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First Trust New Opp. MLP & Energy (FPL) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for First Trust New Opp. MLP & Energy (United States)


Based on various researches at Oak Spring University , First Trust New Opp. MLP & Energy is operating in a macro-environment that has been destablized by – there is backlash against globalization, increasing government debt because of Covid-19 spendings, increasing commodity prices, cloud computing is disrupting traditional business models, increasing energy prices, increasing inequality as vast percentage of new income is going to the top 1%, wage bills are increasing, challanges to central banks by blockchain based private currencies, digital marketing is dominated by two big players Facebook and Google, etc



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Introduction to SWOT Analysis of First Trust New Opp. MLP & Energy


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




Strengths of First Trust New Opp. MLP & Energy | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of First Trust New Opp. MLP & Energy are -

Sustainable margins compare to other players in Misc. Financial Services industry

– First Trust New Opp. MLP & Energy has clearly differentiated products in the market place. This has enabled First Trust New Opp. MLP & Energy to fetch slight price premium compare to the competitors in the Misc. Financial Services industry. The sustainable margins have also helped First Trust New Opp. MLP & Energy to invest into research and development (R&D) and innovation.

Operational resilience

– The operational resilience strategy of First Trust New Opp. MLP & Energy 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.

Digital Transformation in Misc. Financial Services industry

- digital transformation varies from industry to industry. For First Trust New Opp. MLP & Energy digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. First Trust New Opp. MLP & Energy 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.

Successful track record of launching new products

– First Trust New Opp. MLP & Energy has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. First Trust New Opp. MLP & Energy 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.

Strong track record of project management in the Misc. Financial Services industry

– First Trust New Opp. MLP & Energy is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Ability to lead change in Misc. Financial Services

– First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Training and development

– First Trust New Opp. MLP & Energy 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.

Innovation driven organization

– First Trust New Opp. MLP & Energy is one of the most innovative firm in Misc. Financial Services sector.

Learning organization

- First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at First Trust New Opp. MLP & Energy emphasize – knowledge, initiative, and innovation.

Cross disciplinary teams

– Horizontal connected teams at the First Trust New Opp. MLP & Energy 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.

Organizational Resilience of First Trust New Opp. MLP & Energy

– The covid-19 pandemic has put organizational resilience at the centre of everthing First Trust New Opp. MLP & Energy does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Highly skilled collaborators

– First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy have helped the firm to develop new products and bring them quickly to the marketplace.






Weaknesses of First Trust New Opp. MLP & Energy | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of First Trust New Opp. MLP & Energy are -

Low market penetration in new markets

– Outside its home market of United States, First Trust New Opp. MLP & Energy needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Aligning sales with marketing

– From the outside it seems that First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy can leverage the sales team experience to cultivate customer relationships as First Trust New Opp. MLP & Energy is planning to shift buying processes online.

Ability to respond to the competition

– As the decision making is very deliberative at First Trust New Opp. MLP & Energy, in the dynamic environment of Misc. Financial Services industry it has struggled to respond to the nimble upstart competition. First Trust New Opp. MLP & Energy has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Compensation and incentives

– The revenue per employee of First Trust New Opp. MLP & Energy is just above the Misc. Financial Services industry average. It 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.

Slow decision making process

– As mentioned earlier in the report, First Trust New Opp. MLP & Energy 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. First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy is dominated by functional specialists. It is not different from other players in the Misc. Financial Services industry, but First Trust New Opp. MLP & Energy needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help First Trust New Opp. MLP & Energy to focus more on services in the Misc. Financial Services industry rather than just following the product oriented approach.

Interest costs

– Compare to the competition, First Trust New Opp. MLP & Energy 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.

Slow to strategic competitive environment developments

– As First Trust New Opp. MLP & Energy is one of the leading players in the Misc. Financial Services industry, it takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the Misc. Financial Services industry in last five years.

No frontier risks strategy

– From the 10K / annual statement of First Trust New Opp. MLP & Energy, it seems that company is thinking out the frontier risks that can impact Misc. Financial Services industry. 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.

High dependence on First Trust New Opp. MLP & Energy ‘s star products

– The top 2 products and services of First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy has relatively successful track record of launching new products.

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of First Trust New Opp. MLP & Energy supply chain. Even after few cautionary changes, First Trust New Opp. MLP & Energy is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left First Trust New Opp. MLP & Energy vulnerable to further global disruptions in South East Asia.




First Trust New Opp. MLP & Energy Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of First Trust New Opp. MLP & Energy are -

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy to hire the very best people irrespective of their geographical location.

Loyalty marketing

– First Trust New Opp. MLP & Energy 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.

Creating value in data economy

– The success of analytics program of First Trust New Opp. MLP & Energy has opened avenues for new revenue streams for the organization in Misc. Financial Services industry. This can help First Trust New Opp. MLP & Energy to build a more holistic ecosystem for First Trust New Opp. MLP & Energy products in the Misc. Financial Services industry by providing – data insight services, data privacy related products, data based consulting services, etc.

Better consumer reach

– The expansion of the 5G network will help First Trust New Opp. MLP & Energy to increase its market reach. First Trust New Opp. MLP & Energy 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.

Use of Bitcoin and other crypto currencies for transactions in Misc. Financial Services industry

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for First Trust New Opp. MLP & Energy in the Misc. Financial Services industry. Now First Trust New Opp. MLP & Energy can target international markets with far fewer capital restrictions requirements than the existing system.

Redefining models of collaboration and team work

– As explained in the weaknesses section, First Trust New Opp. MLP & Energy is facing challenges because of the dominance of functional experts in the organization. First Trust New Opp. MLP & Energy 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.

Developing new processes and practices

– First Trust New Opp. MLP & Energy 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, First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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.

Leveraging digital technologies

– First Trust New Opp. MLP & Energy 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, First Trust New Opp. MLP & Energy can use these opportunities to build new business models that can help the communities that First Trust New Opp. MLP & Energy operates in. Secondly it can use opportunities from government spending in Misc. Financial Services sector.

Buying journey improvements

– First Trust New Opp. MLP & Energy 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.

Learning at scale

– Online learning technologies has now opened space for First Trust New Opp. MLP & Energy 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.




Threats First Trust New Opp. MLP & Energy External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy.

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.

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. First Trust New Opp. MLP & Energy needs to understand the core reasons impacting the Misc. Financial Services industry. This will help it in building a better workplace.

Regulatory challenges

– First Trust New Opp. MLP & Energy 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.

Technology acceleration in Forth Industrial Revolution

– First Trust New Opp. MLP & Energy has witnessed rapid integration of technology during Covid-19 in the Misc. Financial Services industry. As one of the leading players in the industry, First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy prominent markets.

Increasing wage structure of First Trust New Opp. MLP & Energy

– 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 First Trust New Opp. MLP & Energy.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for First Trust New Opp. MLP & Energy 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.

High dependence on third party suppliers

– First Trust New Opp. MLP & Energy 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.

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.

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 First Trust New Opp. MLP & Energy in the Misc. Financial Services sector and impact the bottomline of the organization.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, First Trust New Opp. MLP & Energy 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.




Weighted SWOT Analysis of First Trust New Opp. MLP & Energy Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers at First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy 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 First Trust New Opp. MLP & Energy needs to make to build a sustainable competitive advantage.



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