IDEAS home Printed from https://ideas.repec.org/a/dem/demres/v52y2025i3.html
   My bibliography  Save this article

Jointly estimating subnational mortality for multiple populations

Author

Listed:
  • Ameer Dharamshi

    (University of Washington)

  • Magali Barbieri

    (Institut National d'Études Démographiques (INED))

  • Monica Alexander

    (University of Toronto)

  • Celeste Winant

    (University of California, Berkeley)

Abstract

Background: Understanding patterns in mortality across subpopulations is essential for local health policy decision-making. One of the key challenges of subnational mortality rate estimation is the presence of small populations and zero or near zero death counts. When studying differences between subpopulations, this challenge is compounded as the small populations are further divided along socioeconomic or demographic lines. Objective: We aim to develop a model to estimate subnational age-specific mortality rates that accounts for the dependencies in mortality experiences across subpopulations. Methods: We develop a Bayesian hierarchical principal components-based model that shows correlations across subpopulations. Results: We test this approach in a simulation study and also use the model to estimate age- and sex-specific mortality rates for counties in the United States. The model performs well in validation exercises and the US estimates suggest substantial variation in mortality trends over time across geographic lines. Contribution: Our proposed model jointly estimates age-specific mortality rates for multiple subpopulations at the subnational level. By sharing information across subpopulations, our model improves on previous approaches that treat subpopulations as independent. Additionally, we demonstrate that ancillary correlation parameters are a useful tool for studying the convergence and divergence of mortality patterns over time.

Suggested Citation

  • Ameer Dharamshi & Magali Barbieri & Monica Alexander & Celeste Winant, 2025. "Jointly estimating subnational mortality for multiple populations," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 52(3), pages 71-110.
  • Handle: RePEc:dem:demres:v:52:y:2025:i:3
    DOI: 10.4054/DemRes.2025.52.3
    as

    Download full text from publisher

    File URL: https://www.demographic-research.org/volumes/vol52/3/52-3.pdf
    Download Restriction: no

