Elite Actuarial Consulting

READY TO
REFINE YOUR
STRATEGY?

Turning VM-22 Compliance Into Competitive Advantage — where deep actuarial science meets modern Python-based engineering.

18+
Years Experience
FSA
CERA · MAAA · PhD
VM-22
Deep Specialization
2
Offices · HOU & BOS
Clean· Traceable· Auditable· Scalable· Useful

Where Actuarial Precision
Meets Modern Engineering

FolioX helps insurers design clean, reliable, and scalable Python-based actuarial platforms — combining deep domain expertise with modern engineering to elevate your models, processes, and governance.

Strategic Managed Services & End-to-End Execution

Full-cycle project delivery from raw data ingestion to final regulatory output. Optimize capital efficiency with speed and precision while reducing operational risk across your actuarial function.

VM-22 Transformation & Capital Optimization

Leverage the proprietary ADAM platform for end-to-end VM-22 transformation — from raw data intake through stochastic testing to final regulatory guidance, minimizing reserve volatility.

Tech-Enabled Governance & Visual Intelligence

The ADAM architecture delivers automated governance, full data lineage, stress testing, and attribution analysis — so every result is explainable, auditable, and defensible to regulators.

Actuarial Delivery & Analytics Machine

A purpose-built Python platform that transforms how actuarial work is produced, governed, and communicated — from assumptions to board-ready analytics.

Python-Native Architecture

End-to-end automation from data ingestion to report generation.

Git-Based Governance

Full version control and audit trail for every model change and assumption update.

Attribution & Stress Analytics

Decompose reserve movements and surface risk exposures with clarity.

ADAM Pipeline — VM-22 Workflow
01
Data Intake & Validation

Policy, asset & assumption feeds with automated QC checks

02
Stochastic Scenario Generation

Interest rate paths, market shocks & reinvestment strategies

03
Cash Flow Projection & Testing

ALM projections, AAT cash flow testing, reserve calculation

04
Attribution & Governance

Reserve movement attribution, data lineage, Git commit log

05
VM-31 Documentation & Filing

Audit-ready reports, regulator documentation, board summaries

End-to-End Actuarial Capabilities

FolioX provides end-to-end actuarial support for insurers building or modernizing their actuarial platforms — with deep specialization in VM-22, ALM, and risk modeling.

VM-22 & Statutory Valuation

Quarterly VM-22 valuation, VM-31 documentation, Cash Flow Testing (AAT), and stochastic analytics.

ALM & Risk Modeling

Asset-liability projection engines, reinvestment strategies, interest rate scenarios & stress testing.

Model Governance & Validation

Independent model review, replication models, Git-based governance workflows, and auditor documentation.

Experience Studies & Assumption Setting

Lapse and mortality studies, policyholder behavior modeling, and transparent methodology documentation.

Reporting & Automation

Quarterly reporting pipelines, Python-based automation frameworks, and clean auditable run environments.

Reinsurance & Transaction Support

MYGA/FIA pricing, economic value impact analysis, and reinsurance structure evaluation.

"We believe actuarial work should be:
Clean. Traceable. Auditable. Scalable. Useful."

— FolioX Design Philosophy

Houston, TX — 6200 Savoy Dr Ste 1202
Boston, MA — Northeast Office
(617) 991-0758
haofeng.yu@folioassets.com