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Origins
As international recognition of the importance of eliminating gender inequality was growing,
the Gender Development Index (GDI) and the Gender Empowerment Measure (GEM) were
introduced in the 1995 Human Development Report. The GDI and GEM became the primary
indices for measuring global gender inequality for the United Nations Human Development
Reports. The GDI and GEM faced much criticism for their methodological and conceptual
limitations.[2][3]
Beneria and Permanyer have explained that the GDI and GEM are not measurements of gender
inequality in and of themselves. The GDI is a composite index which measures development
within a country then negatively corrects for gender inequality; and the GEM measures the
access women have to attaining means of power in economics, politics, and making decisions.
Both of which Beneria and Permanyer claim are inaccurate in clearly capturing gender
inequality.[4] According to the UNDP, the GDI was criticized for its inability to accurately
measure gender inequality for its components being too closely related to the Human
Development Index (HDI), a composite measure of human development used by the UNDP.[5]
Thus, the differences between the HDI and GDI were small leading to the implication that
gender disparities were irrelevant to human development. The UNDP also claims that both the
GDI and GEM were criticized because income levels had a tendency to dominate the earned
income component, which resulted in countries with low income levels not being able to get
high scores, even in cases where their levels of gender inequality may have been low. The GEM
indicators proved to be more relevant to developed countries than less-developed countries.
With international growing concern for gender equality, the participants of the World Economic
Forum in 2007, among others, recognized that the advancement of women was a significant
issue that impacted the growth of nations.[6]
As of 2006, the World Economic Forum has been using the Gender Gap Index (GGI) in its
Global Gender Gap Reports, which ranks countries according to their gender gaps, in an
attempt to better capture gender disparities.[7] Beneria and Permanyer criticize the GGI for only
capturing inequality in certain aspects of women's lives therefore making it an incomplete
measure of gender inequality.[4]
Given the amount of criticism the GDI and GEM were facing, the UNDP felt that these indices
did not fully capture the disparities women faced. In an attempt to reform the GDI and GEM,
the UNDP introduced the Gender Inequality Index (GII) in the 2010 Human Development
Report.[5] The new index is a composite measure which, according to the UNDP, captures the
loss of achievement due to gender inequality using three dimensions: reproductive health,
empowerment, and labor market participation. The GII does not include income levels as a
component, which was one of the most controversial components of the GDI and GEM. It also
does not allow for high achievements in one dimension to compensate for low achievement in
another.[5]
Dimensions
There are three critical dimensions to the GII: reproductive health, empowerment, and labor
market participation. The dimensions are captured in one synthetic index, as to account for
joint significance. According to the UNDP, none of the measures in the dimensions pertain to
the country's development and therefore a less-developed country can perform well if gender
inequality is low. The UNDP considers the dimensions complementary in that inequality in one
dimension tends to affect inequality in another. Therefore, the GII captures association across
dimensions, making the index association-sensitive, and ensuring that high achievement in one
dimension does not compensate for low achievement in another dimension.[8]
Reproductive health
Permanyer notes that the GII is a pioneering index, in that it is the first index to include
reproductive health indicators as a measurement for gender inequality.[3] The GII's dimension
of reproductive health have two indicators: the Maternal Mortality Ratio (MMR), the data for
which come UNICEF's State of the World's Children, and the adolescent fertility rate (AFR), the
data for which is obtained through the UN Department of Economic and Social Affairs,
respectively. With a low MMR, it is implied that pregnant women have access to adequate
health needs, therefore the MMR is a good measure of women's access to health care. The
UNDP expresses that women's health during pregnancy and childbearing is a clear sign of
women's status in society.[8]
A high AFR, which measures early childbearing, results in health risks for mothers and infants
as well as a lack of higher education attainment. According to the UNDP data, reproductive
health accounts for the largest loss due to gender inequality, among all regions.[8]
Empowerment
The empowerment dimension is measured by two indicators: the share of parliamentary seats
held by each sex, which is obtained from the International Parliamentary Union, and higher
education attainment levels, which is obtained through United Nations Educational, Scientific
and Cultural Organization (UNESCO) and Barro-Lee data sets.[9] The GII index of higher
education evaluates women's attainment to secondary education and above. Access to higher
education expands women's freedom by increasing their ability to question and increases their
access to information which expands their public involvement.[8]
There is much literature that finds women's access to education may reduce the AFR and child
mortality rates within a country.[6][10] Due to data limitations the parliament representation
indicator is limited to national parliament and excludes local government or other community
involvement. Although women's representation in parliament has been increasing women have
been disadvantaged in representation of parliament with a global average of only 16%.[8]
The labor market dimension is measured by women's participation in the workforce. This
dimension accounts for paid work, unpaid work, and actively looking for work. The data for this
dimension is obtained through the International Labour Organization databases. Due to data
limitations women's income and unpaid work are not represented in the labor market
dimension of GII.[9] In the absence of reliable earned income data across countries, the UNDP
considers labor market participation a suitable substitute for economic aspects of gender
inequality.[2]
Calculations
The metrics of the GII are similar in calculations to the Inequality-adjusted Human
Development Index (IHDI), which was also introduced in the 2010 Human Development
Report, and can be interpreted as a percentage loss of human development due to shortcomings
in the included dimensions. The value of GII range between 0 and 1, with 0 being 0% inequality,
indicating women fare equally in comparison to men and 1 being 100% inequality, indicating
women fare poorly in comparison to men. There is a correlation between GII ranks and human
development distribution, according to the UNDP countries that exhibit high gender inequality
also show inequality in distribution of development, and vice versa.[8]
Step 1: Treating zeros and extreme values: The maternal mortality rate is truncated
systematically at minimum of 10 and maximum of 1,000. The maximum and minimum is based
on the normative assumption that all countries with maternal mortality ratios above 1,000 do
not differ in their ability to support for maternal health as well as the assumption that all
countries below 10 do not differ in their abilities. Countries with parliamentary representation
reporting at 0 are counted as 0.1 because of the assumption that women have some level of
political influence and that the geometric mean can not have a 0 value.
