Comprehensive PESTEL Analysis Report: Jupiter Fund Management PLC

This report provides an in-depth PESTEL analysis of Jupiter Fund Management PLC, a UK-based asset management firm. The executive summary highlights the importance of external environmental analysis and the PESTEL framework for understanding market conditions. The introduction provides an overview of the business environment and the company's operations. The main body of the report covers a general overview of Jupiter Fund Management, its history, key personnel, and organizational structure, followed by an explanation of the importance of PESTEL analysis. The report then applies the PESTEL framework to analyze the political, economic, social, technological, environmental, and legal factors impacting Jupiter Fund Management. Political factors include stability, corruption, and regulations. Economic factors cover financial models, currency rates, and workforce expertise. Social factors include societal atmosphere and consumer behavior. Technological factors include technological advancements and digital infrastructure. Environmental factors include climate change and sustainability. Legal factors include regulatory compliance and contract enforcement. The conclusion summarizes the findings and emphasizes the need for companies to adapt to external environmental factors. References are provided at the end of the report.

Jupiter Fund
Management PLC

EXECUTIVE SUMMARY
On the basis of below project report this can be summarized that external environment analysis is
one of the main aspect for all kinds of company whether it is a new business or existing business.
The external environmental analysis give an overview of current market conditions and
companies have to prepare their policies accordingly. In order to make effective analysis of
external environment PESTEL analysis is one of the main tools. In the report environmental
analysis of Jupiter fund management has been done and it can be stated that they have to comply
with external environmental factors.

Contents
EXECUTIVE SUMMARY.............................................................................................................2
INTRODUCTION...........................................................................................................................4
MAIN BODY..................................................................................................................................4
TASK 1 General overview of chosen company...........................................................................4
TASK 2 Importance of carrying out PESTEL analysis...............................................................7
TASK 3 PESTEL analysis of Jupiter fund management plc.......................................................8
CONCLUSION..............................................................................................................................11
REFERENCES..............................................................................................................................12

INTRODUCTION
The concept of the business environment applies to both internal and external factors impacting
the operation of the firm, like personnel, clients, administration, market forces and corporate
legislation. An illustration of an aspect of a market climate is how well the needs of consumers
are fulfilled (Gaganis, Pasiouras and Voulgari, 2019). In order to assess business environment,
PESTLE analysis is one of the main aspect. It helps in making evaluation of each element of
external environment. The report is based on Jupiter fund management plc. This business is a
UK asset management firm that oversees private and retail shareholders' stock and bond
portfolios. The report contains detailed information about governance of chosen company;
importance of PESTLE analysis as well as this framework has been applied in the context of
selected plc.
MAIN BODY
TASK 1 General overview of chosen company.
About Jupiter fund management plc: Jupiter Fund Management (LSE: JUP) is a UK asset
managing firm that handles personal and retail investors' stock and debt portfolios. Along with
offering financial advisory services, the firm invests investments across such a wide variety of
foreign and London-based equity funds, investment firms and corporate portfolios (About Jupiter
fund management, 2020). The Business provides a number of tailored stock holdings in market
in the United Kingdom, Europe, Asia and other developing European countries, and also inter-
manager investments and customized thematic securities like total return assets, socially
conscious institutional investors and worldwide financial financing. It also has a rising franchise
of fixed interests, concentrating on investments in elevated-grade government debt, tactical
securities and convertibles. The business is part of the FTSE 250 Benchmark and is traded on the
London Stock Exchange.
Jupiter is a deeply dedicated, successful asset manager dedicated to helping our investors make a
meaningful impact and helping them meet their long-term investing goals. Jupiter currently
provides a wide variety of actively controlled solutions available to UK and foreign investors

from our beginnings in 1985 as a specialist fund boutique, like equities, fixed equity, inter-asset
and options. They are described by freedom of thinking and individual responsibility. Our
portfolio managers follow their values and search for such investing options that they think will
guarantee our customers the best result. They do this by basic study and study, a consistent
allocation mechanism and a structure for risk management, based on good stewardship.
History of Jupiter fund management plc: This Company was founded in year 1985 and operates
in investment management sector. As well as company is headquartered in London United
Kingdom. The business was founded in 1985 by John Duffield and was eventually sold in terms
specified to the German bank Commerce bank in 1995 and 2000 (About Jupiter fund
management, 2020 ). After such a contentious dispute with the new shareholders of the business,
John Duffield left in 2000 and founded a competing investment business in 2001, new franchise
wealth management. Company was managed by Jonathan Carey and Edward Bonham Carter, the
Joint Company Chief Officers, between 2000 and June 2007. Post 23 years at the agency,
Jonathan Carey resigned in 2010.
Key people: The current chairperson of above company is Nichola Pease. She was appointed on
2nd March 2020. There are mainly three directors who are Karl Sternberg, Polly Williams and
Roger Yates. These all are non executive directors. While the executive director is Andrew J.
Formica (About Jupiter fund management, 2020 ).
Organizational structure- An organizational structure describes how tasks are oriented towards
the accomplishment of organizational objectives, such as mission allocation, planning and
oversight. Organizational framework drives organizational behavior and establishes the basis on
which normal operating practices and routines depend (Belás, Čepel and Rózsa, 2019). Based on
its aims, an organization can be organized in several different ways. An organization’s
framework may describe the aspects in which it functions and performs. The organizational
structure helps various organizations such as the division, agency, workgroup, and employee to
convey the distribution of roles for different activities and projects. In the context of above
company, two diagrams are presented that are as follows:

