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Investment-Linked Insurance in the Singapore Market (1992-2015) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Investment-Linked Insurance in the Singapore Market (1992-2015)


This case discusses the possible reasons for the moribund investment-linked insurance market in Singapore, as well as the concerns of three major stakeholders - financial advisor, insurance consumer and life insurer company. It also considers the perspective of the regulator of the insurance sector.

Authors :: Keng Leong Yeo

Topics :: Finance & Accounting

Tags :: , SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Investment-Linked Insurance in the Singapore Market (1992-2015)" written by Keng Leong Yeo includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Insurance Linked facing as an external strategic factors. Some of the topics covered in Investment-Linked Insurance in the Singapore Market (1992-2015) case study are - Strategic Management Strategies, and Finance & Accounting.


Some of the macro environment factors that can be used to understand the Investment-Linked Insurance in the Singapore Market (1992-2015) casestudy better are - – increasing inequality as vast percentage of new income is going to the top 1%, customer relationship management is fast transforming because of increasing concerns over data privacy, technology disruption, increasing transportation and logistics costs, challanges to central banks by blockchain based private currencies, talent flight as more people leaving formal jobs, digital marketing is dominated by two big players Facebook and Google, banking and financial system is disrupted by Bitcoin and other crypto currencies, increasing government debt because of Covid-19 spendings, etc



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Introduction to SWOT Analysis of Investment-Linked Insurance in the Singapore Market (1992-2015)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Investment-Linked Insurance in the Singapore Market (1992-2015) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Insurance Linked, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Insurance Linked operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Investment-Linked Insurance in the Singapore Market (1992-2015) can be done for the following purposes –
1. Strategic planning using facts provided in Investment-Linked Insurance in the Singapore Market (1992-2015) case study
2. Improving business portfolio management of Insurance Linked
3. Assessing feasibility of the new initiative in Finance & Accounting field.
4. Making a Finance & Accounting topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Insurance Linked




Strengths Investment-Linked Insurance in the Singapore Market (1992-2015) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Insurance Linked in Investment-Linked Insurance in the Singapore Market (1992-2015) Harvard Business Review case study are -

Sustainable margins compare to other players in Finance & Accounting industry

– Investment-Linked Insurance in the Singapore Market (1992-2015) firm has clearly differentiated products in the market place. This has enabled Insurance Linked to fetch slight price premium compare to the competitors in the Finance & Accounting industry. The sustainable margins have also helped Insurance Linked to invest into research and development (R&D) and innovation.

Organizational Resilience of Insurance Linked

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Insurance Linked does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Diverse revenue streams

– Insurance Linked is present in almost all the verticals within the industry. This has provided firm in Investment-Linked Insurance in the Singapore Market (1992-2015) case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Cross disciplinary teams

– Horizontal connected teams at the Insurance Linked are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

Digital Transformation in Finance & Accounting segment

- digital transformation varies from industry to industry. For Insurance Linked digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Insurance Linked has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.

High switching costs

– The high switching costs that Insurance Linked has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Ability to lead change in Finance & Accounting field

– Insurance Linked is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Insurance Linked in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Ability to recruit top talent

– Insurance Linked is one of the leading recruiters in the industry. Managers in the Investment-Linked Insurance in the Singapore Market (1992-2015) are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Highly skilled collaborators

– Insurance Linked has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in Investment-Linked Insurance in the Singapore Market (1992-2015) HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Strong track record of project management

– Insurance Linked is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Superior customer experience

– The customer experience strategy of Insurance Linked in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Analytics focus

– Insurance Linked is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Keng Leong Yeo can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.






Weaknesses Investment-Linked Insurance in the Singapore Market (1992-2015) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Investment-Linked Insurance in the Singapore Market (1992-2015) are -

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Investment-Linked Insurance in the Singapore Market (1992-2015), in the dynamic environment Insurance Linked has struggled to respond to the nimble upstart competition. Insurance Linked has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Slow to strategic competitive environment developments

– As Investment-Linked Insurance in the Singapore Market (1992-2015) HBR case study mentions - Insurance Linked takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the industry in last five years.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Investment-Linked Insurance in the Singapore Market (1992-2015) HBR case study still accounts for major business revenue. This dependence on star products in has resulted into insufficient focus on developing new products, even though Insurance Linked has relatively successful track record of launching new products.

