Equity and Policy Effectiveness with Imperfect Targeting - Economic Research Forum (ERF)

Equity and Policy Effectiveness with Imperfect Targeting

Sami Bibi and Jean-Yves Duclos

October, 2004


25 pages

O1. Economic Development

We propose a general approach that jointly integrates horizontal and vertical equity criteria in the assessment of poverty alleviation programs, with the strength of each criterion captured through its own inequity-aversion parameter. This contrasts with the assessment of poverty alleviation programs done with simple under-coverage and leakage ratios or with other methods that do not take into account the heterogeneity of the poor and that do not address directly the social benefits of achieving normative criteria. We illustrate our methodology by using Tunisian data and two alternative poverty alleviation policies. We find inter alia that the social ranking of commodity and socio-demographic targeting in Tunisia depends on the policymaker’s comparative preference for vertical and horizontal equity.


نقترح مدخل عام يجمع بين معايير العدالة الأفقية والرأسية في تقييم برامج الحد من الفقر، مع التركيز على قوة كل معيار تم رصده من خلال مؤشر تضاده مع عدم العدالة. ويتعارض هذا مع تقييم برامج الحد من الفقر الذي يتم باستخدام نسب قليلة التغطية أو نسب تسرب أو باستخدام وسائل أخرى لا تأخذ في الاعتبار الاختلافات بين الفقراء، والتي لا تتعرض مباشرة للإعانات الاجتماعية في الوصول إلى المقاييس المعيارية. ونوضح منهجنا البحثي باستخدام البيانات التونسية وسياستين بديلتين للحد من الفقر. ونجد، ضمن أشياء أخرى، أن التصنيف الاجتماعي للسلعة والهدف الاجتماعي-السكاني في تونس يعتمد على التفضيل المقارن لواضع السياسة فيما يتعلق بالعدالة الرأسية والأفقية

Research Fellows

Sami Bibi

Research Advisor, Human Resources and Skills Development Canada (HRSDC), Labour Program, Research and Data Development (RDD) Division, Canada

Jean-Yves Duclos



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