IDEAS home Printed from https://ideas.repec.org/
MyIDEAS: Log in (now much improved!) to save this paper

Empirical Approaches to Inequality of Opportunity: Principles, Measures, and Evidence

  • Xavier Ramos

    ()

    (Departament d'Economia Aplicada, Universitat Autonoma de Barcelona)

  • Dirk Van de gaer

    ()

    (SHERPPA, Vakgroep Sociale Economie, F.E.B., Ghent University, Tweekerkenstraat 2, B-9000 Gent, Belgium.)

We put together the different conceptual issues involved in measuring inequality of opportunity, discuss how these concepts have been translated into computable measures, and point out the problems and choices researchers face when implementing these measures. Our analysis identifies and suggests several new possibilities to measure inequality of opportunity. The approaches are illustrated with a selective survey of the empirical literature on income inequality of opportunity.

If you experience problems downloading a file, check if you have the proper application to view it first. In case of further problems read the IDEAS help page. Note that these files are not on the IDEAS site. Please be patient as the files may be large.

File URL: http://www.ecap.uab.es/RePEc/doc/wpdea1208.pdf
Download Restriction: no

Paper provided by Department of Applied Economics at Universitat Autonoma of Barcelona in its series Working Papers with number wpdea1208.

as
in new window

Length: 44 pages
Date of creation: Jul 2012
Date of revision:
Handle: RePEc:uab:wprdea:wpdea1208
Contact details of provider: Postal:
Campus Bellaterra. 08193 Bellaterra.

Phone: 34-93 581 1680
Fax: 34-93 581 2292
Web page: http://www.uab.cat/departament/economia-aplicada/
Email:


