Equality of outcome
Encyclopedia
Equality of outcome, equality of condition, or equality of results is a controversial political concept. Although it is not always clearly defined, it is usually taken to describe a state in which people have approximately the same material wealth or, more generally, in which the general conditions of their lives are similar. Achieving this requires reducing or eliminating material inequalities between individuals or households in a society. This could involve a transfer of income
Income
Income is the consumption and savings opportunity gained by an entity within a specified time frame, which is generally expressed in monetary terms. However, for households and individuals, "income is the sum of all the wages, salaries, profits, interests payments, rents and other forms of earnings...

 and/or wealth
Wealth
Wealth is the abundance of valuable resources or material possessions. The word wealth is derived from the old English wela, which is from an Indo-European word stem...

 from wealthier to poorer individuals, or adopting other institutions designed to promote equality of condition from the start. The concept is central to some political ideologies and is used regularly in political discourse, often in contrast to the term equality of opportunity. A related way of defining equality of outcome is to think of it as "equality in the central and valuable things in life."

Comparisons with related concepts

Equality of outcome is often compared to related concepts of equality. Generally, the concept is most often contrasted with the concept of equality of opportunity, but there are other concepts as well. The term has been seen differently from differing political perspectives, but of all of the terms relating to equality, equality of outcome is the most "controversial" or "contentious".
  • Equality of opportunity. This conception generally describes fair competition for important jobs and positions such that contenders have equal chances to win such positions, and applicants are not judged or hampered by unfair or arbitrary discrimination
    Discrimination
    Discrimination is the prejudicial treatment of an individual based on their membership in a certain group or category. It involves the actual behaviors towards groups such as excluding or restricting members of one group from opportunities that are available to another group. The term began to be...

    . It entails the "elimination of arbitrary discrimination in the process of selection." The term is usually applied in workplace situations but has been applied in other areas as well such as housing, lending, and voting rights. The essence is that job seekers have "an equal chance to compete within the framework of goals and the structure of rules established," according to one view. It is generally seen as a procedural value of fair treatment by the rules.

  • Equality of autonomy
    Equality of autonomy
    Equality of autonomy is a concept from political philosophy advocated by Amartya Sen which suggests that societies should strive to help individuals have an equal chance at autonomy or empowerment...

    . This relatively new concept, a sort of hybrid notion, has been developed by philosopher Amartya Sen
    Amartya Sen
    Amartya Sen, CH is an Indian economist who was awarded the 1998 Nobel Prize in Economic Sciences for his contributions to welfare economics and social choice theory, and for his interest in the problems of society's poorest members...

     and can be thought of as "the ability and means to choose our life course should be spread as equally as possible across society." It is an equal shot at empowerment or a chance to develop up to his or her potential rather than equal goods or equal chances. In a teaching guide, equality of autonomy was explained as "equality in the degree of empowerment people have to make decisions affecting their lives, how much choice and control they have given their circumstances." Sen's approach requires "active intervention of institutions like the state into people's lives" but with an aim towards "fostering of people's self-creation rather than their living conditions." Sen argued that "the ability to convert incomes into opportunities is affected by a multiplicity of individual and social differences that mean some people will need more than others to achieve the same range of capabilities."

  • Equality of process is related to the general notion of fair treatment, and can be thought of as "dealing with inequalities in treatment through discrimination by other individuals and groups, or by institutions and systems, including not being treated with dignity and respect," according to one definition.

  • Equality of perception. This is an uncommonly used term meaning that "person should be perceived as being of equal worth."

Political philosophy

In political philosophy
Political philosophy
Political philosophy is the study of such topics as liberty, justice, property, rights, law, and the enforcement of a legal code by authority: what they are, why they are needed, what, if anything, makes a government legitimate, what rights and freedoms it should protect and why, what form it...

