Gender_Equality_Index_Methodological_Note
Gender_Equality_Index_Methodological_Note
Technical Note1
Introduction
Over the next decade, the impact of women on the global economy—as producers,
entrepreneurs, employees and consumers—could be at least as significant as that of China’s
1 billion people. In Africa alone, tapping into women’s economic potential would be the
equivalent of having an additional half-billion individuals contributing to the economy and
stimulating growth. Yet in Africa and the rest of the world, there is a wide gap between
potential and reality. In a sizable number of countries, women often face economic, social and
institutional obstacles to exercising their fundamental rights. Although significant progress
has been made towards gender equality in Africa, much more remains to be done. To measure
the extent of this issue at country level, many gender-related indices have been created—
among them the Global Gender Gap Index (GGI) from the World Economic Forum, the
Africa Gender and Development Index from the United Nations Economic Commission for
Africa, the Gender Inequality Index from the United Nations Development Programme, and
the OECD’s Social Institution and Gender Index (SIGI).
Most indices of gender equality measure gender-differentiated outcomes in areas such as
health, education and employment, and SIGI focuses on the factors underlying gender
inequality, measuring social institutions (which are mirrored by societal practices and legal
norms) that discriminate against women. The new Gender Equality Index (GEI) developed by
the African Development Bank (AfDB, or the Bank) combines both gender-differentiated
outcomes and social institutions that explain gender gap in countries, addressing the
institutional dimension, in addition to the social and economic dimensions, as a factor in the
gender gap. The GEI compiles data from many sources, reflecting the status of women around
Africa along three dimensions of equality: economic opportunity, social development, and
law and institutions. It provides hard evidence on the challenges facing African women, but it
also highlights where progress is being achieved. It reflects the combined gain in achievement
in three key dimensions of human development (human economic opportunity, human social
development and human equality in law and institution) when gender equality is taken into
account. And it provides a rich source of evidence on how empowering women can yield
important development returns.
1
This technical note was prepared by Koffi Marc Kouakou, Kim Yeon-Su and Alice Nabalamba (AfDB).
2
Fragile states, agriculture and food security, and gender.
3
At the Center of Africa’s Transformation (AfDB Strategy for 2013 – 2022).
4
Investing in Gender Equality for Africa’s Transformation (Gender Strategy).
2
The GEI measures gender-based gaps in access to resources and opportunities simultaneously
with gender gaps in law and institutions in individual countries, rather than the actual levels of
the available resources and opportunities in those countries. Thus it is independent of
countries’ levels of development—that is, it ranks countries on their gender gaps, not on their
development level.5 The index is motivated by the recognition that gender gaps in access to
resources and opportunities are directly linked to countries’ laws and institutions.
5
The GEI is based on the same concepts of gaps and level as the World Economic Forum’s GGI, except that the
GEI does not use the GGI’s laws and institutions dimension.
3
Married woman
Law on sexual confers citizenship
harassment to her children
Married couples
Access to financial jointly share legal
service responsibility for
family's expenses
Secure access to
non-land assets Inheritance rights
of daughters
Equal
remuneration for Inheritance rights
work of equal value of widows
Law on non-
discrimination Laws on domestic
based on gender violence
in hiring
Figure 2. Calculating the Gender Equality Index
Category / Dimension Equality in economic opportunity Equality in social development Equality in laws and institutions
Subcategory Business and employment Educational Access to reproductive Women’s Women’s Women’s
opportunities opportunities health services participation legal rights household rights
Subcategory score Business and employment score Education Reproductive health Participation Legal rights Household rights
score services score score score score
Category index Economic opportunity index Social development index Laws and institutions index
The table below gives an example of the minimum and maximum values for educational
opportunities for all countries for which data are available.
Minimum Maximum
Literacy rate 0.331 1
School enrollment, primary 0.553 1
School enrollment, secondary 0.457 1
School enrollment, tertiary 0.239 1
The value 1 of 𝐼𝑥 implies perfect equality between men and women regarding the indicator x.
As commonly used,7 minimum and maximum values are set to transform the indicators
expressed in different units into indices between 0 and 1.
