INDEX
Aaberge, R. 116, 258n6
Abe, A. 133
absolute rate of change 264-5, 266, 269 achievement matrix 25-6, 35, 49
AdjustedHeadcountRatio 161-2, 163-4, 167
AF methodology 150, 155-6, 173 dominance properties 52, 58, 59, 60, 61, 62-3, 64, 65-6, 82
invariance properties 52-3, 54, 55, 56, 57 multidimensional poverty measurement 30, 31, 32, 33-4
statistical approaches 88, 89, 92 subgroup properties 67, 68 achievements 25, 30, 32-3, 35, 38, 43, 108, 119, 145 multidimensional poverty measurement 30, 32-3 see also achievement matrix
adaptive preferences 7
Addison, T 196n20, 283n22 additive decomposability 117, 260 Adjusted Headcount Ratio (M0) 21, 22, 116, 118, 127n13, 139, 144, 145-8, 156-68, 171-3, 184, 188-92, 199
censored headcount ratio 34n22
chronic multidimensional poverty 287, 289, 290-2, 294
comparability 48
inequality among the poor 256-9, 263-4 regression models 295, 296, 297-8, 302, 308-10 robustness analysis 234, 236-7, 238, 247 standard errors 248, 249, 250, 251, 254-5 statistical inference 242, 243-5, 247 targeting 142, 143 intertemporal changes descriptive analysis 264-73 by dynamic subgroups 273-6, 279, 280-1 weights 210, 211
AdjustedPovertyGap (M1) 116, 145-8, 160, 174-5, 176-7
Adjusted Squared Poverty Gap/Adjusted FGT Measure (M2) 116, 145-8, 160, 175, 176, 177
Adler, M.
D. 186n1,210n30 administrative records/data 217-18 admissible mathematical transformations 41-3, 44, 45, 56-7AF methodology see Alkire and Foster (AF) indices/measures; Alkire and Foster (AF) methodology
agency 8 aggregate achievement approach 33, 110-11, 118-20, 154
dominance approach 81, 85 statistical approaches 89, 99 aggregation 37, 49, 74
AF methodology 115, 144-5, 146-7, 148, 149, 154, 155, 156-6, 173
axiomatic approach 110, 115, 120 chronic multidimensional poverty 284, 286-7, 292 fuzzy set approaches 105-8, 109 multidimensional poverty measurement 32-4,
51, 56
statistical approaches 87-91 unidimensional poverty measurement
27-9
Ahmed, A.
I. M. U. 133 ALEP definition 62n59Alkire, S. 2, 2n1, 2n2, 4n5, 6n9, 8, 14n23, 18, 19,
19n29, 24, 26n4, 27n7, 28, 29, 29n14, 31, 36, 36n27, 37, 38n28, 51, 51n42, 56, 58, 58n53, 63n60, 66n60, 68n63, 72, 74n3, 74n4, 75, 77, 90, 109, 110, 113, 115, 116, 116n53, 118n55, 121, 122, 124, 125n5, 126, 132, 138, 139, 139n41, 140, 140n42, 142-3, 144, 147, 152, 158, 161n11, 165, 168, 168n15, 169, 172, 173, 176, 177, 177n17, 178, 183, 188n4, 190, 190n9, 195, 195n16, 196n19, 200, 202, 203, 203n24, 206, 207, 208n28, 209, 209n29, 210, 213, 215n35, 225, 226-8, 226n10, 228n12, 230n13, 236, 237, 238n7, 239, 240, 241, 243, 246, 246n16, 247, 257-8, 259, 259n7, 260, 263, 264, 264n10, 266, 267, 268, 270, 271, 272, 279, 283n21,284, 287, 289
Alkire and Foster (AF) indices/measures 115-16, 118, 121, 144, 210n30, 221,256-7
regression models 295-310
see also Adjusted Headcount Ratio; Adjusted Poverty Gap; Adjusted Squared Poverty Gap/FGT Measure
Alkire and Foster (AF) methodology 2, 22, 70, 109, 115, 124, 132, 144-85, 196-7
AF class 28, 34n22 child poverty 139 chronic multidimensional poverty 284, 284, 285 deprivation cutoffs 31, 208n27
FGT measures 29 intermediate criterion 33 policy 20-1 targeting 142 intertemporal changes by dynamic subgroups 281 Altimir, O. 134, 136 Amarante, V. 101 Amemiya, T. 299 Anaka, M. 84
Anand, S. 6, 6n9, 74, 161, 190, 195, 196n17,
207n26
Anderson, G. 85n15, 215n35, 247n17
Andrews, F. M. 47, 206n25 Angulo Salazar, R. C. 2n3, 143, 208n28 Anh, V. T. 90
annualized absolute rate of change 266, 269 annualized relative rate of change 266
Apablaza, M. 132, 139, 178, 280, 281, 283n21, 284, 287, 289, 305, 306
applicable population 222-6
Araar, A. 242, 244n15, 281 Aristotle 5
Arminger, G. 98
Arndt, C. 2n2, 178, 188n5
Asselin, L. M. 87n17, 88, 90 association 60, 73, 228-31, 238-9 association-decreasing deprivation rearrangement among the poor 64-5, 66 association-decreasing rearrangement among the poor
61-6, 68, 114
Atkinson, A.
B. 3, 4n4, 6n9, 27n7, 33n21, 34, 38, 60, 62,62n59, 79, 80, 81, 83, 84, 86, 120, 123, 126, 127,
150, 152n5, 206, 207, 209, 257, 258 axiomatic approach 22, 26n6, 51, 70, 71-2, 85, 196 see also Alkire and Foster (AF) indices/measures;
Alkire and Foster (AF) methodology; axiomatic measures; axioms axiomatic measures 109-22
see also axiomatic approach; axioms axioms 51
counting approaches 138, 143
FGT measures 29
multiple correspondence analysis 88 statistical approaches 99, 100 see also Alkire and Foster (AF) indices/measures;
Alkire and Foster (AF) methodology; axiomatic approach; axiomatic measures; properties Azevedo, V. 2n2, 142, 178
Baca, J. 179
Baker, R. M. 297n6
Baliamoune-Lutz, M. 101
Balisacan, A. M. 2n3
Ballon, P. 89, 89n21, 90, 91, 228n12, 230n13, 305, 306 Baluch, B. 283n22
Bandura, R. 74n3
Banerjee, A. V. 196n17
Barrett, G. 247n17 Barrientos, A. 3 Barro, R. J. 298
Bartholomew, D. J. 86, 86n16, 92, 94, 98 basic needs 3, 4, 10, 17, 70, 72, 148n2 counting approaches 124-6, 127, 133-8, 141, 142, 143
Basilevsky, A. T. 91n22
Basu, K. 6n9, 49n38, 225
Batana, Y. M. 2n2, 83n14, 84, 90, 179, 237
Battiston, D. 2n2, 18, 179 Bauman, K. 133n31 Bavetta, S. 189n8 Beccaria, L. 136 Bedi, T. 135n34 Beja, E. L., Jr 2n2, 179 Belhadj, B. 101, 104n43 Bellier, L. 95 Bennett, C. J. 215n35, 244n14 Benzecri, J. P. 95 Berenger, V. 2n2, 101, 177 Berger, R. L. 250
Betti, G. 2n2, 101, 102, 104, 104n43, 106, 107n47, 177 between-group inequality 261, 262n9, 263 Bhutan 2, 18, 177
Bibby, J. M. 86n16, 93n25, 100 Biewen, M. 253
Biggeri, M. 2n2, 139, 181 bistochastic matrix 40, 59, 60 Blanchet, D. 74n3, 186n1 Blasius, J. 95, 96n32 Boarini, R. 132n29
Boland, P. J. 61n57, 61n58, 238n7 Bollen, K. A. 90, 97, 98
Boltvinik, J. 136-7, 137n36, 137n37, 137n38, 138n39, 142, 143
Bolzani, E. 77
Booth, C. 26n5, 70n1, 125 bootstrap
algorithm 253 method 253-5 replications 255 samples 255 standard errors 253-5 of adjusted headcount ratio 254 of partial indices 254
Booysen, F.