, there are differing views whether equal outcomes are beneficial or not. One view is that there is a moral basis for equality of outcome, but that means to achieve such an outcome can be malevolent. Equality of outcome can be a good thing after it has been achieved since it reflects the natural "interdependence of citizens in a highly organized economy" and provides a "basis for social policies" which foster harmony and good will, including social cohesion and reduced jealousy. One writer suggested greater socioeconomic equality was "indispensable if we want to realise our shared commonsense values of societal fairness." Analyst Kenneth Cauthen in his 1987 book The Passion for Equality suggested that there were moral underpinnings for having equal outcomes because there is a common good––which people both contribute to and receive benefits from––and therefore should be enjoyed in common; Cauthen argued that this was a fundamental basis for both equality of opportunity as well as equality of outcome. Analyst George Packer, writing in the journal Foreign Affairs, argued that "inequality undermines democracy" in the United States
United States
The United States of America is a federal constitutional republic comprising fifty states and a federal district...

 partially because it "hardens society into a class system, imprisoning people in the circumstances of their birth." Packer elaborated that inequality "corrodes trust among fellow citizens" and compared it to an "odorless gas which pervades every corner" of the nation.

An opposing view is that equality of outcomes is not beneficial overall for society since it dampens motivation necessary for humans to achieve great things, such as new inventions, intellectual discoveries, and artistic breakthroughs. According to this view, wealth and income is a reward needed to spur such activity, and with this reward removed, then achievements which would benefit everybody may not happen.

If equality of outcomes is seen as beneficial for society, and if people have differing levels of material wealth in the present, then methods to transform a society towards one with greater equality of outcomes is problematic. A mainstream view is that mechanisms to achieve equal outcomes––to take a society and with unequal wealth and force it to equal outcomes––are fraught with moral as well as practical problems since they often involve force to compel the transfer.
And there is general agreement that outcomes matter. In one report in Britain, unequal outcomes in terms of personal wealth had a strong impact on average life expectancy
Life expectancy
Life expectancy is the expected number of years of life remaining at a given age. It is denoted by ex, which means the average number of subsequent years of life for someone now aged x, according to a particular mortality experience...

, such that wealthier people tended to live seven years longer than poorer folk, and that egalitarian nations tended to have fewer problems with societal issues such as mental illness
Mental illness
A mental disorder or mental illness is a psychological or behavioral pattern generally associated with subjective distress or disability that occurs in an individual, and which is not a part of normal development or culture. Such a disorder may consist of a combination of affective, behavioural,...

, violence
Violence
Violence is the use of physical force to apply a state to others contrary to their wishes. violence, while often a stand-alone issue, is often the culmination of other kinds of conflict, e.g...

, teenage pregnancy
Teenage pregnancy
Teenage pregnancy is a pregnancy of a female under the age of 20 when the pregnancy ends. It generally refers to a female who is unmarried and usually refers to an unplanned pregnancy...

, and other social problems. Authors of the book The Spirit Level contended that "more equal societies almost always do better" on other measures, and as a result, striving for equal outcomes can have overall beneficial effects for everybody.

Philosopher John Rawls
John Rawls
John Bordley Rawls was an American philosopher and a leading figure in moral and political philosophy. He held the James Bryant Conant University Professorship at Harvard University....

, in his A Theory of Justice
A Theory of Justice
A Theory of Justice is a book of political philosophy and ethics by John Rawls. It was originally published in 1971 and revised in both 1975 and 1999. In A Theory of Justice, Rawls attempts to solve the problem of distributive justice by utilising a variant of the familiar device of the social...

(1971), developed a "second principle of justice" that economic and social inequalities can only be justified if they benefit the most disadvantaged members of society. Further, Rawls claims that all economically and socially privileged positions must be open to all people equally. Rawls argues that the inequality between a doctor's salary and a grocery clerk's is only acceptable if this is the only way to encourage the training of sufficient numbers of doctors, preventing an unacceptable decline in the availability of medical care (which would therefore disadvantage everyone). Analyst Paul Krugman
Paul Krugman
Paul Robin Krugman is an American economist, professor of Economics and International Affairs at the Woodrow Wilson School of Public and International Affairs at Princeton University, Centenary Professor at the London School of Economics, and an op-ed columnist for The New York Times...

 writing in The New York Times
The New York Times
The New York Times is an American daily newspaper founded and continuously published in New York City since 1851. The New York Times has won 106 Pulitzer Prizes, the most of any news organization...

agreed with Rawls' position in which both equality of opportunity and equality of outcome were linked, and suggested that "we should try to create the society each of us would want if we didn’t know in advance who we’d be." Krugman favored a society in which hard-working and talented people can get rewarded for their efforts but in which there was a "social safety net" created by taxes to help the less fortunate.

