Values Reflected in the Human Development Index

The Human Development Index (HDI) implicitly defines ``human development' and ranks countries accordingly. To elucidate the HDI's meaning of ``human development,' the paper examines the sensitivity of the HDI to changes in its components, namely social indicators of education, longevity and standard of living. The HDI is next compared with two alternatives, the Life Quality Index (LQI) and a Time Allocation Index (TAI) developed in this paper from the HDI's components. Also considered is the likely uncertainly in the HDI and what it means for HDI rankings.It is concluded that the HDI's weighting of the gross domestic product is in good agreement with peoples' preferences as revealed in the LQI and the TAI; further, that the HDI places many times greater weight on education than is indicated by peoples' allocation of time in developed countries. Literacy is accorded very high weight in the HDI, but its measure is unreliable. The HDI ranking of highly developed nations is so close and so uncertain that it is meaningless.     

A Reversal in the Relationship of Human Development With Fertility?

Myrskylä et al. (2009) found that the relationship between the human development index (HDI) and the total fertility rate (TFR) reverses from negative (i.e., increases in HDI are associated with decreases in TFR) to positive (i.e., increases in HDI are associated with increases in TFR) at an HDI level of 0.86. In this article, we show that the reversal in the HDI-TFR relationship is robust to neither the UNDP’s recent revision in the HDI calculation method nor thedecomposition of the HDI into its education, standard-of-living, and health subindices.     

Does Human Development Index Provide Rational Development Rankings? Evidence from Efficiency Rankings in Super Efficiency Model

The human development index (HDI) rankings have provided a referenced measure for people to choose a country in which to travel or live. This paper employs a superefficiency model to evaluate the rationality of the HDI rankings of 19 evaluated OECD countries in 2009. Compared to the HDI rankings, the efficiency rankings measured by the super-efficiency model have the following two advantages: (1) they consider the inputs that are used to generate the indicators for constructing the HDI, and decide the weights of inputs and outputs endogenously; (2) the input slacks measured by the super-efficiency model can evaluate whether the inputs are over-used and provide the improvement path of each country’s input variables. Empirical result shows that approximately 75 % of the evaluated countries had rather different results in the efficiency rankings and the HDI rankings. Additionally, the input slack shows that roughly 70 % of sample countries over-used their capital per labor relative to their existing outputs (or the HDI).     

Measurement of social development: an international comparison

PQLI and HDI are the two most popular measures of development, besides per capita income. Over the years, PQLI appears to be not much in use for regional comparisons, especially after the introduction of HDI. While PQLI considers only the physical variables—adult literacy, life expectancy at birth and infant survival rate, HDI has life expectancy at birth, educational attainment and real GDP per capita (PPP$). PQLI and HDI are similar, the main difference between the two being the inclusion of income in HDI and exclusion of the same from PQLI. In a sense, HDI represents both physical and financial attributes of development and PQLI has only the physical aspects of life. The present author took the lines of PQLI to express development in terms of physical variables and considering development as a multidimensional phenomenon, Ray (1989) [Ray, A. K. (1989). On the measurement of certain aspects of social development, Social Indicators Research (Vol. 21, pp. 35–92). The Netherlands: Kluwer Academic Publishers.] included as many as 13 physical variables to represent social development across 40 countries; no financial variable was included in the construction of composite index, termed as the Social Development Index, SDI. Incidentally, like PQLI, SDI was introduced before HDI. Unlike PQLI and HDI, SDI considers (i) a large number of indicators representing various concern areas and (ii) a set of objective methods for combining the development indicators as a composite index. Ray (1989) has been restated and updated in this article with newer cross-country information. In the present study, SDI has been constructed for over 102 countries, including 21 OECD countries, using 10 development indicators, instead of 13 indicators in the past. Apart from presenting objective methods for combining indicators into SDI, the present study asserts that SDI works better than HDI as a measure of development for an international comparison. The views expressed in the article are those of the author and not of the institution he serves.     