90Bossert, W. 47n36, 51n42, 53n47, 58n53, 68, 117, 121, 258n6, 283n21, 283n22
Bound, J. 297n6 Bourdieu, P. 95 Bourdillon, M. 139 Bourguignon, F. 10, 13, 17, 33n21, 34, 51n42, 53n47, 54n48, 55n50, 58n53, 60, 62, 62n58, 62n59, 63n60, 75, 79, 81, 83, 84, 114, 114n52, 121, 148n2, 149, 208, 211, 257, 257n5, 257n6, 258 Bourguignon and Chakravarty indices 114, 121 Bowley, A. L. 3, 26n5, 70n1, 125 Boyden, J. 139 Bradshaw, J. 10, 10n16 Braybrooke, D. 124n4 breadth of poverty see intensity of poverty Bresson, F. 84
Brighouse, H. 6n11, 186n1 Brown, J. D. 47 Browne, M. W. 98 Browning, M. 223n7 Buen Vivir 3
Burchardt, T. 6, 7n14, 203n24 Burnett-Hurst, A. R. 3, 26n5, 70n1, 125
Callan, T. 130, 130n23, 130n25, 130n26 Callander, E. J. 2n2
Calvo, C. 51n42, 283n21, 283n22 Cannings, T. I. 2n2, 181 Canto, O. 283n21 capabilities 3, 5, 6-7, 199, 202-3
AdjustedHeadcountRatio 161, 188, 189 see also capability approach; capability poverty capability approach 5-8, 70, 101, 127, 187
AF methodology 148, 160
see also capabilities; capability poverty capability poverty 6, 8, 188-92
see also capabilities; capability approach Cardenas, J. C. 2n2, 177 cardinalvariables/data 40-8, 122, 199
AF methodology 148n2, 173-7 axiomatic approach 111, 112-16, 118, 120, 121 chronic multidimensional poverty 285, 287 comparability 48-9, 50 counting approaches 137, 138, 139, 142, 143 dominance approach 85 Fuzzysetapproaches 103-4, 109 inequality among the poor 257 principal component analysis 87 unidimensional poverty measurement 25, 26n3 weights 211
Carpenter, J. 2n2, 177
Casella, G. 250
Castro, J. F. 2n2, 179 categorical scales 41, 42, 43, 44, 98, 199 CBS 140, 141 censored achievement approach 33, 110, 149 counting approaches 138n39, 139, 142 censored achievement matrix 31-2, 55, 64, 111, 114-15 censored deprivation count vector 286 censored deprivation matrix 152, 154, 155, 157, 158, 160
Adjusted Headcount Ratio 162, 164, 168 censored deprivation score vector 155-6, 157, 262-3 censored dimensional duration 290-1 censored distribution 27 censored headcount ratio 34n22, 148, 184
AdjustedHeadcountRatio 165-6, 167-8, 172 chronic multidimensional poverty 289-90, 291, 294 Multidimensional Poverty Index 172-3 statistical inFerence 242 intertemporal changes
descriptive analysis 265, 266, 269-71
by dynamic subgroups 273 censuses 133-5, 139, 141, 143, 217 Ceriani, L.
283n22Cerioli, A. 101, 103, 104, 105, 106, 107, 108 CGD 124n2
Chakravarty, S. R. 33n21, 47n36, 51n42, 53n47, 54, 54n48, 55n50, 57n52, 58n53, 62, 62n58, 62n59,
63n60, 68, 75, 79, 81, 83, 101, 104, 108, 112, 113, 113n51, 114, 114n52, 115, 117, 121, 148n2, 149, 149n4, 208, 211, 256n1, 257n5, 257n6, 258, 258n6, 259, 283n21, 283n22, 284, 287, 289 Chang, R. 186n1 Chantreuil, F. 280n19 Cheli, B. 101, 103, 104, 105, 106, 108
Chen, S. 196n17
Cherchye, L. 234n2
Chiappero-Martinetti, E. 101, 101n35, 102, 102n36, 102n37, 103, 103n41, 104n43, 106, 106n46, 188n5
child poverty 129, 138-9, 143, 190, 221-2
Christiaensen, L. 90
chronic deprivation 284
chronic multidimensional poverty 282-94
Chung, K. H. 255
churning groups (poverty transitions) 293
Clark, C. R. 256n1
Clark, D. A. 7n14, 101, 188n5, 213n32
cluster analysis 71, 86, 87
Coady, D. 135
Cohen, A. 142
Cohen, G. A. 186n1
Cohen, L. 47
Colombia 2
Colombo, E. 74n3
complementarity/complements 62n59, 218, 224 association-decreasing rearrangement 62, 63, 64-5 axiomatic approach 114 dominance approach 83, 85
complementary cumulative distribution function (CCDF) 236-7, 247
composite indices 37, 70, 71, 73-5, 122, 210, 211, 234n2
Conconi, A. 2n1, 169, 177n17, 209n29 concordant/discordant pairs 239 conditional expectation 299, 300, 302, 304 CONEVAL 2n3, 3, 208n28, 214n34 confidence intervals 242-3, 244, 246, 247, 253 consensual/perceived deprivation approach 128, 133 consensus 203
consistent partial indices 161-8, 287-92
contingency tables 35, 76, 88, 96, 229-32
continuity 69
AF measures 116, 176
axiomatic approach 112, 113, 115, 116 headcount ratio 111
continuous variables 46-7, 84, 85
converse strong deprivation rearrangement 65
converse strong rearrangement 63, 65
converse weak deprivation rearrangement 65
converse weak rearrangement 62, 65, 114 conversion 6, 50
Core Welfare Indicator Questionnaire (CWIQ) 19, 20,
219
correlation 60, 73, 94, 97-8, 229-32
rank correlation 238-40
correlation coefficient 95, 231-2
see also Kendall's correlation coefficient; Pearson's correlation coefficient; Spearman's correlation coefficient
correlation/covariance matrix 88, 232 correspondence analysis (CA) 90, 95-6 Coste, J.
