CFE Boardroom Presenation

Funds Enterprise

Real funds, real students, real results.

The David S. Kidwell Funds Enterprise (CFE) allows MBA, MS of Finance, and undergraduate students majoring in finance the opportunity to manage over $50 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. 

#2 Largest SMIF in the Nation

With $50 million under management, Carlson School's Funds Enterprise proudly secures the 2nd spot among the Top 25 Largest Student-Managed Investment Fund (SMIFs) nationwide.

- Center for Investment Research Ranking, 2023

Business concept, businessman working laptop.
Signatory of PRI

We have pledged to incorporate environmental, social, and governance (ESG) issues into investment analysis, decision making processes, and ownership policies. 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

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Attend an Event

The Funds Enterprise holds events throughout the semester that are open to all University students - including "Lunch & Learns" with industry experts, ESG- focused programming, enterprise information sessions, and networking opportunities.

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Information for Students

Interested in joining the Funds Enterprise? Learn more:

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.

Finance Leaders of Tomorrow: A Funds Enterprise Scholarship

Our long term success and our focus on sustainability has led to the creation of a new scholarship opportunity for graduate-level finance students who want to join the Funds Enterprise. We want to bring new faces and new voices into the investment business, and thus have established Finance Leaders of Tomorrow: A Funds Enterprise Scholarship. We are hoping that students from all different backgrounds will join us, to learn from our world class Finance Faculty, and to explore careers in Finance and Asset Management. Our students today benefit from the success and contribution of the students who have worked on the Funds over the past two decades. We want you to join us, and help to create opportunities for new students for years to come.

Our first cohort of three recipients are joining the Carlson School in 2022, two within the Full-Time MBA program and one within the MS Finance program. We are thrilled to offer:

  • Full tuition for the entirety of each program
  • Mentorship from our extensive network for academic, personal, and career success
  • Meaningful connection and networking opportunities with our clients and advisory board members