About Us

Real-World Money Management

The individual funds are managed by MBA students and select undergraduates. The CFE is designed for students who are interested in careers in investment management, corporate finance, and investment banking. The students who make up the Carlson Funds Enterprise work with real participants who have invested real money on which they expect a real return. The CFE is not a project, it is an asset management business.

The CFE manages two funds, a SMID growth fund and an Intermediate-term fixed income fund. CFE students manage all aspects of the funds including analysis of securities, trading, compliance, marketing, and client reporting. Students are guided by two investment industry professionals. Throughout the program, students:

  • Interview the management teams of potential investment companies to do thorough due diligence
  • Judge investment opportunities by establishing their intrinsic long-term value
  • Evaluate the current economic and market environment to position the portfolios
  • Present well-researched investment proposals to the Carlson Funds Investment Committee Mentors
  • Produce monthly participant performance and accounting reports

Our Funds

The Carlson School Growth Fund and The Carlson School Fixed Income Fund currently each have more than $15 million under management. Analysts for each fund work in industry teams to develop a list of potential investments.  New research is presented to the Fund Mentors, once in the fall and once in the spring. Assistance and oversight is provided by professional mentors and academic faculty.

For more information on this process, please visit our mentor page.

Partnerships

CFA Institute

As a University Affiliate, the University of Minnesota covers a significant portion of the CFA Program curriculum and conforms to the CFA Institute Code of Ethics. The CFE Program prepares students to sit for the CFA exam, and many CFE students attain CFA designation while they are in the CFE Program.

Learn More about how CFE works with the CFA

Learn More about the CFA Institute

PRI logo

As a Signatory, the Carlson Funds Enterprise has pledged to incorporate 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.

Learn More