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Socially Responsible Investment Funds in France: Regulations and Retail (B) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Socially Responsible Investment Funds in France: Regulations and Retail (B)


Supplement to case W16607.

Authors :: Diane-Laure Arjalies, Ken Mark

Topics :: Finance & Accounting

Tags :: Collaboration, Financial management, Social responsibility, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Socially Responsible Investment Funds in France: Regulations and Retail (B)" written by Diane-Laure Arjalies, Ken Mark includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that W16607 Socially facing as an external strategic factors. Some of the topics covered in Socially Responsible Investment Funds in France: Regulations and Retail (B) case study are - Strategic Management Strategies, Collaboration, Financial management, Social responsibility and Finance & Accounting.


Some of the macro environment factors that can be used to understand the Socially Responsible Investment Funds in France: Regulations and Retail (B) casestudy better are - – challanges to central banks by blockchain based private currencies, technology disruption, increasing household debt because of falling income levels, central banks are concerned over increasing inflation, digital marketing is dominated by two big players Facebook and Google, customer relationship management is fast transforming because of increasing concerns over data privacy, supply chains are disrupted by pandemic , there is backlash against globalization, cloud computing is disrupting traditional business models, etc



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Introduction to SWOT Analysis of Socially Responsible Investment Funds in France: Regulations and Retail (B)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Socially Responsible Investment Funds in France: Regulations and Retail (B) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the W16607 Socially, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which W16607 Socially 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) can be done for the following purposes –
1. Strategic planning using facts provided in Socially Responsible Investment Funds in France: Regulations and Retail (B) case study
2. Improving business portfolio management of W16607 Socially
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 W16607 Socially




Strengths Socially Responsible Investment Funds in France: Regulations and Retail (B) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of W16607 Socially in Socially Responsible Investment Funds in France: Regulations and Retail (B) Harvard Business Review case study are -

High brand equity

– W16607 Socially has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled W16607 Socially to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Low bargaining power of suppliers

– Suppliers of W16607 Socially in the sector have low bargaining power. Socially Responsible Investment Funds in France: Regulations and Retail (B) has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps W16607 Socially to manage not only supply disruptions but also source products at highly competitive prices.

Ability to recruit top talent

– W16607 Socially is one of the leading recruiters in the industry. Managers in the Socially Responsible Investment Funds in France: Regulations and Retail (B) are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Effective Research and Development (R&D)

– W16607 Socially has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study Socially Responsible Investment Funds in France: Regulations and Retail (B) - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Operational resilience

– The operational resilience strategy in the Socially Responsible Investment Funds in France: Regulations and Retail (B) Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Ability to lead change in Finance & Accounting field

– W16607 Socially 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 W16607 Socially in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Strong track record of project management

– W16607 Socially is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Analytics focus

– W16607 Socially 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 Diane-Laure Arjalies, Ken Mark 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.

Learning organization

- W16607 Socially is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at W16607 Socially is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Socially Responsible Investment Funds in France: Regulations and Retail (B) Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

High switching costs

– The high switching costs that W16607 Socially 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.

Cross disciplinary teams

– Horizontal connected teams at the W16607 Socially 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.

Innovation driven organization

– W16607 Socially is one of the most innovative firm in sector. Manager in Socially Responsible Investment Funds in France: Regulations and Retail (B) Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.






Weaknesses Socially Responsible Investment Funds in France: Regulations and Retail (B) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Socially Responsible Investment Funds in France: Regulations and Retail (B) are -

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, W16607 Socially is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Socially Responsible Investment Funds in France: Regulations and Retail (B) can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

High cash cycle compare to competitors

W16607 Socially has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

Low market penetration in new markets

– Outside its home market of W16607 Socially, firm in the HBR case study Socially Responsible Investment Funds in France: Regulations and Retail (B) needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Socially Responsible Investment Funds in France: Regulations and Retail (B), is just above the industry average. W16607 Socially 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.

Skills based hiring

– The stress on hiring functional specialists at W16607 Socially has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

Interest costs

– Compare to the competition, W16607 Socially has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Socially Responsible Investment Funds in France: Regulations and Retail (B), in the dynamic environment W16607 Socially has struggled to respond to the nimble upstart competition. W16607 Socially has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Need for greater diversity

– W16607 Socially has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.

Slow decision making process

– As mentioned earlier in the report, W16607 Socially has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the industry over the last five years. W16607 Socially even though has strong showing on digital transformation primary two stages, it has struggled to capitalize the power of digital transformation in marketing efforts and new venture efforts.

No frontier risks strategy

– After analyzing the HBR case study Socially Responsible Investment Funds in France: Regulations and Retail (B), it seems that company is thinking about the frontier risks that can impact Finance & Accounting strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

Workers concerns about automation

– As automation is fast increasing in the segment, W16607 Socially 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) | 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) are -

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, W16607 Socially 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, Socially Responsible Investment Funds in France: Regulations and Retail (B), to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Building a culture of innovation

– managers at W16607 Socially 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.

Creating value in data economy

– The success of analytics program of W16607 Socially has opened avenues for new revenue streams for the organization in the industry. This can help W16607 Socially to build a more holistic ecosystem as suggested in the Socially Responsible Investment Funds in France: Regulations and Retail (B) case study. W16607 Socially can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Redefining models of collaboration and team work

– As explained in the weaknesses section, W16607 Socially is facing challenges because of the dominance of functional experts in the organization. Socially Responsible Investment Funds in France: Regulations and Retail (B) 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.

Buying journey improvements

– W16607 Socially can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Socially Responsible Investment Funds in France: Regulations and Retail (B) suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

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 W16607 Socially in the consumer business. Now W16607 Socially can target international markets with far fewer capital restrictions requirements than the existing system.

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 W16607 Socially 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.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for W16607 Socially 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 W16607 Socially to hire the very best people irrespective of their geographical location.

Leveraging digital technologies

– W16607 Socially 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, W16607 Socially can use these opportunities to build new business models that can help the communities that W16607 Socially operates in. Secondly it can use opportunities from government spending in Finance & Accounting sector.

Learning at scale

– Online learning technologies has now opened space for W16607 Socially to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Better consumer reach

– The expansion of the 5G network will help W16607 Socially to increase its market reach. W16607 Socially 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.

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. W16607 Socially can explore opportunities that can attract volunteers and are consistent with its mission and vision.




Threats Socially Responsible Investment Funds in France: Regulations and Retail (B) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Socially Responsible Investment Funds in France: Regulations and Retail (B) are -

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, W16607 Socially 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) .

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Socially Responsible Investment Funds in France: Regulations and Retail (B), W16607 Socially may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Finance & Accounting .

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

High dependence on third party suppliers

– W16607 Socially 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.

Shortening product life cycle

– it is one of the major threat that W16607 Socially is facing in Finance & Accounting sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

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 W16607 Socially business can come under increasing regulations regarding data privacy, data security, etc.

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.

Easy access to finance

– Easy access to finance in Finance & Accounting field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. W16607 Socially can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Stagnating economy with rate increase

– W16607 Socially 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.

Consumer confidence and its impact on W16607 Socially 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.

Regulatory challenges

– W16607 Socially 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.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. W16607 Socially needs to understand the core reasons impacting the Finance & Accounting industry. This will help it in building a better workplace.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents W16607 Socially with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.




Weighted SWOT Analysis of Socially Responsible Investment Funds in France: Regulations and Retail (B) 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) 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 Socially Responsible Investment Funds in France: Regulations and Retail (B) 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 W16607 Socially needs to make to build a sustainable competitive advantage.



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