Date of Completion

Spring 5-1-2025

Thesis Advisor(s)

Alexander Amati; Liping Qiu

Honors Major

Finance

Disciplines

Finance and Financial Management | Real Estate

Abstract

This research examines the performance of financial technology (fintech) lending companies, compared to traditional lenders, to assess whether a competitive advantage exists during periods of rising interest rates. A meta-analysis is conducted, linking historical lending behavior of banks and fintech lenders in relation to interest rate movements. Analysis of loan performance during the period 2013-2024 indicates that fintech lending does not reveal a significant advantage on a risk-adjusted basis during interest rate hikes. However, there is anecdotal evidence suggesting that the largest peer-to-peer lending platform experienced enhanced lending efficiency during a period of low interest rates. Overall, evidence suggests that non-traditional lenders exhibit greater risk-seeking behavior in such environments.

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