Social Indicators Research最新文献

The United Nations’ Human Development Index remains a widely used and accepted measure of human development. Although it has been revised over the years to address various critiques, a remaining concern is the way the three dimensions are aggregated into the single index. A deterioration in one dimension can be compensated for by an improvement in another. Since compensability is inextricably linked with trade-offs and intensity of preferences, a non-compensatory (i.e., Condorcet) approach to aggregation is employed in this paper. Although non-compensatory approaches have been employed previously, this paper adds to the literature by undertaking an application of the Condorcet approach to the entire HDI. This approach, which does not use intensities of preferences, ensures that the degree of compensability connected with the aggregation model is at the minimum possible level. To achieve this, country level rankings are then compared to those for the 2020 Human Development Index which aggregates dimensions using a geometric mean. The findings demonstrated substantial changes in rank-order between the HDI and Condorcet approach. This outcome provides empirical evidence which demonstrates that the non-compensatory Condorcet approach can mitigate issues of compensation present within the geometric aggregation technique currently employed by the HDI. These findings have potential implications in aiding the identification and employment of potential policy priorities—specifically, the notion that policy should emphasise the development of a country as opposed to economic growth alone.

Abstract

This study aims to improve the measurement of multidimensional poverty for the purpose of analyzing gender differences while considering the limitations of household surveys. To effectively analyze gender disparities, it addresses three issues that are often overlooked in the literature: disregard for within-household inequalities in household-level indicators; disregard for ineligible populations in indicators that represent only a specific group; and disregard for intermediate deprivation situations in cutoff-based poverty estimations. Using data from the Brazilian Consumer Expenditure Survey 2017–2018, we create two indexes with indicators that are key aspects in gender and feminist analyses. Applying a fuzzy approach and the Alkire–Foster method, we estimate multidimensional poverty and gender differences from three perspectives: intrahousehold, interhousehold, and intracouple. We also calculate inequality among the poor and intracouple gender gaps proposing fuzzy versions for these analyses. The main findings suggest that women are disadvantaged in terms of work and time quality, economic security, and access to resources—all of which are crucial components of agency or degree of empowerment.

This paper explores the dynamics of social exclusion as measured by material and social deprivation in the particularly exposed category of single-parent households. We aim to assess whether there is true state dependence in deprivation and the role of other household factors, as well as that of the macro-economic and social welfare scenario. We use 2015–2018 European Union Statistics on Income and Living Conditions longitudinal data to explore a large set of European countries. We estimate three-level dynamic probit models that enable us to account for micro- and country-level unobserved heterogeneity. Our results suggest that material and social deprivation is likely to be a trap for single-parent households and that this effect is stronger for these households than for those composed of two adults and children. Among single-parent households, those headed by a female are worse off than those headed by a male. The policy implications of these findings are also discussed.

The abundance of country-level socio-economic development indices is of limited help unless sub-country-level indices on the quality of policies are also available. Tracing the regional indices landscape of India, this study proposes the state-level Environment Policy Stringency Index for Indian states. Capturing Indian states' policies across six areas with weight determination done deploying principal component analysis and Data Envelopment Analysis-Benefit of Doubt approach, the composite index calculated in the study also examines the scores grouping the sub-national units based upon the income levels. Besides ranking for inter-state comparison, the proposed index is significantly associated with particulate matter pollution levels in states. This study has three key contributions: conceptualising the principal-based sub-national index while making a case for developing sub-country level policy indices, identifying state-level environment policy variables and constructing an Environment Policy Stringency Index for Indian states.

Addressing South Asia’s poverty, this research presents an exhaustive case study of Pakistan, exploring poverty dynamics at national and provincial levels, emphasizing the urban–rural divide. The study uses the most recent income and expenditure surveys from 2013 and 2015 and applies the Cost of Basic Needs methodology based on strong theoretical and empirical grounds. The research adjusts for price variation within and among provinces. It uses traditional Foster-Greer-Thorbecke measures and innovative measures like the Watts and Sen indices. Findings reveal a poverty decline in Pakistan between 2013 and 2015, with significant provincial variations in this decline. Despite a minor decline in the headcount ratio of the larger provinces, their poverty shares increased in 2013–15, showing a regional convergence trend with growing disparities in poverty headcount and depth. Using indices like Watts and Sen gives a more complete, nuanced poverty understanding, highlighting the need for their adoption alongside traditional measures. The research ends with policy implications, emphasizing the importance of targeted poverty reduction strategies to address regional disparities effectively. This research offers insights into South Asia’s poverty dynamics and contributes significantly to SDG 1—ending poverty. The Pakistan case study is a valuable reference for other countries, guiding accurate poverty measurement, effective policy-making, and efficient SDGs performance tracking.

