The Stiglitz-Sen-Fitoussi-Report: Old Wine in New Skins? Views from a Social Indicators Perspective

The recently published report by the “Commission on the Measurement of Economic Performance and Social Progress” is being discussed and commented from the point of view of social indicators research, which addresses issues of the measurement of well-being and social progress since the 1960s. Some of the recommendations made by the Stiglitz-Sen-Fitoussi—Report thus seem to be well known and all but new and innovative from a social indicators perspective. It is also argued that the report ignores some of the available approaches, instruments and ongoing activities to measure and monitor well-being and the quality of life, which go well beyond GDP, such as e.g. social reports. The Commission’s report is nevertheless considered a major step forward towards a considerably improved measurement of well-being and social progress.     

Quality of Community Life Among Rural Residents: An Integrated Model

The purpose of this research was to explore the relationships among housing satisfaction, community attachment and community satisfaction and the complex mechanisms involved in predicting community satisfaction among residents in rural communities. The role of housing satisfaction and community attachment in predicting community satisfaction was of particular interest. A structural equation model of community satisfaction was tested with mail survey data drawn from a randomly selected rural sample of 974 households. The results of this study confirmed the influences and mediating role of community attachment and housing satisfaction in predicting community satisfaction. “Spillover” effects from “lower levels of life concerns” (e.g., satisfaction with local services, assessment of current housing conditions) in perceived community satisfaction were found that support previous research (Sirgy and Cornwell in Social Indicators Research 59:79–114, 2002).     

Alegría! Flow in Leisure and Life Satisfaction: The Mediating Role of Event Satisfaction Using Data from an Acrobatics Show

The aim of the current study was to examine the role of satisfaction-with-event as a mediator in the relations between flow and life satisfaction based on the bottom-up theory (Andrews and Withey in Social indicators of well-being: Americans’ perceptions of life quality. Plenum, New York, 1976; Lee et al. in J Macromarketing 22(2): 158–169, 2002). Four hundred and thirty-four participants with a mean age of 35.60 (SD = 11.76) were recruited from the audience of a “Cirque du Soleil” acrobatics show, performed in Taiwan in 2009. Participants completed the flow scale (Csikszentmihalyi in Flow: the psychology of optimal experience. Harper & Row, New York, 1990), a satisfaction-with-event scale (Lin and Hsu in Mark Rev 3(4): 497–528, 2008), and a satisfaction-with-life scale (Diener et al. in J Pers Assess 49:71–75, 1985) immediately after viewing the show. Structural equation modeling was conducted to examine our hypothesis that satisfaction-with-event levels would fully mediate the relationship between flow and overall life satisfaction. Results supported our prediction and are discussed in terms of bottom-up theory. Implications of the study are also provided for the leisure managers.     

Measuring Social Capital and Its Differentials by Family Structures

Social capital has often been invoked to explain differences in children’s well-being by family structure. That is, developmental outcome for children in lone or step parent family is not at par with that of children from intact family because parental investments on children may be lower not only in financial and human capital but also in social capital. This proposition has been difficult to examine in greater depth because of lack of conceptual clarity and of data to measure social capital. Using a definition of social capital as the “ability to secure benefits through membership in networks and other social structures”, we focus on the impact of family structures on social capital engendered by three types of networks: (a) informal ties with kin, families, friends, neighbours, and workmates; (b) generalized relationships with local people, people in civic groups, and people in general; and, (c) relationships through institutions. In particular, we examine differences in the measures of social capital among women living with no children in various marital arrangements, and women living with children in intact, step, and lone parent families. Data from the Canadian 2003 General Social Survey on Social Engagement confirm that social capital is indeed greater in intact families than in lone parent families. Mothers in intact families (especially married mothers) have larger informal networks, are members of more primordial and purposive organizations, have greater trust in people in the family, in the neighbourhood, and in people in general, and have greater confidence in government or business institutions. In general, social capital of mothers in step families is in between that of married mothers in intact families and lone mothers. Thus, the assumption in the literature that family structure can serve as a proxy for social capital may be justified. However, this study contributes a unique way of measuring social capital in terms of networks if and when data are available and a way of investigating the relationship between family structure and social capital; that is, the former as a determinant of the latter.     

An Economic Wellbeing Index for the Spanish Provinces: A Data Envelopment Analysis Approach

 This article presents the estimation of a synthetic economic wellbeing index using Data Envelopment Analysis (DEA). The DEA is a multidimensional technique that has its origins in efficiency analysis, but its usage within the social indicators context is particularly appropriate. It allows the researcher to take advantage of the inherent flexibility of DEA when assigning weights to the factors. The model itself carries out the aggregation and weighting of 8 partial indicators, which attempt to describe the four components of economic wellbeing suggested by Osberg (Royal Commision on the Economic Union and Development Prospects for Canada (University of Toronto Press, 1985)), in order to assess the economic wellbeing of the 50 Spanish provinces. By using the index obtained in the analysis a “ranking” of the provinces is obtained. This ranking proves to be relatively similar to the one that corresponds to per capita income, although there are significant differences.     

