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Erschienen in: Social Indicators Research 2/2013

01.06.2013

A Multidimensional Approach: Poverty Measurement & Beyond

verfasst von: Sabina Alkire, Maria Emma Santos

Erschienen in: Social Indicators Research | Ausgabe 2/2013

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Excerpt

Poverty has probably always been understood as a multidimensional problem, yet traditionally it has been measured with one dimension: income.1 The assumption was that the income level could capture fairly well whether people were able to achieve certain minimum thresholds in a variety of dimensions such as nutrition, clothing and housing.2

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Fußnoten
1
Here we refer to income in a general way. It may actually be income, or consumption, or expenditure.
 
2
Interestingly, however, the dominant method to compute the income poverty line estimates the cost of a food basket which provides with the minimum amount of calorie intake for a representative adult and incorporates the non-food items by expanding this cost by the inverse of the Engel coefficient, estimated for the group of people whose income is just above the cost of the basic food basket. The Engel coefficient is given by the ratio of expenditure in food items to total expenditure. Thus there is not an estimation of the resources needed item-per-item.
 
3
On axiomatic approaches see Chakravarty et al. (1998), Tsui (2002), Bourguignon and Chakravarty (2003), Chakravarty and D’Ambrosio (2006), Chakravarty and Silber (2008), Bossert, Chakravarty and D’Ambrosio (2009), and Alkire and Foster (2011a). On information theory, see Maasoumi and Lugo (2008). On fuzzy sets, see Lemmi and Betti (2006) and Chiappero-Martinetti and Roche (2009) and on latent variable see Kakwani and Silber (2008) and Asselin (2009). Atkinson (2003) offers an excellent analysis of counting approaches versus social welfare approaches.
 
4
The presentation of the AF methodology in this section follows closely AF (2011a). See AF (2011b) for a more pedagogical presentation.
 
5
Other multidimensional approaches have been proposed which first aggregate the individual i’s achievements across indicators and compare this with an overall poverty threshold in the space of the well-being metric, which can be a function of the dimension specific poverty thresholds. See Maasoumi and Lugo (2008) for an example.
 
6
Weights can equivalently be defined in a relative way, adding up to 1 (or 100 %).
 
7
Note that the indicator’s weight is not raised to the power α.
 
8
If weights were defined adding up to 1 rather than to d, then expression (1) must not contain d in the denominator. Analogous modifications apply to the subsequent formulas.
 
9
Robust here refers to the fact that the M 0 measure does not change under any monotonic transformation of the scale of any of the indicators and the corresponding deprivation cutoff.
 
10
AF (2011a) offer a detailed presentation of the axioms satisfied by their family of poverty measures.
 
11
Also note that censored headcount ratios are not the proportion of the poor deprived in a certain indicator. That is an interesting but different statistic, which can be obtained by dividing the censored headcount ratio by H.
 
12
In the case of union identification—when any deprivation is sufficient to identify a person as poor—the raw and censored headcount ratios coincide.
 
13
See Yalonetzky (2011) for the development of standard errors for the AF family of measures.
 
14
See AF (2011a) for a formal characterization of the M 0 measure as a measure of unfreedom.
 
15
Within his Integrated Method to Measure Poverty, which combines the income approach with the UBN one, Boltvinik (1992) proposed alternative weighting structures for the UBN indicators as well as assigning a ‘cardinal’ scale to ordinal indicators in order to compute normalised gaps and incorporate the depth of deprivation. Further research is needed on the legitimate use of information from ordinal data which is lost with dichotomization.
 
16
This transformation was introduced by Atkinson and Bourguignon (1982) and Boland and Proschan (1988). It has been considered by Tsui (2002) for multidimensional poverty measures. AF (2007, 2011a) rename the transformation in a more general way as association increasing rearrangement, since the term ‘correlation’ refers only to a specific type of association.
 
17
It is worth noting that the substitutability, complementarity or independence relationship between indicators is defined in the multidimensional measurement literature in terms of the second cross partial derivative of the poverty measure with respect to any two dimensions being positive, negative or zero, respectively. This corresponds to the Auspitz-Lieben-Edgeworth-Pareto (ALEP) definition, and differs from Hick’s definition traditionally used in the demand theory (which relates to the properties of the indifference contours) (Atkinson 2003, p. 55). See Kannai (1980) for critiques of the ALEP definition.
 
18
BC (2003) provide a formal definition of this transfer in the multidimensional context.
 
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Metadaten
Titel
A Multidimensional Approach: Poverty Measurement & Beyond
verfasst von
Sabina Alkire
Maria Emma Santos
Publikationsdatum
01.06.2013
Verlag
Springer Netherlands
Erschienen in
Social Indicators Research / Ausgabe 2/2013
Print ISSN: 0303-8300
Elektronische ISSN: 1573-0921
DOI
https://doi.org/10.1007/s11205-013-0257-3

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