88, 94counting approaches 123-43, 216
axiomatic approach 110-18, 120
building blocks 20, 22
censored achievement approach 149
chronic multidimensional poverty 283 comparability across people and dimensions 49-50 dimensional breakdown 68
dominance approach 83, 85
focus principles 56
fuzzy set approaches 100
identification and aggregation 33, 34
scales of measurement 47
see also Alkire and Foster (AF) methodology covariance 93, 94
Cowell, F. A. 120, 186, 253
Cramer's V measure 230, 231, 232 crisp set 103
cumulative distribution functions (CDFs) 34, 234, 236-7
dominance approach 79, 80, 81, 82 Curran, C. E. 3
Dag Hammarskjold Foundation 124n3
Dalton, H. 53n46
D'Ambrosio, C. 47n36, 51n42, 53n47, 54, 58n53, 68, 101, 115, 117, 121, 211, 258n6, 283n21, 283n22 dashboards 17, 18, 37, 70-1, 72-5, 122
Datt, G. 257n5
Davidson, R. 80n11, 235n4, 247n17, 253
Davies, R. 133
Deaton, A. 135n34, 196n17, 216n1, 219, 220, 222, 223, 223n7, 241,250n21
Decancq, K. 62n58, 62n59, 63n60, 77, 77n8, 132, 210n30, 210n31
deliberative/participatory exercise 202-3, 212, 213 Delors, J. 126
DelRio, C. 283n21
Demographic and Health Surveys (DHS) 19, 19n29, 20, 90, 219, 241, 243, 244, 245-6 demographic/sectoral effects 281-2
Deneulin, S. 6n9, 186n1
deprivation 3
Adjusted Headcount Ratio 21
associations across non-monetary deprivations 13-16
capability approach 5-6, 7, 8 comparability across people and dimensions 49-50 count 31, 116, 151, 174, 191,257, 285-6 counting approaches 128-33 cutoffs 31-4, 197, 199, 208-9
AdjustedHeadcountRatio 162, 167, 188 AF methodology 144, 145-6, 149-51, 154, 173-4, 184
axiomatic approach 111
comparability across people and dimensions 50 counting approaches 123, 134 fuzzy set approaches 100, 103, 109 marginal methods 37
Multidimensional Poverty Index 169 duration matrix 286, 291 FGT measures 28, 29 focus 52, 55-6, 59n55, 63
AF methodology 116, 118, 154, 176
axiomatic approach 110, 112, 113, 115, 116, 117, 118, 119
deprivation cutoffs 208
headcount ratio 111
statistical approaches 99 generalized means 38 indicators 10, 13-16 marginal 35, 37 matrix 31, 35, 36, 50
AdjustedHeadcountRatio 158, 160, 162, 164, 167
AFmethodology 150, 151-2, 153, 154-5 axiomatic approach 111, 116 censored see censored deprivation matrix chronic multidimensional poverty 284-5, 286 Multidimensional Poverty Index 170 monetary vs non-monetary 9-10 multidimensional poverty measurement 30, 31-4 policy 20-1 and poverty, difference between 55 scores 31, 200, 213
Adjusted Headcount Ratio 159, 162
AFmethodology 146, 150-1, 153-4, 155, 157 axiomatic approach 110 counting approaches 124, 128, 130, 132 inequality among the poor 258-9 Multidimensional Poverty Index 169-72 regression models 297 robustness analysis 234-5 status 50, 124, 150,211,213 trends 10-13 see also joint deprivations depth of poverty 28, 29, 78, 103n40, 146 d'Ercole, M. M. 132n29 Dercon, S. 51n42, 283n21
Desai, M. 137 descriptive methods 86-7 De-Shalit, A. 2, 3, 7, 10n16, 21, 186n1, 187, 204, 212 Deutsch, J. 5n8, 53n47, 54n48, 58n53, 62n58, 87n18, 90, 101, 104n43, 107n47
DHS Bangladesh 172n16
DHS Senegal 172n16 diagonal matrix 40 dichotomous variables 47
Dickerson, A. 139
dimensional breakdown 68
Adjusted Headcount Ratio 165-8, 256
AF methodology 116, 118, 147, 176
axiomatic approach 112, 113, 116, 117, 118, 119, 121 chronic multidimensional poverty 287 fuzzy set approaches 108
headcount ratio 111
inequality among the poor 256, 258, 259
Multidimensional Poverty Index 172-3 dimensional contribution 233n1, 270 dimensional cutoffs 31-3, 110, 118 dimensional deprivation index 37, 73, 74, 148 dimensional headcount ratio see multidimensional headcount ratio
dimensional monotonicity 58-9
AF methodology 116, 118, 147, 156n9, 157, 160, 171, 176
axiomatic approach 112, 113, 115, 116, 117, 118, 120, 121
chronic multidimensional poverty 287 dimensional rearrangement among the poor 66 dimensional transfer 52, 65-7, 117, 258 dimensions 186-7, 197, 201-6, 218
Adjusted Headcount Ratio 21
AF measures 176
comparability across 48-50 deprivation 18
deprivation cutoffs 31-3 dominance approach 82-3, 85 fuzzy set approaches 105-7 joint distribution 35 marginal methods 37
Multidimensional Poverty Index 168-9 multidimensional poverty measurement 30 quality of life 7
scales of measurement 43
unidimensional poverty measurement 25, 26
Venn diagrams 76-8 direct method 4, 125, 128, 131, 135-6, 138 discordant pairs 239 discrete variables 46-7, 84, 85 Di Tommaso, M. 91 Dobson, A. J. 298 Dollar, D. 298 dollar-twenty-five-a-day poverty 10-13, 72-3, 101, 196n18
dominance approach 70, 71, 78-86, 122
robustness analysis 234-8, 247 dominance curves 237 dominance properties 52, 57-67, 214 Donald, S. G. 247n17
Dreze, J. 5, 8, 16, 16n26, 17, 124n2, 139n41, 140 Dubois, D. 101
Dubois, W. E. B. 125n7 Duclos, J. Y. 2n2, 33n21, 59n54, 79, 80n11, 81, 82, 83, 83n14, 84, 84, 85, 86, 90, 235n4, 242, 244n15, 247n17, 281
Duflo, E. 196n17
duration of poverty 283, 286, 288, 289, 291, 292
Dworkin, R. 186n1
dynamic subgroups 273-82, 293
Echevin, D. 84 economic growth 16-17, 124
Efron, B. 253, 254, 255
Elbers, C. 135, 135n34
eligible population 222n5 empowerment 19, 21, 198, 219 ends 5
enter poverty 273-7, 280-1, 283
environment 8
episodes of poverty count vector 285 equivalence scales 49, 223
Erikson, R. 126, 132
EU-2020 74, 132
Eurobarometer 133
European Commission 126
European Community Household Panel (ECHP) 129, 131, 132
Eurostat 132, 132n29
EU-SILC 19, 129, 132
Evans, M. 139
exit poverty 273-7, 280-1, 283
factor analysis (FA) 71, 86, 87, 88, 89, 90, 91n23, 97-8, 99
confirmatory 97, 98, 100 exploratory 97, 98, 100
falling groups (poverty transitions) 293
Fattore, M. 74n3
Fay, M. 90
Feres, J. C. 134, 135
Ferreira, F. H. G. 2n2, 77, 177
Ferriss, A. 206n25
FGT measures 2, 27-9
AF methodology 145, 149, 156, 163, 175-6 axiomatic approach 112, 115, 119 dominance approach 81
fuzzy set approaches 103n40, 104n42, 108 macro regressions 295 statistical approaches 91
see also Adjusted Headcount Ratio
Fields, G. S. 79n9
Filmer, D. 90
Finch, N. 10, 10n16
Finnis, J. 186n1
first-order stochastic dominance (FSD) 79-80, 81, 83, 234, 236, 237-8
Firth, D. 298, 302n15
Fisher, R. A. 95n29
Fiszbein, A. 135n33
Fitoussi, J.-P 7, 21, 124n2, 197-8, 218
Flachaire, E. 253
