FolioX bridges actuarial judgment, data science, and software engineering to make critical work clean, defensible, and genuinely useful.
FolioX was founded on a straightforward conviction: actuarial work should be engineered—not just calculated. Brittle spreadsheets, opaque vendor systems, and manual quarterly processes create regulatory risk and slow strategic decisions.
Led by Haofeng Yu, PhD, FSA, CERA, MAAA, FolioX combines 18+ years of experience across life, annuity, ALM, and enterprise risk management with the practices of a modern technology firm.
Our approach uses Python-native platforms, Git-based governance, full data lineage, and rigorous documentation so results remain reproducible, auditable, and defensible.
FolioX serves life and annuity carriers from Houston and Boston, and works remotely with clients across the United States.
A useful model is more than correct: it is understandable, governed, repeatable, and connected to a decision.
Focused teams, direct access, and no bait-and-switch staffing model.
Haofeng brings 18+ years of actuarial experience across life, annuity, ALM, ERM, and quantitative risk modeling. He leads VM-22, ALM, and governance engagements and is the architect of the ADAM platform.
Boston University master's graduate specializing in Python programming, data analytics, and quantitative modeling. Supports platform builds and pipeline automation.
A trusted network of FSA-credentialed actuaries and quantitative specialists supports larger engagements and specialized product lines.
Selected partnerships expand FolioX capabilities where clients need specialized experience.
Michael brings 40+ years of actuarial experience across major life carriers and M&A transactions, including pricing, reserving, valuation, due diligence, and block transfers.
Talk directly with the people who will lead the work.