Goldman Sachs

To advance sustainable economic growth by being the world's most admired and trusted financial institution

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Stay Updated on Goldman Sachs

Get free quarterly updates when this SWOT analysis is refreshed.

Company Details

Revenue: $53.29 billion (2023)

Category: Investment Banking

SIC Code: 6211

Employees: 45,300+ globally

Location: New York, NY

Leadership

AI-Powered Insights

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

David Solomon

Chief Executive Officer

John Waldron

President & COO

Achievement

Navigated firm through pandemic market volatility

Associations

American Enterprise Institute, Economic Club of NY

Denis Coleman

Chief Financial Officer

Achievement

Oversaw financial restructuring during consumer business shift

Associations

Securities Industry Association, Financial Services Forum

Stephanie Cohen

Global Head of Platform Solutions

Achievement

Spearheaded fintech integration and platform strategy

Associations

Council on Foreign Relations, Women in Finance

Julian Salisbury

Chief Investment Officer

Achievement

Oversaw $2.5T+ in global assets

Associations

Investment Company Institute, Alternative Investment Forum

Marc Nachmann

Global Head of Asset & Wealth Management

Achievement

Unified wealth and asset management divisions

Associations

Investment Management Association, Global Association of Risk Professionals

Beth Hammack

Global Treasurer

Achievement

Optimized balance sheet during market volatility

Associations

Treasury Market Practices Group, Financial Markets Association

Ericka Leslie

Chief Administrative Officer

Achievement

Led operational resilience during hybrid work transition

Associations

Financial Services Forum, New York Women's Foundation

Align the strategy

SWOT analysis provides a structured framework for aligning executive team strategy by evaluating internal strengths and weaknesses alongside external opportunities and threats, enabling cohesive strategic decision-making.

Goldman Sachs SWOT Analysis

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

JPMorgan Chase Morgan Stanley Bank of America Citigroup UBS

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To advance sustainable economic growth by being the world's most admired and trusted financial institution

Strengths

BRAND: Premier global financial services reputation
TALENT: Elite professional talent acquisition and pipeline
RELATIONSHIPS: Deep global institutional client connections
CAPITAL: Strong balance sheet with $1.6T in assets
INNOVATION: Advanced trading and risk management technology

Weaknesses

CYCLICALITY: Overexposure to market-dependent revenues
COMPLEXITY: Regulatory compliance costs and constraints
CULTURE: Persistent work-life balance challenges
CONSUMER: Limited success in retail banking initiatives
AGILITY: Hierarchical decision-making slowing innovation

Opportunities

DIGITAL: Expansion of digital asset services and custody
ESG: Growing sustainable finance and impact investing
PRIVATE: Expanding private markets and alternatives
ASIA: Accelerating growth in Asian markets
DATA: Monetizing proprietary market and client data

Threats

COMPETITION: Fintech disintermediation of traditional models
REGULATION: Increasing global regulatory requirements
VOLATILITY: Market disruptions impacting trading revenue
CYBERSECURITY: Escalating threats to financial infrastructure
TALENT: Competition for tech talent from Silicon Valley

Key Priorities

DIGITAL: Accelerate digital transformation across divisions
DIVERSIFY: Reduce reliance on cyclical trading revenues
SUSTAINABLE: Expand ESG offerings to meet client demand
PRIVATE: Grow private markets capabilities and AUM

Align the plan

One-page OKRs drive organizational clarity by keeping goals concise, visible, and aligned. This focused approach ensures everyone understands and works towards the same strategic priorities.

Goldman Sachs OKR Plan

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

JPMorgan Chase Morgan Stanley Bank of America Citigroup UBS

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To advance sustainable economic growth by being the world's most admired and trusted financial institution

DIGITAL DOMINANCE

Accelerate AI-powered transformation across all divisions

PLATFORM: Launch unified cross-asset digital client platform with 85% of institutional clients onboarded by Q4
AUTOMATION: Implement AI-driven middle-office automation reducing operational costs by 15% and processing time by 40%
ANALYTICS: Deploy next-gen predictive analytics for 90% of trading desks improving risk-adjusted returns by 2.5%
TALENT: Hire 150+ AI specialists and retrain 1,000+ employees on AI capabilities to accelerate digital initiatives

