AssetTypeEnum

Securities representing ownership stakes in corporations, including both common and preferred shares with associated rights and claims

Use when the research focuses on corporate equity securities, whether common stock with voting rights or preferred stock with priority claims [RIXML Research Data Dictionary v2.5.1 p.71]

Securities that can be transformed into different types of securities, typically bonds or preferred shares that convert to common stock

Use when the research focuses on convertible bonds, convertible preferred stock, or other securities with conversion features at predetermined ratios [RIXML Research Data Dictionary v2.5.1 p.71]

Debt securities issued by the U.S. government including Treasury bills, notes, bonds, TIPS, and STRIPS, backed by the full faith and credit of the U.S. government

Use when research covers any type of U.S. Treasury security including T-bills (under 1 year), T-notes (2-10 years), T-bonds (10+ years), inflation-protected securities, or stripped Treasury securities [RIXML Research Data Dictionary v2.5.1 p.71]

Debt securities issued by national governments and denominated in foreign currencies

Use when research focuses on government bonds issued by countries other than the U.S. or when government bonds are denominated in currencies other than the issuing country's local currency [RIXML Research Data Dictionary v2.5.1 p.72]

Debt securities issued by U.S. government-sponsored enterprises and agencies, backed but not guaranteed by the federal government

Use when research covers bonds from entities like Fannie Mae, Freddie Mac, Federal Home Loan Banks, or other GSEs that have government backing without explicit guarantees [RIXML Research Data Dictionary v2.5.1 p.72]

Short-term debt securities with maturities of one year or less, including commercial paper, banker's acceptances, and certificates of deposit

Use when research analyzes very short-term debt instruments used for liquidity management or temporary funding needs, typically maturing within 30 days to one year [RIXML Research Data Dictionary v2.5.1 p.72]

Corporate debt securities with high credit ratings of BBB/Baa3 or higher, representing relatively low default risk

Use when research covers high-quality corporate bonds with investment-grade ratings that offer modest yield premiums over government securities with low credit risk [RIXML Research Data Dictionary v2.5.1 p.73]

Corporate bonds rated below investment grade (BB or lower) that offer higher yields to compensate for increased default risk

Use when research analyzes speculative-grade corporate debt instruments that carry significant credit risk but provide attractive yield premiums for risk-tolerant investors [RIXML Research Data Dictionary v2.5.1 p.73]

Securities backed by pools of mortgages, including CMBS, RMBS, CMOs, and pass-through certificates that derive cash flows from underlying mortgage payments

Use when research covers any type of mortgage-backed security including commercial or residential mortgage securities, collateralized mortgage obligations, or structured mortgage products [RIXML Research Data Dictionary v2.5.1 p.73]

Debt securities issued by state and local governments to finance public projects, including general obligation and revenue bonds

Use when research analyzes bonds issued by states, municipalities, or counties, whether backed by general taxing authority or specific revenue streams from public projects [RIXML Research Data Dictionary v2.5.1 p.74]

Debt securities backed by pools of non-mortgage assets such as credit card receivables, auto loans, or other consumer debt obligations

Use when research covers securitized products backed by assets other than real estate mortgages, such as credit card debt, auto loans, or corporate receivables [RIXML Research Data Dictionary v2.5.1 p.74]

Government bonds issued by emerging market countries, carrying higher risk and yield than developed market sovereign debt

Use when research focuses specifically on sovereign debt from developing or emerging market nations that typically offer higher yields due to increased political and economic risks [RIXML Research Data Dictionary v2.5.1 p.74]

Debt securities issued by companies, governments, and other entities in emerging market countries

Use when research covers any type of debt instrument from emerging market issuers, including corporate bonds, government debt, or other credit instruments from developing nations [RIXML Research Data Dictionary v2.5.1 p.74]

Debt securities issued by international organizations whose member states transcend national boundaries, such as development banks

Use when research covers bonds from multilateral institutions like the World Bank, regional development banks, or other supranational organizations that operate across multiple countries [RIXML Research Data Dictionary v2.5.1 p.75]

Complex structured securities backed by pools of debt obligations including bonds, loans, and other asset-backed securities, organized into tranches by seniority

Use when research analyzes CDOs, CBOs, CLOs, or other complex securitized products that repackage multiple debt instruments into tranched structures with varying risk levels [RIXML Research Data Dictionary v2.5.1 p.75]

General credit market research that discusses overall credit conditions rather than specific securities or sectors

Use when research provides broad analysis of credit market trends, conditions, or outlook without focusing on particular types of debt securities or issuers [RIXML Research Data Dictionary v2.5.1 p.75]

Debt obligations issued by provincial governments, equivalent to municipal bonds in countries with provincial rather than municipal structures

Use when research covers debt securities issued by provincial-level governments in countries like Canada that have provincial rather than state or municipal government structures [RIXML Research Data Dictionary v2.5.1 p.75]

Direct lending arrangements where lenders provide capital to borrowers with agreed repayment terms and interest rates

Use when research focuses on the loan market, bank lending, or direct credit relationships rather than tradeable debt securities [RIXML Research Data Dictionary v2.5.1 p.75]

Corporate bonds backed by mortgage or public sector loan pools that remain on the issuer's balance sheet, providing dual recourse protection

Use when research covers European covered bonds like German Pfandbriefe, French Obligations Foncieres, or other covered bonds that offer both issuer credit quality and collateral backing [RIXML Research Data Dictionary v2.5.1 p.75]

