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Erschienen in: Social Indicators Research 2/2019

12.02.2018

Multidimensional Analysis of Deprivation and Fragility Patterns of Migrants in Lombardy, Using Partially Ordered Sets and Self-Organizing Maps

verfasst von: Alberto Arcagni, Elisa Barbiano di Belgiojoso, Marco Fattore, Stefania M. L. Rimoldi

Erschienen in: Social Indicators Research | Ausgabe 2/2019

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Abstract

In this paper, we present a multidimensional fuzzy analysis of the levels and the patterns of poverty and social fragility of migrants’ families, in the Italian region of Lombardy, in year 2014. Migrants’ poverty emerges as a complex trait, better described as a stratification of nuanced patterns than in black and white terms; Lombard migrants are in fact affected, to different extents, by “a diffused sharing of deprivation facets” and cannot be trivially split into deprived and non-deprived. The paper employs innovative data analysis tools from the Theory of Partially Ordered Sets; compared to mainstream monetary approaches, this leads to more realistic estimates of poverty diffusion and eliminates some well-known biases of standard evaluation procedures, providing strong support to the use of partial order concepts and tools in social evaluation studies.

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Fußnoten
1
The terms “poverty” and “deprivation” are, in principle, not equivalent; the first may globally refer to monetary, material, relational and subjective problems or suffering, while the second refers more specifically to material aspects (“material deprivation”). However, in this paper, we use them interchangeably, to ease the reading and given that the attributes considered in the study, directly or indirectly, have to do with migrants’ economic capabilities.
 
2
For Italy, the National Institute of Statistics (ISTAT) estimates the relative poverty based on a poverty line (International Standard of Poverty Line—ISPL) defining as poor a family of two components with a consumption expenditure level lower or equal to the mean per-capita consumption expenditure. To define the relative poverty line for different family sizes, the Carbonaro equivalence scale, that assigns a unitary weight to a two-member family, is used.
 
3
ORIM stands for “Osservatorio regionale per l’integrazione e la multietnicità?” (“Regional observatory on integration and multietnicity”).
 
4
The overall response rate for each question is quite high. The only exception is the family income question with nearly \(22\%\) of missing information.
 
5
Let \(x_L\) and \(x_H\) be the distributions of x in the half population with lower and higher x scores respectively, \(\mu (x)\) be the arithmetic mean of x, \(\mu _{L}(x)\) and \(\mu _{H}(x)\) be the arithmetic means of \(x_L\) and \(x_H\), then \(G_B(x)=(\mu _{H}(x)-\mu _{L}(x))/4\mu (x)\) and \(G_W(x)=[G(x_L)\mu _L(x)/\mu (x)+G(x_H)\mu _H(x)/\mu (x)]/4\), where G(x) is the Gini coefficient (Yalonetzky 2016).
 
6
To apply such a traditional monetary procedure to the ORIM 2014 data, the poverty line for a two-member family has been set to the mean Italian per-capita income, according to the estimate of Bank of Italy for year 2014 (2015); poverty lines for families with a different number of members have been computed according to the equivalence scale reported in Table 1.
 
7
The selection of \(\pi _{\ell }\) and \(\pi _{u}\) must satisfy a consistency condition, which basically states that the two thresholds must imply each other. In the original posetic procedure (Fattore 2016), the upper threshold is univocally defined based on the lower one, so as to meet the consistency condition, by construction. Here, instead, we set the two thresholds independently, apparently violating the consistency requirement. In "Appendix 2", we show how the evaluation procedure has been slightly modified, so as to restore the required condition. This represents a non-trivial methodological improvement, which makes the evaluation procedure more flexible and effective.
 
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Metadaten
Titel
Multidimensional Analysis of Deprivation and Fragility Patterns of Migrants in Lombardy, Using Partially Ordered Sets and Self-Organizing Maps
verfasst von
Alberto Arcagni
Elisa Barbiano di Belgiojoso
Marco Fattore
Stefania M. L. Rimoldi
Publikationsdatum
12.02.2018
Verlag
Springer Netherlands
Erschienen in
Social Indicators Research / Ausgabe 2/2019
Print ISSN: 0303-8300
Elektronische ISSN: 1573-0921
DOI
https://doi.org/10.1007/s11205-018-1856-9

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