SWOT Analysis: Blueprint for Success - Strategic Asset Alliance (2024)

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Alton Cogert,
President & CEO

SWOT Analysis - A Blueprint for Success

A SWOT Analysis will identify internal strengths, weaknesses, external opportunities and threats to each component of your insurance company or government risk pool's investment process.

The SWOT analysis acts as a road map for future changes to the investment process.

We find a SWOT Analysis to be the best way to develop a blueprint and prioritization of how and where to improve the investment process.

A SWOT Analysis Reviews: | Request SWOT Analysis

Strategic Asset Allocation: SAA evaluates target and ranges for major asset classes, taxable v tax-exempt mix, etc.
Investment Policy: SAA reviews any 'best practices' that should be applied.
Peer Group Analysis: SAA evaluates the appropriateness of the current peer group and identifies any essential comparisons.
Investment Manager Responsibility & Evaluation: SAA assesses the capabilities of your investment manager(s), including insurance asset management experience, risk-adjusted performance, fees, etc.
Portfolio Monitoring: SAA ensures all important measures are included, such as compliance, stress testing, risk exposures, etc.
Performance Measurement and Analysis: SAA recommends measures missing from the evaluation process and identifies areas are of strength.

Example: SWOT Analysis - Investment Policy

Strengths:	Weaknesses:
Clearly states operational goals and objectives. Outlines and describes the roles and responsibilities of each party involved in the investment process.	Performance reporting requirements do not include risk-adjusted metrics (i.e. Sharpe ratio). Performance reporting does include any consistent stress testing procedures..

Opportunities:	Threats:
Policy should be revised to reflect any changes developed after conducting an asset allocation analysis.	Changing market conditions require consistent reevaluation. Policy lacks metrics needed for annual financial statements and/or audits.

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