Actuarial Services

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

Six Core Service Areas

FolioX delivers actuarial expertise across the full life and annuity value chain — from statutory valuation to model governance to reinsurance structuring.

01

VM-22 & Statutory Valuation

Regulatory · Stochastic

Full-cycle statutory valuation for fixed annuities and life products under Principle-Based Reserving. We own the end-to-end process — from data to filing.

  • Quarterly VM-22 valuation and reserve computation
  • VM-31 documentation and regulator-ready actuarial reports
  • Asset Adequacy Testing (AAT) and Cash Flow Testing
  • Stochastic scenario generation and conditional tail expectation (CTE) analysis
  • Sensitivity and attribution analysis for reserve movements
02

ALM & Risk Modeling

Asset-Liability · ERM

Integrated asset-liability management frameworks that connect investment strategy to policyholder risk — with full scenario and stress-testing capability.

  • Asset-liability projection engines (Python-native)
  • Reinvestment strategy modeling and optimization
  • Interest rate scenario design (stochastic and deterministic)
  • Market shock and macro stress testing
  • Economic capital and risk-based capital (RBC) analysis
03

Model Governance & Validation

Audit · Governance

Independent model review and validation services designed to satisfy both internal governance requirements and external regulatory scrutiny.

  • Independent model review and challenger models
  • Full model replication from scratch for validation
  • Git-based governance workflows for version control and audit trails
  • Auditor-ready documentation packages
  • Model risk framework design and implementation
04

Experience Studies & Assumption Setting

Data-Driven · Behavioral

Rigorous, data-driven assumption development that reflects your policyholders' actual behavior — with transparent, auditable methodology.

  • Lapse and surrender rate studies (FIA, MYGA, UL)
  • Mortality and morbidity experience analysis
  • Policyholder behavior modeling (dynamic lapse, utilization)
  • Credibility-weighted assumption blending
  • Transparent assumption documentation for VM-31 compliance
05

Reporting & Automation

Python · Automation

We replace manual, error-prone actuarial processes with clean Python-based automation pipelines — reproducible, fast, and audit-ready every quarter.

  • Quarterly reporting pipeline design and implementation
  • Python automation frameworks replacing spreadsheet workflows
  • Clean, reproducible run environments with full logging
  • Data lineage tracking from source to output
  • Executive dashboards and visual analytics via the ADAM platform
06

Reinsurance & Transaction Support

Pricing · M&A

Actuarial support for reinsurance structures, product pricing, and M&A transactions — combining deep product expertise with economic value analytics.

  • MYGA and FIA product pricing and profitability analysis
  • Economic value and embedded value impact modeling
  • Reinsurance structure evaluation and quota-share optimization
  • Pre-transaction actuarial due diligence
  • Block transfer and assumption reinsurance analytics

How We Engage

Every engagement follows a disciplined, transparent workflow — from scoping through delivery — designed to minimize your team's overhead while maximizing analytical rigor.

1

Discovery & Scoping

We assess your current platform, data, and governance posture to define a precise engagement scope.

2

Platform Build or Takeover

We either build your Python platform from scratch or take over an existing environment with full documentation.

3

Execution & Delivery

Quarterly deliverables, audit-ready outputs, and clear attribution analysis — on time, every cycle.

4

Knowledge Transfer

Structured handoffs, documentation, and training to build your internal team's capability over time.

Engineering-Grade Actuarial Tools

Our work is built on modern, open, and reproducible engineering practices — not fragile spreadsheets or black-box vendor systems.

Core Platform

Python & ADAM

All actuarial models are implemented natively in Python — from scenario generation to reserve calculations and reporting.

Governance

Git Version Control

Every assumption update, model change, and run is version-controlled and logged — providing complete audit traceability.

Analytics

Stochastic Engines

Custom scenario generation for interest rates, equity returns, and macro shocks — calibrated to NAIC-prescribed requirements.

Data

Automated Pipelines

End-to-end data flows from policy administration systems through projection engines to regulatory output — no manual intervention.

Visualization

Visual Intelligence

Interactive dashboards, attribution waterfalls, and scenario comparison charts built directly into the ADAM delivery layer.

Documentation

Audit-Ready Outputs

VM-31 documentation, model validation memos, and board-ready summary packages — generated programmatically from every run.

Ready to Modernize Your Actuarial Platform?

Whether you need a full platform build or targeted validation support, we'd welcome a conversation about your specific challenges.

Schedule a Consultation