Campuses:

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

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

View our Portfolio Performance

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

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

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

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

 

Student Athlete Excels in Program

Tennis 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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