“Why Call It Equality?” Revisited: An Extended Critique of the EIGE Gender Equality Index

Caitlin B. Schmid () and Mark Elliot
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Caitlin B. Schmid: University of Manchester
Mark Elliot: University of Manchester

Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, 2023, vol. 168, issue 1, No 15, 389-408

Abstract: Abstract In this paper, we review the methodology of one of the most comprehensive indices of gender equality, the Gender Equality Index by the European Institute for Gender Equality (EIGE). Building on Permanyer’s (J Eur Soc Policy, 25(4):414–430, 2015) critical analysis, we offer an extended critique of the EIGE’s current methodology, focusing on four interrelated issues: (a) the lack of transparency around the methodological decisions and the concomitant implicit theorising, (b) the continuing over-contribution of the ‘correcting coefficient’ to the index such that it predominantly captures achievement levels rather than gender gaps, (c) problems with the verification process and use of Principal Component Analysis, (d) issues arising from the aggregation and weighting of index components. Our analysis shows that in addition to the use of the correcting coefficient, other methodological choices (such as the use of ratios and geometric means) result in an unjustified penalisation of lower-GDP countries, reinforcing biased assumptions about gender equality progress in more affluent countries vis-á-vis lower-GDP countries in the sample. We call for greater transparency around theory, method and the relationship between the two while also proposing methodological improvements. These changes would bring the EIGE index closer to fulfilling its undoubted potential to provide a nuanced understanding of gender equality levels in the European Union and effectively inform policy development toward social change.

Keywords: EIGE; Europe; EU; Gender equality; Gender equality index; Measurement (search for similar items in EconPapers)
Date: 2023
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DOI: 10.1007/s11205-023-03126-5

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