WeightingActionEnum
RIXML 2.5 Enumeration
An enumeration defining actions analysts can take regarding portfolio weightings or asset allocation recommendations, providing standardized terms for communicating changes to position size recommendations. This enumeration supports consistent communication of weighting modifications across research distribution platforms.
Usage
Used as attribute values for weightingAction in various elements to indicate analyst actions on portfolio weightings. Applied when analysts modify recommended position sizes or allocation percentages for securities, sectors, or asset classes.
Business Context
Important for portfolio managers and investors tracking allocation recommendation changes. Enables systematic processing of analyst weighting adjustments and supports tactical asset allocation decisions based on research provider guidance.
Where It Fits
Elements using this type (8)
Definition
| Base Type | string |
Enumeration Values
Increase |
| Increase |
Indicates that the weighting recommendation for an asset or security has been raised Use when analysts recommend allocating a larger portion of portfolio to the specified investment [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
Decrease |
| Decrease |
Indicates that the weighting recommendation for an asset or security has been lowered Use when analysts recommend reducing portfolio allocation to the specified investment [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
Update |
| Update |
Indicates that the weighting recommendation has been revised based on new analysis Use when analysts provide a new weighting recommendation without necessarily signaling increase or decrease [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.1 |
Reiterate |
| Reiterate |
Indicates that the current weighting recommendation is being maintained without change Use when analysts confirm their existing weighting recommendation remains appropriate [RIXML Research Data Dictionary v2.5.1 p.134] ActiveSince 2.3 |
Examples
<!-- Example usage of WeightingActionEnum enumeration -->
<element type="WeightingActionEnum">Increase</element>Version History
Reiterate