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Messung der Armut – Armutsforschung und Statistik

Armutsforschung und Sozialpolitik greifen bei der Definition und Messung von Armut auf verschiedene Konzepte, Daten und statistische Verfahren zurück. Verwendung finden dabei absolute und relative Armutsgrenzen, Warenkorbstandards aber auch Indikatoren für soziale Ungleichheit oder den Lebensstil. Dieses Themendossier präsentiert mit Literaturhinweisen wissenschaftliche Befunde und Diskussionen zur Armutsmessung.
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  • Literaturhinweis

    Work Hours Volatility and Child Poverty: The Potential Mitigating Role of Safety Net Programs (2024)

    Cai, Julie;

    Zitatform

    Cai, Julie (2024): Work Hours Volatility and Child Poverty: The Potential Mitigating Role of Safety Net Programs. In: Social forces, Jg. 102, H. 3, S. 902-925. DOI:10.1093/sf/soad109

    Abstract

    "Despite established links among persistent unemployment, low wages, and children’s economic well-being, social scientists have yet to document how variability in work hours is linked to child poverty. Our knowledge of the safety net’s heterogeneous responses to work-hour instability is also limited. This is of critical importance for scholars and policymakers. Using nationally representative data collected every 4 months, this paper examines how intra-year work-hour volatility is related to child poverty, measured through both the official poverty measure (OPM) and the supplemental poverty measure (SPM). It further assesses varying degrees of buffering effects of cash, in-kind benefits, and tax transfers on income in the context of work-hour volatility. Results indicate that more than one in four households (26%) facing the greatest volatility lived under the poverty line. Black and Hispanic children, as well as those living with unpartnered single mothers, faced substantially higher variability in household market hours worked. Hispanic children experienced not only greater volatility in their caregivers’ work hours but also higher poverty level, even after taking government programs into account. In-kind benefits are more effective in buffering household income declines resulting from unstable work hours, followed by tax transfers and cash benefits. The effectiveness of near-cash benefits is particularly salient among Black children and children of single mothers. These results provide new evidence to inform policy discussions surrounding the best ways to help socioeconomically disadvantaged families to retain benefits and smooth their income in the face of frequent variation in work hours and, thus, earnings." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Armutsmessung in Zeiten von Vielfachkrisen (2023)

    Badelt, Christoph; Heitzmann, Karin ;

    Zitatform

    Badelt, Christoph & Karin Heitzmann (2023): Armutsmessung in Zeiten von Vielfachkrisen. In: Wirtschaft und Gesellschaft, Jg. 49, H. 3, S. 17-48.

    Abstract

    "In diesem Beitrag zeigen wir, dass die traditionellen Armutsmaße nicht geeignet sind, ein adäquates Bild der sozialen Probleme zu zeichnen, die durch die jüngsten Krisen, vor allem durch die Inflation, verstärkt wurden. Vielmehr müsste ein breiteres Indikatorsystem zur Armutsmessung verwendet werden. Da dieses in der Praxis nur auf Stichprobenbasis dargestellt werden kann, steht die Sozialpolitik vor dem Dilemma, dass ein geeignetes Armutsmaß nicht gleichzeitig als Kriterium für automationsunterstützte Entscheidungen über die Förderung bestimmter Einzelpersonen dienen kann. Genau dies wäre allerdings für eine Sozialpolitik, die Unterstützungen zielgerichtet an Armutsbetroffene richten möchte, notwendig. Auch könnte Treffsicherheit nur in Einzelfallentscheidungen erzielt werden, wie sie in der Sozialarbeit (z. B. im Sozialhilfewesen) gefällt werden. Da es aber aus vielfältigen Gründen problematisch wäre, Sozialpolitik stärker in die Sozialarbeit zu ver-schieben, wird es wichtiger, durch eine präventive Sozialpolitik die Zahl jener Menschen, deren Grundbedarfe durch konventionelle Maßnahmen der (Sozial-)Politik nicht gesichert werden können, möglichst klein zu halten." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Within, Between, and Beyond: A New Approach to Examining World Income Inequality (2023)

    Clark, Rob;

    Zitatform

    Clark, Rob (2023): Within, Between, and Beyond: A New Approach to Examining World Income Inequality. In: Social forces, Jg. 102, H. 2, S. 403-429. DOI:10.1093/sf/soad051

