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A New Extension of Bourguignon and Chakravarty Index to Measure Educational Poverty and Its Application to the OECD Countries

Author

Listed:
  • Juan-Francisco Sánchez-García

    (Technical University of Cartagena)

  • María-del-Carmen Sánchez-Antón

    (University of Murcia)

  • Rosa Badillo-Amador

    (Technical University of Cartagena)

  • María-del-Carmen Marco-Gil

    (Technical University of Cartagena)

  • Juan-Vicente LLinares-Ciscar

    (University of Murcia)

  • Susana Álvarez-Díez

    (University of Murcia)

Abstract

The consequences that educational underperformance has on both individuals and society as a whole lead policy makers and planners to focus on how to measure it properly. The aim of this paper is to propose an index to measure educational poverty which, taking as a starting point the economic literature on multidimensional poverty measurement, turns out to be appropriate in the educational context. With this purpose, the following two features are demanded: (1) an individual should be identified as poor whenever they do not reach the basic level of knowledge in at least one of the relevant subjects; (2) the degree of poverty of individuals who present the same level of insufficiency in some subjects but have different scores in others should be different. Based on these premises, we introduce a multidimensional adjusted poverty index, called BCa index, which is an extension of Bourguignon and Chakravarty index, and we apply it to measure educational poverty in the OECD countries by using data from PISA 2012 and 2015 reports.

Suggested Citation

  • Juan-Francisco Sánchez-García & María-del-Carmen Sánchez-Antón & Rosa Badillo-Amador & María-del-Carmen Marco-Gil & Juan-Vicente LLinares-Ciscar & Susana Álvarez-Díez, 2019. "A New Extension of Bourguignon and Chakravarty Index to Measure Educational Poverty and Its Application to the OECD Countries," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 145(2), pages 479-501, September.
  • Handle: RePEc:spr:soinre:v:145:y:2019:i:2:d:10.1007_s11205-019-02115-x
    DOI: 10.1007/s11205-019-02115-x
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    References listed on IDEAS

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    1. Sabina Alkire & James E. Foster & Suman Seth & Maria Emma Santos & Jose M. Roche & Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 7 - Data and Analysis," OPHI Working Papers 88, Queen Elizabeth House, University of Oxford.
    2. Antonio Villar, 2016. "Educational poverty as a welfare loss: Low performance in the OECD according to PISA 2012," Working Papers 16.04, Universidad Pablo de Olavide, Department of Economics.
    3. Satya R. Chakravarty, 2009. "Inequality, Polarization and Poverty," Economic Studies in Inequality, Social Exclusion, and Well-Being, Springer, number 978-0-387-79253-8, Fall.
    4. Sabina Alkire & James E. Foster & Suman Seth & Maria Emma Santos & Jose M. Roche & Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 2 - The Framework," OPHI Working Papers 83, Queen Elizabeth House, University of Oxford.
    5. Foster, James & Greer, Joel & Thorbecke, Erik, 1984. "A Class of Decomposable Poverty Measures," Econometrica, Econometric Society, vol. 52(3), pages 761-766, May.
    6. Kevin Denny, 2002. "New methods for comparing literacy across populations: insights from the measurement of poverty," Journal of the Royal Statistical Society Series A, Royal Statistical Society, vol. 165(3), pages 481-493, October.
    7. Mª Casilda Lasso de la Vega & Ana Urrutia & Henar Diez, 2009. "The Bourguignon and Chakravarty multidimensional poverty family: A characterization," Working Papers 109, ECINEQ, Society for the Study of Economic Inequality.
    8. Sen, Amartya K, 1976. "Poverty: An Ordinal Approach to Measurement," Econometrica, Econometric Society, vol. 44(2), pages 219-231, March.
    9. Sabina Alkire, James E. Foster, Suman Seth, Maria Emma Santos, Jose M. Roche and Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 9 - Distribution and Dynamics," OPHI Working Papers ophiwp090_ch9.pdf, Queen Elizabeth House, University of Oxford.
    10. François Bourguignon & Satya R. Chakravarty, 2019. "The Measurement of Multidimensional Poverty," Themes in Economics, in: Satya R. Chakravarty (ed.), Poverty, Social Exclusion and Stochastic Dominance, pages 83-107, Springer.
    11. Sabina Alkire, James E. Foster, Suman Seth, Maria Emma Santos, José M. Roche and Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 7 - Data and Analysis," OPHI Working Papers ophiwp088_ch7.pdf, Queen Elizabeth House, University of Oxford.
    12. Alkire, Sabina & Foster, James & Seth, Suman & Santos, Maria Emma & Roche, Jose Manuel & Ballon, Paola, 2015. "Multidimensional Poverty Measurement and Analysis," OUP Catalogue, Oxford University Press, number 9780199689491.
    13. Indranil Dutta & Prasanta K. Pattanaik & Yongsheng Xu, 2003. "On Measuring Deprivation and the Standard of Living in a Multidimensional Framework on the Basis of Aggregate Data," Economica, London School of Economics and Political Science, vol. 70(278), pages 197-221, May.
    14. Sabina Alkire & James E. Foster & Suman Seth & Maria Emma Santos & Jose M. Roche & Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 9 - Distribution and Dynamics," OPHI Working Papers 90, Queen Elizabeth House, University of Oxford.
    15. Sabina Alkire, James E. Foster, Suman Seth, Maria Emma Santos, José M. Roche and Paola Ballon, 2015. "Multidimensional Poverty Measurement and Analysis: Chapter 2 - The Framework," OPHI Working Papers ophiwp083_ch2.pdf, Queen Elizabeth House, University of Oxford.
    16. Permanyer, Iñaki, 2014. "Assessing individuals' deprivation in a multidimensional framework," Journal of Development Economics, Elsevier, vol. 109(C), pages 1-16.
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    1. María-del-Carmen Sánchez-Antón & Rosa Badillo-Amador & María-del-Carmen Marco-Gil & Juan-Vicente LLinares-Ciscar & Susana Álvarez-Díez & Juan-Francisco Sánchez-García, 2022. "Analysis of the Educational Poverty in Spain by Subjects, Regions and Gender," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 162(2), pages 829-861, July.
    2. Agasisti, Tommaso & Longobardi, Sergio & Prete, Vincenzo & Russo, Felice, 2021. "The relevance of educational poverty in Europe: Determinants and remedies," Journal of Policy Modeling, Elsevier, vol. 43(3), pages 692-709.

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    More about this item

    Keywords

    Multidimensional adjusted poverty measurement; Educational poverty; PISA 2012 and 2015;
    All these keywords.

    JEL classification:

    • I24 - Health, Education, and Welfare - - Education - - - Education and Inequality
    • I32 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - Measurement and Analysis of Poverty
    • D31 - Microeconomics - - Distribution - - - Personal Income and Wealth Distribution
    • D63 - Microeconomics - - Welfare Economics - - - Equity, Justice, Inequality, and Other Normative Criteria and Measurement

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