From this point of view, min-max transformation is inversely applied to the maternal
mortality ratio and unmet need for contraception as indicators of the subcategory access to
reproductive health services. For these two indicators, the rescaled variables (𝐼𝑥 ) are:
𝑥 − 𝑥 𝑚𝑎𝑥
𝐼𝑥 = 𝑚𝑖𝑛
𝑥 − 𝑥 𝑚𝑎𝑥
The rationale behind this is the fact that a higher maternal mortality ratio suggests poorer
maternal health. The same interpretation is used for unmet need for contraception: the higher
the ratio, the greater the unmet needs for contraception. Therefore, when 𝐼𝑥 is 1, then maternal
mortality or unmet need for contraception are at their lowest levels (which is preferred).
Step 4: Compute subcategory scores
The fourth step in the process is to calculate the unweighted average of the rescaled variables
within each subcategory to yield the subcategory score.
Step 5: Compute the category index
The fifth step involves calculating the unweighted average of the subcategory scores to create
the category index. Averaging the different subcategories would implicitly give more weight
to the measure that exhibits the largest variability.
Step 6: Compute the final score
Finally, an unweighted average of each category index is used to calculate the overall Gender
Equality Index.
GEI = 1/3 (economic opportunity index + social development index + laws and institutions index)
As for the category indices, this final value ranges between 100 (perfect equality) and 0
(complete inequality), allowing for comparisons relative to ideal standards of equality in
addition to relative country rankings.
7
See, for example, the Human Development Index methodology, which uses the same approach.
