<p>Standard poverty statistics treat households as either “poor” or “non-poor” and then attach a sampling variance after the fact. Fuzzy-set approaches, by contrast, allow partial deprivation but typically assume the survey data are error-free. We propose <i>stochastic fuzzy indices</i>, a single measure that embeds both partial membership and sampling randomness by integrating a fuzzy membership function <InlineEquation ID="IEq1"> <EquationSource Format="TEX">\(\mu :X\!\rightarrow \![0,1]\)</EquationSource> </InlineEquation> with respect to the survey probability measure <InlineEquation ID="IEq2"> <EquationSource Format="TEX">\(P\)</EquationSource> </InlineEquation>. An axiomatic analysis—non-negativity, dual monotonicity, decomposability, and continuity—shows that any index satisfying these properties admits a unique Choquet-type representation; the classical Foster–Greer–Thorbecke headcount, Cheli–Lemmi totally-fuzzy index, and Alkire–Foster <InlineEquation ID="IEq3"> <EquationSource Format="TEX">\(M_0\)</EquationSource> </InlineEquation> emerge as special cases. A stylised application to Tunisia illustrates how the index identifies borderline households that carry substantial sampling weight in interior regions, while a robustness check confirms stability under alternative membership functions and public aggregate data. Because the same object captures <i>both</i> partial deprivation <i>and</i> survey uncertainty, the stochastic fuzzy index offers an early-warning signal for vulnerable households and supports sharper geographic targeting without knife-edge jumps caused by minor data noise. We also benchmark SFI against crisp and fuzzy measures (Sect.&#xa0;<InternalRef RefID="Sec24">8</InternalRef>) and illustrate its stability under small perturbations, together with more favourable budget-targeting properties in stylised policy exercises.</p>

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Stochastic Fuzzy Indices: A Probabilistic-Measure-Theoretic Framework for the Imprecision and Randomness of Poverty

  • Firas Kaabi,
  • Gianni Betti,
  • Besma Belhadj

摘要

Standard poverty statistics treat households as either “poor” or “non-poor” and then attach a sampling variance after the fact. Fuzzy-set approaches, by contrast, allow partial deprivation but typically assume the survey data are error-free. We propose stochastic fuzzy indices, a single measure that embeds both partial membership and sampling randomness by integrating a fuzzy membership function \(\mu :X\!\rightarrow \![0,1]\) with respect to the survey probability measure \(P\) . An axiomatic analysis—non-negativity, dual monotonicity, decomposability, and continuity—shows that any index satisfying these properties admits a unique Choquet-type representation; the classical Foster–Greer–Thorbecke headcount, Cheli–Lemmi totally-fuzzy index, and Alkire–Foster \(M_0\) emerge as special cases. A stylised application to Tunisia illustrates how the index identifies borderline households that carry substantial sampling weight in interior regions, while a robustness check confirms stability under alternative membership functions and public aggregate data. Because the same object captures both partial deprivation and survey uncertainty, the stochastic fuzzy index offers an early-warning signal for vulnerable households and supports sharper geographic targeting without knife-edge jumps caused by minor data noise. We also benchmark SFI against crisp and fuzzy measures (Sect. 8) and illustrate its stability under small perturbations, together with more favourable budget-targeting properties in stylised policy exercises.