Core to our philosophy is being open and transparent with information, beyond what is required of us by law or industry regulation.
We have always provided annual investment reports for each Forest Enterprises investment, with analysis and financial information including fees, next year’s budget and cashflow. The Annual Report and the annual Financial Report are the investment’s primary statutory reporting documents.
We provide full and frank reporting on key milestones such as harvest activity and regulatory changes. Such special reports are prepared when any material change or matter impacting the investment needs to be reported to investors and Supervisor. Investors also receive biannual Investor Updates by email with information of a general nature, plus Client Updates which are communications specific to an investment or an important investment related matter on which all investors should be informed.
This reporting is an important element of investment monitoring, and is consistent with the nature of a forestry MIS. Investors’ role is not as passive as in a managed fund, and investors are required to make decisions by resolution on material matters impacting their forest owning business.
The Supervisor receives copies of all Forest Enterprises investor communications.
Read more about reporting and communication on our Managing the investment page.