If GDP is Not the Answer,What is the Question? The Juncture of Capabilities,Institutions and Measurement in the Stiglitz-Sen-Fitoussi Report

This review essay offers an institutional critique of the Stiglitz-Sen-Fitoussi Report. The notion of human capabilities and functionings advocated by the Report demonstrates an inspirational perspective to monitor human progress in quality of life (QoL). Several measurements the Report suggested remain inadequate. The personal diary techniques have some potential as it possesses strength in recording hedonic activities, but it is relatively weak in revealing eudaimonic experiences. The Report unfortunately mixes up outcome indicators of QoL at individual level and the higher-ordered, social institutions in mapping out causal processes of human wellbeing. Future researchers can contribute by concentrating on clarifying the plausible linkage between institutions and individual wellbeing in broad sense. There is much knowledge to be gained by researchers who ask questions of “how we can change” rather than answer to “what we can measure”     

Social Cohesion and Living Conditions in the Canadian Arctic: From Theory to Measurement

Social cohesion has emerged as a powerfulhybrid concept used by academics and policyanalysts. Academics use the concept tounderline the social and economic failings ofmodernity, linking it to the decline ofcommunal values and civic participation. Policy analysts use it to highlight the socialand economic inequities caused byglobalization. The desired effect of usingthis concept is often to influence governmentsto implement policies that will enhance socialcohesion by reducing social and economicdisparities. Despite its widespread use,however, statistical measures of socialcohesion tend to overlook local, non-Westernstrategies of social inclusion as well as thesocial impact of non-Western economic systems,such as the mixed economy typical of manyAboriginal communities in North America. Inthis paper, we develop a model of socialcohesion that addresses these omissions throughthe use of social indicators that measure boththe behavior and perceptions of Inuit living inthe Canadian Arctic with respect to the social,cultural and economic conditions of Arcticcommunities. We explain how and why measuringsocial cohesion is optimized by combining bothculturally-specific and non-specific socialindicators.     

Sustainability Evaluation Frameworks and Alternative Analytical Scenarios of National Economies

In this article a macro-oriented conceptual framework of the conditions necessary for the advancement of sustainability within an economy and society is formulated and analysed. The theoretical framework presented is a set of logical identities, which define relationships between the total environmental stress (TES) and the basic indicators of economic, technological and social development. The framework, called the Total Environmental Stress Approach, provides necessary but not sufficient conditions for advancing sustainability. Scenario alternatives utilizing the TES approach with data from Finland are presented to evaluate the theoretical framework.     

Livelihood Assets and Vulnerability Context of Marine Park Community Development in Malaysia

This study assesses the community’s standard of living using the well-known Sustainable Livelihood Approach (SLA) as an analytical framework within the Marine Park Areas (MPAs) in Peninsular Malaysia. We focus on livelihood sustainability and environmental issues challenging MPAs. In order to protect and conserve vulnerable marine life, our efforts assess the residents’ wellbeing and identify major environmental issues associated with MPAs. The major findings of this study indicate that social and physical assets of the societies within the Marine Park Island improved with economic development, but they continue to lack in human capital, and financial and environmental assets. It is expected that this study would assist policy makers to formulate enhanced policies for conserving marine diversity as well as to improve the socio-economic status of the communities that reside therein.     

Reporting Systems for Sustainability: What Are They Measuring?

The dominance of the neoliberal discourse in the sustainability debate has tended to privilege the economy over environment and social dimensions with implications for what is measured by sustainability monitoring systems. Moreover, systems to measure sustainability, including those influenced by neoliberal discourse, lack robust definitions and fail to address the interrelationship between social, economic and environmental contexts. If sustainability indicators are to help understand the interrelated forces driving change, by providing indications of sustainability, then the indicators should be derived from an epistemologically consistent conceptual framework which encapsulates clearly defined phenomena. The paper discusses whether sustainability indicators in the Australian context are derived from an epistemologically consistent framework. It is argued that the validity of current sustainability reporting systems is contestable.     