Fleurbaey, M. 6n13, 8, 8n15, 59n54, 74n3, 77, 186n1,
189n8, 210n30
Florez, C. E. 101 focus 108, 109
see also deprivation: focus; poverty: focus Foster, J. E. 2n2, 4n5, 8, 16n26, 24, 26n4, 27, 27n7, 27n8, 27n9, 28, 29, 31, 36, 36n27, 51, 51n42, 52n44, 53n47, 56, 58, 58n53, 63n60, 67n62, 68n63, 72, 74n4, 75, 79, 79n10, 81, 81n12, 90, 91, 109, 110, 112, 113, 114, 115, 116, 116n53, 118n55, 120, 121, 122, 124, 144, 145, 147, 152, 158, 161n11, 163, 165, 176, 177, 179, 183, 188n4, 190, 191, 193-4, 195, 196n17, 196n18, 196n19, 206, 207n26, 210, 213, 215n35, 225, 234n2, 236, 256n1, 257-8, 257n4, 283n21, 284, 287, 298
Foster-Greer-Thorbecke (FGT) methodology 2
see also FGT measures
Fox, J. 301 Franke, C. H. 41n32 freedoms/unfreedoms
AdjustedHeadcountRatio 148, 160-1, 189-92 capability approach 5, 7, 8
functionings 148, 160-1, 184-185, 199, 218
Adjusted Headcount Ratio 188, 189 Fusco, A. 206n25 fuzzy set approaches 71, 100-9, 122
Gaie, J. B. R. 3 Gajdos, T. 63n60 Galtung, J. 126, 186n1 Gardiner, K. 139 Garnett, J. C. 97 Gassman, F. 77 GDP (gross domestic product) 16-17 Gekker, R. 189n8 Gender Empowerment Index (GEM) 74 generalized linear models (GLMs) 295-6, 298-303 for fractional data 296, 298, 308-9 logistic regression 306-7 logit models 302 probit models 302
Generalized Method of Moments 310 general mean 38-9, 74, 120
axiomatic approach 114-15, 117, 118 Gibbons, J. D. 238n7, 240 Gifi, A. 95n29 Gillie, A. 125 Glanville, J. L. 90 Glewwe, P. 219 GNP (gross national product) 9n16, 126 GOI 139, 139n41 Gonner, C. 141n44 goodness of fit 302-3 Gordon, D. 129, 129n19, 139, 206n25, 282n20 Gourieroux, C. 309 Grab, J. 84 Gradin, C. 2n2, 179, 283n21 Gravel, N. 84, 189n8
Greenacre, M. J. 87n17, 95, 95n29, 96n32 Greer, J. 24, 27, 27n9, 91, 112, 114, 145, 163, 256n1 Griffin, J. 186n1 Grimm, M. 84 Grosh, M. 135, 196n17, 219 gross domestic product (GDP) 16-17 Gross National Happiness Index (Bhutan) 2, 177 gross national product (GNP) 9n16, 126 Grusky, D. B. 196n17, 202 Guio, A.-C. 132, 206n25 Gunewardena, D. 196n21 Guttman, L. 48, 95n29 Gwatkin, D. R. 90
Hagenaars, A. 223n7 Hagerty, M. R. 206n25 Hallerod, B. 131 Hametner, M. 74 Hamilton, L. 124n4 Hansen, J. P. 47 happiness 2, 6-7, 177 Harriss-White, B. 10 Haughton, J. H. 196n17, 207n26, 296n3 headcount ratio 4, 120, 121, 194-5
AF methodology 146, 147, 149, 160
chronic multidimensional poverty 283, 294 contingency tables 230-1 counting approaches 127, 131 deprivation cutoffs 209 dominance approach 80 FGT measures 28, 29 macro regressions 295 robustness analysis 234
intertemporal changes by dynamic subgroups 276-7 see also Adjusted Headcount Ratio; incidence of poverty; multidimensional headcount ratio height-for-age 46 Hemming, R. 256n1 Hentschel, J. 196n17 Herrera, A. O. 124n3 Hicks, J. 5 Hicks, N. 3, 72 Hidalgo-Capitan, A. 3 High-Level Panel 19 Hirschfeld, H. O. 95n29 Hirway, I. 139n41 Hoddinott, J. 135 Hollen Lees, L. 125n6 Horowitz, A. W. 2n2, 179 Hotelling, H. 91 household surveys 141, 217, 219, 220, 222-3 Howard, J. 3, 196n20, 202 Hoy, M. 51n42, 283n21 Hoyland, B. 234n2 Hugo, V. 1, 3 Hulme, D. 101, 196n20, 283n22, 293n23 Human Development Index (HDI) 9n16, 74, 195,
Human Poverty Index (HPI) 74
human rights 3, 5, 13n22
Huppi, M. 281
hypothesis testing 243-6, 247
one-sample test 243-4, 245
one-tailed test 244, 245, 247
two-sample test 244-6
two-tailed test 244, 245
identification of poverty 122, 196-7, 199-201
AdjustedHeadcountRatio 159, 188, 189
AF methodology 115, 144-6, 148-56, 159-60, 173, 174, 176
axiomatic approach 110, 111, 115, 120
chronic multidimensional poverty 283-4, 285-6, 292
composite indices 74-5
counting approaches 123, 127-9, 137, 140-1, 143 dashboards 73, 74, 75
deprivation 31-2
dimensional breakdown 68
dominance approach 81-2, 83
fuzzy set approaches 100, 102, 107-8, 109 multidimensional poverty measurement 32-4, 51-2, 56, 63
non-monetary indicators 9
unidimensional poverty measurement 26-7 unit of identification 121, 220, 221-6
value-added of joint distribution of deprivations 18-19
Venn diagrams 78
IISD 207
ILO 124n3
imputation 228
incidence effect 281
incidence-intensity decompositions 280-2 incidence of poverty 4, 28n11
Adjusted Headcount Ratio 156-7, 159, 160, 161-2
AF methodology 148, 174, 175, 185
chronic multidimensional poverty 288
inequality among the poor 256
Multidimensional Poverty Index 171, 172 regression models 296, 298, 302, 308-10 intertemporal changes by dynamic subgroups 276-82
see also headcount ratio; multidimensional headcount ratio
income method 4, 70
counting approaches 125, 131, 133, 136, 140 income poverty/monetary poverty
counting approaches 130, 132n30, 133-4, 136-7, 138, 141
economic growth and social indicators 17
FGT approach 2
headcount ratio 4, 194-5
imputation 228
indicators 207-8
joint distribution of deprivations 18
linear regression analysis 298 measures 9-10
trends 10-13
unidimensional measurement 26-9
INDEC 133, 134
India
counting approaches 139-40
Demographic and Health Surveys 241, 243, 244, 245-6
economic growth and social indicators 16-17 household surveys 219
monetary vs non-monetary household deprivations 10
National Family Health Survey (NFHS) 14 population subgroup decomposability 271, 272 indicators 216, 218
Adjusted Headcount Ratio 21
AF methodology 145-6 capability poverty 7-8 comparability across 48, 49, 50 counting approaches 123-4, 128, 130, 132-8, 140-1,
143
deprivation 10, 13-16
design 219-28
factor analysis 89
limitations 20
marginal methods 37
Multidimensional Poverty Index 168-9 non-monetary 8-9
normative choices 186, 188-9, 192, 193, 197, 199, 201-2, 206-8
poverty 21 relationships among 228-32 resources 6
scales of measurement 40, 43, 44, 48 transformation to match unit of identification 221-2
inequality among the poor 55, 59, 60, 256-64 information theory approach 114, 118-20 instrumental value 5, 6
instrumental variable method 297, 310 integrated method to measure poverty 136-8, 143 intensity effect 281 intensity of poverty
Adjusted Headcount Ratio 157, 159, 160, 161-2
AF methodology 145, 146, 147, 148, 174, 175, 185 chronic multidimensional poverty 283, 288, 289, 291, 292, 294
counting approaches 127
inequality among the poor 256, 259, 263-4
Multidimensional Poverty Index 171, 172 regression models 298 statistical inference 242 intertemporal changes
