Making the Human Development Index (HDI) gender-sensitive

The Human Development Index (HDI), introduced in 1990 by the UN Development Program, offers an alternative to the gross national product and consumer utility in its ability to measure relative socioeconomic progress over time and identify priorities for policy intervention. On the other hand, as an overall development index, the HDI is unable to reveal disparities based on gender, race, social class, and region. Its failure to incorporate disaggregated variables has impeded government awareness that particular subgroups experience very different levels of socioeconomic development concealed by the HDI. Only when the HDI is more gender-sensitive will it be an accurate measure of human development. The creators of the HDI are urged to ensure that their data base of critical measures such as employment, income, mortality, education, consumption, and housing are disaggregated by sex. Moreover, models should assign an economic value to women's unpaid domestic labor as well as their underpaid, under-reported work in the formal and informal sectors.     

The human development index: a response to Klugman, Rodriguez and Choi

Each year, the mass media and many governments look keenly at the country rankings by the Human Development Index (HDI), as published in the annual Human Development Reports (HDR). Klugman, Rodriguez and Choi (KRC) were members of the team that produced the 20th anniversary edition of the HDR (United Nations Development Programme (UNDP), 2010) which introduced a new version of this popular index. However, Ravallion (2010) argued that the new HDI has a number of undesirable features, some shared with the old index and some new. This note responds to the points made by KRC (J Econ Inequality 9(2):249–288, 2011) in their defense of the new HDI.¹     

An axiomatization of the human development index

In 2010 the UNDP unveiled a new methodology for the calculation of the Human Development Index (HDI). In this paper I investigate the normative and practical properties of this change vis a vis the original formulation of the HDI in 1990. The main conceptual innovation of the new index can be summarized as follows: the new HDI penalizes both low and uneven achievements across all dimensions of human development, whereas the old formulation is not sensitive to such uneven development. In practice, however, both methodologies agree considerably in terms of how they rank countries, but when they differ, the new methodology produces results more consistent with what the HDI is intended to measure: human development and capabilities, as conceptualized by Sen (Commodities and capabilities. Elsevier, Oxford 1985).     

What does Brunei teach us about using Human Development Index rankings as a policy tool?

The Bruneian Government has set an ambitious target to achieve a top 10 ranking on the United Nations Development Programme's (UNDP) Human Development Index (HDI) by 2035. To achieve its objective (described in a national strategy document called the Wawasan 2035), Brunei's economy needs to grow by 6% to 7%. Is setting an HDI target a good way to govern Brunei's policy‐making? Is it a good way to govern any country's policy‐making? In this article, we look at the role of HDI‐rank targets in economic and fiscal policy. We show that such a headline target (much like a profit target in a private company) automatically sets targets for growth in various economic sectors and fiscal policy targets. As such, HDI‐rank targeting may provide a useful mechanism for co‐ordinating development policies and for monitoring progress against a wide range of development goals using only one number.     

A panel data analysis of the impact of trade on human development

Arguments for a positive link between trade and per-capita income are often met with the counterargument that “there is more to life than income”—the implication being that trade improves income, but degrades “quality of life.” In this paper, we attempt to address this counterargument by examining the impact of trade on countries’ social developments as measured by the Human Development Index (HDI)—a composite measure of education, literacy, and income published by the United Nations Development Programme. Utilizing a generalized method of moments (GMM) procedure in a panel data framework, we find that increases in trade are positively associated with future increases in social welfare.     

Application of human development index to measurement of deprivations among urban households in Minna, Nigeria

The human development index (HDI) as a measure of human well-being became popular with the publication of the first report on human development in 1990 by the United Nations Development Programme (UNDP). Not only has the index been accepted by academics, policy makers, governments and development agencies, it has become a means of ranking countries annually. While the HDI offers a composite index that summarises basic choices available to people, it has been criticized on many grounds. For example, it is argued that it does not capture the totality of issues that affect human well-being. Hence, efforts are being made to widen the scope of issues covered by the index. This work contributes to these efforts. The study examines housing facilities, housing adequacy, housing space and solid waste disposal as part of issues that affect human development. While the possession of these amenities by households within their dwelling units contribute to human development, their absence will constitute some form of deprivation.     

Social trust and human development

A series of studies connect social trust to economic growth. In this paper, we explore the connection between trust and a broader measure of development, the UN Human Development Index. We find that trust is significantly associated with faster human development in the 1980–2005 period. The impact of trust occurs mainly in less democratic countries.     

A reconsideration of the tradeoffs in the new human development index

This paper demonstrates that the perfect tradeoff implication of the old Human Development Index can be avoided by employing a notion of imperfect tradeoff in the characterization of the Human Development Index. The resulting index is shown to be ordinally equivalent to the Chakravarty (Rev Dev Econ 7:99–114, 2003) generalized Human Development Index.     