More information through EDIRC

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

as in new window
  1. OOGHE, Erwin & SCHOKKAERT, Erik & VAN DE GAER, Dirk, . "Equality of opportunity versus equality of opportunity sets," CORE Discussion Papers RP 1960, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
  2. Xavier Ramos & Dirk Van de gaer, 2012. "Empirical Approaches to Inequality of Opportunity: Principles, Measures, and Evidence," Working Papers wpdea1208, Department of Applied Economics at Universitat Autonoma of Barcelona.
  3. Davidson, Russell & Duclos, Jean-Yves, 1998. "Statistical Inference for Stochastic Dominance and for the Measurement of Poverty and Inequality," Cahiers de recherche 9805, Université Laval - Département d'économique.
  4. Wulf Gaertner & Lars Schwettmann, 2007. "Equity, Responsibility and the Cultural Dimension," Economica, London School of Economics and Political Science, vol. 74(296), pages 627-649, November.
  5. François Bourguignon & Francisco H. G. Ferreira & Marta Menéndez, 2007. "Inequality of opportunity in Brazil," Post-Print halshs-00754189, HAL.
  6. Björklund, Anders & Jäntti, Markus & Roemer, John E., 2011. "Equality of Opportunity and the Distribution of Long-Run Income in Sweden," IZA Discussion Papers 5466, Institute for the Study of Labor (IZA).
  7. Cappelen, Alexander W. & Sørensen, Erik Ø. & Tungodden, Bertil, 2010. "Responsibility for what? Fairness and individual responsibility," European Economic Review, Elsevier, vol. 54(3), pages 429-441, April.
  8. Lefranc, A. & Pistolesi, Nicolas & Trannoy, Alain, 2005. "Inequality of opportunities vs inequality of outcomes: are western societies all alike?," ISER Working Paper Series 2005-15, Institute for Social and Economic Research.
  9. FLEURBAEY, Marc & MANIQUET, François, . "Fair social orderings," CORE Discussion Papers RP 1995, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
  10. Ferreira , Francisco H. G. & Gignoux, Jeremie, 2008. "The measurement of inequality of opportunity : theory and an application to Latin America," Policy Research Working Paper Series 4659, The World Bank.
  11. Brice Magdalou & Richard Nock, 2010. "Income Distributions and Decomposable Divergence Measures," Documents de Travail 2010-01, CEREGMIA, Université des Antilles et de la Guyane.
  12. Marc Fleurbaey & Vito Peragine, 2013. "Ex Ante Versus Ex Post Equality of Opportunity," Economica, London School of Economics and Political Science, vol. 80(317), pages 118-130, 01.
  13. Markus M. Mobius & Tanya S. Rosenblat, 2006. "Why Beauty Matters," American Economic Review, American Economic Association, vol. 96(1), pages 222-235, March.
  14. JACQUET, Laurent & VAN DE GAER, Dirk, 2009. "A comparison of optimal tax policies when compensation or responsibility matter," CORE Discussion Papers 2009064, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
  15. Nilsson, William, 2005. "Opportunities, Preferences and Incomes," Umeå Economic Studies 649, Umeå University, Department of Economics.
  16. Alesina, Alberto & La Ferrara, Eliana, 2005. "Preferences for redistribution in the land of opportunities," Journal of Public Economics, Elsevier, vol. 89(5-6), pages 897-931, June.
  17. Gustavo A. Marrero & Juan G. Rodríguez, 2010. "Inequality of opportunity and growth," Working Papers 154, ECINEQ, Society for the Study of Economic Inequality.
  18. Lefranc, Arnaud & Pistolesi, Nicolas & Trannoy, Alain, 2009. "Equality of opportunity and luck: Definitions and testable conditions, with an application to income in France," Journal of Public Economics, Elsevier, vol. 93(11-12), pages 1189-1207, December.
  19. LUTTENS, Roland Iwan & VAN DE GAER, Dirk, . "Lorenz dominance and non-welfaristic redistribution," CORE Discussion Papers RP 1950, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
  20. Francisco Ferreira & Jérémie Gignoux & Meltem Aran, 2011. "Measuring inequality of opportunity with imperfect data: the case of Turkey," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 9(4), pages 651-680, December.
  21. FLEURBAEY, Marc & MANIQUET, François, . "Fair social orderings when agents have unequal production skills," CORE Discussion Papers RP 1805, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
  22. Van de gaer, Dirk & Vandenbossche, Joost & Figueroa, Jose Luis, 2013. "Children's health opportunities and project evaluation : Mexico's Oportunidades program," Policy Research Working Paper Series 6345, The World Bank.
  23. Kurt Devooght, 2008. "To Each the Same and to Each his Own: A Proposal to Measure Responsibility-Sensitive Income Inequality," Economica, London School of Economics and Political Science, vol. 75(298), pages 280-295, 05.
  24. Bossert W., 1996. "Redistribution mechanisms based on individual characteristics," Mathematical Social Sciences, Elsevier, vol. 31(1), pages 51-51, February.
  25. Erik Schokkaert & Geert Dhaene & Carine Van De Voorde, 1998. "Risk adjustment and the trade-off between efficiency and risk selection: an application of the theory of fair compensation," Health Economics, John Wiley & Sons, Ltd., vol. 7(5), pages 465-480.
  26. Frank A. Cowell, 1985. "Measures of Distributional Change: An Axiomatic Approach," Review of Economic Studies, Oxford University Press, vol. 52(1), pages 135-151.