居民发展能力评估与差异比较——以甘肃省张掖市、甘南自治州为例

阿玛帝业森的能力理论是有关人类文化发展、福利经济学、社会政策研究的哲学论述,是有关个体福利和生活质量评估、社会整顿、政策制定和社会改革等的标准分析框架。本文在简要介绍阿玛帝亚森能力分析的概念和评估方法之后,采用社会学研究方法,通过问卷调查,以黑河流域张掖市与甘南自治州城市居民的能力分析测定为例,尝试在国内开展能力分析的定量研究,并比较影响两地区居民能力的主要因素,分析了提升个体能力,开展能力分析研究的重要意义。     

Application of the Rural Development Index to Analysis of Rural Regions in Poland and Slovakia

The main purpose of this research was to construct a multi-dimensional (composite) index measuring the overall level of rural development and quality of life in individual rural regions of a given EU country. In the Rural Development Index (RDI) the rural development domains are represented by hundreds of partial socio-economic, environmental, infrastructural and administrative indicators/variables at NUTS-4 level (e.g. 991 variables/indicators describing various aspects of rural development in Poland; 340 variables/indicators in Slovakia). The weights of economic, social and environmental domains entering the RDI index are derived empirically from the econometrically estimated intra- and inter-regional migration function after selecting the “best” model from various alternative model specifications (e.g. panel estimate logistic regression nested error structure model, spatial effect models, etc.). The RDI is empirically applied to analysis of the main determinants of rural/regional development in individual rural areas in years 2002–2005 in Poland and Slovakia at NUTS-4 level. Due to its comprehensiveness the RDI Index is suitable both to analysis of the overall level of development of rural areas and to an evaluation of the impacts (impact indicator) of RD and structural programmes at regional levels (NUTS 2–5).     

CONSTRUCTING A HEALTH AND SOCIAL INDICATOR FRAMEWORK FOR INDIGENOUS COMMUNITY HEALTH RESEARCH

Health and social indicators that capture the distinct historical, social, and cultural contexts of Indigenous communities can play an important role in informing the planning and delivery of community interventions. There is currently considerable interest in cataloguing and vetting meaningful community-level health and social indicators that could be applied to research and health promotion activities in Indigenous communities in Australia, Canada, and New Zealand, inclusive of conventional indicators as well as measures developed specifically for use in or with Indigenous communities. To avoid haphazard selection of indicators, and to assure the comprehensiveness and relevance of any given set of indicators, a framework that can accommodate and conceptually classify indicators representing a full range of domains is required. We report here on the development of a conceptual framework, by which Indigenous community indicators, and more general community-level social indicators, can be sorted, catalogued, and systematically classified within four hierarchical levels. The indicator framework was developed across Canada, Australia and New Zealand in consultation with academic researchers and Indigenous community stakeholders, building from established health and social indicator systems. The Indigenous indicator framework permits Indigenous communities, public health researchers, and funding agencies to compare and select the most appropriate indicators for application in specific contexts from the multitude of existing indicators.     

论社会保障制度改革

加入WTO的外部压力和经济转型的内部压力带来日益严重的失业问题和弱势群体,使得我国社会风险日趋严重。但目前存在结构性偏差的社会保障制度还难以应付上述风险。为此,当前社会保障制度改革决策的基点在于结构性调整,即在社会保障的制度安排上应迅速强化社会救济制度。同时,在社会保障的制度变迁中应将国企产权关系的调整与社会保险制度的调整结合起来,适时地将国有资产的变现收入划入社保基金。另外,在社会保险的制度供给上应大力推行强制性的补充养老保险制度。     

Capabilities and Well-Being: Evidence Based on the Sen–Nussbaum Approach to Welfare

One of the most significant theoretical contributions to welfare analysis across a range of disciplines has been the development of the capabilities framework by Sen and others. Motivated by the claim that freedom should play a key role in social evaluation, the capabilities framework suggests that we consider what it is that people are free to do, as well as what they actually do. Using data from the British Household Panel Survey in conjunction with a list of substantial values posited by Martha Nussbaum, we contribute to the operationalisation and testing of this approach. Specifically, we suggest that commonly used secondary data sources do provide some information about the capabilities people have and that this can be incorporated into models of (subjective) well-being such as those used by a growing number of labour and health economists. We find evidence that a wide range of capabilities exhibit statistically significant relations to well-being that the relations are complex and slightly different for men and women, and conclude with suggestions for future developments.     

Collective preferences as predictors of interstate migration

The comparison of objective and subjective social indicators can be illuminated by comparing their relations to individual choice, of which migration is an important instance. We have replicated for U.S. states Lowry's (1966) regression model of migration among SMSA's, and added an indirect subjective measure of quality of life in each state. This measure is based on a Gallup survey asking respondents about their preferences among states of the United States as places to live. A measure of collective preference for each state, as viewed by outsiders, is constructed from these responses. This new variable increases R ² from 0.798 to 0.828, and is itself predicted with an R ² of only 0.355 by objective variables. Objective indicators of well-being had increased R ² only from 0.762 to 0.798. We conclude that collective preferences — the subjective measure we have used — play an independent part in predicting migration.     