Step 2: Aggregating across dimensions within each gender group, using geometric
means: Aggregating across dimensions for each gender group by the geometric mean makes
the GII association-sensitive.[8] The maternal mortality rate and the adolescent fertility rate are
only relevant for females the males are only aggregated with the other two dimensions.
Step 3: Aggregating across gender groups, using a harmonic mean: To compute the
equally distributed gender index the female and male indices are aggregated by the harmonic
mean of the geometric means to capture the inequality between females and males and adjust
for association between dimensions.
Step 4: Calculating the geometric mean of the arithmetic means for each indicator:
Obtain the reference standard by aggregating female and male indices with equal weight, and
then aggregating indices across dimensions.
Reproductive health is not an average of female and male indices but half the distance from the
norms established
Step 5: Calculating the Gender Inequality Index: To compute the GII compare the
equally distributed gender index from Step 3 to the reference standard from Step 4.
According to the UNDP there was a minor calculation change to the 2011 Gender Inequality
Index from the 2010 index used. The maternal mortality ratio was calculated in the Gender
Inequality Index at 10 even though the range of GII values should be between 0 and 1. To
correct this the maternal mortality ratio is normalized by 10, which generally reduced the values
of the GII.
Rankings
As there is no country with perfect gender equality, all countries suffer some loss of human
development due to gender inequality. The difference in dimensions used in the GII and HDI
means that the GII is not interpreted as a loss of HDI, but has its own rank and value separate
from the HDI.[5] The GII is interpreted as a percentage and indicates the percentage of potential
human development lost due to gender inequality. The world average GII score in 2011 was
0.492, which indicates a 49.2% loss in potential human development due to gender
inequality.[9] Due to the limitations of data and data quality, the 2010 Human Development
Report calculated GII rankings of 138 countries for the year 2008. The 2011 Human
Development Report was able to calculate the GII rankings of 146 countries for the reporting
year 2011.[11]
The 2019 rankings for all scored countries based on UNDP GII data (http://hdr.undp.org/en/co
mposite/GII) are:
GII Rank HDI Rank Country GII Value
1 2 Switzerland 0.025
2 1 Norway 0.038
3 11 Finland 0.039
4 8 Netherlands 0.043
4 10 Denmark 0.043
6 7 Sweden 0.045
6 14 Belgium 0.045
8 26 France 0.049
9 4 Iceland 0.058
10 22 Slovenia 0.063
11 23 Taiwan 0.064
12 23 Luxembourg 0.065
12 11 Singapore 0.065
14 18 Austria 0.069
14 29 Italy 0.069
16 25 Spain 0.070
17 19 Japan 0.075
18 38 Portugal 0.079
19 16 Canada 0.080
20 6 Germany 0.084
21 33 Cyprus 0.086
21 29 Estonia 0.086
23 2 Ireland 0.093
25 8 Australia 0.097
26 48 Montenegro 0.109
28 35 Poland 0.115
29 32 Greece 0.116
29 43 Croatia 0.116
31 53 Belarus 0.118
33 14 Israel 0.123
34 34 Lithuania 0.124
35 64 Serbia 0.132
GII Rank HDI Rank Country GII Value
39 85 China 0.168
40 28 Malta 0.175
41 37 Latvia 0.176
42 69 Albania 0.181
43 45 Qatar 0.185
44 51 Kazakhstan 0.190
45 39 Slovakia 0.191
46 90 Moldova 0.204
48 56 Bulgaria 0.206
49 42 Bahrain 0.212
50 52 Russia 0.225
51 40 Hungary 0.233
52 74 Ukraine 0.234
53 64 Kuwait 0.242
54 81 Armenia 0.245
55 43 Chile 0.247
56 58 Barbados 0.252
59 62 Malaysia 0.253
60 47 Brunei 0.255
61 49 Romania 0.276
62 55 Uruguay 0.288
65 95 Tunisia 0.296
67 70 Cuba 0.304
68 60 Oman 0.306
68 54 Turkey 0.306
71 99 Mongolia 0.322
GII Rank HDI Rank Country GII Value
71 74 Mexico 0.322
73 88 Azerbaijan 0.323
75 46 Argentina 0.328
76 61 Georgia 0.331
77 58 Bahamas 0.341
78 66 Mauritius 0.347
80 79 Thailand 0.359
82 95 Maldives 0.369
84 93 Fiji 0.370
86 86 Ecuador 0.384
87 79 Peru 0.395
94 57 Panama 0.407
95 84 Brazil 0.408
96 92 Lebanon 0.411
The ten highest-ranked countries in terms of gender equality according to the GII for 2008,[8]
2011,[11] and 2012.[12]
Ranking of other countries worth noting: Canada is no. 18, Australia is no. 25, China is no. 39
and United States is no. 42.
GII Rank
GII GII HDI GII GII GII GII
Country Rank Value Rank Rank Value Rank Value
(GII value) 2018 2012 2012 2012 2011 2011 2008 2008
South
7 (0.048) 8 0.08 7 8 0.078 8 0.198
Korea
GII Rank GII Value HDI Rank GII Rank GII Value GII Rank GII Value
Country
2012 2012 2012 2011 2011 2008 2008
Republic of China
2 0.053 23 4 0.061 4 0.223
