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Och Ziff Capital Manage Grp (OZM) SWOT Analysis / TOWS Matrix / MBA Resources

Introduction to SWOT Analysis

SWOT Analysis / TOWS Matrix for Och Ziff Capital Manage Grp (United States)


Based on various researches at Oak Spring University , Och Ziff Capital Manage Grp is operating in a macro-environment that has been destablized by – cloud computing is disrupting traditional business models, increasing commodity prices, there is increasing trade war between United States & China, geopolitical disruptions, competitive advantages are harder to sustain because of technology dispersion, increasing energy prices, increasing household debt because of falling income levels, digital marketing is dominated by two big players Facebook and Google, banking and financial system is disrupted by Bitcoin and other crypto currencies, etc



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Introduction to SWOT Analysis of Och Ziff Capital Manage Grp


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




Strengths of Och Ziff Capital Manage Grp | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Och Ziff Capital Manage Grp are -

Diverse revenue streams

– Och Ziff Capital Manage Grp is present in almost all the verticals within the Investment Services industry. This has provided Och Ziff Capital Manage Grp 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.

Learning organization

- Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders at Och Ziff Capital Manage Grp emphasize – knowledge, initiative, and innovation.

Successful track record of launching new products

– Och Ziff Capital Manage Grp has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Och Ziff Capital Manage Grp 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.

Effective Research and Development (R&D)

– Och Ziff Capital Manage Grp has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in – Och Ziff Capital Manage Grp staying ahead in the Investment Services industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Superior customer experience

– The customer experience strategy of Och Ziff Capital Manage Grp in Investment Services industry is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Cross disciplinary teams

– Horizontal connected teams at the Och Ziff Capital Manage Grp 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.

Low bargaining power of suppliers

– Suppliers of Och Ziff Capital Manage Grp in the Financial sector have low bargaining power. Och Ziff Capital Manage Grp has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Och Ziff Capital Manage Grp to manage not only supply disruptions but also source products at highly competitive prices.

Highly skilled collaborators

– Och Ziff Capital Manage Grp has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive Investment Services industry. Secondly the value chain collaborators of Och Ziff Capital Manage Grp have helped the firm to develop new products and bring them quickly to the marketplace.

Strong track record of project management in the Investment Services industry

– Och Ziff Capital Manage Grp 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 recruit top talent

– Och Ziff Capital Manage Grp is one of the leading players in the Investment Services industry in United States. It is in a position to attract the best talent available in United States. The firm has a robust talent identification program that helps in identifying the brightest.

High switching costs

– The high switching costs that Och Ziff Capital Manage Grp 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.

Training and development

– Och Ziff Capital Manage Grp 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.






Weaknesses of Och Ziff Capital Manage Grp | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Och Ziff Capital Manage Grp are -

Aligning sales with marketing

– From the outside it seems that Och Ziff Capital Manage Grp needs to have more collaboration between its sales team and marketing team. Sales professionals in the Investment Services industry have deep experience in developing customer relationships. Marketing department at Och Ziff Capital Manage Grp can leverage the sales team experience to cultivate customer relationships as Och Ziff Capital Manage Grp is planning to shift buying processes online.

High dependence on Och Ziff Capital Manage Grp ‘s star products

– The top 2 products and services of Och Ziff Capital Manage Grp still accounts for major business revenue. This dependence on star products in Investment Services industry has resulted into insufficient focus on developing new products, even though Och Ziff Capital Manage Grp has relatively successful track record of launching new products.

Slow to strategic competitive environment developments

– As Och Ziff Capital Manage Grp is one of the leading players in the Investment Services industry, it takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the Investment Services industry in last five years.

Low market penetration in new markets

– Outside its home market of United States, Och Ziff Capital Manage Grp needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Products dominated business model

– Even though Och Ziff Capital Manage Grp has some of the most successful models in the Investment Services industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. Och Ziff Capital Manage Grp should strive to include more intangible value offerings along with its core products and services.