7
Results by Category
Equality in economic opportunities
Rank Country Score Est. Loan from
Labour Wage and Wage earned financial
participation salary workers equality income institution
1 Malawi 88.9 96.0 n.a. 83.7 75.8 100.0
2 Gambia, The 77.5 80.3 n.a. 93.0 59.1 n.a.
3 Central African Republic 77.1 78.2 n.a. n.a. 53.0 100.0
4 Botswana 76.3 81.6 90.6 83.7 51.5 74.2
5 Rwanda 75.2 96.0 34.3 n.a. 83.3 87.3
6 Congo, Dem. Rep. 75.1 91.9 n.a. n.a. 33.3 100.0
7 Uganda 73.7 90.8 39.7 76.7 68.2 93.2
8 Tanzania 73.0 93.2 38.0 58.1 75.8 100.0
9 Zimbabwe 70.8 87.4 46.2 79.1 n.a. 70.6
10 Lesotho 70.8 72.0 92.3 41.9 74.2 73.4
11 Chad 70.7 72.7 n.a. 46.5 69.7 94.0
12 Sierra Leone 70.6 90.2 16.5 n.a. 75.8 100.0
13 Burundi 69.1 96.0 0.0 100.0 80.3 n.a.
14 Ghana 68.1 89.0 31.7 44,2 75.8 100.0
15 Ethiopia 67.7 80.9 57.2 67.4 65.2 n.a.
16 Zambia 67.4 78.3 19.7 90.7 48.5 100.0
17 Mozambique 67.2 100.0 0.0 55.8 100.0 80.4
18 Nigeria 66.2 66.4 n.a. 83.7 27.3 87.4
19 Swaziland 64.8 49.0 n.a. 67.4 71.2 71.6
20 Namibia 64.7 78.8 69.9 51.2 59.1 n.a.
21 South Africa 63.4 63.9 100.0 51.2 54.5 47.4
22 Kenya 63.3 78.9 n.a. 69.8 62.1 42.5
23 Burkina Faso 63.3 78.6 29.7 60.5 63.6 84.1
24 Benin 61.5 79.4 16.1 69.8 42.4 100.0
25 Togo 61.4 95.0 18.8 n.a. 31.8 100.0
26 Eritrea 61.1 82.8 n.a. n.a. 39.4 n.a.
27 Madagascar 60.9 90.8 50.4 48.8 71.2 43.4
28 Gabon 60.1 78.9 82.8 n.a. 53.0 25.7
29 São Tomé and Principe 60.0 45.2 100.0 n.a. 34.8 n.a.
30 Guinea-Bissau 56.7 80.1 n.a. n.a. 33.3 n.a.
31 Cape Verde 55.4 49.2 69.3 65.1 37.9 n.a.
32 Angola 54.5 74.5 0.0 n.a. 60.6 82.7
33 Cameroon 53.9 75.4 24.7 72.1 43.9 53.5
34 Tunisia 53.6 17.5 100.0 72.1 6.1 72.5
35 Mauritania 53.2 18.5 n.a. 60.5 51.5 82.2
36 Liberia 53.1 83.6 15.1 n.a. 39.4 74.0
37 Mauritius 52.9 45.9 100.0 58.1 27.3 33.3
38 Djibouti 51.8 39.6 n.a. n.a. 50.0 65.8
39 Senegal 50.9 65.6 36.3 62.8 47.0 42.7
40 Niger 50.5 28.6 58.1 n.a. 15.2 100.0
41 Equatorial Guinea 49.5 80.9 n.a. n.a. 18.2 n.a.
42 Egypt, Arab Rep. 47.1 12.9 77.4 88.4 4.5 52.0
43 Comoros 46.6 27.8 n.a. n.a. 51.5 60.5
44 Sudan 46.0 24.5 n.a. n.a. 13.6 100.0
45 Guinea 44.5 76.3 4.4 44.2 66.7 30.7
46 Algeria 41.6 0.0 100.0 88.4 18.2 1.7
47 Congo, Rep. 39.7 88.5 6.3 n.a. 40.9 23.0
48 Morocco 38.1 16.9 65.5 41.9 0.0 66.1
49 Côte d’Ivoire 33.9 52.7 18.8 48.8 15.2 n.a.
50 Mali 32.2 50.3 12.7 48.8 30.3 18.7
51 Somalia 26.9 34.3 n.a. n.a. n.a. 19.4
52 Libya 11.8 22.2 n.a. n.a. 1.5 n.a.
9
Women participation
Rank Country Women’s Women in Women at Women justices
participation score parliament ministerial
level
1 Rwanda 79.4 100.0 71.6 66.7
2 Cape Verde 57.0 13.9 100.0 n.a.
3 Uganda 43.7 29.7 51.2 50.0
4 Burundi 43.4 24.0 62.9 n.a.
5 South Africa 41.7 45.4 64.9 14.8
6 Tanzania 39.7 31.1 63.7 24.2
7 Sierra Leone 38.7 6.7 9.4 100.0
8 Zambia 35.2 5.8 16.6 83.3
9 Malawi 33.1 15.3 51.0 n.a.
10 Madagascar 32.9 16.1 49.2 33.3
11 Angola 31.5 32.3 24.1 38.1
12 Kenya 31.1 12.4 54.3 26.7
13 Mozambique 29.9 35.8 42.8 11.1
14 Gabon 28.4 9.0 23.1 53.3
15 Liberia 25.9 5.9 27.2 44.4
16 Eritrea 25.0 15.0 34.9 n.a.
17 Ghana 24.3 5.9 29.9 37.0
18 Lesotho 24.1 19.7 28.4 n.a.
19 Namibia 23.5 18.6 28.4 n.a.
20 Zimbabwe 23.1 25.2 10.6 33.3
21 Gambia, The 22.9 4.8 41.0 n.a.
22 Senegal 20.4 42.7 18.4 0.0
23 Swaziland 20.2 2.6 37.7 n.a.
24 Benin 20.0 4.1 29.3 26.7
25 Algeria 18.8 25.3 12.1 19.0
26 Mauritius 18.2 12.1 6.6 35.9
27 Nigeria 17.8 3.0 34.9 15.4
28 Ethiopia 17.2 20.9 13.5 n.a.
29 Central African Republic 16.8 7.0 26.5 n.a.
30 Mali 16.8 4.9 12.1 33.3
31 Burkina Faso 16.4 12.2 14.7 22.2
32 Côte d’Ivoire 16.4 4.8 17.6 26.7
33 Guinea 15.5 14.9 16.1 n.a.
34 Togo 15.4 10.2 27.8 8.3
35 Sudan 14.7 17.3 18.4 8.3
36 Guinea-Bissau 14.5 5.9 23.1 n.a.
37 São Tomé and Principe 14.4 11.6 17.3 n.a.
38 Cameroon 13.7 24.7 16.5 0.0
39 Chad 13.1 8.9 16.9 13.3
40 Comoros 12.9 0.6 25.2 n.a.
