Finance Students

Carlson Funds Enterprise

Real funds, real students, real results

The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage approximately $35 million of real investment money. Guided by two professional directors and two academic advisors, student participants take total control of the money management process. Not only does the program allow students to learn about real-word investment management, but participants are able to earn competitive returns as well.

Meet the Analysts

Handshake on black background.

The Funds Enterprise is comprised of 35 MBA and undergraduate students, all with diverse strengths and backgrounds.

View our Portfolio Performance

CGF Performance Graph

With nearly $38 million in assets under management, the Funds Enterprise's investment methodology has proven to be very successful.

View the performance of our Growth Fund and Fixed Income Fund

Carlson Funds Enterprise Prerequisites

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Students interested in joining the Funds Enterprise should review recommended and required classes prior to applying so that they are fully informed and prepared.

Fellowship Fund

Jar of giving

The Fellowship Fund allows the Funds Enterprise to attract and recruit high-caliber students by providing 2-3 partial scholarships to MBA students accepted to the Carlson School.

Contribute to the Fund and give the gift of education today!

CFA Partnership

CFA Institute

In 2009, the Carlson School became one of the Chartered Financial Analyst (CFA) Institute's Program Partners. The CFE is proud to be a Program Partner and is fortunate to be able to collaborate with the CFA's local MN chapter on events, speakers, and exam prep courses.

News and Events

Support Carlson School

Give to the Max Day 2015 was Thursday, November 12, and a smashing success. Thanks to generous donations, Carlson School also received $25,000 in matching funds! If you did not have a chance to donate on Give to the Max Day, it's not too late. Feel free to visit Carlson School's giving page and contribute to Carlson Funds Enterprise at any time.  

Women in Investment Management

Susanna Gibbons, CFE Fixed Income Fund Program Director, was a panelist at a CFA MN event on October 15. Check out their Facebook page to see pictures!

Student Athlete Excels in Program

Harsh MankadTennis champ turned MBA student leverages skills developed on the court to excel in business.

Read More

Informational Video

Hear from CFE Directors, alumni, and employers about how the CFE transforms students through our experiential program.




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