    Abstract

    "World income inequality is comprised of uneven development between states and unequal distribution within states. Recent work shows that the “between-country” component still accounts for a majority of the total, but that attention is shifting to the “within-country” portion, which is growing in both absolute and relative terms. What is less appreciated, though, is that the way income is distributed within countries also plays an indirect role in how income differences are recognized between them. When a nation’s income distribution is highly unequal, its mean income is substantially larger than the income of its average person, thereby masking a depreciation in living standards for those residing in the middle. The practical effect of this distortion is that poor, unequal countries seem wealthier than they really are when using mean incomes to represent country averages, as is typically done. I address this shortcoming in prior work by estimating between-country inequality using median incomes. My analysis covers the 1990–2017 period for 123 countries that represent over 90 percent of the world’s population. According to Theil’s T, I find that (a) inequality in median incomes is almost 15 percent higher than inequality in mean incomes, and that (b) median incomes are converging about 7.5 percent more slowly than mean incomes. This translates to a higher level of world income inequality, which is likewise converging at a slower rate. Overall, I find that the direct and indirect effects of national inequality are now responsible for about half of the world’s income inequality." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Hinter den Fassaden: Zur Ungleichverteilung von Armut, Reichtum, Bildung und Ethnie in den deutschen Städten (2023)

    Helbig, Marcel;

    Zitatform

    Helbig, Marcel (2023): Hinter den Fassaden: Zur Ungleichverteilung von Armut, Reichtum, Bildung und Ethnie in den deutschen Städten. (WZB discussion paper P / Wissenschaftszentrum Berlin für Sozialforschung, Forschungsgruppe der Präsidentin P 2023-003), Berlin, 210 S.

    Abstract

    "Wie ungleich sind Deutschlands Städte? Wo leben die Armen, wo die Wohlhabenden und wo die Akademiker? Diese Fragen beantwortet die vorliegende Studie sowohl im Querschnitt für die 153 größten deutschen Städte als auch in der zeitlichen Entwicklung. Im Gegensatz zu früheren Studien kann hier nicht nur auf Daten der Kommunalstatistik (101 Städte), sondern erstmals auch auf räumlich vergleichbare Daten der Bundesagentur für Arbeit (BA) für ganz Deutschland zurückgegriffen werden. Mit den Daten der BA ist es zudem erstmals möglich, soziale Ungleichheiten in deutschen Städten nicht nur anhand von Armutslagen (SGB II-Statistik), sondern auch anhand der Verteilung von hoher Bildung und hohen Einkommen zu analysieren. Die Daten der Kommunalstatistik liegen für die Jahre 2005 bis 2021 vor, die Daten der BA für die Jahre 2013 bis 2022." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Job market polarization and American poverty (2023)

    Siddique, Abu Bakkar ;

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    Siddique, Abu Bakkar (2023): Job market polarization and American poverty. In: Journal for labour market research, Jg. 57. DOI:10.1186/s12651-023-00356-5

    Abstract

    "The article posits that the puzzles of stagnating poverty rates amidst high growth and declining unemployment in the United States can be substantially explained by polarized job markets characterized by job quality and job distribution. In recent decades, there has been an increased number of poor-quality jobs and an unequal distribution of jobs in the developed world, particularly in the United States. I have calculated measures of uneven job distribution indices that account for the distribution of jobs across households. A higher value of the uneven job distribution indices implies that there are relatively large numbers of households with multiple employed people and households with no employed people. Similarly, poor-quality jobs are those jobs that do not offer full-time work. Two-way fixed-effect models estimate that higher uneven job distribution across households worsens aggregated poverty at the state level. Similarly, good-quality jobs help households escape poverty, whereas poor-quality jobs do not. This paper suggests that eradicating poverty requires the government to direct labor market policies to be tailored more toward distributing jobs from individuals to households and altering bad jobs into good jobs, rather than merely creating more jobs in the economy. This paper contributes by elaborating on relations of employment and poverty, addressing employment quality and distribution, and providing empirical evidence." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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  • Literaturhinweis

    The end of welfare states as we know them? A multidimensional perspective (2023)

    Sowula, Jakub ; Gehrig, Franziska; Scruggs, Lyle A. ; Ramalho Tafoya, Gabriela ; Seeleib-Kaiser, Martin;

    Zitatform

    Sowula, Jakub, Franziska Gehrig, Lyle A. Scruggs, Martin Seeleib-Kaiser & Gabriela Ramalho Tafoya (2023): The end of welfare states as we know them? A multidimensional perspective. In: Social Policy and Administration online erschienen am 20.12.2023. DOI:10.1111/spol.12990

