How Modern Portfolio Theory Has Failed Investors With Daniel Peris


On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors. We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio.

  • Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors.

  • He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his newly released book Getting Back to Business.

  • Daniel also holds a Ph.D and has earned the CFA designation.

About Daniel

Daniel Peris, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios. Before transitioning into asset management, Peris was a historian focusing on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, as well as a study of early Soviet history. He tweets @Back2BizBook and blogshere.

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