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Undergraduate Program Overview
The Carlson Funds Enterprise (CFE) is designed for students who are interested in pursuing careers in investment management, corporate finance, and investment banking.
Program Benefits include:
- Increased job placement opportunities within the Financial Services Industry
- Stronger network of financial professionals
- Opportunity to connect with CFE alumni and current graduate students
- Better understanding of how to use the same online market data tools as investment professionals, such as Bloomberg and FactSet
- Exercising comprehensive decision making over fund recommendations and applying academic rigor to real world financial management
- Familiarity with unique business and investment roles
Visit our Student FAQ page for more information.
Program Curriculum
Students in both the Fixed Income Fund and Growth Fund go through an intensive 6-credit, two-semester course in which they help manage a live portfolio from investments made by several area companies. Examples of student involvement in the program include the following:
- Discussing the economy, the markets and their impact on the portfolio
- Monitoring the fund's existing holdings
- Researching asset classes to make buy/sell recommendations according to investment guidelines
- Presenting portfolio recommendations to the Investment Oversight Committee, a panel of industry professionals and faculty advisors
- Overseeing all operational aspects of their respective fund, including portfolio management, marketing, client relations, media relations and performance reporting
BA 4501 - Carlson Growth Fund
Students gain experience by completing comprehensive analyses of firms, their management, strategies, business processes and performance, the industries in which they operate, their competitive positions within those industries, and the attributes of the securities they issue.
BA 4502 - Carlson Fixed Income Fund
Students gain experience by assuming analyst responsibilities for various sectors within the fixed income market, such as Treasuries, Agencies, Mortgage-Backed Securities, Asset-Backed Securities, and Corporates.
Additional Learning Opportunities
Student analysts benefit from many opportunities to learn from experienced professionals:
- Mentor program in which each student is partnered with a money management professional who counsels the student, evaluates his or her investment proposals, and provides helpful feedback
- Numerous lectures and lunches featuring financial industry guest speakers
- Field trips/site visits to see fund management, research, trading, and other industry professionals in action in the Twin Cities
Coursework
Required Courses: To be considered for selection students must, at a minimum, complete FINA 3001 and ACCT 3001 by the end of the spring semester of their sophomore year.
Recommended Courses: Students applying to be in the Funds Enterprise should sign up for ACCT 5101 and FINA 4121, 4221 and 4321 fall semester. Once admitted into the Funds Enterprise, there are three additional required courses as well as 8 strongly recommended courses.
Please view our printable timeline for a detailed schedule.
Timing of Events
Junior Year
Senior Year