    Abstract

    "This article highlights the limitations of unidimensional analyses in the comparative welfare state literature and emphasises the need for a more holistic, multidimensional approach incorporating social spending, welfare state outputs and outcomes. To illustrate the utility of a multidimensional approach, we examine the long‐term welfare state trajectories of Sweden and Germany, prototypical social‐democratic and conservative welfare states, respectively, and compare them against the baseline of Europe's prototypical liberal welfare state, the United Kingdom. The social spending (expenditure) and output (generosity) allowed us to identify significant changes in the Swedish welfare state (i.e., retrenchment). The outcome dimension alerts us to a policy drift in the German Welfare State, as relatively stable public spending and welfare generosity until the first half of the 2000s were nonetheless associated with sharply increased inequality and poverty. Overall, our findings suggest that a holistic, multidimensional approach is necessary to fully understand the complexities of welfare state change and continuity, as focusing solely on one dimension can lead to analytical misjudgments. The sharp rise in inequality and poverty across countries raises doubts about whether policymakers and researchers rely too much on outdated assumptions of normality that fail to meet the welfare state realities of today." (Author's abstract, IAB-Doku, Published by arrangement with John Wiley & Sons) ((en))

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  • Literaturhinweis

    Wohlstand, Armut und Reichtum neu ermittelt: Materielle Teilhabe aus mehrdimensionaler Perspektive : Bericht zum ersten Modul des Projekts "Materielle Teilhabe im Lebensverlauf" (2022)

    Becker, Irene; Tobsch, Verena; Schmidt, Tanja;

    Zitatform

    Becker, Irene, Tanja Schmidt & Verena Tobsch (2022): Wohlstand, Armut und Reichtum neu ermittelt. Materielle Teilhabe aus mehrdimensionaler Perspektive : Bericht zum ersten Modul des Projekts "Materielle Teilhabe im Lebensverlauf". (Hans-Böckler-Stiftung. Study 472), Düsseldorf, 120 S.

    Abstract

    "Die vorliegende Arbeit entwickelt die Messung von Wohlstandsverteilungen in zweifacher Hinsicht weiter: Einkommen und Vermögen werden integrativ betrachtet; zudem wird mit der zusätzlichen Einbeziehung von Konsum und Sparen ein fundiertes Schichtungskonzept materieller Teilhabe für Deutschland entwickelt. Die Analysen führen zu einer mäßigen Modifizierung der gängigen Armuts- und Reichtumsgrenze. Seit 2000 hat die auf dieser Basis ermittelte Armutsquote deutlich zugenommen, wobei sich drastische Unterschiede nach Teilgruppen der Bevölkerung zeigen." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Coronabedingte Ungleichheit und Armut in Deutschland: Überschätzt oder unterschätzt? (2022)

    Dauderstädt, Michael;

    Zitatform

    Dauderstädt, Michael (2022): Coronabedingte Ungleichheit und Armut in Deutschland: Überschätzt oder unterschätzt? In: Wirtschaftsdienst, Jg. 102, H. 1, S. 64-66. DOI:10.1007/s10273-022-3096-5

    Abstract

    "Anfang November 2021 veröffentlichten sowohl das europäische statistische Amt Eurostat als auch das deutsche Destatis die Ergebnisse der Haushaltsbefragung 2020 zu Einkommen und Lebensbedingungen (EU-SILC: Survey of Income and Living Conditions). Die Ergebnisse für Deutschland waren auf den ersten Blick schockierend: Die Ungleichheit, gemessen mit der Quintilsquote (S80/ S20-Quote), also das Verhältnis des Einkommens des reichsten Fünftels der Bevölkerung zu dem des ärmsten Fünftels, stieg von 4,89 auf 6,47. Die Armutsrisikoquote, die den Anteil der Bevölkerung mit einem Einkommen von weniger als 60 % des mittleren Einkommens angibt, kletterte von 17,4 % auf 24,0 %. Das wären über 5 Mio. zusätzlich von Armut(srisiken) betroffene Menschen in Deutschland. Tatsächlich dürfte die Entwicklung weit weniger dramatisch sein; denn Destatis hat 2020 sein Erhebungsverfahren verändert, weswegen die Werte für 2020 mit den Vorjahren nicht vergleichbar sind. Das lässt aber die Fragen offen, wie sich die Einkommensverteilung in Deutschland tatsächlich verändert hat und ob das alte oder das neue Erhebungsverfahren ein realistischeres Bild der deutschen Verhältnisse liefert. Wenden wir uns zuerst der Veränderung in der Pandemie zu." (Autorenreferat, IAB-Doku, © Springer-Verlag)

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  • Literaturhinweis

    Measuring Poverty Persistence (2022)

    Fusco, Alessio; Kerm, Philippe Van;

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    Fusco, Alessio & Philippe Van Kerm (2022): Measuring Poverty Persistence. (LISER working papers 2022,02), Esch-sur-Alzette, 14 S.