Calculating a GPI for Liaoning Province of China

The conventional equation of economic well-being with the gross domestic product (GDP) has dominated policy thinking for at least 50 years. However, a variety of authors have pointed to the social and environmental costs of economic development and called for more comprehensive and more representative measures of progress to be developed. Therefore, a variety of ‘adjusted’ indicators have been developed. The robustness and reliability of these indicators is still a contentious issue. But these attempts raise important questions about sustainable development and pose an important challenge to conventional thinking about the relationship between economic progress, well-being and sustainability. The Genuine Progress Indicator (GPI) is one of the indicators of measuring sustainable development. Apply it to Liaoning Province, this paper evaluates Liaoning’s GPI from 1978 to 2011. GPI, Per Capita GPI and GDP of Liaoning are compared with each other. It is concluded that GDP and Per Capita GDP of Liaoning grow much faster than GPI and Per Capita GPI. Grouped all components of GPI into three categories (economy, environment and Social), it shows that social and environmental development lags behind economic growth in Liaoning. This paper is till now a unique application of GPI indicator in Liaoning and China’s provincial level and also contribution to the continuing development of the methods and results for the Index of Genuine Progress Indicator (GPI). Policy implications are given finally.     

Analysis of Cultural Indicators: A Comparison of Their Conceptual Basis and Dimensions

Multiple organizations and institutions have been resorting to indicators on diverse aspects of culture (e.g., creativity, social cohesion, cultural vitality, economic participation), according to their particular purposes and views of what is to be measured. This paper presents results from a research report of a qualitative study that analyzed 35 papers on cultural indicators found via Internet, based on four categories: purpose, assumptions about culture, concept of culture they sustain, and dimensions of indicators considered. Results show that even when the importance of culture is widely recognized in the papers, most of them propose indicators without having solid theoretical foundations, and with an emphasis on the relation between culture and economy. Also, most of the documents do not have a definition of culture or present an instrumental conceptualization of it, where culture is valued not as an end in itself but as a resource than can serve to development.     

A sociological implication of environment in social development

This study, which identifies the sociological implication of the environment in social development, was based on the notion that environmental research should recognize that the environment consists of 3 main, interdependent components: the natural environment, the man-made environment, and the social environment. The study first examines these components of environment and their internal mechanisms and, after noting that sociology has failed to explore the interdependence among these components, offers a new notion of ecosystem that modifies and expands the framework offered by Duncan's POET model (increased population creates pressure for technological change, increases urbanization, and creates more pollution). Next, the paper examines the emerging natural and social environmental problems caused by industrialization. The concluding section reviews the development of concepts about the relationship between the environment and social development based on the assumption of limited natural resources. Because it is now understood that it is more appropriate to consider the limit of ecological capacity, it is important to learn to measure social development by the successful achievement of an adaptation or by harmonization with the environment, rather than by material growth. This requires a conceptualization of man as being part of, rather than independent of, nature. New indicators must be developed to measure the degree of social development achieved.     

Household Assets,the Role of Government Assistance,and Depression Among Low-Income Families in Shanghai

As China’s economy is rapidly changing from a planned to a capitalist economy, many families find themselves financially struggling. In some cases, conflicting values and attitudes may contribute to mental health challenges such as depression that would lead to further feelings of helplessness and immobilization. Using a random sample of 1006 low-income households from Pudong District of Shanghai, China, this study aims to examine the relationships between household assets, beliefs about government as the primary way to improve economic circumstances and self-reported depressive symptoms. In addition, this study investigates the mediation effects of beliefs that government is the best change agent for improved life circumstances on the relationship between household assets and depression. We found those who indicated that government was the main means for attaining a better life had significantly higher depression levels whereas higher numbers of household assets were associated with lower depression levels. We also found that viewing government as the most important change agent only partially mediated the relationship between household assets and depression (p?<?.001). Findings from this study support anti-poverty policies and social work related practice initiatives aimed at assisting low income families in China, in particular the need to address psychological as well as economic needs.

     

