Funds Enterprise

Real funds, real students, real results.

The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage over $40 million of real investment money. Guided by the managing director and faculty members, 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.

PRI Signatory

As a Signatory of the PRI, we have pledged to incorporate environmental, social, and governance (ESG) issues into investment analysis and decision making processes, ownership policies and practices, and promote acceptance and implementation of the principles within the investment industry. As ESG concerns become more prevalent in the domestic and international finance industries, it has become important for students to have a deeper understanding of what that means in practice.

Information for Students

Interested in joining the Funds Enterprise? Learn more:

Information for Full-Time MBA Students
Information for Part-Time MBA & MSF Students
Information for Undergraduate Students

CFA Partnership

Students are invited to attend seminars and events, introduced to some materials covered by CFA exams, and are eligible for scholarships to help subsidize the cost of sitting a CFA exam should they want to pursue accreditation.

Information on CFA Resources

Alum Perspective

There's no doubt that having been through the Funds Enterprise program helped me do my job better and faster. The financial curriculum at Carlson was strong and the Funds Enterprise made it that much stronger. We did deep, hard core analysis - everything a Wall Street analyst would do to research a company, including talking with management.

– Dave Rust, MBA '05, Senior Finance Manager at Delta Airlines

The Carlson Funds Enterprise

The Carlson Funds Enterprise currently has over $40 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.