Cramer Rosenthal McGlynn
Separate Accounts

Important Performance Information

Cramer Rosenthal McGlynn, LLC was founded in 1973 and is 100% employee owned.  The company is registered as an investment advisor under the Investment Advisor Act of 1940 and serves pension plans, endowments, foundations, and other institutional and individual clients.

Cramer Rosenthal McGlynn, LLC claims compliance with the Global investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS® standards. Cramer Rosenthal McGlynn has been independently verified for the period from January 1, 1989 to December 31, 2022. A firm that claims compliance with the GIPS® standards must establish policies and procedures for complying with all the applicable requirements of the GIPS® standards.  Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS® standards and have been implemented on a firm-wide basis.  An independent accountant’s report is available upon request, as are a presentation book and a complete list and description of the firm’s composites.

GIPS® is a registered trademark of CFA Institute.  CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.