High bargaining power of channel partners

– Because of the regulatory requirements, Keng Leong Yeo suggests that, Insurance Linked is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015), is just above the industry average. Insurance Linked needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

Capital Spending Reduction

– Even during the low interest decade, Insurance Linked has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the industry using digital technology.

High operating costs

– Compare to the competitors, firm in the HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015) has high operating costs in the. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Insurance Linked 's lucrative customers.

Low market penetration in new markets

– Outside its home market of Insurance Linked, firm in the HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015) needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Increasing silos among functional specialists

– The organizational structure of Insurance Linked is dominated by functional specialists. It is not different from other players in the Finance & Accounting segment. Insurance Linked needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Insurance Linked to focus more on services rather than just following the product oriented approach.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Insurance Linked is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Investment-Linked Insurance in the Singapore Market (1992-2015) can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Insurance Linked needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.




Opportunities Investment-Linked Insurance in the Singapore Market (1992-2015) | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Investment-Linked Insurance in the Singapore Market (1992-2015) are -

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Insurance Linked can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, Investment-Linked Insurance in the Singapore Market (1992-2015), to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Insurance Linked in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Finance & Accounting segment, and it will provide faster access to the consumers.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Insurance Linked to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Insurance Linked to hire the very best people irrespective of their geographical location.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Insurance Linked in the consumer business. Now Insurance Linked can target international markets with far fewer capital restrictions requirements than the existing system.

Better consumer reach

– The expansion of the 5G network will help Insurance Linked to increase its market reach. Insurance Linked will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

Low interest rates

– Even though inflation is raising its head in most developed economies, Insurance Linked can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Identify volunteer opportunities

– Covid-19 has impacted working population in two ways – it has led to people soul searching about their professional choices, resulting in mass resignation. Secondly it has encouraged people to do things that they are passionate about. This has opened opportunities for businesses to build volunteer oriented socially driven projects. Insurance Linked can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Leveraging digital technologies

– Insurance Linked can leverage digital technologies such as artificial intelligence and machine learning to automate the production process, customer analytics to get better insights into consumer behavior, realtime digital dashboards to get better sales tracking, logistics and transportation, product tracking, etc.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Insurance Linked can use these opportunities to build new business models that can help the communities that Insurance Linked operates in. Secondly it can use opportunities from government spending in Finance & Accounting sector.

Building a culture of innovation

– managers at Insurance Linked can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Finance & Accounting segment.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Insurance Linked is facing challenges because of the dominance of functional experts in the organization. Investment-Linked Insurance in the Singapore Market (1992-2015) case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Insurance Linked to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Finance & Accounting industry, but it has also influenced the consumer preferences. Insurance Linked can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.




Threats Investment-Linked Insurance in the Singapore Market (1992-2015) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015) are -

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Insurance Linked.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Insurance Linked business can come under increasing regulations regarding data privacy, data security, etc.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Insurance Linked with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

High dependence on third party suppliers

– Insurance Linked high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Insurance Linked can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015) .

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Insurance Linked in the Finance & Accounting sector and impact the bottomline of the organization.

Regulatory challenges

– Insurance Linked needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Finance & Accounting industry regulations.

Consumer confidence and its impact on Insurance Linked demand

– There is a high probability of declining consumer confidence, given – high inflammation rate, rise of gig economy, lower job stability, increasing cost of living, higher interest rates, and aging demography. All the factors contribute to people saving higher rate of their income, resulting in lower consumer demand in the industry and other sectors.

Environmental challenges

– Insurance Linked needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Insurance Linked can take advantage of this fund but it will also bring new competitors in the Finance & Accounting industry.

Shortening product life cycle

– it is one of the major threat that Insurance Linked is facing in Finance & Accounting sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Stagnating economy with rate increase

– Insurance Linked can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Increasing wage structure of Insurance Linked

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Insurance Linked.




Weighted SWOT Analysis of Investment-Linked Insurance in the Singapore Market (1992-2015) Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Investment-Linked Insurance in the Singapore Market (1992-2015) needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Investment-Linked Insurance in the Singapore Market (1992-2015) is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Investment-Linked Insurance in the Singapore Market (1992-2015) is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Investment-Linked Insurance in the Singapore Market (1992-2015) is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Insurance Linked needs to make to build a sustainable competitive advantage.



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