    Abstract

    "This chapter reviews the literature on the measurement of poverty persistence. The review has two parts. We first cover the literature on poverty persistence indicators which develops “principled”, descriptive summary measures. We then review the econometric literature which teases out the determinants of poverty persistence. Finally, we describe the challenges and limitations the literature on poverty persistence face." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    A new poverty indicator for Europe: The extended headcount ratio (2022)

    Goedemé, Tim ; Van den Bosch, Karel; Decerf, Benoit;

    Zitatform

    Goedemé, Tim, Benoit Decerf & Karel Van den Bosch (2022): A new poverty indicator for Europe: The extended headcount ratio. In: Journal of European Social Policy, Jg. 32, H. 3, S. 287-301. DOI:10.1177/09589287221080414

    Abstract

    "The methodology currently used to measure poverty in the European Union faces some important limitations. Capturing key aspects of poverty is done using a dashboard of indicators, which often tell conflicting stories. We propose a new income-based measure of poverty for Europe that captures in a consistent way in a single indicator the level of relative poverty, the intensity of poverty, poverty with a threshold anchored in time and a pan-European perspective on poverty. To do so, we work with a recently developed poverty index, the extended headcount ratio (EHC) and derive the relevant poverty lines to apply the index to poverty in Europe. We show empirically that our measure consistently captures the aspects typically monitored using a variety of indicators and yields rankings that seem more aligned with intuitions than those obtained by these individual indicators. According to our measure, Eastern Europe has a much higher level of poverty than Southern Europe, which, in turn, has a considerably higher level of poverty than North-Western Europe. In North-Western Europe, the evolution of our measure over time correlates most strongly with the at-risk-of-poverty rate, while in Southern and Eastern Europe, it correlates most strongly with at-risk-of-poverty with the threshold anchored in time." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    A multivariate extension of the Lorenz curve based on copulas and a related multivariate Gini coefficient (2022)

    Grothe, Oliver; Kächele, Fabian ; Schmid, Friedrich;

    Zitatform

    Grothe, Oliver, Fabian Kächele & Friedrich Schmid (2022): A multivariate extension of the Lorenz curve based on copulas and a related multivariate Gini coefficient. In: Journal of Economic Inequality, Jg. 20, H. 3, S. 727-748. DOI:10.1007/s10888-022-09533-x

    Abstract

    "We propose an extension of the univariate Lorenz curve and of the Gini coefficient to the multivariate case, i.e., to simultaneously measure inequality in more than one variable. Our extensions are based on copulas and measure inequality stemming from inequality in each single variable as well as inequality stemming from the dependence structure of the variables. We derive simple nonparametric estimators for both instruments and exemplary apply them to data of individual income and wealth for various countries." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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  • Literaturhinweis

    Global Trends in Income Inequality and Income Dynamics: New Insights from GRID (2022)

    Guvenen, Fatih; Pistaferri, Luigi; Violante, Giovanni L.;

    Zitatform

    Guvenen, Fatih, Luigi Pistaferri & Giovanni L. Violante (2022): Global Trends in Income Inequality and Income Dynamics. New Insights from GRID. In: Quantitative Economics, Jg. 13, H. 4, S. 1321-1360. DOI:10.3982/QE2260

    Abstract

    "The Global Repository of Income Dynamics (GRID) is a new open-access, cross- country database that contains a wide range of micro statistics on income inequality, dynamics, and mobility. It has four key characteristics: it is built on micro panel data drawn from administrative records; it fully exploits the longitudinal dimension of the underlying datasets; it offers granular descriptions of income inequality and income dynamics for finely defined subpopulations; and it is designed from the ground up with the goals of harmonization and cross-country comparability. This paper introduces the database and presents a set of global trends in income inequality and income dynamics across the 13 countries that are currently in GRID. Our results are based on the statistics created for GRID by the 13 country teams who also contributed to this special issue with individual articles." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Income-Dependent Equivalence Scales and Choice Theory: Implications for Poverty Measurement (2022)

    Koulovatianos, Christos; Schröder, Carsten ;

    Zitatform

    Koulovatianos, Christos & Carsten Schröder (2022): Income-Dependent Equivalence Scales and Choice Theory: Implications for Poverty Measurement. (DIW-Diskussionspapiere 1991), Berlin, 14 S.

