The pinnacle of the Financial Markets Program will be the management of the Investment Fund. Through the generous pledged contributions of Allete Corporation, U.S. Bancorp and the University of Minnesota Duluth, considerable funds have been designated for the launching of the Investment Fund.

Students of the Financial Markets Program will gain invaluable experience striving to deliver excess returns for its investors through active analysis and investment recommendations.

Students will work in small groups conducting research and analysis, and will present formal investment recommendations to an Investment Committee comprised of local financial professionals. The Investment Committee will meet twice a year (January and April) to review new recommendations and evaluate existing positions and strategies.

Students will be responsible for managing all aspects of the Investment Fund; Research, Investment Management, Administration and Client Services. Responsibilities will include, but are not limited to, implementing investment recommendations, daily cash management, monthly performance attribution and reporting.