    File URL: https://libkey.io/10.4054/DemRes.2025.52.3?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Tzuling Lin & Cary Chi-Liang Tsai, 2022. "Hierarchical Bayesian modeling of multi-country mortality rates," Scandinavian Actuarial Journal, Taylor & Francis Journals, vol. 2022(5), pages 375-398, May.
    2. Majid Ezzati & Ari B Friedman & Sandeep C Kulkarni & Christopher J L Murray, 2008. "The Reversal of Fortunes: Trends in County Mortality and Cross-County Mortality Disparities in the United States," PLOS Medicine, Public Library of Science, vol. 5(4), pages 1-12, April.
    3. Jakub Bijak & John Bryant, 2016. "Bayesian demography 250 years after Bayes," Population Studies, Taylor & Francis Journals, vol. 70(1), pages 1-19, March.
    4. Adrian E. Raftery & Patrick Gerland & Nevena Lalic, 2014. "Joint probabilistic projection of female and male life expectancy," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 30(27), pages 795-822.
    5. Monica Alexander & Emilio Zagheni & Magali Barbieri, 2017. "A Flexible Bayesian Model for Estimating Subnational Mortality," Demography, Springer;Population Association of America (PAA), vol. 54(6), pages 2025-2041, December.
    6. Joop de Beer, 2012. "Smoothing and projecting age-specific probabilities of death by TOPALS," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 27(20), pages 543-592.
    7. Lewandowski, Daniel & Kurowicka, Dorota & Joe, Harry, 2009. "Generating random correlation matrices based on vines and extended onion method," Journal of Multivariate Analysis, Elsevier, vol. 100(9), pages 1989-2001, October.
    8. Nan Li & Ronald Lee, 2005. "Coherent mortality forecasts for a group of populations: An extension of the lee-carter method," Demography, Springer;Population Association of America (PAA), vol. 42(3), pages 575-594, August.
    9. Sigurd Dyrting, 2020. "Smoothing migration intensities with P-TOPALS," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 43(55), pages 1607-1650.
    10. Benjamin Seligman & Shripad Tuljapurkar & Gabi Greenberg, 2016. "Convergence in male and female life expectancy: Direction, age pattern, and causes," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 34(38), pages 1063-1074.
    11. Renshaw, A. E. & Haberman, S., 2003. "Lee-Carter mortality forecasting with age-specific enhancement," Insurance: Mathematics and Economics, Elsevier, vol. 33(2), pages 255-272, October.
    12. Christopher J L Murray & Sandeep C Kulkarni & Catherine Michaud & Niels Tomijima & Maria T Bulzacchelli & Terrell J Iandiorio & Majid Ezzati, 2006. "Eight Americas: Investigating Mortality Disparities across Races, Counties, and Race-Counties in the United States," PLOS Medicine, Public Library of Science, vol. 3(9), pages 1-12, September.
    13. David J Sharrow & Samuel J Clark & Adrian E Raftery, 2014. "Modeling Age-Specific Mortality for Countries with Generalized HIV Epidemics," PLOS ONE, Public Library of Science, vol. 9(5), pages 1-10, May.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Tom Wilson & Irina Grossman & Monica Alexander & Phil Rees & Jeromey Temple, 2022. "Methods for Small Area Population Forecasts: State-of-the-Art and Research Needs," Population Research and Policy Review, Springer;Southern Demographic Association (SDA), vol. 41(3), pages 865-898, June.
    2. Blake, David & Cairns, Andrew J.G., 2021. "Longevity risk and capital markets: The 2019-20 update," Insurance: Mathematics and Economics, Elsevier, vol. 99(C), pages 395-439.
    3. Bernard Baffour & James Raymer, 2019. "Estimating multiregional survivorship probabilities for sparse data: An application to immigrant populations in Australia, 1981–2011," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 40(18), pages 463-502.
    4. Carl P. Schmertmann & Marcos R. Gonzaga, 2018. "Bayesian Estimation of Age-Specific Mortality and Life Expectancy for Small Areas With Defective Vital Records," Demography, Springer;Population Association of America (PAA), vol. 55(4), pages 1363-1388, August.
    5. Monica Alexander & Adrian E. Raftery, 2024. "Developing and implementing the UN's probabilistic population projections as a milestone for Bayesian demography: An interview with Adrian Raftery," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 51(1), pages 1-16.
    6. Melissa P L Chan & Robert S Weinhold & Reuben Thomas & Julia M Gohlke & Christopher J Portier, 2015. "Environmental Predictors of US County Mortality Patterns on a National Basis," PLOS ONE, Public Library of Science, vol. 10(12), pages 1-25, December.
    7. de Jong, Piet & Tickle, Leonie & Xu, Jianhui, 2020. "A more meaningful parameterization of the Lee–Carter model," Insurance: Mathematics and Economics, Elsevier, vol. 94(C), pages 1-8.
    8. Daza, Sebastian & palloni, alberto, 2018. "Income Mobility, Income Inequality and Mortality in the U.S," SocArXiv gdz2a_v1, Center for Open Science.
    9. David Blake & Marco Morales & Enrico Biffis & Yijia Lin & Andreas Milidonis, 2017. "Special Edition: Longevity 10 – The Tenth International Longevity Risk and Capital Markets Solutions Conference," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 84(S1), pages 515-532, April.
    10. Katrien Antonio & Anastasios Bardoutsos & Wilbert Ouburg, 2015. "Bayesian Poisson log-bilinear models for mortality projections with multiple populations," BAFFI CAREFIN Working Papers 1505, BAFFI CAREFIN, Centre for Applied Research on International Markets Banking Finance and Regulation, Universita' Bocconi, Milano, Italy.
    11. Sigurd Dyrting & Abraham Flaxman & Ethan Sharygin, 2022. "Reconstruction of age distributions from differentially private census data," Population Research and Policy Review, Springer;Southern Demographic Association (SDA), vol. 41(6), pages 2311-2329, December.
    12. Bijak Jakub & Bryant Johan & Gołata Elżbieta & Smallwood Steve, 2021. "Preface," Journal of Official Statistics, Sciendo, vol. 37(3), pages 533-541, September.
    13. de Jong, Piet & Tickle, Leonie & Xu, Jianhui, 2016. "Coherent modeling of male and female mortality using Lee–Carter in a complex number framework," Insurance: Mathematics and Economics, Elsevier, vol. 71(C), pages 130-137.
    14. Ayuso, Mercedes & Bravo, Jorge M. & Holzmann, Robert, 2021. "Getting life expectancy estimates right for pension policy: period versus cohort approach," Journal of Pension Economics and Finance, Cambridge University Press, vol. 20(2), pages 212-231, April.
    15. Alexander, Monica, 2018. "Deaths without denominators: using a matched dataset to study mortality patterns in the United States," SocArXiv q79ye, Center for Open Science.
    16. Danesi, Ivan Luciano & Haberman, Steven & Millossovich, Pietro, 2015. "Forecasting mortality in subpopulations using Lee–Carter type models: A comparison," Insurance: Mathematics and Economics, Elsevier, vol. 62(C), pages 151-161.
    17. Jason Fletcher & Hans G. Schwarz & Michal Engelman & Norman Johnson & Jahn Hakes & Alberto Palloni, 2022. "Understanding Geographic Disparities in Mortality," NBER Working Papers 30572, National Bureau of Economic Research, Inc.
    18. Ekheden, Erland & Hössjer, Ola, 2015. "Multivariate time series modeling, estimation and prediction of mortalities," Insurance: Mathematics and Economics, Elsevier, vol. 65(C), pages 156-171.
    19. Samuel J. Clark, 2019. "A General Age-Specific Mortality Model With an Example Indexed by Child Mortality or Both Child and Adult Mortality," Demography, Springer;Population Association of America (PAA), vol. 56(3), pages 1131-1159, June.
    20. Shima Hamidi & Reid Ewing & Zaria Tatalovich & James B. Grace & David Berrigan, 2018. "Associations between Urban Sprawl and Life Expectancy in the United States," IJERPH, MDPI, vol. 15(5), pages 1-11, April.

    More about this item

    Keywords

    mortality rates; Bayesian hierarchical model; principal components analysis; subnational; estimation; US counties; joint estimation;
    All these keywords.

    JEL classification:

    • J1 - Labor and Demographic Economics - - Demographic Economics
    • Z0 - Other Special Topics - - General

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:dem:demres:v:52:y:2025:i:3. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Editorial Office (email available below). General contact details of provider: https://www.demogr.mpg.de/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.