Spatial approaches to measure subnational inequality: Implications for Sustainable Development Goals

The United Nations expressed an interest in reducing subnational (i.e., province and state level) inequality. We propose using a spatial decomposition of the Gini coefficient (SDGC) to track changes in subnational inequality. Typically, agencies do not track summary measures of subnational clustering of development indicators. Tracking changes in the SDGC can help measure and reduce regional inequality. To illustrate the use of the SDGC, we first present data for 93 nations to obtain cross‐sectional variation. Next, to illustrate how the SDGC trends over time, changes in the Human Development Index in Mongolia are compared to Russia and China. The SDGC can show improvement, decline and persistent clustering of subnational level inequality. The SDGC is a useful measure for the United Nations' Sustainable Development Goals.     

The non-monetary quality of city life in South Africa

In contrast to most research on the non-monetary quality of life, which relies on subjective indicators, we construct objective measures of the non-monetary quality of life using regression methods, for South Africa's cities. We also analyse the extent to which the various cities have been able to turn improvements in per capita incomes (monetary quality of life) into non-monetary quality of life – as reflected for instance in a better environment, higher literacy and longer lives. When monetary quality of life measures are used for South Africa's cities, the ranking in 2004 was led by Johannesburg, Tshwane, Ekurhuleni, Cape Town, Durban and Port Elizabeth. However when residuals from a regression of per capita income on (HDI) are used as a measure of non-monetary quality of life (i.e. the proportion of HDI not explained by variation in incomes), coastal cities tend to obtain generally higher rankings, with Cape Town ranked first, followed by Ekurhuleni, Durban, Port Elizabeth and then Johannesburg and Tshwane.     

Welfare recipients’ quality of life: lessons from the United Nations’ Human Development Index for the US welfare policy La calidad de vida de las beneficiarias del bienestar social: lecciones del Indice de Desarrollo Humano (IDH) de las Naciones Unidas para la política de bienestar social de los Estados Unidos de América

This article is part of a study on single mothers who were welfare recipients in Georgia, US (n?=?53,323) in the year 2000 which used the Human Development Index (HDI) to measure their quality of life (QOL) and that of the overall Georgia population by race. The United Nations created the HDI in 1990 to compare QOL across nations, but the HDI has also proved to be suitable for sub-populations within countries. Based on the QOL study in Georgia, the first one to use the HDI to measure QOL of women on welfare, this article discusses lessons derived from the use of the HDI that can be drawn for the US welfare policy. Specifically, the discussion focuses on: (1) the role of health coverage; (2) the role of infant mortality rate; (3) the role of maternal mortality rate; (4) the mismatch between education and standard of living; and (5) the need for a welfare policy with a human development approach. These issues are also relevant to other welfare nations where their restructuring, especially welfare-to-work policies, have most affected lone mothers.

Este artículo es parte de un estudio sobre madres solteras beneficiarias del sistema de bienestar social en el estado de Georgia, Estados Unidos de América (n?=?53,323) en el año 2000, el cual utilizó el Indice de Desarrollo Humano (IDH) de la Organización de las Naciones Unidas (ONU) para medir su calidad de vida (CDV), así como la de la población general de Georgia según su raza. La ONU creó el IDH en 1990 para comparar la CDV entre naciones, pero el IDH también ha demostrado ser útil para sub-poblaciones dentro de las diferentes naciones. Basado en el estudio sobre CDV en Georgia, el primero en utilizar el IDH para medir la CDV entre beneficiarios/as del bienestar social, este artículo discute las lecciones derivadas del uso del IDH que pueden aplicarse a la política de bienestar social de los EUA. Específicamente, la discusión se enfoca en: (1) el papel que desempeña la cobertura en salud; (2) el papel de la tasa de mortalidad infantil; (3) el papel de la tasa de mortalidad maternal; (4) la disyunción entre nivel de educación y estándard de vida; (5) la necesidad de una política de bienestar social enfocada en el desarrollo humano. Estos temas son igualmente relevantes para otras naciones bienestaristas en donde las reestructuraciones, en particular las políticas de transición de bienestar a trabajo obligatorio, han afectado especialmente a las madres solteras/solas.     

Is it possible to give the territorial dimension more relevance for choices of competitiveness and sustainability policies?