Theorizing indicators

Policymakers and social theorists have increasingly come to rely on social indicators to guide their decisions and theories. Social indicators are also useful in bridging theory and empirical research as well as the traditional gap between policymaking and social theory. The concept of social indicators covers interpretation of cultural signs, simple statistical measures, and complex statistical indexes related to sets of domains. The article views the development of child well-being indicators as central not only in the social welfare field, but as an indicator of future societal conditions, given that children’s lives are especially sensitive to social change. The paper addresses the development of indicators of children’s well-being, arguing that the expansion of the field, the complexity of new domains and indicators, and the position of children as “being” and “becoming”, they are citizens of the present as well as being socialized for the future, illustrates that the next crucial step for the field is to further elaborate theories and models.     

Types and Forms of Non-daily Commuting in Italian Population

The changes concerning the household’s structure have contributed to the coming out of new households’ forms: in particular the “mobile” household is a type very interesting, because of dimensions that the family commuting is achieving in Italy. The Multipurpose survey on “Households, Social subjects and Childhood condition” carried out in June 1998, has allowed for the first time to collect useful information to describe not only the forms that this phenomenon has in Italy but also those subjects being more frequently involved by it.     

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.     

Childhood and Capability Deprivation in Germany: A Quantitative Analysis Using German Socio-Economic Panel Data

Child poverty has been widely discussed in Germany since the publication of the third official Poverty and Wealth Report of the German government in 2008 which—inter alia—focused on the situation of children and families. However, child poverty is not only caused by low household incomes and impacts of child poverty are not only restricted to financial consequences. The capability approach takes into account this multidimensionality of well-being and poverty of children. It conceptualizes human well-being as not only depending on financial means but also gives the same importance to the personal and social conversion factors which determine how far financial means can be converted into personal well-being. Before 2008 the capability approach had only been applied to the well-being of adults in Germany, but not specifically to the well-being of children. However, there are several reasons why a capability analysis for children will differ from a capability analysis for adults. Adults’ capability sets comprise dimensions that are less relevant for small children while other valuable capabilities have to be added. Furthermore the capability set depends to a large extent on the age of the child. The paper focuses on a multidimensional poverty analysis in the capability perspective of 5–6 years old children. In the domains of “Education/Leisure”, “Health”, “Social Participation” and “Income” child poverty is measured by predefined indicators. The relationship to the social and personal conversion factors of the caretakers is then evaluated. Additionally, a multidimensional poverty measure is analyzed.     

The Protective Effect of Marriage for Survival: A Review and Update

The theory that marriage has protective effects for survival has itself lived for more than 100 years since Durkheim’s groundbreaking study of suicide (Durkheim 1951 [1897]). Investigations of differences in this protective effect by gender, by age, and in contrast to different unmarried statuses, however, have yielded inconsistent conclusions. These investigations typically either use data in which marital status and other covariates are observed in cross-sectional surveys up to 10 years before mortality exposure, or use data from panel surveys with much smaller sample sizes. Their conclusions are usually not based on formal statistical tests of contrasts between men and women or between never-married, divorced/separated, and widowed statuses. Using large-scale pooled panel survey data linked to death registrations and earnings histories for U.S. men and women aged 25 and older, and with appropriate contrast tests, we find a consistent survival advantage for married over unmarried men and women, and an additional survival “premium” for married men. We find little evidence of mortality differences between never-married, divorced/separated, and widowed statuses.     

“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.     

Validity and Psychometric Properties of the Early Development Instrument in Canada,Australia, United States,and Jamaica

There is an increasing support from international organizations and the research community for stepping beyond infant or child mortality as the most common child level social indicator and progressing towards an international measure of child development. The Early Development Instrument (EDI) is a teacher-completed measure of children’s developmental health at school entry, which to date has been used in more than a dozen countries. The EDI includes five developmental domains (Physical Health and Well-being, Social Competence, Emotional Maturity, Language and Cognitive Development and Communication Skills and General Knowledge) and 16 subdomains. This paper examines the EDI’s psychometric properties in four English-speaking countries (Canada, Australia, United States and Jamaica) by evaluating both the internal consistency and factor structures, as well as exploring the association between the EDI’s Language and Cognitive Development Domain and a direct assessment of children’s receptive vocabulary (Peabody Picture Vocabulary Test, PPVT). Overall, the factor loadings and internal consistencies of domains and subdomains were similar across the countries. The comparisons of the Language and Cognitive Development Domain with the PPVT showed high specificity and low sensitivity. The results of this paper indicate that the EDI, a measure of children’s developmental status at school entry, demonstrates similar psychometric properties in a number of countries, thus building the evidence for the instrument to be added to the limited array of internationally comparable child social indicators.     

