^The fund’s investment adviser is contractually obligated until April 30, 2018 to waive its management fee and/or to reimburse the fund for expenses to the extent that total expenses (exclusive of nonrecurring account fees, extraordinary expenses, acquired fund fees, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13% of average daily net assets on an annual basis.This waiver and/or reimbursement may not be terminated during the relevant period except with the approval of the fund’s Board of Trustees.In this role she supported the management of strategic, tactical and lifecycle portfolios. Lisa earned a Bachelor of Science in Business Administration from California State University, East Bay with a concentration in Finance and Accounting.
The values of debt securities may decrease as a result of many factors, including, by way of example, general market fluctuations; increases in interest rates; actual or perceived inability or unwillingness of issuers, guarantors or liquidity providers to make scheduled principal or interest payments; illiquidity in debt securities markets; and prepayments of principal, which often must be reinvested in obligations paying interest at lower rates.
She is responsible for developing and implementing tactical and strategic multi asset class solutions for institutional clients.
Previously, Lisa was a Portfolio Assistant with Pyramis Global Advisors, a Fidelity Investments Company.
Current performance may be higher or lower than that quoted.
Performance of an index is not illustrative of any particular investment. Minimum Investments Initial ,000,000.00Initial AIP 0.00Additional AIP 0.00 Brokerage Availability SSGA Funds are available through most major broker/dealer and supermarket platforms.