.
Usage
Used to express portfolio allocation recommendations. Required weighting attribute typically uses OverWeight, UnderWeight, or EqualWeight values. Can reference current or prior weightings for comparison.
Business Context
Essential for portfolio management and asset allocation guidance in research products, helping investment professionals understand recommended positioning relative to benchmarks or strategic allocations.
Where It Fits
Canonical Path
Definition
| Type | |
| Namespace | http://www.rixml.org/2017/9/RIXML |
| Min Occurs | 1 |
| Max Occurs | 1 |
Attributes
timeFrameTermEnum |
This is the period for which the rating is relevant, as of the date it was established by the authoring entity. optionalSince 2.1 |
priorCurrentPriorCurrentTypeEnum |
Used to indicate whether the rating is current or prior (current is the default). Prior is only used to give reference for a change from a prior rating. Prior is used to indicate what the prior figure was for the period specified in order to give context to the current figure, not to provide the figure for a prior time period. optionalSince 2.1 |
weightingWeightingEnum |
The actual weighting as issued by the authoring entity. requiredSince 2.1 |
Children
PublisherDefinedValuestring0..1 |
Used when the weighting value is PublisherDefined. optionalSince 2.1 |
Descriptionstring0..1 |
A description of the weighting. May include time horizon. optionalSince 2.1 |
Example
<Weighting weighting="Value" />Version History
Unchanged since introduction in RIXML 2.1
Design Decisions
Weighting elements are not permitted within Country elements in Level One
To reduce complexity compared to the full schema while maintaining core functionality for basic country classification
RIXML Level One Addendum v2.5, p.20
Weighting elements are not permitted within Region elements in Level One
To reduce complexity compared to the full schema while maintaining core functionality for basic region classification
RIXML Level One Addendum v2.5, p.20
Weighting Action should be limited to asset allocation recommendations and should not cover individual security assessments
This maintains the strict definition of asset allocation by focusing on portfolio-level recommendations rather than individual security analysis
RIXML Research Data Dictionary v2.5.1, p.19
Semantic Relationships
Qualifies1 relationship
Prior weighting values are used only to provide reference context for changes from previous weightings, not to report historical period weightings
RIXML Research Data Dictionary v2.5.1, p.66— Elements and Attributes
Requires1 relationship
Model portfolio recommendations must include security weightings compared to benchmark allocations
RIXML Research Data Dictionary v2.5.1, p.130— ModelPortfolio
Blocks Action2 relationships
Level One specification prohibits Country elements from containing Weighting child elements
RIXML Level One Addendum v2.5, p.20— Research.Product.Context.ProductClassifications.Country
Level One specification prohibits Region elements from containing Weighting child elements
RIXML Level One Addendum v2.5, p.20— Research.Product.Context.ProductClassifications.Region