Social Harmony in Hong Kong: Level,Determinants and Policy Implications

This study aims at ascertaining how Hong Kong people perceive Hong Kong as a harmonious society. It also identifies the elements that are most conducive to social harmony in Hong Kong, so that the government could take reference when formulating new policies. 1,062 adults residents were asked to rate their perceived level of social harmony and their satisfaction with 36 items (divided into three dimensions: public governance, society, and economy, family and work) for which the research team believes would be influencing the perceived level of social harmony. Results show that the average rating of social harmony was 5.57 (out of 10), delineating a moderate level of social harmony. Subsequent multivariate factor analysis and regression analysis show that the four extracted factors (from the three dimensions) had significant impacts on the level of social harmony. These were, in order of significance: (a) public governance, (b) social solidarity and respect, (c) economy/family/work and, (d) social tolerance and progressiveness. According to the factor loadings of each significant factor, we identified four core values which we hope the government would consider when formulating new policies, as follows: (1) A Justice Government with Sincerity on Communication, (2) Mutual Support and Respect with Integrity and Dedication, (3) Dedication to One’s Job and Community by Helping the Needed and, (4) Creativity and Progressiveness with Tolerance. Implications for policy making are discussed. The study was conducted under the direction and guidance of the Fostering Social Harmony Task Force of the Hong Kong Professionals and Senior Executives Association (HKPASEA). The authors acknowledge the kind support and assistance provided by the Council Members of HKPASEA and staff members of the Centre for Corporate Governance and Financial Policy at Hong Kong Baptist University. We are also grateful to Prof. Alex Michalos and Prof. P. K. Ip for their comments and suggestions given at the International Conference on National Well-Being held in November 2006 at the National Central University, Taiwan.     

Measuring World Better Life Frontier: A Composite Indicator for OECD Better Life Index

The OECD Better Life initiative recently released a comprehensive set of 11 indicators of well-being covering a group of countries. Each individual indicator corresponds to a key topic that is essential to well-being. However, the problem of aggregating them is left to users of this dataset. Using these as individual indicators, we propose a composite indicator of overall well-being, which is intended to measure the performance of each country in terms of providing well-being to its people. The ‘benefit of the doubt’ approach (BOD), a well-known aggregation tool based on a weighed sum, assigns the most favourable weights for each entity under investigation. BOD may also be considered to evaluate the performance of each entity in terms of its efficiency. Regarding individual indicators as outputs, it constructs the benchmark production frontier from observed individual indicators. A composite indicator based on BOD equals the distance between each entity’s individual indicator and the production frontier, indicating its efficiency. It is widely considered that the well-being of a country’s people stems from its productive base, which is characterized by capital assets and social infrastructures. Thus, the productive base can be considered the input used to produce well-being, which is reflected by individual indicators. Therefore, when we apply BOD to aggregate individual well-being indicators across countries, we implicitly assume that all countries have the same productive base, as BOD addresses only the output and neglects the input. This inaccurate assumption leads to a distorted performance measure. Data envelopment analysis (DEA), in which BOD has its roots, is a tool to measure the efficiency of each entity by allowing for differences in inputs as well as outputs across entities. DEA also measures efficiency by using the distance to the production frontier; however, unlike BOD, DEA constructs the production frontier more accurately by utilizing the information of inputs as well as outputs, leading to a better performance measure. We apply DEA to aggregate 11 individual well-being indicators into a composite indicator using the World Bank’s estimates of each country’s productive base. The composite indicator based on BOD is distributed similarly to and is highly correlated with the existing Human Development Indicator (HDI). It is also positively correlated with GDP per capita. On the other hand, we show that the composite indicator based on DEA is negatively correlated with HDI as well as GDP per capita.     

SHORT REVIEWS

Book reviewed in this article: Richard L. Harris (ED.) Globalization and Development in Latin America. David Henley Fertility, Food and Fever: Population, Economy and Environment in North and Central Sulawesi, 1600–1930. Nie Jing ‐Bao Behind the Silence: Chinese Voices on Abortion. Dudley L. Poston and Michael Micklin (EDS.) Handbook of Population. United Nations Department of Economic and Social Affairs , Population Division World Mortality Report 2005. UN Millennium Project Task Force ON HIV/AIDS, Malaria , TB, and Access to Essential Medicines , Working Group on HIV/AIDS Combating AIDS in the Developing World.     

Regional indicators in social planning

Social planning requires the application of indicators as instruments for the measuring of phenomena and processes, for monitoring, and for evaluation. The spatial polarization of socio-economic growth together with individual regional features lead to the emergence of considerable differentiations and disparities. Many of them are perceived in social consciousness as ineqities which require equalization, e.g. living conditions in the sphere of satisfaction of elementary social needs. In order to be effective, social planning must take account of, among other things, the hierarchy of centres and institutions for satisfying social needs, which most frequently amounts to 3 ranks of service (local, regional, national). Each region possesses its own central area (centre) and peripheral area (periphery). The differences between them amount to the emergence of changing socio-economic structures together with a changing dynamic in development and rate of economic growth. The gradation of social needs comprised in social planning corresponds to the hierarchy of service centres. Regional indicators serve the analysis of inter-regional disparities as related to the external “model system”, and are most frequently national means, as well as of intraregional disparities as related to the internal “model system”, which are represented by means of separate regions. The selection of an appropriate set of regional indicators requires a lot of attention. The paper points up the danger of the application of inappropriate regional indicators, which cause distortions in the spatial picture of differentiations.