Comparing equalities: outcome vs opportunity

Both equality of outcome and equality of opportunity have been contrasted to a great extent. When evaluated in a simple context, the more preferred term in contemporary political discourse is equality of opportunity which the public, as well as individual commentators, see as the nicer or more "well-mannered" of the two terms. And the term equality of outcome is seen as more controversial which connotes socialism
Socialism
Socialism is an economic system characterized by social ownership of the means of production and cooperative management of the economy; or a political philosophy advocating such a system. "Social ownership" may refer to any one of, or a combination of, the following: cooperative enterprises,...

 or possibly communism
Communism
Communism is a social, political and economic ideology that aims at the establishment of a classless, moneyless, revolutionary and stateless socialist society structured upon common ownership of the means of production...

 and is viewed skeptically. A mainstream political view is that the comparison of the two terms is valid, but that they are somewhat mutually exclusive
Mutually exclusive
In layman's terms, two events are mutually exclusive if they cannot occur at the same time. An example is tossing a coin once, which can result in either heads or tails, but not both....

 in the sense that striving for either type of equality would require sacrificing the other to an extent, and that achieving equality of opportunity necessarily brings about "certain inequalities of outcome." For example, striving for equal outcomes might require discriminating between groups to achieve these outcomes; or striving for equal opportunities in some types of treatment might lead to unequal results. Policies that seek an equality of outcome often require a deviation from the strict application of concepts such as meritocracy
Meritocracy
Meritocracy, in the first, most administrative sense, is a system of government or other administration wherein appointments and responsibilities are objectively assigned to individuals based upon their "merits", namely intelligence, credentials, and education, determined through evaluations or...

, and legal notions of equality before the law
Equality before the law
Equality before the law or equality under the law or legal egalitarianism is the principle under which each individual is subject to the same laws....

 for all citizens. 'Equality seeking' policies may also have a redistributive focus
Redistribution (economics)
Redistribution of wealth is the transfer of income, wealth or property from some individuals to others caused by a social mechanism such as taxation, monetary policies, welfare, nationalization, charity, divorce or tort law. Most often it refers to progressive redistribution, from the rich to the...

.

The two concepts, however, are not always cleanly contrasted, since the notion of equality is complex. Some analysts see the two concepts not as polar opposites but as highly related such that they can not be understood without considering the other term. One writer suggested it was unrealistic to think about equality of opportunity in isolation, without considering inequalities of income and wealth. Another agreed that it is impossible to understand equality without some assessment of outcomes. A third writer suggested that trying to pretend that the two concepts were "fundamentally different" was an error along the lines of a conceit
Conceit
In literature, a conceit is an extended metaphor with a complex logic that governs a poetic passage or entire poem. By juxtaposing, usurping and manipulating images and ideas in surprising ways, a conceit invites the reader into a more sophisticated understanding of an object of comparison...

.

In contemporary political discourse, of the two concepts, equality of outcome has sometimes been criticized as the "politics of envy" and is often seen as more "controversial" than equality of opportunity. One wrote that "equality of opportunity is then set up as the mild-mannered alternative to the craziness of outcome equality." One theorist suggested that an over-emphasis on either type of equality can "come into conflict with individual freedom and merit." The philosopher
Philosophy
Philosophy is the study of general and fundamental problems, such as those connected with existence, knowledge, values, reason, mind, and language. Philosophy is distinguished from other ways of addressing such problems by its critical, generally systematic approach and its reliance on rational...

 Friedrich Nietzsche
Friedrich Nietzsche
Friedrich Wilhelm Nietzsche was a 19th-century German philosopher, poet, composer and classical philologist...

 did not like either type of equality and was opposed in principle to democracy
Democracy
Democracy is generally defined as a form of government in which all adult citizens have an equal say in the decisions that affect their lives. Ideally, this includes equal participation in the proposal, development and passage of legislation into law...

, and he associated equality with what he termed "slave morality."