Life Domain Satisfaction: A Portugal–France Comparison

The study was aimed at replicating on a Portuguese sample the seven-factor model of life appraisal (physical autonomy, love life, family life, social life, occupational life, finances, and leisure life) that was suggested by Salvatore and Munoz Sastre Social Indicators Research 53:229–255 (2001). A sample of 1,111 Portuguese participants, aged 17–85, was presented with the Appraisal of Life Questionnaire. The “domain” model of life appraisal satisfactorily accounted for the data gathered on the Portuguese sample. Regarding finances and occupational life, Portuguese scores were lower than French scores. Regarding the occupational score and the leisure score, a clear linear decrease as a function of age was evidenced in the Portuguese sample. Finally, regarding the family score and the financial score, a non-linear relationship with age was found. An increase was observed from young adult age to adult age, and a decrease was observed from adult age to older age. A strong decrease in the physical autonomy scores among Portuguese females was also observed.     

Composite Indices of Development and Poverty: An Application to MDGs

The measurement of development or poverty as multidimensional phenomena is very difficult because there are several theoretical, methodological and empirical problems involved. The literature of composite indicators offers a wide variety of aggregation methods, all with their pros and cons. In this paper, we propose a new, alternative composite index denoted as MPI (Mazziotta-Pareto Index) which, starting from a linear aggregation, introduces penalties for the countries or geographical areas with ‘unbalanced’ values of the indicators. As an example of application of the MPI, we consider a set of indicators in order to measure the Millennium Development Goals (MDGs) and we present a comparison between HDI (Human Development Index) methodology, HPI (Human Poverty Index) methodology and MPI.     

The Role of Community in Disaster Response: Conceptual Models

We focus on the role that community plays in the continuum of disaster preparedness, response and recovery, and we explore where community fits in conceptual frameworks concerning disaster decision-making. We offer an overview of models developed in the literature as well as insights drawn from research related to Hurricane Katrina. Each model illustrates some aspect of the spectrum of disaster preparedness and recovery, beginning with risk perception and vulnerability assessments, and proceeding to notions of resiliency and capacity building. Concepts like social resilience are related to theories of “social capital,” which stress the importance of social networks, reciprocity, and interpersonal trust. These allow individuals and groups to accomplish greater things than they could by their isolated efforts. We trace two contrasting notions of community to Tocqueville. On the one hand, community is simply an aggregation of individual persons, that is, a population. As individuals, they have only limited capacity to act effectively or make decisions for themselves, and they are strongly subject to administrative decisions that authorities impose on them. On the other hand, community is an autonomous actor, with its own interests, preferences, resources, and capabilities. This definition of community has also been embraced by community-based participatory researchers and has been thought to offer an approach that is more active and advocacy oriented. We conclude with a discussion of the strengths and weaknesses of community in disaster response and in disaster research.     

Hope and Adaptation to Old Age: Their Relationship with Individual-Demographic Factors

This study examined the relationship between hope as disposition, adaptation to old age, and individual-demographic factors. One hundred and fifty older adults, aged 60–93 years old, completed the Adult Dispositional Hope Scale developed by Snyder et al. [1991, Journal of Personality and Social Psychology, 60, pp. 570–585], and the Adaptation to Old Age Questionnaire developed by Efklides et al. [2003, European Psychologist, 8, pp. 178–191]. Factor analyses revealed 2 factors for hope, “Pathways Thought” and “Agency Thinking”, and 4 factors for adaptation to old age, “Health Comparison”, “General Adaptation/Self-Efficacy”, “Self-Control”, and “Generativity”. Regression analyses showed that hope as pathways thought predicted all factors of adaptation, whereas hope as agency thinking predicted only “General Adaptation/Self-Efficacy” and “Self-Control”. There were also some effects of gender, education, marital status, place of residence, and health status on specific aspects of adaptation to old age.     