Macro-level studies on intergenerational mobility among women in India suggests that, there is a need to further probe certain excluded communities that have a higher likelihood of persistence of educational status among women through micro-level studies. The present study investigates the extent and drivers of high/low intergenerational educational mobility among young women (vis-à-vis their mothers) belonging to the weavers’ community of Varanasi, India. Using transition/mobility matrices and mobility measures, along with qualitative methods, the paper builds on a mixed-methods study conducted among 364 households of weavers’ community from Varanasi. The qualitative data includes a total of 8 respondents with 5 KIIs and 3 IDIs. The study shows that the overall intergenerational educational mobility among women (vis-à-vis their mothers) from the weavers’ community of Varanasi is 0.30 and there is no downward mobility. The qualitative findings further highlight various reasons enabling or preventing high educational mobility in the given context. In conclusion, the paper illustrates several micro-level issues and disparities in intergenerational educational mobility that are not clearly evident through the macro-level studies and further helps in making informed policy decisions.

Recent works suggest that the increasing income inequalities decreased the middle class size and threatened life satisfaction (LS). However, no such studies link LS with middle-income class problems. The present study aims to fill this gap and characterize LS across the middle-income class in Poland. The main novelties are the Satisfaction with Life Scale (SWLS) to measure LS of the middle-income class in Poland and the methodological approach based on classification-regression trees (CART) to identify the determinants of LS. The analysis is conducted on the new database obtained from the survey of members of the middle-income class in Poland divided into three subgroups: the lower-middle-income class, the mid-income middle class, and the higher-middle-income class. For comparison, the low-income and high-income classes were also considered. Based on the SWLS results, relatively low diversity in middle-income class LS was identified. However, the inter-class comparison revealed that LS increased with belonging to a higher income class. The CART results support the primary importance of economic conditions such as, for instance, wealth and the level of savings in determining the middle-income class LS and show that their effect depends on their characteristics like professional status.

We examine the effect of streaming based on ability levels on individuals’ civic participation throughout their adult life. The hypothesis we test is that ability grouping influences individuals’ general self-concept and, consequently, their civic participation choices across the life course. We employ data from the British National Child Development Study, which follows all UK citizens born during a certain week in 1958. Six binary variables observed at 33, 42, and 51 years of age are considered to measure civic participation. Our approach defines causal estimands with multiple treatments referring to the evolution of civic engagement over time in terms of potential versions of a sequence of latent variables assumed to follow a Markov chain with initial and transition probabilities depending on posttreatment time-varying covariates. The model also addresses partially or entirely missing data on one or more indicators at a given time occasion and missing posttreatment covariate values using dummy indicators. The model is estimated by maximizing a weighted log-likelihood function with weights corresponding to the inverse probability of the received treatment obtained from a multinomial logit model based on pretreatment covariates. Our results show that ability grouping affects the civic participation of high-ability individuals when they are 33 years old with respect to participation in general elections.

The relationship between economic inequality and subjective well-being has produced mixed results in the literature. Conflicting evidence may be due to overlooking the role of psychosocial processes that translate socioeconomic conditions into subjective evaluations. We argue that perceiving high economic inequality erodes social capital, undermining people’s subjective well-being. We rely on the Psychosocial Model of Perceived Economic Inequality and Subjective Well-Being (PEISW), which posits that perceived economic inequality negatively affects subjective well-being by increasing status anxiety and decreasing social trust. Furthermore, these indirect effects from perceived inequality to subjective well-being will be moderated by system-justifying ideologies. The present article provides the first empirical test of this model using a national survey from Spain (N = 1,536). We confirmed that perceived economic inequality is negatively associated with well-being. We also found that perceived economic inequality had an indirect negative effect on subjective well-being via increasing status anxiety and reducing social trust. We found no evidence that system-justifying ideologies (i.e., social dominance orientation) moderated the association between perceived economic inequality and subjective well-being. We discuss that perceived economic inequality is crucial to understanding the link between economic inequality and subjective well-being and elaborate on the role of psychosocial mechanisms that promote competition and undermine social cohesion.

This paper studies the long-run persistence of inequality in the U.S. With this aim, both income and wealth inequality measures covering the period from 1870 to 2019 have been analyzed. The persistent character of inequality has been assessed using unit root and structural break test statistics for time series. Furthermore, the determinants of inequality persistence have been explored by implementing Bayesian model averaging techniques in a generalized linear model framework. Our results suggest that the wealth-to-income ratio displays a non-stationary behavior throughout the whole sample period. On the contrary, the Gini index of disposable income and the top 10% income share alternate between I(0) and I(1) regimes. We also find that, while a higher level of globalization increases the persistence of income inequality, it is inversely related to the levels of educational attainment and trade union membership.