“Healthy” Human Development Indices

In the Human Development Index (HDI), life expectancy is the only indicator used in modeling the dimension ‘a long and healthy life’. Whereas life expectancy is a direct measure of quantity of life, it is only an indirect measure of healthy years lived. In this paper we attempt to remedy this omission by introducing into the HDI the morbidity indicator, “expected lost healthy years” (LHE), used in the World Health Report Though LHE is only weakly correlated with life expectancy and displays considerable variation across countries, the ranking of nations using the adjusted HDI is very similar to that from the HDI. Nevertheless, there are some outlier countries (including large countries like China and the United States) that experience notable changes in rank. Given the considerable variation in the morbidity data across gender, we also adjust the Gender-related Development Index (GDI) in a similar fashion. The ranking using the adjusted GDI is very similar to that from the GDI, but it has a lower rank correlation with the HDI.     

Keeping things simple: why the Human Development Index should not diverge from its equal weights assumption

Using a range of statistical criteria rooted in Information Theory we show that there is little justification for relaxing the equal weights assumption underlying the United Nation’s Human Development Index (HDI) even if the true HDI diverges significantly from this assumption. Put differently, the additional model complexity that unequal weights add to the HDI more than counteracts the improvement in goodness-of-fit. This suggests that, in some cases, there may be limited validity in increasing the complexity of a range of other composite sustainability indices.     

A Human Development Index for the Dalit Child in India

There have been many attempts to measure the quality of life of society in general (such as the Human Development Index of UNDP), or of children in particular (Jordan 1993; Corrie 1994). This article constructs a Human Development Index (HDI) for the Dalit Child in India following the methodology used by UNDP (1990) to construct a human development index for the countries of the world. Dalits (also known as Untouchables, Harijans, Scheduled Castes) have and continue to be a marginalised group in India. Section 1 presents the indicators used to construct the HDI for the Dalit child in India. Section 2 presents the rationale for the choice of the indicators chosen. Section 3 presents the methodology used to construct the HDI for the Dalit child in India. Finally, Section 4 presents the relative ranking of 15 states in India based on the level of human development as reflected in the HDI constructed for the Dalit child. It also compares the HDI rankings from perspective of the Dalit Child in India with a recent HDI constructed for 17 states in India using similar indicators as UNDP (1990). The policy usefulness of this human development index for the Dalit child in India is that it could serve as an indicator of the social progress achieved in India as the country attempts to fulfill its constitutional vision of equality for all citizens.     

Neighborhoods in Development: Human Development Index and Self-organizing Maps

The Human Development Index (HDI) has been instrumental in broadening the discussion of economic development beyond money-metric progress, in particular, by ranking a country against other countries in terms of the well being of their citizens. We propose self-organizing maps to explore similarities among countries using the components of the HDI rather than rankings. The similarities approach using the HDI components reveals information which is not available from ranking or bilateral comparisons. By illustrating clusters of countries, which we call “neighborhoods in development”, self-organizing maps draw out the potential for mutual policy learning among countries and shift the focus to discovering what kind of policies might have led countries change their position in the rankings.     

Attracting Attention for the Cause. The Reporting of Three Indices in the UK National Press

Indicators and indices (a collection of indicators into a single value) have been promoted for some time as convenient devices for the presentation of complex datasets to a more general audience. Examples of indices are the corruption perception index (CPI), human development index (HDI) and ecological footprint (EF). The research reported in this paper was designed to explore the extent to which the CPI, HDI and EF have been reported in UK national newspapers between January 1990 and December 2009, and whether there are differences between the indices in the pattern of reporting. Results suggest that reporting of the CPI was linked to the timing of reports issued by Transparency International. The same was partly true of reporting of the HDI and timing of release of Human Development Reports s by the UNDP. The EF has more reports than the CPI and HDI, and this is related in part to its greater flexibility and adaptability at more local (intra-UK) scales. The paper recommends that those creating such indices look beyond the methodological dimension and consider how best to make the index resonate with the media.     

