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IOOF Holdings Ltd (IFL) - Financial and Strategic SWOT Analysis Review

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    SWOT Analysis

  • 35 Pages
  • October 2021
  • GlobalData
  • ID: 1945387
IOOF Holdings Ltd (IFL) - Financial and Strategic SWOT Analysis Review provides you an in-depth strategic SWOT analysis of the company’s businesses and operations. The profile has been compiled to bring to you a clear and an unbiased view of the company’s key strengths and weaknesses and the potential opportunities and threats. The profile helps you formulate strategies that augment your business by enabling you to understand your partners, customers and competitors better.

The profile contains critical company information including:

  • Business description - A detailed description of the company’s operations and business divisions.
  • Corporate strategy - Analyst’s summarization of the company’s business strategy.
  • SWOT Analysis - A detailed analysis of the company’s strengths, weakness, opportunities and threats.
  • Company history - Progression of key events associated with the company.
  • Major products and services - A list of major products, services and brands of the company.
  • Key competitors - A list of key competitors to the company.
  • Key employees - A list of the key executives of the company.
  • Executive biographies - A brief summary of the executives’ employment history.
  • Key operational heads - A list of personnel heading key departments/functions.
  • Important locations and subsidiaries - A list and contact details of key locations and subsidiaries of the company.
  • Detailed financial ratios for the past five years - The latest financial ratios derived from the annual financial statements published by the company with 5 years history.
  • Interim ratios for the last five interim periods - The latest financial ratios derived from the quarterly/semi-annual financial statements published by the company for 5 interims history.


IOOF Holdings Ltd (IOOF) is a provider of financial advisory service, investment management, superannuation, retirement planning, and trustee services. The company’s offerings comprise general, single issue and comprehensive advices on investments, insurance and financial planning. Its investment solutions consist of multi manager funds, single asset investments, diversified funds, term deposits, short term money market funds, wealth building funds, and listed securities. IOOF provides superannuation and retirement solutions in the form of personal, employer and insurance solutions. In addition, the company offers trustee services that comprise of wills and estate planning, philanthropic services, custody services, debt funding, and estate administration. IOOF provides its services across Australia under Bridges, Australian Executor Trustees, Consultum, and Shadforth brands. IOOF is headquartered in Melbourne, Victoria, Australia.

IOOF Holdings Ltd Key Recent Developments

May 06,2021: IOOF Holdings : MLC FY21 half year financial results

Key benefits of buying this profile include:

You get detailed information about the company and its operations to identify potential customers and suppliers.
  • The profile analyzes the company’s business structure, operations, major products and services, prospects, locations and subsidiaries, key executives and their biographies and key competitors.

Understand and respond to your competitors’ business structure and strategies, and capitalize on their weaknesses. Stay up to date on the major developments affecting the company.
  • The company’s core strengths and weaknesses and areas of development or decline are analyzed and presented in the profile objectively. Recent developments in the company covered in the profile help you track important events.

Equip yourself with information that enables you to sharpen your strategies and transform your operations profitably.
  • Opportunities that the company can explore and exploit are sized up and its growth potential assessed in the profile. Competitive and/or technological threats are highlighted.

Scout for potential investments and acquisition targets, with detailed insight into the companies’ strategic, financial and operational performance.
  • Financial ratio presented for major public companies in the profile include the revenue trends, profitability, growth, margins and returns, liquidity and leverage, financial position and efficiency ratios.

Gain key insights into the company for academic or business research.
  • Key elements such as SWOT analysis, corporate strategy and financial ratios and charts are incorporated in the profile to assist your academic or business research needs.

Note: Some sections may be missing if data is unavailable for the company

Table of Contents

Section 1 - About the Company
  • IOOF Holdings Ltd - Key Facts
  • IOOF Holdings Ltd - Key Employees
  • IOOF Holdings Ltd - Key Employee Biographies
  • IOOF Holdings Ltd - Major Products and Services
  • IOOF Holdings Ltd - History
  • IOOF Holdings Ltd - Locations And Subsidiaries
  • Head Office
  • Other Locations & Subsidiaries

Section 2 - Company Analysis
  • Company Overview
  • IOOF Holdings Ltd - Business Description
  • Business Segment: Corporate and Other
  • Overview
  • Performance
  • Business Segment: Ex-ANZ Pensions and Investments
  • Overview
  • Performance
  • Business Segment: Ex-ANZ Wealth Management Advice Licensees
  • Overview
  • Performance
  • Business Segment: Financial Advice
  • Overview
  • Performance
  • Business Segment: Investment Management
  • Overview
  • Performance
  • Business Segment: MLC Wealth
  • Overview
  • Performance
  • Business Segment: Portfolio and Estate Administration
  • Overview
  • Performance
  • IOOF Holdings Ltd - SWOT Analysis
  • SWOT Analysis - Overview
  • IOOF Holdings Ltd - Strengths
  • IOOF Holdings Ltd - Weaknesses
  • IOOF Holdings Ltd - Opportunities
  • IOOF Holdings Ltd - Threats
  • IOOF Holdings Ltd - Key Competitors

Section 3 - Company Financial Ratios
  • Financial Ratios - Capital Market Ratios
  • Financial Ratios - Annual Ratios
  • Performance Chart
  • Financial Performance
  • Financial Ratios - Interim Ratios
  • Financial Ratios - Ratio Charts

Section 4 - Company’s Recent Developments
  • May 06, 2021: IOOF Holdings : MLC FY21 half year financial results

Section 5 - Appendix
  • Methodology
  • Ratio Definitions
  • About the publisher
  • Contact the publisher
  • Disclaimer

List of Tables
  • IOOF Holdings Ltd, Key Facts
  • IOOF Holdings Ltd, Key Employees
  • IOOF Holdings Ltd, Key Employee Biographies
  • IOOF Holdings Ltd, Major Products and Services
  • IOOF Holdings Ltd, History
  • IOOF Holdings Ltd, Other Locations
  • IOOF Holdings Ltd, Subsidiaries
  • IOOF Holdings Ltd, Key Competitors
  • IOOF Holdings Ltd, Ratios based on current share price
  • IOOF Holdings Ltd, Annual Ratios
  • IOOF Holdings Ltd, Annual Ratios (Cont...1)
  • IOOF Holdings Ltd, Interim Ratios
  • Currency Codes
  • Capital Market Ratios
  • Equity Ratios
  • Profitability Ratios
  • Cost Ratios
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios

List of Figures
  • IOOF Holdings Ltd, Performance Chart (2017 - 2021)
  • IOOF Holdings Ltd, Ratio Charts



Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Platinum Asset Management Limited
  • Perpetual Ltd
  • Magellan Financial Group Ltd
  • IFM Investors Pty Ltd
  • Challenger Ltd
  • BT Financial Group Pty Limited
  • BNY Mellon Investment Management Australia Ltd