descriptive analysis 265-6, 266-8, 272 by dynamic subgroups 273, 274-82 interaction effect 280, 281
intermediate criterion 33, 152
Adjusted Headcount Ratio 236
AF methodology 115, 153-4 axiomatic approach 115 counting approaches 124 focus principles 56 poverty frontier 81-2, 83 intersection criterion 33, 152
Adjusted Headcount Ratio 236
AF methodology 115, 153-4 axiomatic approach 110, 115 counting approaches 124 focus principles 56 fuzzy set approaches 106-7 poverty frontier 81-2, 83 Venn diagrams 75, 76 interval scales 41, 42, 44-5, 47, 48 intrinsic value 5, 6 invariance properties 41n30, 43, 52-7, 99
Jaeger, D. A. 297n6 Jain, S. K. 139n41 Jalan, J. 139n41, 283n21 Jamieson, S. 47 Janvry, A. de 298n9 Japan Commission on Measuring Well-being (JCMW) 196n21
Jayaraj, D. 117 Jencks, C. 133 Jenkins, S. P. 5, 79, 196n17 Joe, H. 238n7
Johansson, S. 126, 126n8 joint deprivations 34, 35, 36, 220
axiomatic approach 120
cluster analysis 71 dashboard approach 73 fuzzy set approach 71 missing values 228 Venn diagrams 75-7 joint distribution 17-19, 21, 34-6, 37, 60, 70, 71, 122, 220
AF methodology 145, 149, 221 axiomatic approach 120 composite indices approach 74, 75 contingency tables 229, 230 dashboard approach 73, 75 deprivation cutoffs 208 dominance approach 82, 83, 85 fuzzy set approaches 108 missing values 228 statistical approaches 86, 88 Venn diagrams 76, 78 joint restrictions 51, 56 Jolliffe, I. T. 87n17, 91n22, 91n23, 94 Jones, S. 2n2, 180 Joreskog, K. G. 97, 98 Jung, E. 132, 178
Kakwani, N. 86n16
Kanbur, R. 196n17, 196n20, 202, 283n22
Kannai, Y. 62n59
Kast, M. 133
Kaztman, R. 10, 135, 136, 136n35
Kearns, A. 142
Kelly, E. 6n11
Kendall, M. G. 238n7, 239, 240
Kendall's correlation coefficient 11n20, 238, 239, 240
Kent, J. T. 86n16, 93n25, 100
Khan, S. N. 142
Khandker, S. R. 196n17, 207n26, 296n3
Khera, R. 139n41, 140
Klasen, S. 10n16, 18, 91
Klemisch-Ahlert, M. 189n8
Klugman, J. 196n17
Kobus, M. 84
Kolm, S. C. 54n49, 59, 257
Kozel, V. 220
Kraay, A. 298
Krishnakumar, J. 89, 89n21, 91, 98
Kuga, K. 120
Kuklys, W 6, 91
Kullback, S. 119
Labar, K. 84
Lambert, P. J. 79
Land, K. C. 206n25
Lanjouw, J. O. 135
Lanjouw, P. 135, 196n17, 223n7
Lansley, S. 128-9, 129n18, 130, 131, 133
Larochelle, C. 2n2, 177
Lasso de la Vega, M. C. 215n35, 236 latent class analysis (LCA) 86, 87 Latin America 17, 125, 133-9
Lawley, D. N. 98
Lawson, D. 283n21
Layard, R. 6n13
Layte, R. 10, 10n16, 130n26, 131
League of Arab States 138, 142n46
Leavy, J. 3, 196n20, 202
Lee, S. 255
Leibler, R. A. 119
Lelli, S. 90, 101
Lemmi, A. 101, 102, 103, 104, 105, 106, 108
Lenoir, R. 126
Lewis, C. I. 75n6
Likert, R. 47
Likert scales 47
Limam, M. 101
linear predictor 300, 301
linear regression model 295, 298-300
link function 301-2, 304, 309
logit 304-5, 306
probit 304-5
Living Standard Measurement Survey (LSMS) 19,
20, 219
long-term groups (poverty transitions) 293
Lopez-Calva, L. F. 6n9
Lord, F. M. 48
Luce, R. D. 44, 44n34, 47
Lugo, M. A. 2n2, 62n58, 63n60, 77, 114, 118, 119, 120, 177,210n31,211,258n6
Ma measures 145-8, 160, 173, 175-7, 211
see also Adjusted Headcount Ratio; Adjusted Poverty Gap; Adjusted Squared Poverty Gap/FGT Measure
Maasoumi, E. 114, 118, 118n56, 119, 120, 211, 258n6
Mack, J. 128-9, 129n18, 130, 131, 133 macro data 217
Maggino, F. 74n3, 86, 207
Maitre, B. 10, 10n16, 130n26, 131, 132, 206n25
Makdissi, P. 101
Mancero, X. 134, 135
Maniquet, F. O. 77, 186n1, 210n30
Maquet, I. E. 132
Marcus-Roberts, H. 41, 41n32
Mardia, K. V. 86n16, 93n25, 100
marginal deprivations 35
marginal distribution 34, 35, 36, 37, 83
marginal methods 36-7, 70-1, 73
Marlier, E. 3, 126, 206n25, 207
Marshall, A. W. 59
Marx, K. 5
Masset, E. 283n22
matches/mismatches 229-30
Mather, M. 217
Matoussi, M. S. 101
matrix operations 37-40
Mauro, V. 2n2, 139, 181
Maxwell, A. E. 98
Mayer, S. E. 133
McCullagh, P. 296n1, 298, 301, 303n16, 309
McGillivray, M. 9n16, 101, 234n2
McKay, A. 283n21
McKenzie, D. 90
meaningfulness 211
Adjusted Headcount Ratio 159n10 comparability across people and dimensions 49 non-monetary indicators 8-9
ordinality 56
scales of measurement 40, 41, 45, 48 means 5
Meinzen-Dick, R. 2n2, 177, 200
membership functions 71, 102-5, 107, 108, 109 Mendez, F. 2n2, 179
metadata 217
Metz, T. 3
Mexico 2, 194, 196, 214n34
Michalos, A. C. 196n21, 206n25
Micklewright, J. 5, 196n17
micro data 122, 217
Mill, J. S. 5
Millennium Development Goals (MDGs) 1 dashboard approach 72 data 19
drinkable water sources 44
economic growth 17 marginal methods 37 trends 10-13
Mills, A. M. 253 Minujin, A. 136, 139 Mishra, A. 2n2 missing values 227-8 Mitra, S. 2n2, 179, 215n35, 244n14 MkNelly, B. 133 model-based methods 86-7
Molina, S. 133 moments
first-order 99
second-order 88, 99 monetary poverty see income poverty/monetary poverty
Monfort, A. 309 monitoring 3, 21, 68, 72, 125, 127, 130, 132, 142, 161, 162, 163, 193, 197-8, 199, 203, 212, 217, 218, 258, 273, 274, 280 monotonicity 52, 57-8
AF methodology 175
axiomatic approach 112, 113, 115
FGT measures 28, 29 fuzzy set approaches 108 headcount ratio 111 ordinal scales 43 statistical approaches 99
Moore, K. 293n23 Morales, E. 223n7 Morduch, J. 280n19 Morris, M. D. 74 mortality rate 11n19, 12, 17, 37, 72, 217 MoSA 138, 142n46 Moustaki, I. 98 movers 276-9 movers effect 278-9 MPDC 138, 142n46 Muellbauer, J. 223n7 Muffels, R. 130
Mukherjee, D. 51n42, 53n47, 54n48, 55n50, 58n53, 68, 112, 113n51, 211, 257n6
Mukherjee, N. 139n41 Mukhopadhyay, A. 84 multidimensional dominance 81-6 multidimensional headcount ratio 118
Adjusted Headcount Ratio 156, 157 axiomatic approach 111 chronic multidimensional poverty 287-9, 291, 292, 293
inequality among the poor 259, 263-4 Multidimensional Poverty Index 171 robustness analysis 234, 236, 238 standard errors 249, 250, 251, 252 multidimensional headcount ratio (cont.) statistical inference 242, 243 intertemporal changes
descriptive analysis 264-73
by dynamic subgroups 273-4, 276-7, 279, 280 see also incidence of poverty
multidimensional poverty 1-3 capability approach 5-6, 7, 8 data and computational techniques 19-20 design 5
indicators 9
joint distribution of deprivations 18 Multidimensional Poverty Index (MPI) 2, 168-73, 177, 225, 226
associations across non-monetary deprivations 14 Bhutan 18
India 245-6
