Skip to main content Accessibility help
×
Hostname: page-component-586b7cd67f-l7hp2 Total loading time: 0 Render date: 2024-11-27T01:54:38.796Z Has data issue: false hasContentIssue false

20 - Multidimensional Inequality and Human Development

from Part II - Methods, Measurement and Empirical Evidence

Published online by Cambridge University Press:  11 November 2020

Enrica Chiappero-Martinetti
Affiliation:
University of Pavia
Siddiqur Osmani
Affiliation:
Ulster University
Mozaffar Qizilbash
Affiliation:
University of York
Get access

Summary

The measurement of inequality from a human development perspective is fundamental. We start this chapter by briefly introducing the human development approach and its main conceptual basis: the capability approach. We note that inequality should preferably be assessed in the space of functionings, requiring the assessment methods to use multidimensional techniques. We then present the primary challenges inherent to multidimensional inequality measurement that are related to two types of distributional changes: one is concerned with the dispersions within distributions that are analogous to the unidimensional framework and the other, unlike the unidimensional framework, is concerned with the association between distributions. We next present a succinct review of the most prominent measures proposed in the literature within a unifying framework and review the empirical applications surrounding these measures. We note that while multidimensional inequality measures have a great potential to contribute to the monitoring of human development, there are some challenges to overcome in order to fulfil this potential.

Type
Chapter
Information
Publisher: Cambridge University Press
Print publication year: 2020