Compensation and incentives

– The revenue per employee of Och Ziff Capital Manage Grp is just above the Investment 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.

Increasing silos among functional specialists

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

Slow decision making process

– As mentioned earlier in the report, Och Ziff Capital Manage Grp has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the Investment Services industry over the last five years. Och Ziff Capital Manage Grp 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.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Och Ziff Capital Manage Grp is slow explore the new channels of communication. These new channels of communication can help Och Ziff Capital Manage Grp to provide better information regarding Investment Services products and services. It can also build an online community to further reach out to potential customers.

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 Och Ziff Capital Manage Grp supply chain. Even after few cautionary changes, Och Ziff Capital Manage Grp is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Och Ziff Capital Manage Grp vulnerable to further global disruptions in South East Asia.

Lack of clear differentiation of Och Ziff Capital Manage Grp products

– To increase the profitability and margins on the products, Och Ziff Capital Manage Grp needs to provide more differentiated products than what it is currently offering in the marketplace.




Och Ziff Capital Manage Grp Opportunities | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities of Och Ziff Capital Manage Grp are -

Using analytics as competitive advantage

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

Better consumer reach

– The expansion of the 5G network will help Och Ziff Capital Manage Grp to increase its market reach. Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp 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.

Changes in consumer behavior post Covid-19

– consumer behavior has changed in the Investment Services industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Och Ziff Capital Manage Grp 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. Och Ziff Capital Manage Grp 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.

Learning at scale

– Online learning technologies has now opened space for Och Ziff Capital Manage Grp 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.

Building a culture of innovation

– managers at Och Ziff Capital Manage Grp 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 Investment Services industry.

Use of Bitcoin and other crypto currencies for transactions in Investment Services industry

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Och Ziff Capital Manage Grp in the Investment Services industry. Now Och Ziff Capital Manage Grp can target international markets with far fewer capital restrictions requirements than the existing system.

Developing new processes and practices

– Och Ziff Capital Manage Grp can develop new processes and procedures in Investment 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, Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp to hire the very best people irrespective of their geographical location.

Low interest rates

– Even though inflation is raising its head in most developed economies, Och Ziff Capital Manage Grp 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.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Investment Services industry, but it has also influenced the consumer preferences. Och Ziff Capital Manage Grp can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Buying journey improvements

– Och Ziff Capital Manage Grp can improve the customer journey of consumers in the Investment 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.




Threats Och Ziff Capital Manage Grp External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats of Och Ziff Capital Manage Grp are -

Technology acceleration in Forth Industrial Revolution

– Och Ziff Capital Manage Grp has witnessed rapid integration of technology during Covid-19 in the Investment Services industry. As one of the leading players in the industry, Och Ziff Capital Manage Grp needs to keep up with the evolution of technology in the Investment 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.

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.

Easy access to finance

– Easy access to finance in Investment Services industry will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Och Ziff Capital Manage Grp can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Consumer confidence and its impact on Och Ziff Capital Manage Grp 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 Investment Services industry and other sectors.

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 Och Ziff Capital Manage Grp business can come under increasing regulations regarding data privacy, data security, etc.

Shortening product life cycle

– it is one of the major threat that Och Ziff Capital Manage Grp is facing in Investment Services sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp prominent markets.

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. Och Ziff Capital Manage Grp needs to understand the core reasons impacting the Investment Services industry. This will help it in building a better workplace.

High dependence on third party suppliers

– Och Ziff Capital Manage Grp 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.

Barriers of entry lowering

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

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 Och Ziff Capital Manage Grp in the Investment Services sector and impact the bottomline of the organization.

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. Och Ziff Capital Manage Grp 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.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Och Ziff Capital Manage Grp in Investment Services industry. The Investment 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.




Weighted SWOT Analysis of Och Ziff Capital Manage Grp Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers at Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp 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 Och Ziff Capital Manage Grp needs to make to build a sustainable competitive advantage.



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