NICHOLA PEASE
(CHAIRMAN)
JONATHAN
BOND
(SENIOR
INDEPENDEN
T DIRECTOR)
Karl Sternberg
(NON
EXECUTIVE
DIRECTOR)
Polly Williams
(NON
EXECUTIVE
DIRECTOR)
Roger Yates
(NON
EXECUTIVE
DIRECTOR)
CHRIS PARKIN
(EXECUTIVE
DIRECTOR)
Andrew J. Formica (CEO)
Wayne Mepham (Chief
finance officer)
EDWARD BONHAM
CARTER (Vice chairman)
Jamie Dundas (Operational
manager)

TASK 2 Importance of carrying out PESTEL analysis.
PESTEL analysis- A PESTEL analysis is an acronym for a system used to understand the macro
(external) powers a business faces. The name stands for Political, Economic, Social,
Environmental, Technical and Legal. This can be limited to PEST, depending on the business, or
certain places can be included. In marketing, it is important to perform a market research before
some sort of approach or strategic plan can be executed. In order to recognize shifts in the
macro-environment, PESTEL appears to be part of that and should be replicated at frequent
periods (6 monthly minimum). Organizations that track and respond efficiently to adjustments in
the macro-environment will separate themselves from rivalry and generate a competitive edge.
Importance of PESTEL analysis:
In the development of an organization, PESTEL analysis plays a major role. PESTEL
identification is a key in plans and strategies, whether that's an extension of a range of products
or launching a new business in a new area. The exterior world is associated with the Insect
research (Luiz, Ganson and Wennmann, 2019). There are certain factors in each standard,
including the law, the external climate, and maybe even the public's mores and morality. The
findings of the study would be particularly useful to those that do business in foreign countries.
Data will decide if there should be an extension, or simply market restructuring within the
boundaries. When regulatory constraints crumble across the globe, corporations are exploring
new opportunities which have not been tried before. The PEST research will help to determine
whether or not a certain nation or area has any capacity for profitable industry. Each demand has
the capacity for greatness or poor, and in a very rational manner, the study helps evaluate things.
This needs to be noted that the study of PEST facilitates strategic thinking and offers the data
available. Its value is validated by the following facts:

 PESTEL analysis may assist each company owner in understanding major shifts in
political, economic, social, technical, environmental and legal variables, whether this is a
start-up or an existing entity.
 It allows businesses to grow their industries by strategy formulation.
 Cost effectiveness- The only expense of PESTEL analysis is effort and commitment.
Moreover, there are also some additional services that can aid with coordinating
submissions and reviews.
 Deeper understanding- The great thing about PESTEL’s research is that the conditions
that influence the market climate are easy to grasp (Nandonde, 2019). It improves
strategic planning and better knowledge of diverse factors, such as market regulations,
new technological advancements, etc., that influence the introduction of the product
available whenever it comes to projects of a new product.
 Alertness development- Research of PESTEL allows firms to brace themselves for future
risks that occur from time to time caused by external influences. For a Smartphone
manufacturing industry, any shift in technologies such as mobile phones feature evolution
is a challenge if a business does not react to the developments in advancement in its
mobile brand. They would, thus, lose market share to their rivals.
 Exploit opportunities- This aims to enhance openings that, because of outside conditions,
occur from time to time. The reduced rate of interest in the property investment market,
for example, is an economic power that provides an incentive to boost mortgage demand;
when home mortgages get affordable leading to a smaller rate of interest, home
mortgages get inexpensive.
 Before beginning the own company or whether owner have an established business, it is
quite crucial to design a PESTEL review as it gives a clear idea of the effect the criteria
has on that business based on the field determine if owner choose to start a new business
or actually running, if owner really need any legal or political requirement that he/she
may need to comply with and agree with (Christodoulou and Cullinane, 2019).

