对不平等敏感的离散指数

Francisco José Zamudio Sánchez, Javier Jiménez Machorro, Roxana Arana Ovalle, Hildegardo Martínez Silverio
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摘要

本文介绍了 "最大相对不平等指数"(IDRM),这是一种直观的衡量标准,旨在反映人口中的不平等现象,如收入不平等。该指数基于这样一种理念,即个人在分配中所处的位置不同,所经历的不平等程度也不同,尤其是相对于处于顶端的个人而言。其主要假设是,对于处于较低位置的个人来说,与最高位置相比的不平等对其福祉的影响更大,而相对于最大值的不平等则最为关键。国际不平等指数符合理想的理论属性,这些属性被用来评估国际不平等指数,并与不平等文献中广泛接受的测量方法进行比较。从这个角度来看,IDRM 与传统的测量方法一样稳健,并且在 9 个关键属性中满足了 8 个,包括人口亚群之间的可分解性,因而优于基尼和达尔顿指数。在使用 58 个国家的收入数据和墨西哥的微观数据进行的比较分析中,以吉尼指数、泰尔指数和阿特金森指数为基准,IDRM 指数表现出卓越的一致性、对不平等的敏感性、减少分组数据中的偏差,以及更高的精确度。该指数反映了不同形式的收入分配,对不平等的程度表现出更高的敏感性。
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Un índice discreto sensible a la desigualdad
This paper introduces the Relative Inequality Index at the Maximum (IDRM), a novel and intuitive measure designed to capture inequality within a population, such as income inequality. The index is based on the idea that individuals experience varying levels of inequality depending on their position within the distribution, particularly with respect to those at the top. The key assumption is that for individuals in lower positions, inequalities referenced to the top positions have greater impact on their well-being and the inequality relative to maximum is the most critical. The IDRM fulfills desirable theoretical properties which were used for its evaluation and comparison against widely accepted measures in inequality literature. From this perspective, the IDRM is shown to be as robust as traditional measures and outperforms the Gini and Dalton indices by satisfying eight out of nine key properties, including decomposability across population subgroups. In a comparative analysis using income data from 58 countries and microdata from Mexico, with the Gini, Theil, and Atkinson indices as benchmarks, the IDRM demonstrates superior consistency, sensitivity to inequality, reduced bias in grouped data, and enhanced precision. This index reflects the varying forms of income distribution, showing heightened sensitivity to the magnitude of inequality.
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