Students of the Funds Enterprise class of 2020, standing on the main stairway in the Carlson Atrium

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.

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Funds Enterprise Information for Students

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CFA Partnership

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.

Portfolio Performance

With over $35 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

The Carlson Funds Enterprise

The Carlson Funds Enterprise currently has nearly $38 million in assets under management in its Carlson Growth and Fixed Income Funds that help students make real, live investment decisions before entering the workforce. 

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