Critics of equality of opportunity note that while it is relatively easier to deal with unfairness for people with different races or genders, it is much harder to deal with social class
Social class
Social classes are economic or cultural arrangements of groups in society. Class is an essential object of analysis for sociologists, political scientists, economists, anthropologists and social historians. In the social sciences, social class is often discussed in terms of 'social stratification'...

 since "one can never entirely extract people from their ancestry and upbringing." As a result, critics contend that efforts to bring fairness by equal opportunity are stymied by the difficulty of people having differing starting points at the beginning of the socio-economic competition. A person born into an upper-middle class family will have greater advantages by the mere fact of birth than a person born into poverty.

One newspaper account criticized discussion by politicians on the subject of equality as "weasely", and thought that terms using the word were politically correct
Political correctness
Political correctness is a term which denotes language, ideas, policies, and behavior seen as seeking to minimize social and institutional offense in occupational, gender, racial, cultural, sexual orientation, certain other religions, beliefs or ideologies, disability, and age-related contexts,...

 and bland. Nevertheless, when comparing equality of opportunity with equality of outcome, the sense was that the latter type was "worse" for society. Equality of outcome may be incorporated into a philosophy that ultimately seeks equality of opportunity. Moving towards a higher equality of outcome (albeit not perfectly equal) can lead to an environment more adept at providing equality of opportunity by eliminating conditions that restrict the possibility for members of society to fulfill their potential. For example, a child born in a poor, dangerous neighborhood with poor schools and little access to healthcare may be significantly disadvantaged in his attempts to maximize use of talents, no matter his work ethic
Work ethic
Work ethic is a set of values based on hard work and diligence. It is also a belief in the moral benefit of work and its ability to enhance character. An example would be the Protestant work ethic...

. Thus, even proponents of meritocracy may promote some level of equality of outcome in order to create a society capable of truly providing equality of opportunity.

While outcomes can usually be measured with a great degree of precision, it is much more difficult to measure the intangible nature of opportunities. That is one reason why many proponents of equal opportunity use measures of equality of outcome to judge success. Analyst Anne Phillips argued that the proper way to assess the effectiveness of the hard-to-measure concept of equality of opportunity is by the extent of the actual and easier-to-measure equality of outcome. Nevertheless, she described single criteria to measure equality of outcome as problematic: the metric of "preference satisfaction" was "ideologically loaded" while other measures such as income
Income
Income is the consumption and savings opportunity gained by an entity within a specified time frame, which is generally expressed in monetary terms. However, for households and individuals, "income is the sum of all the wages, salaries, profits, interests payments, rents and other forms of earnings...

 or wealth
Wealth
Wealth is the abundance of valuable resources or material possessions. The word wealth is derived from the old English wela, which is from an Indo-European word stem...

 were insufficient, according to her view, and she advocated an approach which combined data about resources, occupations, and roles.

To the extent that incidental inequalities can be passed from one generation
Generation
Generation , also known as procreation in biological sciences, is the act of producing offspring....

 to another through substantial gifts and wealth inheritance
Inheritance
Inheritance is the practice of passing on property, titles, debts, rights and obligations upon the death of an individual. It has long played an important role in human societies...

, some claim that equality of opportunity for children cannot be achieved without greater equality of outcome for parents. Moreover, access and opportunity to various social institutions is partially dependent on equality of outcome. Proponents argue that rigging equality of outcome can be a force preventing co-optation of non-economic institutions important to social control and policy formation, such as the legal system, media or the electoral process, by individuals and coalitions of wealthy people.

Greater equality of outcome is likely to reduce relative poverty, purportedly leading to a more cohesive society. However, if taken to an extreme it may lead to greater absolute poverty if it negatively affects a country's GDP by damaging workers' sense of work ethic
Work ethic
Work ethic is a set of values based on hard work and diligence. It is also a belief in the moral benefit of work and its ability to enhance character. An example would be the Protestant work ethic...

 by destroying incentives to work harder. Critics of equality of outcome believe that it is more important to raise the standard of living
Standard of living
Standard of living is generally measured by standards such as real income per person and poverty rate. Other measures such as access and quality of health care, income growth inequality and educational standards are also used. Examples are access to certain goods , or measures of health such as...

 of the poorest in absolute terms. Some critics additionally disagree with the concept of equality of outcome on philosophical grounds .