    Abstract

    "Equivalence Scales are a tool for removing the heterogeneity of household sizes in the measurement of inequality, and affect poverty assessments and poverty lines. We address the disadvantage that poor households may suffer due to their reduced ability to share goods within the household. This disadvantage is important to estimate and embed in standard analysis, as it seems to have a substantial quantitative impact on the measurement of poverty. We also suggest that future research on the role of subsistence incomes of different household types in utility functions may shed light on explanations for poverty and may guide anti-poverty policies." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    How much does reducing inequality matter for global poverty? (2022)

    Lakner, Christoph ; Mahler, Daniel Gerszon; Negre, Mario; Prydz, Espen Beer;

    Zitatform

    Lakner, Christoph, Daniel Gerszon Mahler, Mario Negre & Espen Beer Prydz (2022): How much does reducing inequality matter for global poverty? In: Journal of Economic Inequality, Jg. 20, H. 3, S. 559-585. DOI:10.1007/s10888-021-09510-w

    Abstract

    "The goals of ending extreme poverty by 2030 and working towards a more equal distribution of incomes are part of the United Nations' Sustainable Development Goals. Using data from 166 countries comprising 97.5% of the world's population, we simulate scenarios for global poverty from 2019 to 2030 under various assumptions about growth and inequality. We use different assumptions about growth incidence curves to model changes in inequality, and rely on a machine-learning algorithm called model-based recursive partitioning to model how growth in GDP is passed through to growth as observed in household surveys. When holding within-country inequality unchanged and letting GDP per capita grow according to World Bank forecasts and historically observed growth rates, our simulations suggest that the number of extreme poor (living on less than $1.90/day) will remain above 600 million in 2030, resulting in a global extreme poverty rate of 7.4%. If the Gini index in each country decreases by 1% per year, the global poverty rate could reduce to around 6.3% in 2030, equivalent to 89 million fewer people living in extreme poverty. Reducing each country's Gini index by 1% per year has a larger impact on global poverty than increasing each country's annual growth 1 percentage point above forecasts. We also study the impact of COVID-19 on poverty and find that the pandemic may have driven around 60 million people into extreme poverty in 2020. If the pandemic increased the Gini index by 2% in all countries, then more than 90 million may have been driven into extreme poverty in 2020." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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  • Literaturhinweis

    Measurement error and its impact on estimates of income dynamics (2022)

    Lee, Nayoung ;

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    Lee, Nayoung (2022): Measurement error and its impact on estimates of income dynamics. In: Empirical economics, Jg. 63, H. 5, S. 2539-2550. DOI:10.1007/s00181-022-02218-4

    Abstract

    "This paper examines whether reported income generates biases for studies on economic mobility and poverty dynamics. Using a linear measurement error model capturing mean-reverting measurement error, this study finds that substantial classical measurement error exists in reported data, leading to a bias toward zero in the estimate of income dynamics. Time-invariant non-classical measurement error and unobserved heterogeneity offset the effect of classical measurement error. This study also identifies the standard deviation of the measurement error, which is estimated to be about 70% of that of the equation error in the income model, suggesting that random measurement error is substantial." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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    Are survey data underestimating the inequality of wealth? (2022)

    Meriküll, Jaanika; Rõõm, Tairi;

    Zitatform

    Meriküll, Jaanika & Tairi Rõõm (2022): Are survey data underestimating the inequality of wealth? In: Empirical economics, Jg. 62, H. 2, S. 339-374. DOI:10.1007/s00181-021-02030-6

    Abstract

    "This paper studies households' response behaviour in a wealth survey. We analyse how unit non-response and item non-response contribute to the estimated distribution of wealth. Our findings imply that wealth inequality is underestimated in the survey. The downward bias is originating from item non-response and not from unit non-response. Wealthier households are less likely to provide answers to wealth-related questions. As a result, the level of net wealth is underestimated and the top tail of its distribution is missing. Imputation can eliminate biases throughout most of the wealth distribution but does not recover the estimates in the top tail." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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  • Literaturhinweis

