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La teoría de conjuntos difusos como una opción para medir la pobreza. El caso de México


  • Morales-Ramos, Marco Antonio

    (Secretaría de Educación Pública, DGETI)

  • Morales-Ramos, Eduardo

    (Banco de México)


The main purpose of this paper is to present fuzzy sets theory as a reliable and straightforward methodology to measure poverty, which offers comparative advantages with respect to traditional methods. This paper also shows that fuzzy sets methodology is compatible with census data information to compute poverty indices. Results of measuring poverty at state, municipality and locality levels are presented for the case of Mexico and are compared with official results. Comparison reveals that fuzzy sets theory is an alternative that solve some of the methodological problems present in poverty lines and marginalization indices, which makes it a helpful tool to evaluate and implement policies aimed to tackle poverty.// El principal propósito de este artículo es presentar la teoría de conjuntos difusos como un instrumento confiable y preciso para medir pobreza, que además ofrece ventajas comparativas respecto a los métodos tradicionalmente empleados para esta tarea. Este artículo también muestra que la metodología de conjuntos difusos es compatible con la información censal (información agrupada) para calcular índices de pobreza. Se presentan los resultados de medir la pobreza para los niveles estatal, municipal y localidad, y se comparan con resultados oficiales. Esta comparación revela que la teoría difusa resuelve algunos de los problemas metodológicos que enfrentan las líneas de pobreza y los índices de marginación, lo que hace de este instrumento una opción útil no solo para medir, sino también para aplicar y evaluar la política pública encaminada a combatir la pobreza.

Suggested Citation

  • Morales-Ramos, Marco Antonio & Morales-Ramos, Eduardo, 2008. "La teoría de conjuntos difusos como una opción para medir la pobreza. El caso de México," El Trimestre Económico, Fondo de Cultura Económica, vol. 0(299), pages 641-662, julio-sep.
  • Handle: RePEc:elt:journl:v:75:y:2008:i:299:p:641-662 DOI:

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    References listed on IDEAS

    1. Jim Day & Ron Lange, 1997. "The Structure of Interest Rates in Canada: Information Content about Medium-Term Inflation," Staff Working Papers 97-10, Bank of Canada.
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    More about this item


    teoría de conjuntos difusos; pobreza; marginación; México;

    JEL classification:

    • I32 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - Measurement and Analysis of Poverty


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