  27. Rolf Aaberge & Magne Mogstad & Vito Peragine, 2010. "Measuring long-term inequality of opportunity," Discussion Papers 620, Statistics Norway, Research Department.
  28. Dirk Van de gaer & Marc Fleurbaey & Walter Bossert, 1999. "Responsibility, talent, and compensation: A second-best analysis," Review of Economic Design, Springer;Society for Economic Design, vol. 4(1), pages 35-55.
  29. Marc Fleurbaey & François Maniquet, 2006. "Fair income tax," Post-Print hal-00246842, HAL.
  30. Fleurbaey, Marc, 2008. "Fairness, Responsibility, and Welfare," OUP Catalogue, Oxford University Press, number 9780199215911, December.
  31. Marc Fleurbaey & François Maniquet, 2007. "Help the low-skilled or let the hardworking thrive? A study of fairness in optimal income taxation," Post-Print hal-00246569, HAL.
  32. Laura Serlenga & Vito Peragine, 2007. "Higher education and equality of opportunity in Italy," Working Papers 79, ECINEQ, Society for the Study of Economic Inequality.
  33. Daniele Checchi & Vito Peragine, 2010. "Inequality of opportunity in Italy," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 8(4), pages 429-450, December.
  34. Roland Iwan Luttens & Erwon Ooghe, 2004. "Is it fair to "make work pay"??," Working Papers Department of Economics ces0410, KU Leuven, Faculty of Economics and Business, Department of Economics.
  35. Alberto Alesina & George-Marios Angeletos, 2005. "Fairness and Redistribution," American Economic Review, American Economic Association, vol. 95(4), pages 960-980, September.
  36. Daniel S. Hamermesh & Jeff E. Biddle, 1993. "Beauty and the Labor Market," NBER Working Papers 4518, National Bureau of Economic Research, Inc.
  37. Trannoy, A & Tubeuf, S & Jusot, F & Devaux, M, 2008. "Inequality in Opportunities in Health in France: A first pass," Health, Econometrics and Data Group (HEDG) Working Papers 08/24, HEDG, c/o Department of Economics, University of York.
  38. Schokkaert, Erik & Van de gaer, Dirk & Vandenbroucke, Frank & Luttens, Roland Iwan, 2004. "Responsibility sensitive egalitarianism and optimal linear income taxation," Mathematical Social Sciences, Elsevier, vol. 48(2), pages 151-182, September.
  39. Foster, James E. & Shneyerov, Artyom A., 2000. "Path Independent Inequality Measures," Journal of Economic Theory, Elsevier, vol. 91(2), pages 199-222, April.
  40. Denis Cogneau & Sandrine Mesplé-Somps, 2008. "Inequality of Opportunity for Income in Five Countries of Africa," Working Papers DT/2008/04, DIAL (Développement, Institutions et Mondialisation).
  41. Marc Fleurbaey & Walter Bossert, 1996. "Redistribution and compensation (*)," Social Choice and Welfare, Springer;The Society for Social Choice and Welfare, vol. 13(3), pages 343-355.
  42. Fleurbaey,Marc & Maniquet,François, 2011. "A Theory of Fairness and Social Welfare," Cambridge Books, Cambridge University Press, number 9780521715348, December.
  43. Almås, Ingvild & Cappelen, Alexander W. & Lind, Jo Thori & Sørensen, Erik Ø. & Tungodden, Bertil, 2011. "Measuring unfair (in)equality," Journal of Public Economics, Elsevier, vol. 95(7-8), pages 488-499, August.
  44. Vito Peragine, 2004. "Ranking Income Distributions According to Equality of Opportunity," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 2(1), pages 11-30, April.
  45. Pedro Rosa Dias, 2009. "Inequality of opportunity in health: evidence from a UK cohort study," Health Economics, John Wiley & Sons, Ltd., vol. 18(9), pages 1057-1074.
  46. Giuseppe Pignataro, 2012. "Equality Of Opportunity: Policy And Measurement Paradigms," Journal of Economic Surveys, Wiley Blackwell, vol. 26(5), pages 800-834, December.
  47. Duranton, Gilles & Martin, Philippe & Mayer, Thierry & Mayneris, Florian, 2010. "The Economics of Clusters: Lessons from the French Experience," OUP Catalogue, Oxford University Press, number 9780199592203, December.
  48. La Ferrara, Eliana & Alesina, Alberto, 2005. "Preferences for Redistribution in the Land of Opportunities," Scholarly Articles 4552533, Harvard University Department of Economics.
  49. Nicolas Pistolesi, 2009. "Inequality of opportunity in the land of opportunities, 1968–2001," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 7(4), pages 411-433, December.
Full references (including those not matched with items on IDEAS)

This item is not listed on Wikipedia, on a reading list or among the top items on IDEAS.

When requesting a correction, please mention this item's handle: RePEc:uab:wprdea:wpdea1208. See general information about how to correct material in RePEc.

For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: (Miquel Colobran)

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 references are entirely missing, you can add them using this form.

If the full references list an item that is present in RePEc, but the system did not link 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 profile, as there may be some citations waiting for confirmation.

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

This information is provided to you by IDEAS at the Research Division of the Federal Reserve Bank of St. Louis using RePEc data.