Inequality in Human Development: An Empirical Assessment of 32 Countries

One of the most frequent critiques of the HDI is that is does not take into account inequality within countries in its three dimensions. In this paper, we apply a simply approach to compute the three components and the overall HDI for quintiles of the income distribution. This allows a comparison of the level in human development of the poor with the level of the non-poor within countries, but also across countries. This is an application of the method presented in Grimm et al. (World Development 36(12):2527–2546, 2008) to a sample of 21 low and middle income countries and 11 industrialized countries. In particular the inclusion of the industrialized countries, which were not included in the previous work, implies to deal with a number of additional challenges, which we outline in this paper. Our results show that inequality in human development within countries is high, both in developed and industrialized countries. In fact, the HDI of the lowest quintiles in industrialized countries is often below the HDI of the richest quintile in many middle income countries. We also find, however, a strong overall negative correlation between the level of human development and inequality in human development.     

Are Major Events Capable of Affecting Country Rankings? Validating Composite Indexes of Human Progress and Environmental Performance

A desired characteristic of composite indicators is sensitivity to major adverse events. This paper explores how major civil wars and the 2004 tsunami have influenced Human Development Index (HDI) and Environmental Performance Index (EPI) index values of the affected countries, respectively. The analysis shows that HDI and EPI scores have barely changed, being almost exclusively due to variations in GNI/capita for HDI and air quality for EPI. This casts doubt on the composite indexes’ usefulness and their ability to reflect major environmental and societal changes in the affected countries, or shows which dimensions are truly resilient to these events and can constitute a sustainable base for postwar/post-disaster recovery. Human progress and ecological indicators may need an overhaul, in order to account for the changes that actually happen at a point in time, in order to capture substantial changes in the socio-economic and ecological fabric of a country.     

Human Development Index (HDI) Rank-Order Variability

In accordance with the increasing demand for information, indices are created and national and global rankings made to represent and through which to understand and build policy related to complex situations, processes and trajectories. Different indices for a single concept are also created that have advantages or disadvantages over one another or to overcome certain calculation problems. As one such, the Human Development Index (HDI) presently lists countries according to four different criteria, and remains at the heart of democratic and humanitarian recovery efforts. This type of indicator is taken as a function of past performances, with high performances being the extreme values at positively skewed distributions. Thus, the variability of each unit’s repeated measures is regarded as the result of efforts made between the measurement time points (in the HDI case, of a country to promote development). However, it is assumed that the variability of the units is not homogenous. Here, it is shown that in the HDI case, high performance units show relatively low variability, whereas the middle and middle-low performance units show a high variability. Cluster analysis and Friedman test have been used to determine the characteristics of ordered country rankings. The variability of rank-order should also be taken into account besides the location on the list by clustering the countries according to HDI.     

基于不同尺度下关中—天水经济区人类发展水平评价

人类发展指数是对一个国家或地区人类发展水平所取得成就的整体评估,用于反映一个国家或地区社会进步的程度。本文以关中—天水经济区为研究对象分别从市域和县域的角度分析了关中—天水经济区人类发展的整体水平以及空间格局。研究结果表明：①市域尺度下,关中—天水经济区人类发展指数的平均值为0.7,整体处于全国中下水平。②县域尺度下,关中—天水经济区人类发展水平呈现不均衡态势且区域差异明显。③影响关中-天水经济区人类发展水平的主要是经济因素。     

A Calibrated Index of Human Development

The weightings of the four component indicators of the UNDP’s Human Development Index HDI appear to be arbitrary and have not been given justification. This paper develops a variant of the HDI, calculated to reflect peoples’ revealed evaluations of education and the productivity of work. The resulting Calibrated human Development Index CDI has a simpler structure, places greater weight on life expectancy and lesser weight on education. It is validated by high correlation with life evaluations from the World Values Survey. The CDI ranks countries much like the HDI. More importantly, its provenance permits it to be used to assess specific policies, regulations, safety standards, life-saving interventions and health-care alternatives. The CDI is a unified tool for policy evaluation and decision support.     