41 Equatorial Guinea 12.0 17.0 7.1 n.a.
42 Tunisia 10.9 21.3 0.5 n.a.
43 Niger 10.7 7.6 13.3 11.1
44 Mauritania 10.5 18.2 13.5 0.0
45 Botswana 8.8 4.9 12.7 n.a.
46 Congo, Rep. 7.2 3.4 9.7 8.3
47 Somalia 7.1 8.0 6.2 n.a.
48 Morocco 5.5 10.6 0.0 6.1
49 Libya 5.3 10.2 0.4 n.a.
50 Congo, Dem. Rep. 5.0 5.6 9.4 0.0
51 Djibouti 4.9 7.2 2.6 n.a.
52 Egypt, Arab Rep. 3.1 0.0 9.4 0.0
14
Annex 2. Structure of the AfDB Gender Equality Index: Definition and Data Sources
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
Wage and salary workers, Wage and salaried workers (employees) are workers who hold International Labour
gender gap the types of jobs defined as "paid employment jobs," in which Organization, Key
the incumbents hold explicit (written or oral) or implicit Indicators of the Labour
employment contracts that give them a basic remuneration that Market database.
is not directly dependent upon the revenue of the unit for which
they work.
Wage equality between Wage equality for similar work (survey). Response to the World Economic
women and men for similar survey question, “In your country, for similar work, to what Forum, Executive Opinion
work extent are wages for women equal to those of men?” (1 = not at Survey (EOS), 2014.
all — significantly below those of men; 7 = fully — equal to
those of men). The data are converted to a female-over-male
ratio.
Ratio: female estimated The UNDP caps the estimated earned income at US$40,000 United Nations
earned income over male PPP. The ratio of non-agricultural wages does not include self- Development Programme
value employed workers. methodology (refer to
Human Development
Report 2009).
Loan from a financial The loan from a financial institution in the past year (female) Global Findex
institution in the past year, denotes the percentage of female respondents, age 15+, who
adult, gender gap report borrowing any money from a bank, credit union,
microfinance institution, or another financial institution such as
a cooperative in the last 12 months.
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
School enrolment, primary, Total number of pupils or students in the theoretical age UNESCO, Institute for
gender gap group for primary education enrolled in that level, expressed as Statistics, Education
a percentage of the total population in that age group. Indicators, 2013, or latest
available data (accessed
June 2014).
School enrolment, Total number of pupils or students in the theoretical age UNESCO, Institute for
secondary, gender gap group for secondary education enrolled in that level, expressed Statistics, Education
as a percentage of the total population in that age group. Indicators, 2013, or latest
available data (accessed
June 2014).
School enrolment, tertiary, Total enrolment in tertiary education (ISCED 5 and 6), UNESCO, Institute for
gender gap regardless of age, expressed as a percentage of the total Statistics, Education
population of the five-year age group that has left secondary Indicators, 2013, or latest
school. Tertiary gross enrolment data should be examined in the available data (accessed
context of a country structure regarding military service as well June 2014).
as students’ propensity to seek education abroad.
2.2 ACCESS TO REPRODUCTIVE HEALTH SERVICES
Maternal mortality ratio Maternal mortality ratio is the annual number of female World Health
(per 100,000 live births deaths from any cause related to or aggravated by pregnancy or Organization’s Global
its management (excluding accidental or incidental causes) Health Observatory,
during pregnancy and childbirth or within 42 days of Health-related
termination of pregnancy, irrespective of the duration and site Millennium Development
of the pregnancy, per 100,000 live births, for a specified year. Goals, Maternal Health,
2013 (accessed July
2014).