In the past 10–15 years, several discussions and/or paradigmatic hypotheses have stemmed from the more relevant economic and territorial international scientific theories of the 90s, EU political reports, declarations and directives with regard to both competitiveness and sustainability. Recently, their critical revision has permitted a definition of the question of the discussion about the Lisbon and Gothenburg Strategy in Europe: how to be competitive in sustainability and review the concepts of sustainability and competitiveness in the European territorial dimension by new criteria and indicators of measure. This paper wishes also to evidence, as in order to apply the updated Lisbon and Gothenburg Strategy goals it should be, to introduce a real territorial dimension into assessment processes, developing them by the new Structural Funds 2007–2013. An ex ante analysis of the impacts of these strategies 2000–2006 and a new methodological approach was useful for both these scopes. These ambitious goals were developed into the ESPON Programme, developing four key “determinants” or composite indicators as very significant expression of the two strategies.     

The Millennium Development Goals: Raising the Resources to Tackle World Poverty

At first glance, this book is about a narrow and technical aspectof today's development agenda – how to raise finance tohelp achieve the Millennium Development Goals (MDGs). However,as Tony Addison and George Mavrotas put it in their chapter,‘mobilising finance in the right way can be a tremendousforce for good. The roads that the poor travel down, the marketsthat they access, and the schools that their children attendare all – in one way or another – the products ofdevelopment finance’ (p. 68). Approached in this way,the subject of this book gets to the heart of achieving equitableand sustainable development and, in its 11 chapters, the bookdoes indeed examine     

Stakeholder driven indicators for eHealth performance management

The goal of the present article is to compile a corpus of indicators of eHealth development evaluation that would essentially reflect stakeholder approaches and complement technical indicators of assessment of an eHealth system. Consequently, the assessment of the development of an eHealth system would reflect stakeholder approaches and become an innovative solution in attempting to improve productivity of IT projects in the field of health care. The compiled minimum set of indicators will be designed to monitor implementation of the national eHealth information system. To ensure reliability of the quality research, the respondents were grouped in accordance to the geographical distribution and diversity of the levels and types of the represented jobs and institutions. The applied analysis implies several managerial insights on the hierarchy of eHealth indicators. These insights may be helpful in recommending priority activities in implementation of an eHealth data system on the national or international level. The research is practically useful as it is the first to deal with the topic in Lithuania and its theoretical and practical aspect are particularly relevant in implementation of an eHealth data system in Lithuania. The eHealth assessment indicators presented in the article may be practically useful in two aspects: (1) as key implementation guidelines facilitating the general course of eHealth system development and (2) as a means to evaluate eHealth outcomes.     

Constructing motherhood on the night shift: “Working mothers” as “stay-at-home moms”

Based on in-depth interviews with hospital nurses, this article examines the way in which employed women with children use the night shift to support a construction of motherhood which closely resembles that of mothers who are not in the labor force. Interview data reveal that a salient function of night shift work is the reconciliation of some of the structural and conceptual incompatibilities of being “working mothers.” Night-shift nurses construct themselves as “stay-at-home moms” by limiting the public visibility of their labor force participation, by involving their children and themselves in symbolically-invested activities, and by positioning themselves in the culturally-appropriate place and time: at home, during the day. All of these strategies work to highlight their visibility as mothers. An earlier version of this article was presented at the American Sociological Association Annual Meeting, August 13–17, 1993, Miami Beach, Florida. Funds for this research were provided in part by the University of California and by the National Institute of Child Health and Human Development.     

A model based approach for predicting annual poverty rates without expenditure data

The primus inter pares of the UN-approved Millennium Development Goals is to reduce poverty. The only internationally accepted method of estimating poverty requires a measurement of total consumption based on a time-consuming and resource-demanding measure of household expenditure in an integrated survey over 12 months. Rather than measuring poverty, say, only every fifth year, a model is presented to predict poverty based on a small set of household variables to be collected annually between two 12-monthly household surveys. Information obtained from these “light” surveys might then be used to predict poverty rates. The key question is whether the inaccuracy in these predictions is acceptable. It is recommended that these models be tested at a country level and if the test results are similar to those found here, that this approach be adopted.      

Contested canon: Simmel scholarship at Columbia and the new school

The history of sociology exhibits what might be called, after Gallie (1956), an “essentially contested “ canon. The key figures, sacred texts, and central ideas that constitute the sociological tradition are inherently in dispute. This essay examines the “contested canon “ within a historical framework to provide at least a partial explanation for the restricted interpretation of Georg Simmel as a structuralist sociologist. The sites of this contest are two New York City institutions, Columbia University and the New School for Social Research, both of which offered mid-century readings of Simmel’s works. At Columbia in the mid-1950s, Robert K. Merton advanced a structural reading of Simmel’s work. During the same broad period, the New School’s Albert Salomon championed a phenomenological reading of Simmel in his classes and seminars. Despite penetrating insights into Simmel’s links to the phenomenological tradition, Salomon’s interpretation has had less salience than the approach advanced by Merton. The differential success of these competing interpretations is explained in large measure by the institutionalization and dominance of Merton’s research tradition relative to Salomon’s.