IOOF Funds SWOT Analysis, Competitors & USP

Posted in Banking & Financial Services, Total Reads: 1227

SWOT analysis of IOOF Funds analyses the brand/company with its strengths, weaknesses, opportunities & threats. In IOOF Funds SWOT Analysis, the strengths and weaknesses are the internal factors whereas opportunities and threats are the external factors.

SWOT Analysis is a proven management framework which enables a brand like IOOF Funds to benchmark its business & performance as compared to the competitors and industry. IOOF Funds is one of the leading brands in the banking & financial services sector. The table below also lists the top IOOF Funds competitors and elaborates IOOF Funds market segmentation, target group, positioning & Unique Selling Proposition (USP).

IOOF Funds SWOT, Competitors, Marketing STP & Brand analysis Table
IOOF Funds Brand Analysis
Parent Company

IOOF Funds


Advisory and investment Bank


Banking & Financial Services

Tagline/ Slogan

Creating financial independence since 1846


Customer focused service providing specialized financial services


Retail and corporate clients

Target Group

Mid to High end customers


One of the largest independent groups in the industry

IOOF Funds SWOT Analysis

Below is the Strengths, Weaknesses, Opportunities & Threats (SWOT) Analysis of IOOF Funds. Strengths are:

1. It has a robust market capitalization and employee strength of about 1300
2. After 2003, IOOF completed a number of mergers and acquisitions and currently it is a significant financial services entity
3. At present it is serving more than 700,000 customers and has a reputation of having a keen eye on acquisitions
4. IOOF recorded a strong uplift in the dividend rate


Here are the weaknesses in the IOOF Funds SWOT Analysis:

1. There’s decrease in the revenue generated from investment management segment.
2.Funds growth was partly offset by the impact of lower earning rates or margins


Following are the Opportunities in IOOF Funds SWOT Analysis:

1. Financial advisory segment of the bank is showing an increasing trend y-o-y. It can be leveraged further to increase IOOF Fund’s pie
2. Favorable changes made in the financial services industry could allow IOOF to formulate and implement new business processes that comply with these regulations

3. Reaching out its business operations at newer locations


The threats in the SWOT Analysis of IOOF Funds are as mentioned:

1. In the aftermath of the global financial crisis, regulations and supervision of operators in this industry have increased significantly and these regulations have now become more intensive and intrusive
2.Constant changes in the superannuation laws in Australia

3. Increasing costs of operations and high competitor activity

IOOF Funds Competition

Below are the top 3 IOOF Funds competitors:

2.Suncorp Group
3.Capital Dynamics

The brandguide table above concludes the IOOF Funds SWOT analysis along with its marketing and brand parameters.

Similar analysis has also been done for the competitors of the company belonging to the same category, sector or industry. Browse marketing analysis of more brands and companies similar to IOOF Funds. The BrandGuide section covers SWOT Analysis, USP, STP & Competition of more than 6000 brands from over 20 categories. This SWOT and marketing analysis has been researched & authored by our BrandGuide Research Team members.

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