中国人类发展指标体系构建及各地人类发展水平比较研究

本文在UNDP创建的HDI三个维度基础上,根据中国人类发展的特点,增加脱贫和公平维度,构建中国人类发展指数(CHDI),并运用中国各省区市2003、2005和2008年相关统计数据,计算出中国各省区市人类发展指数(CHDI)值,揭示各省区市人类发展水平现状,对各省区市人类发展水平、趋势进行判断;在此基础上,重点对中国各省区市人类发展水平进行聚类划分,为科学分析中国人类发展指数影响因子,揭示中国各省区市人类发展规律,制定正确的经济社会政策提供依据。     

Dynamics of HDI Index: Temporal Dependence Based on D-vine Copulas Model for Three-Way Data

The HDI (Human Development Index) is a widely used index based on the average of measures of health, education, and income. It assesses the progress of countries worldwide. The publicly available data set associated with the HDI can be seen as a table with 3 dimensions (three-way table): countries, indexes regarding progress, and years (from 2010 to 2018). Thus, modeling the serial dependence structure of this type of intricate three-way tables is a challenge. D-vine copulas are a special class of multivariate copulas that are particularly suited for modeling serial dependence. This work aims to assess the evolution of the dependence relationship between the indexes of the HDI data set over time through D-vine copulas, which has not been fully used before in the area, as far as we are concerned. We tested our approach to European and African countries and compare their results.

     

Employing the Components of the Human Development Index to Drive Resources to Educational Policies

A new form of composition of the indicators employed to generate the United Nations Human Development Index (HDI) is presented here. This form of composition is based on the assumption that random errors affect the measurement of each indicator. This assumption allows for replacing the vector of evaluations according to each indicator by vectors of probabilities of being the best or the worst according to such attribute. The probabilistic composition of such probabilities of preference according to each indicator into probabilities of being the best or the worst according to all of them generates indices that may unveil, on one hand, performances to be followed and, on the other hand, extreme conditions that an additive composition would hide. Differences between the results of application of the diverse forms of composition are examined in the case of the HDI and in the case of the districts version of the HDI employed to compare Brazilian municipalities. It is verified that the smallest correlation between the education enrolment rate and the other indicators in the Brazilian case enlarges such differences.     

Measuring Human Development: A Multi-criteria Approach

In 2010 the Human Development Index (HDI) was revised with several major changes. Many of its problems were tackled, although some drawbacks still persist. This paper proposes a multi-criteria approach to measure human development, propounding two innovations for the computation of the HDI: (1) the introduction of a double reference point scheme in the normalization; (2) an aggregation function which deals with the problem of substitutability between components. In particular, for each component of the HDI the value of each country is normalized by means of two reference values (aspiration and reservation values) by using an achievement scalarizing function that is piecewise linear. Aggregating the new normalized values, we calculate a range of indices with different degrees of substitutability: (1) a weak index that allows total substitutability; (2) a strong index that measures the state of the worst component and allows no substitutability; and (3) a mixed index that is a combination of the first two.     

Some thoughts on the human development index

The Human Development Index (HDI) of a nation, proposed by UNDP (1990), is the average of its score, relative to all other nations, on three basic indicators: GDP per person, life expectancy and literacy. The HDI and its components are examined critically with respect to accuracy, sensitivity, and discriminant power. Differential implications for evaluating a particular project or regulation are derived, suggesting some ways to improve the HDI. It is concluded that the HDI is potentially a powerful instrument for world social development and bears examination for validity and consistency with public objectives.     

A Conceptual Framework for Visualizing Composite Indicators

Social Indicators Research - Human development index (HDI) integrating greenness and fairness indicators is an important reference for global governance. This paper used the geometric method to...