TASK 3 PESTEL analysis of Jupiter fund management plc.
Jupiter Fund Management Plc The study of PESTEL is an analytical method to assess the
organization’s macro climate. Pestle is an acronym for-political, economic, social, technical,
environmental & legal factors that influence Jupiter Fund Management Plc’s macro climate
(About PESTLE analysis of Jupiter fund management, 2020). Changes in the macro-
environmental conditions can not only directly affect Jupiter Fund Management Plc, but other
finance industry companies will also have an effect. The macro-environment variables that form
the policy and competitor analysis will affect the Porter Five Powers. They will influence the
competitive edge of each business or the overall degree of productivity of the finance industry.
Political factor impact on Jupiter fund management: Political considerations play a major role in
deciding which factors may influence long-term sustainability in a particular region or sector for
Jupiter Fund Management Plc. Jupiter Asset Management Plc invests in more than dozen people
in Financial Markets and subjected itself to numerous forms of political and system
threats(About PESTLE analysis of Jupiter fund management, 2020). The goal is to broaden the
structural threats of a political climate in this competitive financial sector in different countries.
Until joining or participating in that market Jupiter Asset Management Plc should examine
closely the following aspects:
 The financial services industry’s political stability and significance in the economies of
the country.
 Military intervention threat
 Corruption level — particularly in the banking, regulatory levels.
 Bureaucracy and intervention by government in the field of financial services.
 Contract implementation regulatory framework
 Defense of trade secrets
 Financial import controls and tariffs
 Favorite allies in exchange
 Financial markets anti-trust regulations
 Price law – There is a monetary price regulatory framework
 Taxation-benefits and tax thresholds

Economic factor impact on Jupiter fund management: Macro environmental variables, including
inflation, saving rates, interest rates, currencies and the business cycle, decide overall demand
and aggregate investments within an economic climate. Although the strategic benefit of the
organization has an effect on micro environmental considerations such as industry
standards(About PESTLE analysis of Jupiter fund management, 2020). Jupiter Fund
Management Plc is willing, in order to predict not only the segment's but also that of the
organization, growth pattern using nation's economic variables like rate of growth, inflation
&industries financial metrics such as the consumer banking industry growth annual growth,
profitability and so on. Economic considerations to be weighed by Jupiter Fund Management Plc
during the PESTEL study-
 Financial model in operating countries sort – what kind and how robust is the monetary
policy.
 Open market policy and associated financial interference
 Host nation currency conversion rates and stability.
 Wealth management Infrastructure Efficiency
 Comparative benefits in the individual nation for the host nation and the finance industry.
 Workforce expertise in the sector of financial products.
 Level of economic development
 Price of labor and economic growth
Social factor impact on Jupiter fund management: The atmosphere of society and the way
activities are carried out influences a corporate strategy in a community. Cumulative distribution
views and perceptions play an important role in how advertisers at Jupiter Fund Management Plc
perceive the clients in a particular market as well as how the brand strategy is crafted for buyers
in the financial sector. Social variables which should be evaluated for PESTEL analysis by
Jupiter Asset management plc:
 Community dynamics and skills
 Structure of groups, system and structure of power in society.

 Health and training standards in the business of the Jupiter Fund Management Plc
 Gender stereotypes, social norms and so forth.
 Entrepreneurship and a more systematic social existence. Any businesses foster creativity
and others do not.
Technological factor impact on Jupiter fund management: Technology is rapidly interrupting a
wide variety of sectors. The transport sector is a prime example of this. In the last five years, the
market has evolved very rapidly and has not even offered the existing players an opportunity to
cope with these developments. Now companies such as UBER and Lyft are dominating the taxi
market. Tesla, that has declared an electric vehicle revolution, is rapidly turning toward
technology driven by software firms such as Google & Production. A business needs to not only
evaluate the market in terms of technology but also the pace at which the digital ecosystem it.
Slow speed offers longer, while fast speeds will allow a company little time to deal with
technical chaos and make a profit. The study of technologies includes considering the following
implications-
 Jupiter Asset Management Plc rivals' latest technical advances
 The influence of technology on product supply
 Effect on financial industry's price structure
 Effect on the function of the supply chain in finance
 Tech Propagation Pace.
Environmental factor impact on Jupiter fund management: Market segments have varying
sustainability requirements and standards that can impair the organization’s performance on
these markets (About PESTLE analysis of Jupiter fund management, 2020). And in nation
countries, environmental legislation and liability laws may also be inconsistent. For instance,
there are multiple responsibility provisions for catastrophe or ecological tragedy in the United
States, Texas and Florida. Likewise, several European nations are offering healthy tax cuts to
green firms.

The corporation should closely review the environmental regulations needed to compete on those
regions before joining market opportunities or beginning a new sector on the current market.
Any environmental considerations an organization must take into consideration in advance are-
 Climate
 Shift in atmosphere
 Environmental emissions regulations
 Financial Services sector air and water emissions controls
 Recovery
 Economic Waste Control
Legal factor impact on Jupiter fund management: The regulatory system and structures in a range
of countries are not solid enough to secure an organization’s property rights. A business should
critically evaluate the current competitive advantage when joining markets, as it can therefore
lead to stealing of secret sauce of the company. Any lawfully considered considerations by the
governance of Jupiter Asset Management Plc before entering new markets are:
 Antitrust regulation in the industry of financial products and in the nation as a whole.
 Legislation on prejudice
 Law on property rights, trademarks, ownership
 E - Business and customer security
 Law on work
 Security and welfare laws
 Protection of data
CONCLUSION
On the basis of above project report this can be concluded that it is important for
companies to make proper analysis of environment so that they can make their competitive
policies and strategies. The report articulates that PESLTLE analysis is one of the main
frameworks in order to make proper analysis of external environment. In the context of above