inequality among the poor 263-4 robustness analysis 239-40, 247-8 intertemporal changes, descriptive analysis 266-8, 269-71
multidimensional poverty methodology 21-2, 33-4 multiple correspondence analysis (MCA) 71, 86, 87,
88-9, 90, 94n26, 95-6, 98-9, 100
Multiple Indicator Cluster Survey (MICS) 19, 20, 219 Murgai, R. 139n41
Murteira, J. M. 309 Muthen, B. O. 97
Muthen, L. K. 97
Naga, R. H. A. 77 Nagar, A. 98
Nandy, S. 139
Narayan, D. 1, 3, 196n20, 202, 205, 213n32, 293n23 Nardo, M. 74n3, 86, 206n25, 234n2
National Statistics Bureau, Royal Government of Bhutan 2n3, 18
Nehmeh, A. 138, 142n46
Nelder, J. A. 296n1, 298, 301, 303n16, 309 Nelson, J. 223n7
Neubourg, C. de 77, 139 Neumann, D. 77n8
Newcombe, R. G. 253n22 Nicholas, A. 2n2, 180, 283n22
Nolan, B. 1, 8-9, 10n16, 18, 126n9, 127n12, 130,
130n23, 130n25, 130n26, 132, 133, 214n34 Noll, H.-H. 201
nominal scales 41, 42, 43, 44, 45, 47 non-linear functional form 104, 309, 310 non-normalized/numbered weights 151-2, 158, 176-7 non-triviality 69, 112, 113
normalization 69
axiomatic approach 112, 113, 117, 118 in inequality measurement 260-1 normalized gap matrix 111-12, 173-4 normalized income gap 104n42
AF methodology 146
axiomatic approach 113, 114, 119
chronic multidimensional poverty 287
counting approaches 137
multidimensional poverty measurement 32-3, 48 unidimensional poverty measurement 27, 28, 29 normalized weights 30, 151-2
Norman, G. 47, 48
Notten, G. 2n2, 180, 298n9
Nteziyaremye, A. 133
Nussbaum, M. 6n9, 180, 186n1, 203n24 Nussbaumer, P. 2n2
Nygard, F. 253
Ocampo, J. P. 179
O'Donnell, O. 46
OECD 223n7
Olkin, I. 59
ongoing poor 273-8, 280, 283
opportunities 5, 8 ordinal variables/data 40-8, 56-7, 122, 199
AdjustedHeadcountRatio 159-60, 176, 191, 258
AF methodology 118, 144, 148, 148n2, 154 axiomatic approach 110, 111, 112, 116-18, 120, 121 chronic multidimensional poverty 286, 287 counting approaches 137, 138, 139, 142, 143 fuzzy set approaches 101, 109
unidimensional poverty measurement 25n3 overlap, measure of 230-2
Pagani, A. 125n7
pairwise comparisons 233, 234-9, 240, 247, 263 Papke, L. E. 309
Parfit, D. 186n1
Pattanaik, P. K. 36n27, 37, 160-1, 189, 189n8, 191n10,
191
Pearson, K. 91
Pearson's correlation coefficient 11n20, 99-100
Peichl, A. 2n2, 180
Peluso, E. 116, 258n6
percentage contributions 166, 167-8, 172-3, 290 period-specific partial indices 291
Permanyer, I. 234n2
permissible statistics 41-3, 44n33, 48 permutation matrix 39-40
Pestel, N. 2n2, 180
Petesch, P. 196n20, 213n32, 293n23
Pett, M. A. 47
Physical Quality of Life Index 74
Poi, B. P. 255
policy 3, 186-7, 193, 195, 200-1, 233
Adjusted Headcount Ratio 160, 162
AF methodology 147
axiomatic approach 121
chronic multidimensional poverty 287
counting approaches 125-6, 135, 138, 139, 143 FGT measures 29
fuzzy set approaches 101
motivation 20-2
poverty and welfare, link between 4-5
poverty cutoffs 213-14
intertemporal changes by dynamic subgroups 278 Popli, G. 139
population effect 11, 25, 30, 53, 99, 165, 241-2, 250 population growth 268
population subgroup decomposability 67-8, 271-3
Adjusted Headcount Ratio 163-5
AF methodology 116, 118, 147, 176
axiomatic approach 112, 113, 115, 116, 117, 118, 119 chronic multidimensional poverty 287
fuzzy set approaches 108 headcount ratio 111
Multidimensional Poverty Index 171-2
Porter, C. 51n42, 283n22
Posarac, A. 2n2, 179 post-identification dimensional deprivations 34, 37 poverty
comparisons 256
cutoffs 32-3, 196, 197, 213-14 AdjustedHeadcountRatio 163, 166, 188, 189 AFmethodology 144, 146, 147, 149, 152-3, 154, 155, 174, 185
axiomatic approach 110 counting approaches 124, 127n13, 128, 129-30, 131, 137
fuzzy set approaches 100, 103, 109 inequality among the poor 258 robustness analysis 234-8, 247 statistical approaches 100 statistical inference 247
effect 280-1
focus 52, 55, 56, 63
AF methodology 116, 118, 147, 154, 176 axiomatic approach 112, 113, 115, 116, 117, 118, 119
headcount ratio 111
frontiers 33n21, 81-2, 83, 85
gap measure 27, 28, 29
index 33
axiomatic approach 112-14, 121
fuzzy set approaches 108 properties for multidimensional poverty measures 52
statistical approaches 87, 90, 99, 100
lines 4, 148n2, 213
AF methodology 155n7
axiomatic approach 110, 119 counting approaches 125, 128, 130-1, 134, 136, 137, 139-40
dominance approach 79, 80, 81 fuzzy set approaches 103n39 multidimensional poverty measurement 33 unidimensional poverty measurement 26-7, 28, 29, 32
scorecard 141-2, 143
Prade, H. 101
Pradhan, M. 141n44 prevalence of poverty 28n11 prices 148n2, 187n3 primary goods 6, 127n11, 187n2 principal component analysis (PCA) 71, 86, 87, 88-9, 90,91-5, 98-9, 100
principal components 91-5
standardized 95
principles see axioms; properties
Pritchett, L. H. 90 progressive transfer 257 properties 8
AF methodology 21
chronic multidimensional poverty 287
inequality among the poor 260-1
for multidimensional poverty measures 50-69
see also axioms
Proschan, F. 61n57, 61n58, 238n7 public reasoning 8, 74, 202, 203, 211 Purchasing Power Parity (PPP) 196, 310
Qizilbash, M. 101, 102, 102n36, 102n38 quasi-maximum likelihood estimator (QML) 309 Quigley, W. 125n6
Quinn, N. 51n42, 283n22
Qutub, S. 142
Rabe-Hesketh, S. 296n3
Ragin, C. C. 101n34
Rahman, T. 89
Ramalho, E. A. 309
Ramalho, J. J. 309
RamseyRESET test 310
Ranade, R. R. 51n42, 53n47, 54n48, 55n50, 58n53, 68, 112, 113n51, 211, 257n6
rank correlation 238-40
rank robustness 233, 234, 238-40, 247-8
ratio scale 41, 42, 45, 47, 47, 48, 199
comparability across people and dimensions 50n40 weights 211
Ravallion, M. 2n2, 16n26, 27n9, 72n2, 74, 81n12, 177, 186, 196n17, 207n26, 210n31, 211, 213n32, 218n4, 223n7, 281, 283n21, 298
Rawls, J. 6, 6n11, 124n4, 186n1, 187n2
Ray, R. 2n2, 180, 283n22
Raz, J. 186n1
Reader, S. 124n4, 186n1
rearrangement 52, 60-6
axiomatic approach 113, 119, 120
headcount ratio 111
Reddy, S. 36n27
redundancy 229-32 regression models 295-310
determinants of AF poverty measures 295-310 macro regressions 295, 296-8, 308-10 micro regressions 295, 296-8, 304-8 regressive transfer 108 relative rate of change 265-6, 267 Rencher, A. C. 92, 94 replication 39 replication invariance 52, 53
AF measures 116, 118, 176 axiomatic approach 112, 113, 115, 116, 117, 118, 119 fuzzy set approaches 108 headcount ratio 111
in inequality measurement 260 resources
