We take the audience through the volume growth, the difference in interest rates, term, arrears, late rates and finally the returns of the two classes of investors. The analysis reveals that institutional money is taking more risk and so far seems to be being rewarded with higher returns. More importantly we observe that institutional activity is helping the sector to innovate as well as cementing existing best practice relating to transparency and disclosure.
For those not able to get to LendIt or see our presentation on the livestream, here’s a video of Rupert at work.
You can also download our slide pack here.