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Alkire, S. 2008. ‘Choosing Dimensions: The Capability Approach and Multidimensional Poverty’, in Kakwani, N and Silbre, J (eds.). The Many Dimensions of Poverty. New York: Palgrave Macmillan: 89119.Google Scholar
Alkire, S. and Deneulin, S. 2009. ‘The Human Development and Capability Approach’, in Deneulin, S and Shahani, L (eds.). An Introduction to the Human Development and Capability Approach. London: Earthscan: 2248.Google Scholar
Alkire, S. and Foster, J. 2010. ‘Designing the Inequality-Adjusted Human Development Index (IHDI)’. OPHI Working Paper No. 37. University of Oxford.Google Scholar
Alkire, S., Foster, J. E., Seth, S., Santos, M. E., Roche, J. M. and Ballon, P. 2015. Multidimensional Poverty Measurement and Analysis: A Counting Approach. Oxford University Press.CrossRefGoogle Scholar
Anand, S. and Sen, A. K. 1995. ‘Gender Inequality in Human Development: Theories and Measurement’. Working Paper No. 95.05. Harvard Center for Population and Development Studies, Harvard University.Google Scholar
Atkinson, A. 1970. ‘On the Measurement of Inequality’. Journal of Economic Theory 2: 244263.Google Scholar
Atkinson, A. B. and Bourguignon, F. 1982. ‘The Comparison of Multidimensioned Distributions of Economic Status’. Review of Economic Studies 49: 183201.Google Scholar
Boland, P. J. and Proschan, F. 1988. ‘Multivariate Arrangement Increasing Functions with Applications in Probability and Statistics’. Journal of Multivariate Analysis 25/2: 286298.Google Scholar
Bosmans, K., Decancq, K. and Ooghe, E. 2015. ‘What Do Normative Indices of Multidimensional Inequality Really Measure?Journal of Public Economics 130: 94104.CrossRefGoogle Scholar
Bourguignon, F. 1999. ‘Comment on “Multidimensioned Approaches to Welfare Analysis”’, in Maasoumi, E and Silber, J (eds.). Handbook of Income Inequality Measurement. London: Kluwer Academic.Google Scholar
Bourguignon, F. and Chakravarty, S. R. 2003. ‘The Measurement of Multidimensional Poverty’. Journal of Economic Inequality 1: 2549.Google Scholar
Chakravarty, S. and Lugo, M. A. 2016. ‘Multidimensional Indicators of Inequality and Poverty’, in Alder, M. D. and Fleurbaey, M (eds.). The Oxford Handbook of Well-Being and Public Policy. Oxford University Press: ch. 9.Google Scholar
Dardanoni, V. 1995. ‘On Multidimensional Inequality Measurement’, in Dagum, C and Lemmi, A (eds.). Income Distribution, Social Welfare, Inequality and Poverty. Greenwich, CT: JAI Press: 201207.Google Scholar
Decancq, K. 2012. ‘Elementary Multivariate Rearrangements and Stochastic Dominance on a Fréchet Class’. Journal of Economic Theory 147: 14501459.Google Scholar
Decancq, K. 2017. ‘Measuring Multidimensional Inequality in the OECD Member Countries with a Distribution-Sensitive Better Life Index’. Social Indicators Research 131: 10571086.CrossRefGoogle Scholar
Decancq, K. and Lugo, M. A. 2012a. ‘Inequality of Well-Being: A Multidimensional Approach’. Economica 79: 721746.Google Scholar
Decancq, K. and Lugo, M. A. 2012b. ‘Weights in Multidimensional Indices of Wellbeing: An Overview’. Econometric Reviews 32/1: 734.Google Scholar
Diez, H., Lasso de la Vega, M. C. and Urrutia, A. M. 2007. ‘Unit-Consistent Aggregative Multidimensional Inequality Measures: A Characterization’. ECINEQ Working Paper 66. Society for the Study of Economic Inequality.Google Scholar
Duclos, J. Y., Sahn, D. E. and Younger, S. D. 2011. ‘Partial Multidimensional Inequality Orderings’. Journal of Public Economics 95/3–4: 225238.Google Scholar
Dutta, I., Pattanaik, P. K. and Xu, Y. 2003. ‘On Measuring Deprivation and the Standard of Living in a Multidimensional Framework on the Basis of Aggregate Data’. Economica 70: 197221.Google Scholar
Fleurbaey, M. 2004. ‘Equality of Functionings’. Mimeo. University of Pau.Google Scholar
Fleurbaey, M. and Trannoy, A. 2003. ‘The Impossibility of a Paretian Egalitarian’. Social Choice and Welfare 21: 243263.CrossRefGoogle Scholar
Foster, J. E. 2006. ‘Inequality Measurement’, in Clark, D (ed.). The Elgar Companion to Development Studies. Cheltenham: Edward Elgar: 275280.Google Scholar
Foster, J. E., López-Calva, L. F. and Székely, M. 2005. ‘Measuring the Distribution of Human Development: Methodology and Application to Mexico’. Journal of Human Development 6/1: 530.Google Scholar
Gajdos, T. and Weymark, J. A. 2005. ‘Multidimensional Generalized Gini Indices’. Economic Theory 26: 471496.CrossRefGoogle Scholar
Hicks, D. A. 1997. ‘The Inequality-Adjusted Human Development Index: A Constructive Proposal’. World Development 25/8: 12831298.Google Scholar
Kolm, S.-C. 1976. ‘Unequal Inequalities I’. Journal of Economic Theory 12: 416442.Google Scholar
Kolm, S-C. 1977. ‘Multidimensional Egalitarianisms’. Quarterly Journal of Economics 91/1: 113.Google Scholar
Lasso de la Vega, C., Urrutia, A. and de Sarachu, A. 2010. ‘Characterizing Multidimensional Inequality Measures which Fulfil the Pigou–Dalton Bundle Principle’. Social Choice and Welfare 35: 319329.Google Scholar
Maasoumi, E. 1986. ‘The Measurement and Decomposition of Multi-Dimensional Inequality’. Econometrica 54: 991998.Google Scholar
Marshall, A. W. and Olkin, I. 1979. Theory of Majorization and its Applications. New York: Academic Press.Google Scholar
Nussbaum, M. C. 2003. ‘Capabilities as Fundamental Entitlements: Sen and Social Justice’. Feminist Economics 9/2–3: 3359.Google Scholar
Sen, A. K. 1985. ‘Well-Being, Agency and Freedom: The Dewey Lectures 1984. Journal of Philosophy 82/4: 169221.Google Scholar
Sen, A. K. 1997. ‘From Income Inequality to Economic Inequality’. Southern Economic Journal 64/2: 383401.Google Scholar
Sen, A. K. 1999. Development as Freedom. New York: Knopf.Google Scholar
Sen, A. K. 2004. ‘Capabilities, Lists and Public Reason: Continuing the Conversation’. Feminist Economics 10/3: 7780.Google Scholar
Seth, S. 2009. ‘Inequality, Interactions, and Human Development’. Journal of Human Development and Capabilities 10/3: 375396.Google Scholar
Seth, S. 2013. ‘A Class of Distribution and Association Sensitive Multidimensional Welfare Indices’. Journal of Economic Inequality 11: 133162.Google Scholar
Seth, S. and Santos, M. E. 2017. ‘Multidimensional Inequality and Human Development’. OPHI Working Paper No. 20. University of Oxford.Google Scholar
Seth, S. and Villar, A. 2018a. ‘Human Development and Poverty: Theoretical Approaches’, in C. D’Ambrosio (ed.). Handbook of Research on Economic and Social Well-Being. Northampton, MA: Edward Elgar: 104–125.Google Scholar
Tsui, K.-Y. 2018b. ‘Human Development and Poverty: Empirical Findings’, in C. D’Ambrosio (ed.). Handbook of Research on Economic and Social Well-Being. Northampton, MA: Edward Elgar: 126–152.Google Scholar
Tsui, K.-Y. 1995. ‘Multidimensional Generalizations of the Relative and Absolute Inequality Indices: The Atkinson–Kolm–Sen Approach’. Journal of Economic Theory 67: 251265.CrossRefGoogle Scholar
Tsui, K.-Y. 1999. ‘Multidimensional Inequality and Multidimensional Generalized Entropy Measures: An Axiomatic Derivation’. Social Choice and Welfare 16: 145157.Google Scholar
United Nations Development Programme (UNDP) 1990. Human Development Report: Concept and Measurement of Human Development. New York: UNDP.Google Scholar
United Nations Development Programme (UNDP) 2010. Human Development Report: The Real Wealth of Nations: Pathways to Human Development. New York: UNDP.Google Scholar
Zheng, B. 2007. ‘Unit-Consistent Decomposable Inequality Measures’. Economica 74: 97111.CrossRefGoogle Scholar
Zoli, C. 2009. ‘From Unidimensional to Multidimensional Inequality, Welfare and Poverty Measurement’. Mimeo. University of Verona.Google Scholar

Save book to Kindle

To save this book to your Kindle, first ensure [email protected] is added to your Approved Personal Document E-mail List under your Personal Document Settings on the Manage Your Content and Devices page of your Amazon account. Then enter the ‘name’ part of your Kindle email address below. Find out more about saving to your Kindle.

Note you can select to save to either the @free.kindle.com or @kindle.com variations. ‘@free.kindle.com’ emails are free but can only be saved to your device when it is connected to wi-fi. ‘@kindle.com’ emails can be delivered even when you are not connected to wi-fi, but note that service fees apply.

Find out more about the Kindle Personal Document Service.

Available formats
×

Save book to Dropbox

To save content items to your account, please confirm that you agree to abide by our usage policies. If this is the first time you use this feature, you will be asked to authorise Cambridge Core to connect with your account. Find out more about saving content to Dropbox.

Available formats
×

Save book to Google Drive

To save content items to your account, please confirm that you agree to abide by our usage policies. If this is the first time you use this feature, you will be asked to authorise Cambridge Core to connect with your account. Find out more about saving content to Google Drive.

Available formats
×