capability approach 5, 6, 7 counting approaches 125, 127 unidimensional poverty measurement 27, 29 well-being 49n39
Ringen, S. 130, 130n23
Rio Group 134 Rippin, N. 258 rising groups (poverty transitions) 293
Robano, V. 142
Roberts, F. S. 41, 41n31, 41n32, 47, 159n10 Robeyns, I. 6n11, 8n15, 186n1, 188n5, 203n24 Robles, M. 2n2, 142, 178 robustness 196, 210, 214, 215, 233-40, 246-8 counting approaches 137 fuzzy set approaches 105, 109 statistical approaches 100
Roche, J. M. 2n1, 2n2, 90, 101n35, 139, 169, 172, 173,
177n17, 180, 188n5, 259n7, 263, 264n10, 266, 267, 268, 270, 271, 279, 280, 281, 282, 282n20 Roelen, K. 2n2, 77, 180, 298n9
Roemer, J. E. 186n1 Room, G. 126n9
Rowntree, B. S. 26n5, 70n1, 125 Roy, I. 139n41, 140
Ruger, J. P. 190n9 Ruggeri Laderchi, C. 5n8, 10, 10n16, 148n2
Sadoulet, E. 298n9
Sahn, D. E. 33n21, 79, 81, 82, 83, 83n14, 84, 85, 86, 90 Saisana, M. 142, 234n2
Saith, R. 5n8, 10, 148n2
Saltelli, A. 142 Samman, E. 19 sample design 207, 264, 283 sampling 219, 240-2
simple random 248-50
stratified 250-3
Sanstrom, A. 253 Santos, G. 74n3
Santos, M. E. 2n1, 29n14, 38n28, 51n42, 72, 74n3,
74n4, 75, 125n5, 138, 144, 168, 168n15, 169,
177n17, 180, 200, 208n28, 209, 213, 215n35, 225, 226-8, 226n10, 237, 240, 241, 247, 283n21 Sarle, W. S. 41
Sarwar, M. 74n3 Sastry, N. 90 scaled deviance statistic 303, 307-8 scale invariance 52, 54-5
AF measures 116, 118, 176 axiomatic approach 112, 113, 115, 116, 117, 118, 119 fuzzy set approaches 108 headcount ratio 111
scales of measurement 40-8
Schady, N. 135n33 Schellenberg, J. A. 90 Schreiner, M. 141-2, 141n45, 143 second-order stochastic dominance 80-1, 237 Segal, P. 207n26
Sen, A. K. 1-2, 3, 5-8, 6n9, 6n10, 6n12, 7, 16, 16n26,
17, 21, 26, 26n3, 27, 27n8, 28, 29, 32, 34, 41, 44, 48, 49n38, 49n39, 51, 51n42, 53n47, 74, 85, 101, 101n33, 108, 110, 120, 123, 124n2, 125, 126, 127n11, 128, 144, 148n2, 161, 185, 187, 187n3, 189-90, 189n7, 190n9, 192, 193, 194, 194n15, 195, 195n16, 197-8, 198n22, 199, 201, 202-3, 203n24, 206, 210, 211-12, 213, 213n33, 218, 256, 257n4
Seta, M. Del 189n8 Seth, S. 2n1, 2n2, 4n5, 27n8, 36n27, 62n58, 63n60, 66n60, 74n4, 75n5, 77, 79n10, 81n12, 139, 139n41, 140, 140n42, 142-3, 169, 172, 173, 177n17, 178, 196n17, 207n26, 209n29, 215n35, 234n2, 243, 246, 246n16, 250n21, 257, 259, 259n7, 260, 263, 264, 271, 272
Shaffer, P. 196n20
Shah, A. 137
Shannon, C. E. 119 Shapiro, J. 283n21 Sharan, M. R. 140 Shepherd, A. 283n22, 293n23 Shorrocks, A. F. 67n62, 79, 81, 120, 196n18, 256n1, 280, 280n19, 281
Siani Tchouametieu, J. R. 2n2, 181
Siegel, M. 2n2, 181 Silber, J. 5n8, 53n47, 54n48, 58n53, 62n58, 86n16, 90, 101, 104n43, 107n47, 117n54, 258n6
Silver, H. 126n9 similarity 228 Siminski, P. 2n2, 177 Simpson, G. G. 230n13 Sinclair, T. 280n19 Sinha, K. 283n22 Sirgy, M. J. 206n25 Skrondal, A. 296n3 Smith, A. 5
Smith, S. C. 2n2, 142, 177
Smith, W. 133 Smithson, M. 101n34 social exclusion/inclusion 117, 207
counting approaches 125, 126-7, 128, 132, 143 Sorbom, D. 97, 98
South Asia 140
Spearman, C. 97
Spearman's correlation coefficient 11n20, 238, 239, 240 squared gap matrix 174 squared poverty gap 28, 29
standard errors 241-2, 243, 244, 245, 246, 248-55 statistical approaches 70, 71, 86-100, 122 statistical inference 233-4, 238, 240-8 stayers 276-9
stayers effect 278-9
Stecklov, G. 90
Stevens, S. S. 41, 41n29, 41n30, 41n31, 42, 43, 44n33, 45, 46, 47
Stewart, F. 3, 5n8, 10, 124n4, 125, 126, 136n35, 148n2, 186n1, 260, 262
Stifel, D. 90
Stigler, G. J. 219
Stiglitz, J. E. 7, 21, 71, 73, 124n2, 197-8, 207n26, 218 Stiglitz-Sen-Fitoussi Commission 7, 21, 197-8, 218 stochastic dominance 79-81, 83, 90
robustness analysis 234-5, 236, 237-8
Stock, J. H. 297n6
Streeten, P. 3, 72, 125, 186n1
strong deprivation rearrangement 65
axiomatic approach 112, 113, 115 inequality among the poor 257
strong monotonicity
AF measures 116, 118, 176
axiomatic approach 116, 118, 119
strong rearrangement 63
AF measures 118
axiomatic approach 118, 121
structural equation models (SEM) 71, 87, 89, 91,
97-8
stunting 46
subgroup consistency 67-8
axiomatic approach 117, 118
chronic multidimensional poverty 287 fuzzy set approaches 108
subgroup properties 28, 52, 67-8 subjective wellbeing 6-7 subnational disparity 263-4
Subramanian, S. 117 substitutability/substitutes 62n59 association-decreasing rearrangement 62, 63, 64-5 axiomatic approach 114, 119
counting approaches 137, 139, 142 deprivation focus 55 dominance approach 83, 85
Sundaram, K. 139n41
Sunstein, C. R. 190n9
sustainable development 8
Svedberg, P. 193
Swanepoel, J. W. H. 255
symmetry 52-3
AF measures 116, 118, 176
axiomatic approach 112, 113, 115, 116, 117, 118, 119
fuzzy set approaches 108 headcount ratio 111
inequality among the poor 258
Szekely, M. 16n26, 20, 194, 298
targeting 135, 139-43, 160, 187, 198
Tarozzi, A. 135n34
technical properties 52, 70
Theil, H. 119
Thomas, B. K. 139n41, 140
Thon, D. 27, 256n1
Thorbecke, E. 24, 27, 27n9, 91, 112, 114, 145, 163,
256n1
Thurstone, L. L. 97
Tibshirani, R. 253, 254, 255
time monotonicity 287
Tonmoy Islam, T. M. 2n2, 181
Totally FuzzyandRelative (TFR) approach 104, 105 Tout, H. 125n7
Townsend, J. 125n6
Townsend, P. 26n5, 125, 125n7, 128, 133 trade-offs 74, 120,121,211
Trani, J.-F. 2n2, 139, 181
Trannoy, A. 280n19 transfer 52, 57n52, 59-60
AF measures 116, 176
axiomatic approach 112, 113, 115, 116, 119
FGT measures 28, 29
fuzzy set approaches 108, 109 headcount ratio 111
in inequality measurement 261
translation invariance 54n49, 260
Trognon, A. 309
Tsui, K.-Y. 36n27, 51n42, 54n48, 55n50, 58n53, 59n55,
62, 62n58, 63n60, 113, 113n51, 114, 121, 148n2, 149n4, 211, 213, 257n6
Tukey, J. W. 48
Type I error 242n11
Type II error 188, 233-4
Tzamourani, P. 98
Ulph, D. 256n1
UN 217
uncensored headcount ratio 265, 267, 269-71, 273
UNCTAD 124
underweight 46
UNDESA 11, 196n17, 268
UNDG 205
UNDP 2, 2n1, 3, 74, 138, 142n46, 177n17
UNEP 124
unfreedoms see freedoms/unfreedoms
UNICEF 139
unidimensional poverty measurement 24-9, 32 comparability 49
dominance approach 79-81 fuzzy set approaches 101 monotonicity principle 58 normative choices 196
transfer principle 57n52, 60
union criterion 33, 149, 152
Adjusted Headcount Ratio 166, 236 AFmethodology 115, 116, 118, 153-4, 155, 176 axiomatic approach 110, 111, 112, 115, 116, 118, 120 union criterion (cont.)
