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Eaton Vance Enhanced Equityo Closed (EOI) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for Eaton Vance Enhanced Equityo Closed (United States)


Based on various researches at Oak Spring University , Eaton Vance Enhanced Equityo Closed is operating in a macro-environment that has been destablized by – supply chains are disrupted by pandemic , customer relationship management is fast transforming because of increasing concerns over data privacy, increasing household debt because of falling income levels, challanges to central banks by blockchain based private currencies, technology disruption, competitive advantages are harder to sustain because of technology dispersion, central banks are concerned over increasing inflation, talent flight as more people leaving formal jobs, there is backlash against globalization, etc



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Introduction to SWOT Analysis of Eaton Vance Enhanced Equityo Closed


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University, we believe that Eaton Vance Enhanced Equityo Closed can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Eaton Vance Enhanced Equityo Closed, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed can be done for the following purposes –
1. Strategic planning of Eaton Vance Enhanced Equityo Closed
2. Improving business portfolio management of Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed




Strengths of Eaton Vance Enhanced Equityo Closed | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Eaton Vance Enhanced Equityo Closed are -

Superior customer experience

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

High brand equity

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

Learning organization

- Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at Eaton Vance Enhanced Equityo Closed emphasize – knowledge, initiative, and innovation.

Effective Research and Development (R&D)

– Eaton Vance Enhanced Equityo Closed has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in – Eaton Vance Enhanced Equityo 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.

Operational resilience

– The operational resilience strategy of Eaton Vance Enhanced Equityo Closed comprises – understanding the underlying the factors in the Misc. Financial Services 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.

Innovation driven organization

– Eaton Vance Enhanced Equityo Closed is one of the most innovative firm in Misc. Financial Services sector.

Training and development

– Eaton Vance Enhanced Equityo Closed has one of the best training and development program in Financial industry. The effectiveness of the training programs can be measured in – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Analytics focus

– Eaton Vance Enhanced Equityo 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.

Ability to lead change in Misc. Financial Services

– Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed 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 in the Misc. Financial Services industry

– Eaton Vance Enhanced Equityo Closed is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Highly skilled collaborators

– Eaton Vance Enhanced Equityo Closed has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive Misc. Financial Services industry. Secondly the value chain collaborators of Eaton Vance Enhanced Equityo Closed have helped the firm to develop new products and bring them quickly to the marketplace.

Digital Transformation in Misc. Financial Services industry

- digital transformation varies from industry to industry. For Eaton Vance Enhanced Equityo Closed digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Eaton Vance Enhanced Equityo 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.






Weaknesses of Eaton Vance Enhanced Equityo Closed | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Eaton Vance Enhanced Equityo Closed are -

Lack of clear differentiation of Eaton Vance Enhanced Equityo Closed products

– To increase the profitability and margins on the products, Eaton Vance Enhanced Equityo Closed needs to provide more differentiated products than what it is currently offering in the marketplace.

Need for greater diversity

– Eaton Vance Enhanced Equityo Closed 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.

High bargaining power of channel partners in Misc. Financial Services industry

– because of the regulatory requirements in United States, Eaton Vance Enhanced Equityo Closed 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 Misc. Financial Services industry.

Capital Spending Reduction

– Even during the low interest decade, Eaton Vance Enhanced Equityo 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.

Employees’ less understanding of Eaton Vance Enhanced Equityo Closed strategy

– From the outside it seems that the employees of Eaton Vance Enhanced Equityo 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.

Aligning sales with marketing

– From the outside it seems that Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed can leverage the sales team experience to cultivate customer relationships as Eaton Vance Enhanced Equityo Closed is planning to shift buying processes online.

High dependence on Eaton Vance Enhanced Equityo Closed ‘s star products

– The top 2 products and services of Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed has relatively successful track record of launching new products.

Low market penetration in new markets

– Outside its home market of United States, Eaton Vance Enhanced Equityo Closed needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Workers concerns about automation

– As automation is fast increasing in the Misc. Financial Services industry, Eaton Vance Enhanced Equityo Closed 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.

Ability to respond to the competition

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

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Eaton Vance Enhanced Equityo Closed is slow explore the new channels of communication. These new channels of communication can help Eaton Vance Enhanced Equityo 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.




Eaton Vance Enhanced Equityo Closed Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of Eaton Vance Enhanced Equityo Closed are -

Leveraging digital technologies

– Eaton Vance Enhanced Equityo Closed 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.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Eaton Vance Enhanced Equityo 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, Eaton Vance Enhanced Equityo Closed can use these opportunities to build new business models that can help the communities that Eaton Vance Enhanced Equityo Closed operates in. Secondly it can use opportunities from government spending in Misc. Financial Services sector.

Remote work and new talent hiring opportunities

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

Redefining models of collaboration and team work

– As explained in the weaknesses section, Eaton Vance Enhanced Equityo Closed is facing challenges because of the dominance of functional experts in the organization. Eaton Vance Enhanced Equityo 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.

Loyalty marketing

– Eaton Vance Enhanced Equityo Closed has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Learning at scale

– Online learning technologies has now opened space for Eaton Vance Enhanced Equityo Closed 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 Eaton Vance Enhanced Equityo Closed to increase its market reach. Eaton Vance Enhanced Equityo Closed 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.

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 Eaton Vance Enhanced Equityo Closed 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.

Developing new processes and practices

– Eaton Vance Enhanced Equityo 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.

Manufacturing automation

– Eaton Vance Enhanced Equityo 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.

Buying journey improvements

– Eaton Vance Enhanced Equityo Closed can improve the customer journey of consumers in the Misc. Financial Services industry by using analytics and artificial intelligence. It 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.

Low interest rates

– Even though inflation is raising its head in most developed economies, Eaton Vance Enhanced Equityo 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.




Threats Eaton Vance Enhanced Equityo Closed External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of Eaton Vance Enhanced Equityo Closed are -

Technology acceleration in Forth Industrial Revolution

– Eaton Vance Enhanced Equityo 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, Eaton Vance Enhanced Equityo 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.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, Eaton Vance Enhanced Equityo Closed may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Misc. Financial Services sector.

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 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. Eaton Vance Enhanced Equityo Closed needs to understand the core reasons impacting the Misc. Financial Services industry. This will help it in building a better workplace.

Stagnating economy with rate increase

– Eaton Vance Enhanced Equityo Closed 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 Misc. Financial Services industry.

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Eaton Vance Enhanced Equityo Closed will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Environmental challenges

– Eaton Vance Enhanced Equityo 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. Eaton Vance Enhanced Equityo Closed can take advantage of this fund but it will also bring new competitors in the Misc. Financial Services industry.

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.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry to Misc. Financial Services industry are lowering. It can presents Eaton Vance Enhanced Equityo Closed with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the Misc. Financial Services sector.

Regulatory challenges

– Eaton Vance Enhanced Equityo 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.

Increasing wage structure of Eaton Vance Enhanced Equityo 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 Eaton Vance Enhanced Equityo Closed.

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 Eaton Vance Enhanced Equityo Closed.

Consumer confidence and its impact on Eaton Vance Enhanced Equityo 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.




Weighted SWOT Analysis of Eaton Vance Enhanced Equityo Closed Template, Example


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



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