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Adams Diversified Equity Closed (ADX) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for Adams Diversified Equity Closed (United States)


Based on various researches at Oak Spring University , Adams Diversified Equity Closed is operating in a macro-environment that has been destablized by – increasing inequality as vast percentage of new income is going to the top 1%, increasing commodity prices, there is backlash against globalization, there is increasing trade war between United States & China, increasing household debt because of falling income levels, wage bills are increasing, increasing energy prices, customer relationship management is fast transforming because of increasing concerns over data privacy, challanges to central banks by blockchain based private currencies, etc



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Introduction to SWOT Analysis of Adams Diversified Equity Closed


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University, we believe that Adams Diversified Equity Closed can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Adams Diversified Equity Closed, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Adams Diversified Equity Closed 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 Adams Diversified Equity Closed can be done for the following purposes –
1. Strategic planning of Adams Diversified Equity Closed
2. Improving business portfolio management of Adams Diversified Equity Closed
3. Assessing feasibility of the new initiative in United States
4. Making a Misc. Financial Services sector specific business decision
5. Set goals for the organization
6. Organizational restructuring of Adams Diversified Equity Closed




Strengths of Adams Diversified Equity Closed | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Adams Diversified Equity Closed are -

Diverse revenue streams

– Adams Diversified Equity Closed is present in almost all the verticals within the Misc. Financial Services industry. This has provided Adams Diversified Equity Closed 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.

Ability to lead change in Misc. Financial Services

– Adams Diversified Equity Closed is one of the leading players in the Misc. Financial Services industry in United States. Over the years it has not only transformed the business landscape in the Misc. Financial Services industry in United States but also across the existing markets. The ability to lead change has enabled Adams Diversified Equity Closed in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Analytics focus

– Adams Diversified Equity Closed 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 Misc. Financial Services industry. The technology infrastructure of United States is also helping it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Organizational Resilience of Adams Diversified Equity Closed

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

Digital Transformation in Misc. Financial Services industry

- digital transformation varies from industry to industry. For Adams Diversified Equity Closed digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Adams Diversified Equity Closed 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 brand equity

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

Effective Research and Development (R&D)

– Adams Diversified Equity Closed has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in – Adams Diversified Equity Closed staying ahead in the Misc. Financial Services industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Successful track record of launching new products

– Adams Diversified Equity Closed has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Adams Diversified Equity Closed has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.

Superior customer experience

– The customer experience strategy of Adams Diversified Equity Closed in Misc. Financial Services industry is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

High switching costs

– The high switching costs that Adams Diversified Equity Closed 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 Adams Diversified Equity Closed 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.

Learning organization

- Adams Diversified Equity Closed 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 Adams Diversified Equity Closed is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at Adams Diversified Equity Closed emphasize – knowledge, initiative, and innovation.






Weaknesses of Adams Diversified Equity Closed | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Adams Diversified Equity Closed are -

Skills based hiring in Misc. Financial Services industry

– The stress on hiring functional specialists at Adams Diversified Equity Closed 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.

Aligning sales with marketing

– From the outside it seems that Adams Diversified Equity Closed needs to have more collaboration between its sales team and marketing team. Sales professionals in the Misc. Financial Services industry have deep experience in developing customer relationships. Marketing department at Adams Diversified Equity Closed can leverage the sales team experience to cultivate customer relationships as Adams Diversified Equity Closed is planning to shift buying processes online.

Employees’ less understanding of Adams Diversified Equity Closed strategy

– From the outside it seems that the employees of Adams Diversified Equity Closed don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

Slow decision making process

– As mentioned earlier in the report, Adams Diversified Equity Closed has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the Misc. Financial Services industry over the last five years. Adams Diversified Equity Closed 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.

Increasing silos among functional specialists

– The organizational structure of Adams Diversified Equity Closed is dominated by functional specialists. It is not different from other players in the Misc. Financial Services industry, but Adams Diversified Equity Closed needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Adams Diversified Equity Closed to focus more on services in the Misc. Financial Services industry rather than just following the product oriented approach.

High dependence on Adams Diversified Equity Closed ‘s star products

– The top 2 products and services of Adams Diversified Equity Closed still accounts for major business revenue. This dependence on star products in Misc. Financial Services industry has resulted into insufficient focus on developing new products, even though Adams Diversified Equity Closed has relatively successful track record of launching new products.

Low market penetration in new markets

– Outside its home market of United States, Adams Diversified Equity Closed needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Capital Spending Reduction

– Even during the low interest decade, Adams Diversified Equity Closed 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 Misc. Financial Services industry using digital technology.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Adams Diversified Equity Closed is slow explore the new channels of communication. These new channels of communication can help Adams Diversified Equity Closed to provide better information regarding Misc. Financial Services products and services. It can also build an online community to further reach out to potential customers.

