Social Indicators Research

Munda, Giuseppe

doi: 10.1007/s11205-011-9911-9pmid: N/A

From a formal point of view, a composite indicator is an aggregate of all dimensions, objectives, individual indicators and variables used for its construction. This implies that what defines a composite indicator is the set of properties underlying its mathematical aggregation convention. In this article, I try to revise the theoretical debate on aggregation rules by looking at contributions from both voting theory and multi-criteria decision analysis. This cross-fertilization helps in clarifying many ambiguous issues still present in the literature and allows discussing the key assumptions that may change the evaluation of an aggregation rule easily, when a composite indicator has to be constructed.

Bleys, Brent

doi: 10.1007/s11205-011-9906-6pmid: N/A

Both the potential pitfalls of macro-economic policies focused on stimulating economic growth and the problems involved in using GDP as a measure of well-being or economic welfare have long been recognized by economists and researchers from other social sciences. Therefore, it is no surprise that alternative measures for policy-making have been developed and promoted since the early 1970s. Over the past 5 years, the development of these measures has gained momentum both politically and academically. However, most research efforts concentrate on the development and promotion of individual indicators, while paying less attention to the wide range of indicators already available and to theoretical insights. As a result, few classification schemes of alternative measures exist today to help policy-makers in selecting a proper set of indicators. This paper first looks into the different classification schemes available in the literature and outlines the weaknesses in each of these. Afterwards, an alternative classification scheme is introduced that draws on the notions of well-being, economic welfare and sustainability. A further sub-categorization is built on the different approaches that are used to quantitatively capture the notions. By focusing on the underlying concepts that the different measures aim to quantify, the alternative classification scheme overcomes the drawbacks of the existing schemes. Finally, 23 alternative measures for policy-making are reviewed and organized into the newly developed classification scheme.

Pasca, Romana; Wagner, Shannon

doi: 10.1007/s11205-011-9907-5pmid: N/A

Workplaces are becoming increasingly multicultural and therefore, include a large variety of employees from more than one ethnicity, nationality, religious and/or cultural background. In the context of this new global economy, Canadian workplace structure and composition has also permanently changed. Consequently, the primary purpose of this project was to explore occupational stress, mental health and satisfaction (life, job, relationship) as experienced by immigrant individuals attempting to achieve integration into Canadian workplaces. In order to address this research aim, responses of Canadian born participants (N = 42) were compared to those of non-Canadian born participants (N = 42) with respect to a series of questionnaires addressing the variables of interest. Our results suggested that, with the exception of self-reported symptoms of somatization and paranoia, non-Canadian born workers in the fields of education, healthcare and/or social work report more similarities than differences when compared to the responses of Canadian born workers. In general, the findings of this study suggested positive outcomes for non-Canadian born professionals who immigrate into Canada under the economic category.

Lopez-Calva, Luis; Ortiz-Juarez, Eduardo

doi: 10.1007/s11205-011-9908-4pmid: N/A

In measuring human development, one of the main concerns relates to the inclusion of a measure that penalizes inequalities in the distribution of achievements across the population. Using indicators from nationally representative household surveys and census data, this paper proposes a straightforward methodology to estimate a household-based distribution-sensitive human development index aggregated through generalized means. The evidence shows that the losses in human development due to inequality reach up 22, 29 and 57% in Mexico, Peru and Nicaragua, respectively. Among dimensions, the loss in the income index reaches up 61% in Nicaragua, while the education index appears as the most sensitive in the case of Mexico and Peru, with a percentage of loss between 38 and 48%. The importance of household-level calculations is highlighted when we compare the indices computed from the entire distribution with those existing indices computed for quintiles of the distribution, which minimizes the losses due to inequality. Overall, the estimations evidence a higher sensitivity of the index to inequality, and therefore an important space for public action to reduce inequality that could involve positive development returns.