chronic multidimensional poverty 292
composite indices 74-5
counting approaches 124, 128, 132, 134, 140, 141 dimensional breakdown 68
focus principles 56
fuzzy set approaches 106
poverty frontier 81-2, 83
unit consistency 54, 115
unit of identification 121, 220, 221-6
UNRISD 3
Ura, K. 2, 177, 234
utility 5, 6-7, 25, 26-7
validity 23, 128, 193, 206, 207, 209, 216, 247, 297
Van Ootegem, L. 188n5, 210n31
variance 89, 92-4, 96
Vaz, A. 263, 264n10, 266, 267, 268, 270, 271, 279 vector operations 37-40
Veen, R. J. van der 8n15
Velleman, P. F. 45, 48
Venn, J. 75, 75n6, 75n7, 78
Venn diagrams 70, 71, 75-8, 122
Verdier-Chouchane, A. 101
Verhofstadt, E. 188n5, 210n31
Verkuilen, J. 101n34, 104n43
Verma, V 101, 104, 104n43, 106, 107n47
Verme, P. 90
Vero, J. 107n47
Vick, B. 179
Vizard, P. 203n24
Vogel, J. 126
Voices of the Poor 1, 204-5
Volkert, J. 188n5
Vranken, J. 132
Vriens, M. 130
Wagle, U. R. 2n2, 91, 181, 196n21
Wagner, J. 309
Waidler, J. 2n2, 181
wasting 46
Watts, H. W. 29, 51n41, 113
weak deprivation rearrangement 65
AF measures 116, 176
axiomatic approach 112, 113, 116, 117, 118
weak dimensional monotonicity 59, 111
weak monotonicity 58
AF measures 118
axiomatic approach 112, 113, 118, 121
fuzzy set approaches 108 headcount ratio 111
weak rearrangement 62
AF measures 118
axiomatic approach 118
headcount ratio 111
inequality among the poor 257n6
weak transfer 59-60
AF measures 118 axiomatic approach 112, 113, 115, 118 fuzzy set approaches 108 headcount ratio 111
Wedderburn, R. W M. 296n1, 298 weighted deprivation matrix 151-2, 158, 176 weight-for-age 46 weight-for-height 46 weights 197, 206, 210-13
comparability across people and dimensions 50 normalized 30, 151-2
notation 30
well-being/welfare
association-decreasing rearrangement 62
axiomatic approach 110
capability approach 5, 6-7
counting approaches 126 dominance approach 81, 84
Gross National Happiness Index (Bhutan) 2, 177 measurement 55 and poverty, link between 4-5 poverty as shortfall from 3-4 resources 49n39
unidimensional poverty measurement 25-6 Weymark, J. A. 63n60
Whelan, C. T. 1, 8-9, 10, 10n16, 18, 126n9, 127n12, 130, 130n23, 130n25, 130n26, 131, 132, 133, 206n25, 214n34
WHO 46
WHO Multicentre Growth Reference Study Group 46 Wiggins, D. 186n1
Wilkinson, L. 45, 48
within-group inequality 260, 261, 262, 262n9 within-group mean independence 260 Wodon, Q. 101
Wolff, H. 2, 3, 7, 10n16, 21, 186n1, 187, 204, 212, 234n2
Women's Empowerment in Agriculture Index 2 Wooldridge, J. M. 309
WorldBank 11n21, 13, 196n17
Wright, G. 133
Wright, J. H. 297n6
Xu, Y. 36n27, 160-1, 189, 189n8, 191n10, 191
Yalonetzky, G. 84, 117n54, 139, 215n35, 235n3, 241n9,
258n6, 280, 281, 283n21, 284, 287, 289
Yap, D. B. 2n2, 179
Yerokhin, O. 2n2, 177
Yogo, M. 297n6
Younger, S. D. 33n21, 79, 81, 82, 83, 83n14, 84, 85, 86 Yu, J. 181
Zadeh, L. A. 101, 106, 106n46
Zaidi, A. 6
Zandvakili, S. 253
Zani, S. 101, 103, 104, 105, 106, 107, 108
Zheng, B. 27n8, 51n42, 54, 283n21
z-score 45, 46
Zumbo, B. D. 86, 206n25, 207
An alternative way of linking poverty and welfare is to follow a more conceptual approach and consider whether the various trade-offs implied by a poverty measure are broadly consistent with some underlying notion of social welfare. This is indeed a reasonable route, but one whose conclusions are often ignored in practice. For example, the so-called headcount ratio, which is simply the proportion of people considered poor in a population, is the most commonly used measure in traditional poverty measurement exercises (the income approach) as well as in the basic needs tradition (the direct approach). However, such a measure has the interesting property that a decrease of any size in the income (or unmet basic needs) of a poor person paired with a corresponding increase for a non-poor person will leave poverty unchanged. This, of course, is rather untenable from many welfare perspectives. Likewise, a decrease in the income of a poor person (no matter how large the decrease) paired with an increase in the income of another poor person sufficient to lift that person to the income poverty line (no matter how small the increase) will decrease poverty. Again, this would appear to be inconsistent with any reasonable welfare function censored at the poverty line.
Note, though, that the fact that these trade-offs are not justified in welfare terms has not forced the removal of the headcount ratio income poverty measure from consideration. This brings us to the third consideration of policy. For in fact other considerations also apply—such as comprehensibility, which a measure needs in order to advance welfare in practice. The level and composition of poverty must be communicated relatively accurately to journalists, non-specialist decision-makers, activists, and disadvantaged communities to motivate action. The headcount ratio is a remarkably intuitive, if somewhat crude, measure that takes the identification process very seriously and reports a meaningful number: the incidence of poverty. The fact that it is at odds with notions of welfare appears to be of second-order importance, because users have not found a comparably meaningful number with better welfare properties to highlight as the 'headline' statistic. So the welfare implications of poverty measures need to be considered alongside political economy and operational considerations of such measures, such as their communicability. We adopt this wider approach—which
4 Note that when referring to welfare here (and throughout the book) we do not refer to any particular so-called welfare programme, but rather to the concept of well-being. We do so because a body of economic literature developed in the twentieth century, namely ‘welfare economics’, is a conversation partner for multidimensional poverty measurement (Atkinson 2003).
5 For example, the Watts unidimensional poverty measure is related to the geometric mean—one of Atkinson’s social welfare functions. See Alkire and Foster (2011b); cf. Foster, Seth, et al. (2013).
6 See section 6.3.7 and section 2.3.
Consider* * 28 two distributionsy andy' with the following distribution of achievements in a particular dimension: y = (2,6,7) and y' = (1,5,9). We first show how to calculate μβ(y) for certain values of β and then compare two distributions with a graph where β ranges from —2 to 2. In this example, we assume that all dimensions are equally weighted: w1 = w2 = w3 = 1 /3.
Arithmetic Mean: The arithmetic mean (β = 1) of distribution y is μ1(y) = (2 + 6 + 7)/3 = 5.
28 Alkire and Santos (2009).
18 These bounds are theoretically possible lower and upper bounds. Further research using panel datasets is required to investigate the likelihood of these bounds.
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