    About some difficulties with the functional forms of Lorenz curves (2022)

    de Mesnard, Louis ;

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    de Mesnard, Louis (2022): About some difficulties with the functional forms of Lorenz curves. In: Journal of Economic Inequality, Jg. 20, H. 4, S. 939-950. DOI:10.1007/s10888-022-09542-w

    Abstract

    "We study to what extent some functional form assumption on the Lorenz curve are amenable to calculating headcount poverty, or poverty threshold, the key concept to determine a poverty index. The difficulties in calculating it have been underestimated. We must choose some functional forms for the Lorenz concentration curve. We examine three families of one-parameter functional forms to estimate Lorenz curves: power (elementary and Pareto), exponential (elementary and Gupta) and fractional (Rohde). Computing these numerical functions may be difficult and impose some restrictions on their domain of definition, may impose to use some numerical approximation methods. The elementary power and exponential forms are not a problem. However, Pareto raises the problem of a restricted domain of definition for its parameters. The exponential form of Gupta leads to a Lambert function that poses multiple problems, including a restricted field of definition. The fractional form of Rohde has also a restricted domain of definition. It is probably time to choose functional forms not only according to their ability to fit the data, but also according to their ability to calculate poverty indices." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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    Die materielle Versorgung von Hartz-IV-Haushalten hat sich in den letzten Jahren etwas verbessert, deren relative Einkommenssituation nicht (2021)

    Beste, Jonas ; Trappmann, Mark ;

    Zitatform

    Beste, Jonas & Mark Trappmann (2021): Die materielle Versorgung von Hartz-IV-Haushalten hat sich in den letzten Jahren etwas verbessert, deren relative Einkommenssituation nicht. In: IAB-Forum H. 17.02.2021 Nürnberg, o. Sz., 2021-02-15.

    Abstract

    "Während die relative Armut in Deutschland in den 2010er Jahren zunächst zunahm und dann auf hohem Niveau stagnierte, nahm die materielle Unterversorgung in der gleichen Zeit deutlich ab. Letztere kann als Maß für absolute Armut betrachtet werden." (Autorenreferat, IAB-Doku)

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    Beste, Jonas ; Trappmann, Mark ;
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  • Literaturhinweis

    Assessing differences in household needs: A comparison of approaches for the estimation of equivalence scales using German expenditure data (2021)

    Dudel, Christian ; Schmied, Julian ; Garbuszus, Jan Marvin;

    Zitatform

    Dudel, Christian, Jan Marvin Garbuszus & Julian Schmied (2021): Assessing differences in household needs. A comparison of approaches for the estimation of equivalence scales using German expenditure data. In: Empirical economics, Jg. 60, H. 4, S. 1629-1659. DOI:10.1007/s00181-020-01822-6

    Abstract

    "Equivalence scales are routinely applied to adjust the income of households of different sizes and compositions. Because of their practical importance for the measurement of inequality and poverty, a large number of methods for the estimation of equivalence scales have been proposed. Until now, however, no comprehensive comparison of current methods has been conducted. In this paper, we employ German household expenditure data to estimate equivalence scales using several parametric, semiparametric, and nonparametric approaches. Using a single dataset, we find that some approaches yield more plausible results than others while implausible scales are mostly based on linear Engel curves. The results we consider plausible are close to the modified OECD scale, and to the square root scale for larger households." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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    Amartya Sen und die Idee der Gerechtigkeit (2021)

    Gartner, Hermann ;

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    Gartner, Hermann (2021): Amartya Sen und die Idee der Gerechtigkeit. In: F. Schulze (Hrsg.) (2021): Humanistik und Philosophie, Bd. 2. Jahresband der Humanistischen Akademie 2021, S. 1-8.

    Abstract

    "Der Aufsatz stellt die Grundideen des Wirtschaftsnobelpreisträgers Amartya Sen zu Fragen der Gerechtigkeit dar. Dabei wird auch der Kontext zu anderen Gerechtigkeitstheorien hergestellt, wie dem Utilitarismus oder den Vorstellungen von John Rawls. Im Zentrum von Amartya Sens Vorstellungen zu Gerechtigkeit steht der Befähigungsansatz. Befähigungen umfassen dabei substantielle Freiheiten, das Leben so zu führen, wie wir es mit guten Gründen wollen." (Autorenreferat, IAB-Doku)

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    Gartner, Hermann ;
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