(Taiwan)
The ten lowest ranked countries in terms of gender equality according to the GII for 2008,[8]
2011,[11] and 2012.[12]
Central African
159 (0.682) 0.654 180 138 0.669 132 0.768
Republic
Sierra Leone 153 (0.644) 0.643 177 137 0.662 125 0.756
Criticisms
Although the GII is a relatively new index that has only been in use since 2010, there are some
criticisms of the GII as a global measurement of gender inequality. The GII may inadequately
capture gender inequality and leave out important aspects or include unnecessary dimensions.
The GII is a complex indicator with many components that are difficult for some to interpret or
calculate.
Complexity
Klasen and Schüler as well as Permanyer argue that the complexity of the GII will make it
difficult to interpret or understand for the professionals who would likely want to make use of it
because so many non-linear procedures are applied to the data.[3][15] Permanyer believes that
simplicity is required in order for analysts, policy-makers, or practitioners to convey a clear
message to the general public.[3]
Klasen and Schüler claim that the GII is meant to represent a loss of human development, but
the standard against which the losses are measured is not stated anywhere, unlike the GDI
where the losses were measured against the HDI, making the HDI represent perfect equality.[15]
The UNDP explains that the complexity of the calculations are needed in order to maintain an
association-sensitive measure, but Permanyer argues that alternative indices that are much less
complex have also shown to be association sensitive.[3]
Mix of indices
Both Klasen and Schüler as well as Permanyer argue that the GII mixes indices in a few ways
which furthers the complexity and poses other issues. The measurement combines well-being
and empowerment which becomes problematic in that it increases the complexity, lacks
transparency, and suffers from the problem of using an arithmetic means of ratios.[3][15]
Permanyer argues that it also combines two different, absolute and relative, indicators within
the same formula. For example, if the MMR is higher than 10 per 100,000 it is considered
inequality. Yet, parliamentary representation is only considered inequality if there is a deviation
from 50 percent. Therefore, if women and men fare equally in all dimensions the GII would not
equal a zero value as it should. Permanyer gives an example for this problem:
Consider a hypothetical country with PRf = PRm, SEf = SEm, LFPRf = LFPRm and with
the lowest MMR and AFR observed in the sample of countries for which data is available
(MMR = 10, AFR = 3.8). In that case, that hypothetical country would have a GII value
well above 0 (GII approximately 0.15).[3]
Regional relevance
Permanyer also criticizes the GII for whether or not its assessment of gender inequality, and
uses of the same set of indicators, are equally relevant or meaningful across all regions of the
Globe. For less-developed countries the use of the MMR and AFR in the dimension of
reproductive health may be penalizing although the loss may not be entirely explained by
gender inequality.[3] Less-developed countries performance in the reproductive health
dimension may differ regionally or locally. Access to or use of health services can be influenced
by socio-economic levels, public health policies, or social and cultural practices. In developed
countries, specifically European countries, gender inequality levels are not very "robust to
alternative specifications of gender-related indicators" and analysts and policy makers may
choose specific methods to yield desired results.[3]
Choice of variables
Klasen and Schüler briefly criticize the GII for its failure to capture the informal work and
unpaid domestic or care work where women are primarily over-represented. In many
underdeveloped societies women and girls spend the majority of their time in domestic work
whereas men and boys spend far less, if any.[10] Therefore, the if the GII lacks the capturing of
the time women spend in unpaid labor, it is insufficient in capturing the true global disparities
of women.[15]
See also
▪ Gender Development Index
▪ Gender Empowerment Measure
▪ Global Gender Gap Report
▪ Gender Inequalities in Liberia
▪ Human Development Index
▪ Human Development Report
▪ Multiple Correspondence Analysis
▪ United Nations Development Programme
▪ Women in Africa
▪ Women in Islam
References
1. Nations, United (2020). "Human Development Report 2020 - Table 5: Gender Inequality
Index" (http://hdr.undp.org/en/composite/GII). United Nations Development Programme.