A related argument is often encountered in education and more specifically in the debates on the grammar school
Debates on the grammar school
The Grammar schools debate is a debate about the merits and demerits of the existence of grammar schools in the United Kingdom. Grammar schools are state schools which select their pupils on the basis of academic ability with pupils sitting an exam in the last year of primary called the 11-plus to...

 in the United Kingdom
United Kingdom
The United Kingdom of Great Britain and Northern IrelandIn the United Kingdom and Dependencies, other languages have been officially recognised as legitimate autochthonous languages under the European Charter for Regional or Minority Languages...

 and in the debates on gifted education
Gifted education
Gifted education is a broad term for special practices, procedures and theories used in the education of children who have been identified as gifted or talented...

 in various countries. According to that argument, people by nature have differing levels of ability and initiative which lead some to achieve better outcomes than others. Therefore, it is considered impossible to ensure equality of outcome without imposing inequality of opportunity.

The concept in political argument

The concept of equality of outcome is an important one in battling between differing political positions, since the concept of equality, overall, was seen as positive and an important foundation which is "deeply embedded in the fabric of modern politics." There is much political jousting over what, exactly, equality means. It is not a new phenomenon; battling between so-called haves and have-nots has happened throughout human civilization, and was a focus of philosophers such as Aristotle
Aristotle
Aristotle was a Greek philosopher and polymath, a student of Plato and teacher of Alexander the Great. His writings cover many subjects, including physics, metaphysics, poetry, theater, music, logic, rhetoric, linguistics, politics, government, ethics, biology, and zoology...

 in his treatise Politics
Politics (Aristotle)
Aristotle's Politics is a work of political philosophy. The end of the Nicomachean Ethics declared that the inquiry into ethics necessarily follows into politics, and the two works are frequently considered to be parts of a larger treatise, or perhaps connected lectures, dealing with the...

. Analyst Julian Glover in The Guardian
The Guardian
The Guardian, formerly known as The Manchester Guardian , is a British national daily newspaper in the Berliner format...

wrote that equality challenged both left-leaning and right-leaning positions, and suggested that the task of left-leaning advocates is to "understand the impossibility and undesirability of equality" while the task for right-leaning advocates was to "realise that a divided and hierarchical society cannot – in the best sense of that word – be fair."
  • Conservatives. Analyst Glenn Oliver wrote that conservatives believed in neither equality of opportunity nor outcome. In their view, life is not fair, but that is how it is. They criticize attempts to try to fight poverty by redistributive methods as ineffective since more serious cultural and behavioral problems lock poor people into poverty. Sometimes right-leaning positions have been criticized by liberals for over-simplifying what is meant by the term equality of outcome, and for construing outcomes strictly to mean precisely equal amounts for everybody. Commentator Ed Rooksby in The Guardian
    The Guardian
    The Guardian, formerly known as The Manchester Guardian , is a British national daily newspaper in the Berliner format...

    criticized the right's tendency to oversimplify, and suggested that serious left-leaning advocates would not construe equality to mean "absolute equality of everything". Rooksby wrote that Marx
    Karl Marx
    Karl Heinrich Marx was a German philosopher, economist, sociologist, historian, journalist, and revolutionary socialist. His ideas played a significant role in the development of social science and the socialist political movement...

     favored the position described in the phrase "from each according to his ability, to each according to his need", and argued that this did not imply strict equality of things, but that it meant that people required "different things in different proportions in order to flourish."

  • Libertarians such as Milton Friedman
    Milton Friedman
    Milton Friedman was an American economist, statistician, academic, and author who taught at the University of Chicago for more than three decades...

     tend to see equality of outcome negatively and argue that any effort to cause equal outcomes would necessarily and unfortunately involve coercion
    Coercion
    Coercion is the practice of forcing another party to behave in an involuntary manner by use of threats or intimidation or some other form of pressure or force. In law, coercion is codified as the duress crime. Such actions are used as leverage, to force the victim to act in the desired way...

     by government. Friedman wrote that striving for equality of outcome leaves most people "without equality and without opportunity."

  • Liberals. Analyst Glenn Oliver suggested that liberals believed in "equality of opportunity and inequality of outcome." One liberal position is that it is simplistic to define equality in strict outcomes since questions such as what is being equalized as well as huge differences in preferences and tastes and needs is considerable. They ask: exactly what is being equalized? British prime minister Gordon Brown
    Gordon Brown
    James Gordon Brown is a British Labour Party politician who was the Prime Minister of the United Kingdom and Leader of the Labour Party from 2007 until 2010. He previously served as Chancellor of the Exchequer in the Labour Government from 1997 to 2007...

