Carlson Funds Enterprise

Real funds, real students, real results

The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage over $38 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

Funds Enterprise performance chart

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 Parners. The CFE is proud to be a Program Parner 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

Sign up for Lessons in Leadership

Join Carlson School for discussion on leadership, where our special speakers share their path to executive positions, setting personal and career goals and achieving success through inclusion.  Register today!

The CFE Welcomes Susanna Gibbons

The Carlson Funds Enterprise is happy to announce a new addition to the team: Susanna Gibbons. Susanna will lead the Fixed Income Fund as its Program Director and is responsible for the overall operations of the Fixed Income portfolio.

More information

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