Ability to respond to the competition

– As the decision making is very deliberative at Adams Diversified Equity Closed, in the dynamic environment of Misc. Financial Services industry it has struggled to respond to the nimble upstart competition. Adams Diversified Equity Closed has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Products dominated business model

– Even though Adams Diversified Equity Closed has some of the most successful models in the Misc. Financial Services industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. Adams Diversified Equity Closed should strive to include more intangible value offerings along with its core products and services.




Adams Diversified Equity Closed Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of Adams Diversified Equity Closed are -

Remote work and new talent hiring opportunities

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

Manufacturing automation

– Adams Diversified Equity Closed can use the latest technology developments to improve its manufacturing and designing process in Misc. Financial Services sector. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Adams Diversified Equity Closed is facing challenges because of the dominance of functional experts in the organization. Adams Diversified Equity Closed can utilize new technology in the field of Misc. Financial Services industry to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Using analytics as competitive advantage

– Adams Diversified Equity Closed has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in Misc. Financial Services sector. This continuous investment in analytics has enabled Adams Diversified Equity Closed to build a competitive advantage using analytics. The analytics driven competitive advantage can help Adams Diversified Equity Closed to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Adams Diversified Equity Closed in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Misc. Financial Services industry, and it will provide faster access to the consumers.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Adams Diversified Equity Closed can use these opportunities to build new business models that can help the communities that Adams Diversified Equity Closed operates in. Secondly it can use opportunities from government spending in Misc. Financial Services sector.

Changes in consumer behavior post Covid-19

– consumer behavior has changed in the Misc. Financial Services industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Adams Diversified Equity Closed can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Adams Diversified Equity Closed can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Developing new processes and practices

– Adams Diversified Equity Closed can develop new processes and procedures in Misc. Financial Services industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Adams Diversified Equity Closed 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 Adams Diversified Equity Closed to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Low interest rates

– Even though inflation is raising its head in most developed economies, Adams Diversified Equity Closed 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.

Creating value in data economy

– The success of analytics program of Adams Diversified Equity Closed has opened avenues for new revenue streams for the organization in Misc. Financial Services industry. This can help Adams Diversified Equity Closed to build a more holistic ecosystem for Adams Diversified Equity Closed products in the Misc. Financial Services industry by providing – data insight services, data privacy related products, data based consulting services, etc.

Building a culture of innovation

– managers at Adams Diversified Equity Closed 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 Misc. Financial Services industry.

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Adams Diversified Equity Closed can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.




Threats Adams Diversified Equity Closed External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of Adams Diversified Equity Closed are -

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 Adams Diversified Equity Closed business can come under increasing regulations regarding data privacy, data security, etc.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Adams Diversified Equity Closed 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 Adams Diversified Equity Closed prominent markets.

Shortening product life cycle

– it is one of the major threat that Adams Diversified Equity Closed is facing in Misc. Financial Services sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Easy access to finance

– Easy access to finance in Misc. Financial Services industry will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Adams Diversified Equity Closed can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Technology acceleration in Forth Industrial Revolution

– Adams Diversified Equity Closed has witnessed rapid integration of technology during Covid-19 in the Misc. Financial Services industry. As one of the leading players in the industry, Adams Diversified Equity Closed needs to keep up with the evolution of technology in the Misc. Financial Services sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Consumer confidence and its impact on Adams Diversified Equity Closed 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 Misc. Financial Services industry and other sectors.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Adams Diversified Equity Closed in Misc. Financial Services industry. The Misc. Financial Services industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

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.

Regulatory challenges

– Adams Diversified Equity Closed 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 Misc. Financial Services 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. Adams Diversified Equity Closed needs to understand the core reasons impacting the Misc. Financial Services industry. This will help it in building a better workplace.

Increasing wage structure of Adams Diversified Equity Closed

– 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 Adams Diversified Equity Closed.

Environmental challenges

– Adams Diversified Equity Closed 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. Adams Diversified Equity Closed can take advantage of this fund but it will also bring new competitors in the Misc. Financial Services industry.

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 Adams Diversified Equity Closed.




Weighted SWOT Analysis of Adams Diversified Equity Closed Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers at Adams Diversified Equity Closed 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 Adams Diversified Equity Closed 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 Adams Diversified Equity Closed 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 Adams Diversified Equity Closed 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 Adams Diversified Equity Closed needs to make to build a sustainable competitive advantage.



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