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Monitoring Inequality among Social Groups: A Methodology Combining Fuzzy Set Theory and Principal Component Analysis

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  • Jose Manuel Roche

Abstract

The present paper contributes to operationalizing the Capability Approach by proposing a methodology for the design of sets of indicators for monitoring inequality among social groups based on census and household surveys. The result is a set of indicators and synthetic indices that can be disaggregated by social groups, in a way that allows the monitoring of inequalities in the overall achievement either of fundamental rights or of specific rights. The methodology combines the heuristic power of Principal Component Analysis in offering empirical evidence for the aggregation of indicators with the operational advantage of Fuzzy Set Theory for their final design and measurement. The paper emphasizes the complementarities of these statistical techniques. The methodology is illustrated by the design of a set of indicators for monitoring housing adequacy in the Venezuelan context.

Suggested Citation

  • Jose Manuel Roche, 2008. "Monitoring Inequality among Social Groups: A Methodology Combining Fuzzy Set Theory and Principal Component Analysis," Journal of Human Development and Capabilities, Taylor & Francis Journals, vol. 9(3), pages 427-452.
    • Handle: RePEc:taf:jhudca:v:9:y:2008:i:3:p:427-452
    DOI: 10.1080/14649880802236706
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    Citations

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    Cited by:

    1. Martin Binder & Tom Broekel, 2011. "Applying a Non-parametric Efficiency Analysis to Measure Conversion Efficiency in Great Britain," Journal of Human Development and Capabilities, Taylor & Francis Journals, vol. 12(2), pages 257-281.
    2. Wang, Qiong & Mukhopadhaya, Pundarik & Ye, Jingyi, 2020. "An evaluation of the changes in wellbeing in China – 2005 to 2015: An exploratory study," China Economic Review, Elsevier, vol. 61(C).
    3. Dalila De Rosa, 2018. "Capability Approach and Multidimensional Well-Being: The Italian Case of BES," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 140(1), pages 125-155, November.
    4. Gaur, Diptanshu & Pandey, Shivendra Kumar & Sharma, Dheeraj, 2024. "Inequalities in educational achievement: Effect of individuals’ capabilities & social identity," Journal of Policy Modeling, Elsevier, vol. 46(3), pages 494-513.
    5. Martin Binder & Alex Coad, 2010. "Disentangling the Circularity in Sen's Capability Approach – An Analysis of the Co-Evolution of Functioning Achievement and Resources," Papers on Economics and Evolution 2010-04, Philipps University Marburg, Department of Geography.
    6. Sachie Mizohata & Raynald Jadoul, 2013. "Towards International and Interdisciplinary Research Collaboration for the Measurements of Quality of Life," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 111(3), pages 683-708, May.
    7. Vollmer, Frank & Alkire, Sabina, 2022. "Consolidating and improving the assets indicator in the global Multidimensional Poverty Index," World Development, Elsevier, vol. 158(C).
    8. Oscar de J. Gálvez-Soriano & Paulina Benitez-Blacio, 2018. "How to Measure the Multidimensional Inequality with Household Surveys: The Mexican Case," Remef - Revista Mexicana de Economía y Finanzas Nueva Época REMEF (The Mexican Journal of Economics and Finance), Instituto Mexicano de Ejecutivos de Finanzas, IMEF, vol. 13(2), pages 175-193, Abril-Jun.
    9. José Roche, 2013. "Monitoring Progress in Child Poverty Reduction: Methodological Insights and Illustration to the Case Study of Bangladesh," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 112(2), pages 363-390, June.
    10. Martin Binder & Alex Coad, 2011. "Disentangling the Circularity in Sen’s Capability Approach: An Analysis of the Co-Evolution of Functioning Achievement and Resources," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 103(3), pages 327-355, September.
    11. Shatakshee Dhongde & Robert Haveman, 2017. "Multi-Dimensional Deprivation in the U.S," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 133(2), pages 477-500, September.
    12. Botti, Fabrizio & D'Ippoliti, Carlo, 2012. "Sexual orientation and social exclusion in Italy," MPRA Paper 39246, University Library of Munich, Germany.
    13. Annamaria Porreca & Salvador Cruz Rambaud & Francesca Scozzari & Marta Nicola, 2019. "A fuzzy approach for analysing equitable and sustainable well-being in Italian regions," International Journal of Public Health, Springer;Swiss School of Public Health (SSPH+), vol. 64(6), pages 935-942, July.
    14. Qin, Lijian & Chen, Chien-Ping & Wang, Wei & Chen, Hong, 2021. "How migrants get integrated in urban China – The impact of health insurance," Social Science & Medicine, Elsevier, vol. 272(C).

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