Press Release

State Street Announces Enterprise Performance is Now Live ​

Boston—September 24, 2025 —State Street Corporation announced today that Enterprise Performance, powered by Opturo®, is now live for clients of the Charles River Investment Management Solution (Charles River 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.

About Charles River, 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. Learn more at crd.com.

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. 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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This communication is not intended for retail clients, nor for distribution to, and may not be relied upon by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to applicable law or regulation. This communication or any portion hereof may not be reprinted, sold or redistributed without the prior written consent of State Street.

State Street Alpha® is the business name of State Street Corporation®. Products and services are generally offered by State Street Bank and Trust Company or its bank and non-bank affiliates, and may not be available in all jurisdictions.

This document is a general marketing communication. It is not intended to suggest or recommend any investment or investment strategy, does not constitute investment research, nor does it purport to be comprehensive or intended to replace the exercise of an investor’s own careful independent review and judgment regarding any investment decision.

This communication and the information herein does not constitute investment, legal, or tax advice and is not a solicitation to buy or sell securities or any financial instrument nor is it intended to constitute a binding contractual arrangement or commitment by State Street of any kind. The information provided does not take into account any particular investment objectives, strategies, investment horizon or tax status. The views expressed herein are the views of State Street as of the date specified and are subject to change, without notice, based on market and other conditions. The information provided herein has been obtained from sources believed to be reliable at the time of publication, nonetheless, we make no representations or assurances that the information is complete or accurate, and you should not place any reliance on said information. State Street hereby disclaims any warranty and all liability, whether arising in contract, tort or otherwise, for any losses, liabilities, damages, expenses or costs arising, either direct or consequential, from or in connection with any use of this document and/or the information herein.

State Street may from time to time, as principal or agent, for its own account or for those of its clients, have positions in and/or actively trade in financial instruments or other products identical to or economically related to those discussed in this communication. State Street may have a commercial relationship with issuers of financial instruments or other products discussed in this communication.

This document may contain statements deemed to be forward-looking statements. These statements are based on assumptions, analyses and expectations of State Street in light of its experience and perception of historical trends, current conditions, expected future developments and other factors it believes appropriate under the circumstances. All information is subject to change without notice. Clients should be aware of the risks trading foreign exchange, equities, fixed income or derivative instruments or in investments in non-liquid or emerging markets. Derivatives generally involve leverage and are therefore more volatile than their underlying cash investments. Past performance is no guarantee of future results.

Japan: State Street Trust and Banking Co., Ltd. introduces and markets products and services of business of State Street to the customers in Japan. While State Street Trust and Banking Co., Ltd. also provides customer support, it does not necessarily act as a party of contract and/or dealing with the customers.