DIVERSIFY REVENUE

Reduce cyclicality & build recurring revenue streams

ALTERNATIVES: Grow private markets AUM by $85B through new fund launches and strategic acquisitions
RECURRING: Increase fee-based recurring revenue to 65% of total revenue reducing trading dependency by 10%
SOLUTIONS: Develop and launch 5 integrated cross-divisional client solutions generating $500M+ in new revenue
INTERNATIONAL: Expand APAC banking and wealth management presence achieving 22% YoY revenue growth in region

ESG LEADERSHIP

Lead sustainable finance innovation & implementation

CAPITAL: Deploy $175B in sustainable financing for clients across renewables, climate transition and inclusive growth
PRODUCTS: Launch comprehensive ESG product suite across all divisions with $50B in new sustainable AUM
ADVISORY: Complete 50+ sustainability-linked transactions generating $750M+ in investment banking fees
METRICS: Implement industry-leading ESG measurement framework adopted by 70% of institutional clients

CLIENT EXCELLENCE

Deepen relationships through unmatched service quality

INTEGRATION: Implement unified client service model delivering 30% increase in cross-divisional revenue
RETENTION: Achieve 95% retention of top-tier clients through enhanced relationship management frameworks
INSIGHTS: Deliver proprietary content and insights to 10,000+ clients via new digital delivery platforms
SATISFACTION: Increase client satisfaction scores to industry-leading 90+ across all business segments

METRICS

Return on Equity (ROE): 15%
Assets Under Supervision: $3.2 trillion
Efficiency Ratio: 58%

VALUES

Client Service
Excellence
Integrity
Partnership
Innovation

Align the learnings

Team retrospectives are powerful alignment tools that help identify friction points, capture key learnings, and create actionable improvements. This structured reflection process drives continuous team growth and effectiveness.

Goldman Sachs Retrospective

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

JPMorgan Chase Morgan Stanley Bank of America Citigroup UBS

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To advance sustainable economic growth by being the world's most admired and trusted financial institution

What Went Well

REVENUE: Investment banking fees up 18% year-over-year
TRADING: Fixed income trading revenues exceeded forecasts
EFFICIENCY: Expense management improved operating margins
ASSETS: Record assets under supervision at $2.7 trillion
CAPITAL: Strong capital position with 14.8% CET1 ratio

Not So Well

CONSUMER: Marcus consumer business remained unprofitable
EQUITIES: Equity trading revenues below expectations
EXPENSES: Compensation costs higher than anticipated
ASIA: Asian investment banking revenues missed targets
CREDIT: Increased loan loss provisions for corporate debt

Learnings

DIGITAL: Digital adoption accelerating client engagement
AGILITY: Need for faster time-to-market with new products
INTEGRATION: Cross-selling opportunities being missed
ADVISORY: Traditional advisory remains core value driver
TALENT: Remote work capabilities improving talent retention

Action Items

REALLOCATE: Shift capital from consumer to institutional
AUTOMATE: Accelerate middle-office automation initiatives
CONSOLIDATE: Streamline operating platforms and technology
EXPAND: Increase private markets and alternatives offerings
INTEGRATE: Unify wealth and asset management platforms

Overview

Explore similar companies by category, location, and zip code to understand market positioning and competitive landscape. Click on any category, location, or zip code to discover related organizations.

Goldman Sachs Market

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

Founded: 1869 by Marcus Goldman
Market Share: ~6.8% of global investment banking fees
Customer Base: Institutional, corporate, and HNW clients globally
Category:
Investment Banking
Location: New York, NY
Zip Code: 10282
Employees: 45,300+ globally

Competitors

JPMorgan Chase

Morgan Stanley

Bank of America

Citigroup

UBS

Products & Services

No products or services data available

Distribution Channels

Align the business model

The Business Model Canvas is a strategic tool that aligns organizational thinking by visualizing key business components. This framework enables teams to understand, discuss, and innovate their business model in a cohesive and structured way.

Goldman Sachs Business Model Canvas

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

Problem

Complex capital markets navigation
Risk management across global exposures
Capital allocation optimization
Strategic growth financing
Wealth preservation and growth

Solution

Global advisory and execution services
Comprehensive risk management solutions
Liquidity and capital markets access
Strategic investment management
Cross-asset wealth optimization

Key Metrics

Return on equity (ROE)
Assets under supervision
Investment banking market share
Efficiency ratio
Net interest income

Unique

Elite institutional reputation
Global integrated service model
Proprietary market intelligence
Deep regulatory expertise
End-to-end financial solutions

Advantage

Global institutional relationships
Premier talent acquisition pipeline
Proprietary risk management technology
Cross-border deal expertise
Balance sheet strength

