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A model and indicator of aggregate need satisfaction for capped objectives and weighting schemes for situations of scarcity

Herlitz, Anders LU and Horan, David (2017) In Social Indicators Research 133(2). p.413-430
Abstract
Normative criteria for evaluations of economic and social outcomes are often formulated in terms of social welfare functions which are essentially and importantly non-satiable. However, there are good reasons to consider certain normative criteria and many policy objectives to be capped, i.e. bounded, and thus satiable provided sufficient resources are made available for their satisfaction. Inspired by the Foster–Greer–Thorbecke class of indicators, this paper uses an interdisciplinary approach to develop a model for assessing outcomes in terms of capped objectives based on an understanding of individual shortfalls from the objective, denoted needs. We present an indicator to measure need satisfaction in a population of individuals with... (More)
Normative criteria for evaluations of economic and social outcomes are often formulated in terms of social welfare functions which are essentially and importantly non-satiable. However, there are good reasons to consider certain normative criteria and many policy objectives to be capped, i.e. bounded, and thus satiable provided sufficient resources are made available for their satisfaction. Inspired by the Foster–Greer–Thorbecke class of indicators, this paper uses an interdisciplinary approach to develop a model for assessing outcomes in terms of capped objectives based on an understanding of individual shortfalls from the objective, denoted needs. We present an indicator to measure need satisfaction in a population of individuals with heterogeneous needs and highlight an aggregation problem under scarcity. For such situations, we develop three ways in which the indicator can be weighted that reflect respectively concerns over the frequency, depth and severity of the need shortfalls and show that normative evaluations based on these weighting schemes can conflict, yielding mutually inconsistent outcome rankings. The indicator can be adapted to measure a wide variety of phenomena, e.g. health needs, education shortfalls, deprivation, etc., and it is suited for targeting exercises and other policy implementations. In particular, it allows for exogenous weighting schemes, i.e. weights that can incorporate non-shortfall characteristics relevant for the evaluation, e.g. age, gender, ethnicity, etc. The indicator thus enables new ways for researchers to promote and study satiable objectives in a wide variety of contexts relevant to economic and social policy, e.g. human development programs, poverty reduction, healthcare policies, etc. (Less)
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author
and
publishing date
type
Contribution to journal
publication status
published
subject
in
Social Indicators Research
volume
133
issue
2
pages
413 - 430
publisher
Springer
external identifiers
  • scopus:84970021895
ISSN
0303-8300
DOI
10.1007/s11205-016-1373-7
language
English
LU publication?
no
id
1906ff54-5ebc-4276-961a-e0a07fe5c7d4
date added to LUP
2024-12-10 14:58:58
date last changed
2025-04-04 15:02:44
@article{1906ff54-5ebc-4276-961a-e0a07fe5c7d4,
  abstract     = {{Normative criteria for evaluations of economic and social outcomes are often formulated in terms of social welfare functions which are essentially and importantly non-satiable. However, there are good reasons to consider certain normative criteria and many policy objectives to be capped, i.e. bounded, and thus satiable provided sufficient resources are made available for their satisfaction. Inspired by the Foster–Greer–Thorbecke class of indicators, this paper uses an interdisciplinary approach to develop a model for assessing outcomes in terms of capped objectives based on an understanding of individual shortfalls from the objective, denoted needs. We present an indicator to measure need satisfaction in a population of individuals with heterogeneous needs and highlight an aggregation problem under scarcity. For such situations, we develop three ways in which the indicator can be weighted that reflect respectively concerns over the frequency, depth and severity of the need shortfalls and show that normative evaluations based on these weighting schemes can conflict, yielding mutually inconsistent outcome rankings. The indicator can be adapted to measure a wide variety of phenomena, e.g. health needs, education shortfalls, deprivation, etc., and it is suited for targeting exercises and other policy implementations. In particular, it allows for exogenous weighting schemes, i.e. weights that can incorporate non-shortfall characteristics relevant for the evaluation, e.g. age, gender, ethnicity, etc. The indicator thus enables new ways for researchers to promote and study satiable objectives in a wide variety of contexts relevant to economic and social policy, e.g. human development programs, poverty reduction, healthcare policies, etc.}},
  author       = {{Herlitz, Anders and Horan, David}},
  issn         = {{0303-8300}},
  language     = {{eng}},
  number       = {{2}},
  pages        = {{413--430}},
  publisher    = {{Springer}},
  series       = {{Social Indicators Research}},
  title        = {{A model and indicator of aggregate need satisfaction for capped objectives and weighting schemes for situations of scarcity}},
  url          = {{http://dx.doi.org/10.1007/s11205-016-1373-7}},
  doi          = {{10.1007/s11205-016-1373-7}},
  volume       = {{133}},
  year         = {{2017}},
}