    , a British
    United Kingdom
    The United Kingdom of Great Britain and Northern IrelandIn the United Kingdom and Dependencies, other languages have been officially recognised as legitimate autochthonous languages under the European Charter for Regional or Minority Languages...

     mainstream liberal, took a balanced position and maintained that too much focus on equal outcomes had the effect of neglecting "the importance of rewarding effort and responsibility", and that the equal outcomes ideal was related to an association with social democracy
    Social democracy
    Social democracy is a political ideology of the center-left on the political spectrum. Social democracy is officially a form of evolutionary reformist socialism. It supports class collaboration as the course to achieve socialism...

     with attendants elements of "conformity and mediocrity rather than the celebration of creativity, diversity and excellence." In the 1960s in the United States
    United States
    The United States of America is a federal constitutional republic comprising fifty states and a federal district...

    , mainstream liberal president Lyndon Johnson, examining the plight of African Americans locked in poverty, argued for ending policies which promoted segregation
    Segregation
    Segregation or segregate refers to setting apart or separating things or people and may refer to:* Particle segregation* Segregation in materials* Magnetic-activated cell sorting* Segregate * Mendel's law of segregation...

     and discrimination
    Discrimination
    Discrimination is the prejudicial treatment of an individual based on their membership in a certain group or category. It involves the actual behaviors towards groups such as excluding or restricting members of one group from opportunities that are available to another group. The term began to be...

     as well as steps to end "economic injustice" by turning "equality of opportunity into equality of outcome," that is, with programs to transfer wealth in varying amounts. Fairness is emphasized; one writer expounding a centrist position wrote "people would neither be left to fend for themselves nor guaranteed equality of outcome - they would be given the tools they needed to achieve the American dream if they worked hard." There has been cynicism expressed in the media that neither side, including mainstream political positions, wants to do anything substantive, but that the nebulous term fairness is used to cloak the inactivity because it is difficult to measure what, in fact, "fairness" means. Julian Glover wrote that fairness "compels no action" and compared it to an "atmospheric ideal, an invisible gas, a miasma," and to use an expression by Churchill
    Winston Churchill
    Sir Winston Leonard Spencer-Churchill, was a predominantly Conservative British politician and statesman known for his leadership of the United Kingdom during the Second World War. He is widely regarded as one of the greatest wartime leaders of the century and served as Prime Minister twice...

    , a "happy thought."

  • Socialists believe in "inequality of opportunity and equality of outcome" according to Oliver. They often see equality of outcome as a positive good, and that courses such as the redistribution of wealth as well as less extreme measures such as progressive taxation are morally good if they achieve equal outcomes.

See also

  • Income inequality metrics
    Income inequality metrics
    The concept of inequality is distinct from that of poverty and fairness. Income inequality metrics or income distribution metrics are used by social scientists to measure the distribution of income, and economic inequality among the participants in a particular economy, such as that of a specific...

  • Inequity aversion
    Inequity aversion
    Inequity aversion is the preference for fairness and resistance to incidental inequalities. The social sciences that study inequity aversion include sociology, economics, psychology, anthropology and ethology.-Human studies:...

  • Equality under the law
  • Relative deprivation
    Relative deprivation
    Relative deprivation is the experience of being deprived of something to which one believes oneself to be entitled to have. It refers to the discontent people feel when they compare their positions to others and realize that they have less than them....

  • Harrison Bergeron
    Harrison Bergeron
    "Harrison Bergeron" is a satirical, dystopian science fiction short story written by Kurt Vonnegut Jr. and first published in October 1961. Originally published in The Magazine of Fantasy and Science Fiction, the story was re-published in the author's collection Welcome to the Monkey House in...

  • Communism
    Communism
    Communism is a social, political and economic ideology that aims at the establishment of a classless, moneyless, revolutionary and stateless socialist society structured upon common ownership of the means of production...

  • Egalitarianism
    Egalitarianism
    Egalitarianism is a trend of thought that favors equality of some sort among moral agents, whether persons or animals. Emphasis is placed upon the fact that equality contains the idea of equity of quality...

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