State Street Corporation announced today, through its Charles River Development business, that Enterprise Performance, powered by Opturo®, is now live for clients of the Charles River Investment Management Solution (IMS) and State Street Alpha®. The fully integrated solution offers a single performance calculation engine that enables greater efficiency in performance operations.
The cloud-based solution was designed to mitigate data exchange issues inherent in other performance measurement offerings, providing clients with robust and scalable data distribution through a tightly integrated data platform and enterprise data management capabilities. Clients can access multi-dimensional reporting, automated workflows surrounding standard and correction processing, and meaningful performance, ex-post, and attribution-related analytics, with expanded calculation scalability throughout.
"Accurate performance and reporting capabilities help provide important investment insights and simplify operations for our clients," said Matt Daly, President, Charles River® Development. "Embedding Opturo's capabilities within our end-to-end platform helps managers handle the complexities in enterprise performance and analysis across the front, middle, and back office while enabling them to optimize performance processes and reporting."
"Complex investment products require a performance solution with the flexibility to adapt to asset managers' needs," said Kenneth D'Silva, President of Opturo. "We are delighted that our collaboration with State Street offers streamlined workflows to ingest, manage, and analyze data at scale, with a rapid application and report builder that helps clients save time and further simplify performance operations."
About Opturo
Opturo® is a technology company specializing in reliable, innovative, practical, and cost-effective solutions to help optimize operational services for the financial industry and beyond. Backed by extensive financial industry experience and state-of-the-art technology, Opturo provides insightful products and services in the areas of ex-post Performance and Attribution, GIPS Composite Management, and Custom Investment Reporting. For more information, please visit: opturo.com: https://opturo.com/
About Charles River Development, A State Street Company
Investment and wealth managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets. Together with State Street's middle and back office services, Charles River's cloud-based front office technology forms the foundation of State Street Alpha®.
Charles River IMS helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River for Private Markets helps solve complex data challenges for investors in private credit, real estate, private equity, and infrastructure. Charles River's partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. With more than 185% increase in headcount over the last 7+ years, Charles River serves clients globally offering 24/7 support. To learn more visit www.crd.com.
*Statistics as of Q2 2025. Assets are inclusive of clients using the platform for purposes of secondary compliance.
About State Street Corporation
State Street Corporation (NYSE:STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $49.0 trillion in assets under custody and/or administration and $5.1 trillion* in assets under management as of June 30, 2025, State Street operates globally in more than 100 geographic markets and employs approximately 52,000 worldwide. For more information, visit State Street's website at www.statestreet.com.
* Assets under management as of June 30, 2025 includes approximately $116 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated.
© 2025 State Street Corporation
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Charles River Development - A State Street Company is a wholly owned business of State Street Corporation (incorporated in Massachusetts).
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