Channels

Institutional sales and trading
Investment banking coverage teams
Private wealth advisors
Digital platforms
Global office network

Customer Segments

Multinational corporations
Institutional investors
High-net-worth individuals
Government entities
Financial institutions

Costs

Employee compensation
Technology infrastructure
Regulatory compliance
Global office footprint
Interest expense

Overview

Goldman Sachs Product Market Fit

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

Unmatched global financial expertise

Seamless capital markets access

Comprehensive risk management solutions

Before State

Complex financial landscapes
Capital access constraints
Inefficient investment strategies
Fragmented wealth management
Disjointed corporate advisory services

After State

Optimized capital structure
Strategic market positioning
Data-driven investment decisions
Integrated wealth management
Synchronized corporate strategy

Negative Impacts

Missed growth opportunities
Suboptimal returns
Higher transaction costs
Operational inefficiencies
Strategic misalignment

Positive Outcomes

Enhanced shareholder returns
Capital efficiency
Risk-adjusted growth
Streamlined operations
Strategic market advantage

Key Metrics

ROE

11.9%

Assets under supervision

$2.7T

Efficiency ratio

64.3%

G2 reviews

N/A for investment banking

Client retention

92% for institutional clients

Requirements

Elite advisory expertise
Global market access
Advanced analytics
Regulatory compliance mastery
Cross-asset class capabilities

Why Goldman Sachs

Coordinated client service teams
Proprietary market insights
Strategic transaction structuring
Liquidity management
Digital platform integration

Goldman Sachs Competitive Advantage

Century-plus institutional knowledge
Global presence in key markets
Elite talent acquisition pipeline
Extensive regulatory expertise
Proven risk management

Proof Points

$1T+ in completed M&A transactions
$2.7T assets under supervision
95%+ Fortune 500 company relationships
150+ year trusted advisor status
Global presence in 35+ countries

Overview

Goldman Sachs Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

What You Do

Provide financial services and solutions globally

Target Market

Corporations, financial institutions, and individuals

Differentiation

Elite advisory expertise
Innovative financial solutions
Global market insights
Strong risk management
Technological capabilities

Revenue Streams

Advisory fees
Trading commissions
Asset management fees
Interest income
Underwriting fees

Overview

Click on any top client to discover other companies that share these business relationships. This network view helps identify potential partnerships, competitors, and market opportunities within your business ecosystem.

Goldman Sachs Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

Company Operations

Organizational Structure: Divisional with geographic and product lines
Supply Chain: Global network of financial service providers
Tech Patents: 200+ fintech and trading algorithms
Website: https://www.goldmansachs.com

Top Clients

Board Members

Competitive forces

Porter's Five Forces is a fundamental framework for understanding competitive dynamics. By analyzing supplier power, buyer power, competitive rivalry, threat of substitutes, and new entrants, businesses can develop strategies to maintain and strengthen their market position.

Goldman Sachs Porter's Five Forces

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

Threat of New Entry

LOW-MEDIUM - High regulatory barriers and capital requirements protect core IB, but fintechs penetrating wealth management space

Supplier Power

MEDIUM - Dependent on talent pool demanding high compensation, yet abundant capital markets access offsets cost pressures

Buyer Power

HIGH - Large institutional clients can leverage relationships for fee discounts; increased transparency driving ~5% fee compression

Threat of Substitution

MEDIUM-HIGH - Direct capital raising, internal advisory, passive investing, and fintech platforms capturing ~8% market share annually

Competitive Rivalry

HIGH - Intense competition from JPM, MS, BAC, C and boutiques for talent, deals and trading flow with fee compression of ~3% annually

Drive AI transformation

AI transformation is critical for every organization. By prioritizing AI adoption across all departments, teams can enhance efficiency, drive innovation, and maintain competitive advantage in an increasingly AI-driven business landscape.

Goldman Sachs AI Strategy SWOT Analysis

AI-Powered Insights

Claude

Gemini

GPT

2023 Annual Report and most recent quarterly earnings
Investor Day presentations and strategic update calls
Industry reports from McKinsey, Deloitte, and BCG
Financial Times and Wall Street Journal reporting
S&P Global Market Intelligence investment banking data

JPMorgan Chase Morgan Stanley Bank of America Citigroup UBS

No past cycles

SWOT Analysis OKR Plan Retrospective Quarterly SWOT

To advance sustainable economic growth by being the world's most admired and trusted financial institution