Retrieved 2021-01-22.
2. Bardhan, K., and Klasen, S.(1999).UNDP's Gender-Related Indices: A Critical Review,
World Development, 27:6, pp.985-1010
3. Permanyer, I.,(2011). Are UNDP Indices Appropriate to Capture Gender Inequalities in
Europe? (http://www.ced.uab.cat/butlleti/num56_files/SIR_permanyer.pdf) Archived (https://
web.archive.org/web/20200911194742/https://www.ced.uab.cat/butlleti/num56_files/SIR_per
manyer.pdf/) 2020-09-11 at the Wayback Machine, Social Indicators Research, pp. 1-24
4. Beneria, L., Permanyer, I.,(2010).The Measurement of Socio-economic Gender Inequality
Revisited, Development and Change, 41:3, pp.375-399
5. United Nations Development Programme,(2011).Gender Inequality Index FAQ (http://hdr.un
dp.org/en/media/FAQs_2011_GII.pdf)
6. Ferrant, G., (2010). The Gender Inequalities Index (GII) as a New Way to Measure Gender
Inequalities in Developing Countries, SciencesNew York, pp.106-112
7. Hausmann, R., Tyson, L.D., Zahidi, S., (2006). "The Global Gender Gap Report 2006",
World Economic Forum, Geneva, Switzerland
8. United Nations Development Programme, Human Development Report 2010; The Real
Wealth of Nations (http://hdr.undp.org/en/media/HDR_2010_EN_Complete_reprint.pdf),
2010
9. United Nations Development Programme, Gender Inequality Index FAQ's (http://hdr.undp.or
g/en/media/FAQs_2011_GII.pdf), 2011
10. Hill and King, Women's Education and Economic Well-Being (http://dinhvutrangngan.com/te
aching/Social_Economics/College_Women/Hill-King%201995.pdf), Feminist Economics,
1995
11. United Nations Development Programme, Human Development Report 2011; Sustainability
and Equity (http://hdr.undp.org/en/media/HDR_2011_EN_Complete.pdf), 2011
12. "Table 4 Gender Inequality Index 2012" (https://web.archive.org/web/20140103002623/http
s://data.undp.org/dataset/Table-4-Gender-Inequality-Index/pq34-nwq7). United Nations
Development Programme. Archived from the original (https://data.undp.org/dataset/Table-4-
Gender-Inequality-Index/pq34-nwq7) on 3 January 2014. Retrieved 16 January 2014.
13. "我國HDI、GII分別排名全球第23位及第2位" (http://www.dgbas.gov.tw/public/Data/36616637
1.pdf) (PDF) (in Chinese). Directorate-General of Budget, Accounting and Statistics.
Retrieved 2013-12-26.
14. 台灣性別平等 2012排名全球第2 (http://news.ltn.com.tw/news/life/breakingnews/1113684),
Liberty Times, 2014-09-23
15. Klasen and Schüler,Reforming the Gender-Related Development Index and the Gender
Empowerment Measure: Implementing Some Specific Proposals (http://www.ccee.edu.uy/e
nsenian/catgenyeco/Materiales/2011-08-10%20M6%20-%20KlasenShuler(2011).pdf)
Archived (https://web.archive.org/web/20131202231600/http://www.ccee.edu.uy/ensenian/c
atgenyeco/Materiales/2011-08-10%20M6%20-%20KlasenShuler(2011).pdf) 2013-12-02 at
the Wayback Machine, Feminist Economics, 17:1, 2011.