Addai, Isaac; Pokimica, Jelena

doi: 10.1007/s11205-011-9909-3pmid: N/A

We explore associations among interpersonal (thick and thin) and institutional (legislative, executive, and judicial) trust and material hardship outcomes in Ghana. We use data from the 2008 Afrobarometer survey. Material hardship is conceptualized in terms of frequency of going without five basic necessities/consumptive deprivations, each of which a separate outcome (food, water, medical care, cooking fuel, and cash income). Five multinomial logistic regression models are estimated. Models also include relevant socioeconomic and cultural factors. The stepwise forward entry method was used to identify important variables for each model, and common and unique predictors of each outcome are discussed. Results suggest that deprivations are trust-specific in Ghana. Interpersonal and institutional trust types matter differentially (for example, trust in parliament/national assembly is a unique food deprivation predictor; trust in courts is a unique water deprivation predictor; and trust in police is a unique cash income deprivation predictor). Common trust predictors across models are thin trust (trust in other Ghanaians) for predicting food and cooking fuel infrequency outcomes and executive trust for predicting water, medical care, and cash income infrequency outcomes. Some of the non-trust variables, like education and ethnicity, were prominent predictors of deprivation outcomes across all models. This is one of the beginning studies to explore micro-level data in an important area of trust and material hardship in Sub-Saharan Africa. The study also attempts to conceptualize material hardship within the context of a developing country and provides insightful results that could be beneficial to other research investigators and further probed in future studies building on this work. The study draws important implications for intervention policies based on analyses of material hardship composite parts which provide insights with great detail into specific target groups on specific component-outcomes.

Guven, Cahit; Sørensen, Bent

doi: 10.1007/s11205-011-9910-xpmid: N/A

Using data from the US General Social Survey 1972–2004, we study the role of perceptions and status in self-reported happiness. Reference group income negatively relates to own happiness and high perceptions about own relative income, quality of dwelling, and social class relate positively and very significantly to happiness. Perceptions about income and status matter more for females, and for low income, conservative, more social, and less trusting individuals. Dwelling perceptions matter more for males, and for middle income, married, conservative, more social, and less trusting individuals.

Imedio-Olmedo, Luis; Parrado-Gallardo, Encarnación; Bárcena-Martín, Elena

doi: 10.1007/s11205-011-9912-8pmid: N/A

This paper considers different ways of making comparisons between individuals in terms of deprivation and/or satisfaction. This allows the Gini index, the Bonferroni index and the De Vergottini index to be interpreted as social deprivation measures as well as social satisfaction measures. The inequality measures that belong to the β family, or linear combinations of them, are obtained when using different weighting schemes to average the deprivation and satisfaction associated with each income level. Particularly, the generalised Gini indices (Yitzhaki, Int Econ Rev 24:617–628 in 1983), the indices proposed by Aaberge (J Econ Inequal 5(3):305–322, 2007) or those proposed by Imedio-Olmedo et al. (J Public Econ Theory 13(1):97–124, 2011) can be used to evaluate social deprivation or social satisfaction in an income distribution.

Srivastava, Akanksha; Mohanty, Sanjay

doi: 10.1007/s11205-011-9913-7pmid: N/A

Using consumption expenditure data of the National Sample Survey 2004–2005, this paper estimates the size of elderly poor and tests the hypotheses that elderly households are not economically better-off compared to non-elderly households in India. Poverty estimates are derived under three scenarios—by applying the official cut-off point of the poverty line to household consumption expenditure (unadjusted), consumption expenditure adjusted to household size and consumption expenditure adjusted to household composition. Results show that an estimated 18 million elderly in India are living below the poverty line. On adjusting the consumption expenditure to household size and composition, there are no significant differences in the incidence of poverty among elderly and non-elderly households in India. This is in contrast to the notion that elderly households are better off than non-elderly households in India. Based on the findings, we suggest that the age dimension should be integrated into social policies for evidence based planning.

Goerres, Achim; Prinzen, Katrin

doi: 10.1007/s11205-011-9915-5pmid: N/A

There is a large and growing literature on welfare state attitudes, most of which is built on random-sample population surveys with standardised closed-question items. This article criticises the existing survey instruments, especially those that are used within the International Social Survey Programme, in a novel approach with focus group data from Germany. The article demonstrates: firstly, these instruments underestimate the inconsistency (the degree to which attitudes logically contradict each other), the uncertainty (the degree to which individuals are unsure about what to think), the ambivalence (the simultaneous occurrence of positive and negative reactions) and non-attitudes towards welfare state activities that common people have. Secondly, the meaning of these items to respondents seems to vary to such an extent that inference based on such measures is questionable. Finally, the article concludes by suggesting some survey instruments that alleviate these measurement problems.