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Insignia Financial Ltd (IFL) - Financial and Strategic SWOT Analysis Review

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    SWOT Analysis

  • 37 Pages
  • September 2023
  • GlobalData
  • ID: 5680592
1h Free Analyst Time
1h Free Analyst Time

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Insignia Financial 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 by the publisher 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.


Insignia Financial Ltd (Insignia Financial), formerly 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. Insignia Financial 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. Insignia Financial provides its services across Australia under Bridges, IOOF Alliances, RIadvice, Australian Executor Trustees, Consultum, and Shadforth brands. Insignia Financial is headquartered in Docklands, Victoria, Australia.

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
  • Insignia Financial Ltd - Key Facts
  • Insignia Financial Ltd - Key Employees
  • Insignia Financial Ltd - Key Employee Biographies
  • Insignia Financial Ltd - Major Products and Services
  • Insignia Financial Ltd - History
  • Insignia Financial Ltd - Company Statement
  • Insignia Financial Ltd - Locations And Subsidiaries
  • Head Office
  • Other Locations & Subsidiaries
Section 2 - Company Analysis
  • Company Overview
  • Insignia Financial Ltd - Business Description
  • Business Segment: Advice
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Asset Management
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Corporate
  • Overview
  • Performance
  • Business Segment: Platforms
  • Overview
  • Performance
  • Key Stats
  • Insignia Financial Ltd - Corporate Strategy
  • Insignia Financial Ltd - SWOT Analysis
  • SWOT Analysis - Overview
  • Insignia Financial Ltd - Strengths
  • Insignia Financial Ltd - Weaknesses
  • Insignia Financial Ltd - Opportunities
  • Insignia Financial Ltd - Threats
  • Insignia Financial 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
  • Insignia Financial Ltd, Recent Deals Summary
Section 4 - Appendix
  • Methodology
  • Ratio Definitions
  • About the Publisher
  • Contact the Publisher
  • Disclaimer
List of Tables
  • Insignia Financial Ltd, Key Facts
  • Insignia Financial Ltd, Key Employees
  • Insignia Financial Ltd, Key Employee Biographies
  • Insignia Financial Ltd, Major Products and Services
  • Insignia Financial Ltd, History
  • Insignia Financial Ltd, Other Locations
  • Insignia Financial Ltd, Subsidiaries
  • Insignia Financial Ltd, Key Competitors
  • Insignia Financial Ltd, Ratios based on current share price
  • Insignia Financial Ltd, Annual Ratios
  • Insignia Financial Ltd, Interim Ratios
  • Insignia Financial Ltd, Recent Deals Summary
  • Currency Codes
  • Capital Market Ratios
  • Equity Ratios
  • Profitability Ratios
  • Cost Ratios
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios
List of Figures
  • Insignia Financial Ltd, Performance Chart (2019 - 2023)
  • Insignia Financial Ltd, Ratio Charts

Companies Mentioned

A selection of companies mentioned in this report includes:

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