Disentangling the Circularity in Sen’s Capability Approach: An Analysis of the Co-Evolution of Functioning Achievement and Resources

There is an ambiguity in Amartya Sen’s capability approach as to what constitutes an individual’s resources, conversion factors and valuable functionings. What we here call the “circularity problem” points to the fact that all three concepts seem to be mutually endogenous and interdependent. To econometrically account for this entanglement we suggest a panel vector autoregression approach. We analyze the intertemporal interplay of the above factors over a time horizon of 15 years using the BHPS data set for Great Britain, measuring individual well-being in functionings space with a set of basic functionings, comprising “being happy”, “being healthy”, “being nourished”, “moving about freely”, “being well-sheltered” and “having satisfying social relations”. We find that there are indeed functionings that are resources for many other functionings (viz. “being happy”) while other functionings (“being well-sheltered” and “having satisfying social relations”) are by and large independent, thus shedding light on a facet of the capability approach that has been neglected so far.     

Responsive Survey Design,Demographic Data Collection,and Models of Demographic Behavior

To address declining response rates and rising data-collection costs, survey methodologists have devised new techniques for using process data (“paradata”) to address nonresponse by altering the survey design dynamically during data collection. We investigate the substantive consequences of responsive survey design—tools that use paradata to improve the representative qualities of surveys and control costs. By improving representation of reluctant respondents, responsive design can change our understanding of the topic being studied. Using the National Survey of Family Growth Cycle 6, we illustrate how responsive survey design can shape both demographic estimates and models of demographic behaviors based on survey data. By juxtaposing measures from regular and responsive data collection phases, we document how special efforts to interview reluctant respondents may affect demographic estimates. Results demonstrate the potential of responsive survey design to change the quality of demographic research based on survey data.     

Selective Out-Migration from Florida

I test if selective out-migration of unhealthy seniors explains why disability rates are so much lower for Florida, as compared to the national average. This particular area of research is timely given the significant demographic changes relating to aging. Moreover, this study contributes to the body of literature examining migration with respect to disability and widowhood. Using State Federal Information Processing Standard (FIPS) and Public Use Microdata Areas (PUMA), I create national maps showing disability rates for the following age-groups: 50–59, 60–69, and 70+. After creating maps in ARCGIS and conducting univariate and clustering analysis on mobility disability and personal care limitation, I employ multinomial logit (MNL) analysis to test if individuals with disability are more likely to out-migrate from Florida. The regression analyses lend support to the relaxed Litwak and Longino (The Gerontologist, 27(3): 266–272, 1987) second-move hypothesis, which claims individuals with progressively worse health are more likely to undertake another move to be closer to family and friends. I state “relaxed” because the data does not allow one to determine the reason for migration—only that migration occurred during the past year. This research informs policy-makers to recognize that elderly in better health may migrate to places such as Arizona and Florida due to amenity-seeking behavior, but unhealthy elderly are more likely to leave these states due to assistance-seeking behavior. This out-migration can place excess demand on health services for the incoming regions, which requires state and local government to ensure resources are in place. Also noteworthy, my results are less likely to be flawed by erroneous age and sex data in the public use microdata samples (IPUMS) since I stack the 2006 and 2007 American Community Survey (ACS). A recent working studies by Alexander et al. (Inaccurate age and sex data in the Census PUMS files: Evidence and implications. Munich: CESifo, 2010) shows inaccuracies in the IPUMS for the 1 and 5% 2000 Census, the 2003–2006 ACS, the 2005–2007 3-year ACS, and the 2004–2009 current population survey (CPS) files.     

Residential preferences in a model of migration intentions

The congruence of stated residential preferences and observed migration behavior suggests that preferences may be important in the migration decision-making process. Using data from the March 1974 NORC Amalgam Survey, this analysis incorporates a measure of residential preference into a model of migration intentions similar to that developed by Speare (1974) for residential movement. Our results indicate that preferences and community satisfaction are interrelated and each has an independent effect on migration. We also find that the decision to migrate may be more directly influenced by ties to the community than is a residential move. Thus home ownership, age, and length of residence directly affect migration plans net of preferences and satisfaction, whereas only home ownership directly influenced the decision to move residentially in Speare's (1974) analysis.This research has been supported by the Minnesota Agricultural Experiment Station (Journal Article #10,961), and by the Economic Development Division, Economic Statistics, and Cooperatives Service, U.S. Department of Agriculture through a cooperative agreement with the College of Agricultural and Life Sciences, University of Wisconsin-Madison. Additional support was provided by the Michigan Agricultural Experiment Station, the College of Social Sciences, Michigan State University, and by the Center for the Study of Metropolitan Problems, NIMH. Computer analysis was aided by a "Center for Population Research" grant, No. HDO5876, to the Center for Demography and Ecology, University of Wisconsin-Madison, from the Center for Population Research of the National Institute of Child Health and Human Development. We wish to thank Dennis Hogan and Joel Nelson for comments on an earlier draft of this paper. James Zuiches is currently on leave from Michigan State University.