Financial contracts whose value derives from underlying assets such as stocks, bonds, commodities, or market indices

Use when research covers derivative instruments broadly, including futures, options, swaps, and forwards that derive value from other financial instruments [RIXML Research Data Dictionary v2.5.1 p.76]

Standardized futures contracts on financial instruments including interest rates, equity indices, currencies, and individual stocks

Use when research specifically analyzes futures contracts on financial assets rather than physical commodities, including Treasury futures, index futures, or currency futures [RIXML Research Data Dictionary v2.5.1 p.76]

Mutual funds that invest primarily in stocks with objectives of long-term growth, income, or balanced approaches

Use when research covers stock-focused mutual funds, including growth funds, income funds, sector-specific funds, or style-based equity strategies [RIXML Research Data Dictionary v2.5.1 p.76]

Mutual funds that invest in income-producing debt instruments with the objective of providing stable income with minimal risk

Use when research analyzes mutual funds focused on bond investments, whether government, corporate, municipal, or other fixed-income securities [RIXML Research Data Dictionary v2.5.1 p.76]

Mutual funds that invest exclusively in short-term, high-quality debt instruments with maturities of one year or less

Use when research covers mutual funds focused on very short-term, liquid investments like Treasury bills, commercial paper, and certificates of deposit [RIXML Research Data Dictionary v2.5.1 p.77]

Investment funds that restrict their investments to securities from a single specific country

Use when research analyzes mutual funds or investment vehicles that focus exclusively on one country's markets, typically indicated in the fund's name [RIXML Research Data Dictionary v2.5.1 p.77]

Mutual funds that invest in a mix of stocks, bonds, and money market instruments to provide both growth and income while controlling risk

Use when research covers funds that combine multiple asset classes to offer diversified exposure with balanced risk-return characteristics [RIXML Research Data Dictionary v2.5.1 p.77]

Spot foreign exchange market trading involving immediate delivery of currencies

Use when research focuses on current exchange rates, spot currency trading, or immediate foreign exchange transactions rather than currency derivatives [RIXML Research Data Dictionary v2.5.1 p.77]

Derivative financial instruments with foreign currencies as underlying assets, including forwards, futures, swaps, and options

Use when research covers any type of currency derivative instrument that derives value from foreign exchange rates, excluding spot currency trading [RIXML Research Data Dictionary v2.5.1 p.77]

Standardized futures contracts for exchanging one currency for another at a predetermined price and future date

Use when research specifically analyzes exchange-traded currency futures contracts rather than other types of foreign exchange derivatives [RIXML Research Data Dictionary v2.5.1 p.77]

Investment funds that invest in commodity securities, typically through derivative instruments like futures and options

Use when research covers funds that provide exposure to commodity markets through various instruments rather than direct commodity trading [RIXML Research Data Dictionary v2.5.1 p.77]

Research focused on interest rate levels, trends, and policy implications rather than specific interest-bearing securities

Use when research analyzes interest rate environments, central bank policy, yield curve dynamics, or general interest rate outlook without focusing on particular bonds [RIXML Research Data Dictionary v2.5.1 p.77]

Banking and investment products that comply with Islamic law principles, particularly prohibiting interest collection and emphasizing profit-loss sharing

Use when research covers Shariah-compliant financial products, Islamic banking systems, or investment strategies that adhere to Islamic economic principles [RIXML Research Data Dictionary v2.5.1 p.78]

Pre-packaged investment strategies based on derivatives with payoffs linked to underlying assets, indices, or market conditions, often including principal protection features

Use when research analyzes complex investment products that combine traditional securities with derivative components to create customized risk-return profiles [RIXML Research Data Dictionary v2.5.1 p.78]

Commodity category encompassing traded energy products including oil, natural gas, gasoline, ethanol, and propane

Use when research focuses on energy commodities trading, energy markets, or investment in energy-related commodity instruments [RIXML Research Data Dictionary v2.5.1 p.78]

A category of traded commodity instruments that encompasses gold, silver, platinum, and palladium securities

Select when the research focuses on or mentions securities related to precious metals trading or investment [RIXML Research Data Dictionary v2.5.1 p.78]

A category of traded commodity instruments that includes copper, lead, zinc, tin, aluminum, aluminum alloy, nickel, cobalt, molybdenum, and recycled steel

Use when the research covers or discusses securities related to industrial metals used in manufacturing and construction [RIXML Research Data Dictionary v2.5.1 p.78]

A category of traded commodity securities that encompasses grains, food, and fiber products such as corn, oats, rough rice, soybeans, wheat, milk, cocoa, coffee, cotton, sugar, and frozen concentrated orange juice

Apply when research addresses agricultural commodity securities or related investment products [RIXML Research Data Dictionary v2.5.1 p.78]

A category of commodity instruments that encompasses carbon offsets, Renewable Energy Certificates, and white certificates

Use when research covers environmental trading securities or sustainability-linked financial instruments [RIXML Research Data Dictionary v2.5.1 p.79]

A category of traded commodity securities that includes hogs, pork bellies, and cattle

Select when research focuses on livestock commodity trading or related agricultural securities [RIXML Research Data Dictionary v2.5.1 p.79]

Asset type category not provided by RIXML enumeration values, allowing publishers to define their own classifications

Use when the asset type being researched does not fit any of the standard RIXML categories and requires a custom publisher-specific classification [RIXML Research Data Dictionary v2.5.1 p.77]