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