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Ex Post Inequality of Opportunity Comparisons

Author

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  • Marc Fleurbaey
  • Vito Peragine
  • Xavier Ramos

Abstract

In this paper we propose different criteria to rank income distributions according to equality of opportunity. Different from existing ones, our criteria explicitly recognize the interplay between circumstances and effort. We characterize them axiomatically and we compare them with existing criteria; then we propose some scalar measures. We show that our ex post criteria are mostly obtained from "seemingly" ex ante properties. In the second part of the paper we apply our new criteria to measuring inequality of opportunity in Germany. We illustrate our ex-post inequality of opportunity approach based on classes by means of the German Socio-Economic Panel (SOEP) for the fi rst decade of the 2000s.

Suggested Citation

  • Marc Fleurbaey & Vito Peragine & Xavier Ramos, 2015. "Ex Post Inequality of Opportunity Comparisons," SOEPpapers on Multidisciplinary Panel Data Research 796, DIW Berlin, The German Socio-Economic Panel (SOEP).
  • Handle: RePEc:diw:diwsop:diw_sp796
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    References listed on IDEAS

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    1. Paolo Brunori & Francisco H. G. Ferreira & Vito Peragine, 2013. "Inequality of Opportunity, Income Inequality, and Economic Mobility: Some International Comparisons," Palgrave Macmillan Books, in: Eva Paus (ed.), Getting Development Right, chapter 0, pages 85-115, Palgrave Macmillan.
    2. Daniele Checchi & Vito Peragine & Laura Serlenga, 2016. "Inequality of Opportunity in Europe: Is There a Role for Institutions?," Research in Labor Economics, in: Lorenzo Cappellari & Solomon W. Polachek & Konstantinos Tatsiramos (ed.), Inequality: Causes and Consequences, volume 43, pages 1-44, Emerald Publishing Ltd.
    3. Peragine, Vito & Serlenga, Laura, 2007. "Higher Education and Equality of Opportunity in Italy," IZA Discussion Papers 3163, Institute of Labor Economics (IZA).
    4. Checchi, Daniele & Peragine, Vito & Serlenga, Laura, 2010. "Fair and Unfair Income Inequalities in Europe," IZA Discussion Papers 5025, Institute of Labor Economics (IZA).
    5. Francisco H. G. Ferreira & Jérémie Gignoux, 2011. "The Measurement Of Inequality Of Opportunity: Theory And An Application To Latin America," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 57(4), pages 622-657, December.
    6. Vito Peragine & Flaviana Palmisano & Paolo Brunori, 2014. "Economic Growth and Equality of Opportunity," The World Bank Economic Review, World Bank Group, vol. 28(2), pages 247-281.
    7. Aaberge, Rolf & Mogstad, Magne & Peragine, Vito, 2011. "Measuring long-term inequality of opportunity," Journal of Public Economics, Elsevier, vol. 95(3), pages 193-204.
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    17. Xavier Ramos & Dirk gaer, 2016. "Approaches To Inequality Of Opportunity: Principles, Measures And Evidence," Journal of Economic Surveys, Wiley Blackwell, vol. 30(5), pages 855-883, December.
    18. François Bourguignon & Francisco H. G. Ferreira & Marta Menéndez, 2007. "Inequality Of Opportunity In Brazil," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 53(4), pages 585-618, December.
    19. Anders Björklund & Markus Jäntti & John Roemer, 2012. "Equality of opportunity and the distribution of long-run income in Sweden," Social Choice and Welfare, Springer;The Society for Social Choice and Welfare, vol. 39(2), pages 675-696, July.
    20. Arnaud Lefranc & Nicolas Pistolesi & Alain Trannoy, 2008. "Inequality Of Opportunities Vs. Inequality Of Outcomes: Are Western Societies All Alike?," Post-Print hal-01650720, HAL.
    21. Arnaud Lefranc & Nicolas Pistolesi & Alain Trannoy, 2008. "Inequality Of Opportunities Vs. Inequality Of Outcomes: Are Western Societies All Alike?," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 54(4), pages 513-546, December.
    22. Gert G. Wagner & Joachim R. Frick & Jürgen Schupp, 2007. "The German Socio-Economic Panel Study (SOEP) – Scope, Evolution and Enhancements," Schmollers Jahrbuch : Journal of Applied Social Science Studies / Zeitschrift für Wirtschafts- und Sozialwissenschaften, Duncker & Humblot, Berlin, vol. 127(1), pages 139-169.
    23. Foster, James E. & Shneyerov, Artyom A., 2000. "Path Independent Inequality Measures," Journal of Economic Theory, Elsevier, vol. 91(2), pages 199-222, April.
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    Cited by:

    1. Francisco H. G. Ferreira & Jérémie Gignoux, 2014. "The Measurement of Educational Inequality: Achievement and Opportunity," The World Bank Economic Review, World Bank Group, vol. 28(2), pages 210-246.
    2. Francisco H.G. Ferreira, 2012. "Inequality of Opportunity Around the World: What Do We Know So Far?," World Bank - Inequality in Focus, The World Bank, vol. 1(1), pages 8-11, April.
    3. Luis F. Lopez-Calva, 2012. "Declining Income Inequality in Brazil: The Proud Outlier," World Bank - Inequality in Focus, The World Bank, vol. 1(1), pages 5-8, April.
    4. Pedro Olinto & Jaime Saavedra, 2012. "An Overview of Global Income Inequality Trends," World Bank - Inequality in Focus, The World Bank, vol. 1(1), pages 1-4, April.
    5. Paolo Brunori & Flaviana Palmisano & Vito Peragine, 2015. "Inequality of opportunity during the great recession in Uganda," WIDER Working Paper Series 039, World Institute for Development Economic Research (UNU-WIDER).
    6. Kartseva, Marina & Kuznetsova, Polina, 2020. "Is income inequality fair in Russia? Inequality of opportunity and income inequality," Applied Econometrics, Russian Presidential Academy of National Economy and Public Administration (RANEPA), vol. 58, pages 5-31.
    7. Kristof Bosmans & Z. Emel Öztürk, 2021. "Measurement of inequality of opportunity: A normative approach," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 19(2), pages 213-237, June.
    8. Paolo Brunori & Flaviana Palmisano & Vito Peragine, 2015. "Inequality of Opportunity During the Great Recession in Uganda," WIDER Working Paper Series wp-2015-039, World Institute for Development Economic Research (UNU-WIDER).
    9. Francisco H. G. Ferreira & Jérémie Gignoux, 2014. "The Measurement of Educational Inequality: Achievement and Opportunity," The World Bank Economic Review, World Bank Group, vol. 28(2), pages 210-246.

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    More about this item

    Keywords

    Equality of opportunity; ex post/ex ante; compensation; reward; SOEP; Germany;
    All these keywords.

    JEL classification:

    • D3 - Microeconomics - - Distribution
    • D63 - Microeconomics - - Welfare Economics - - - Equity, Justice, Inequality, and Other Normative Criteria and Measurement
    • D71 - Microeconomics - - Analysis of Collective Decision-Making - - - Social Choice; Clubs; Committees; Associations

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