Births attended by skilled Measures the percentage of live births attended by skilled World Health
health personnel (%) health personnel in a given period of time. Organization’s Global
Health Observatory,
Health-related
Millennium Development
Goals, Maternal Health,
2013, or latest available
data (accessed July 2014).
Unmet need for Percentage of fertile, married
women of reproductive age Household surveys,
contraception (% of married who do not want to become pregnant and are not using including Demographic
women ages 15-49) contraception. and Health Surveys by ICF
and International and
Multiple Indicator Cluster
Surveys by UNICEF.
Pregnant women receiving Percentage of women attended at least once during UNICEF, State of the
prenatal care (%) pregnancy by skilled health personnel for reasons related to World's Children,
pregnancy. Childinfo, and
Demographic and Health
Surveys by ICF
International.
3. EQUALITY IN LAW & INSTITUTIONS
3.1 EQUAL REPRESENTATION IN INSTITUTIONS
Ratio: females with seats in Women in parliaments is the percentage of parliamentary Inter-Parliamentary
parliament over male value seats in a single or lower chamber held by women. Union, Women in Politics:
2014, reflecting
elections/appointments
up to 1 May 2014.
16
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
Ratio: females at ministerial Percentage of women holding ministerial portfolios or Inter-Parliamentary
level over male value equivalent positions in the government. Prime Ministers/Heads Union, Women in Politics:
of Government are also included when they hold ministerial 2014, reflecting
portfolios. Vice-Presidents and heads of governmental or public appointments up to 1
agencies are not included. January 2014, data
updated every two years.
Proportion of women Women’s representation on constitutional courts and other Women, Business and
justices (%) judicial institutions responsible for the control of legislative and the Law and the 50 Years
executive acts and the interpretation of the Constitution. The of Women’s Legal Rights
indicator reflects what proportion of the members of database, last updated
Constitutional Courts, or court-like responsible for the April 2013.
constitutional control of laws and regulations, are women.
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
there are no restrictions on married women’s choosing where
to live.
0: if the husband chooses the family residence, or has additional
weight in determining where the family lives.
Does a woman's testimony This question covers all types of court cases Women, Business and
carry the same evidentiary 1 = Yes; 0 = No the Law and the 50 Years
weight in court as a man’s? of Women’s Legal Rights
0: if the law differentiates between the evidentiary value of a
database, last updated
woman’s testimony and that of a man’s testimony.
April 2013.
Laws on rape Whether the legal framework offers women legal protection SIGI Country Profiles
from rape.
In terms of score, we used “1-SIGI score” so that:
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
Secure access to land Whether women and men have equal and secure access to SIGI Country Profiles
land use, control and ownership.
In terms of score, we used “1-SIGI score” so that:
1: The law guarantees the same rights to own, use and control
land to both women and men.
0.5: The law guarantees the same rights to own, use and control
land to women and men, but there are some customary,
traditional or religious practices that discriminate against
women.
0: The law does not guarantee the same rights to own, use and
control land to women and men, or women have no legal rights
to own, use and control land.
Secure access to non-land Whether women and men have equal and secure access to SIGI Country Profiles
assets the use, control and ownership of non-land assets.
In terms of score, we used “1-SIGI score” so that:
Laws on non-discrimination This indicator is designed to determine whether the law Women, Business and
based on gender in hiring specifically prevents and/or penalizes gender-based the Law and the 50 Years
discrimination in the hiring process. of Women’s Legal Rights
1 = Yes; 0 = No database, last updated
April 2013.
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
Can a married woman be 1: Yes; 0 = No Women, Business and
"head of household" or "head 1: if head of household is codified and there are no explicit the Law and the 50 Years
of family" in the same way as restrictions on a married woman’s being “head of household” or of Women’s Legal Rights
a man? “head of family.” database, last updated
April 2013.
0: if there is an explicit restriction on a married woman’s being
“head of household” or “head of family;” e.g., a provision
stating that only husbands can be “head of household” or “head
of family” or that husbands “lead the family” or “represent the
family”; if a male is designated as the default family member
who receives the family book or family book-type document
that is mandatory or necessary for access to essential services.
Parental authority in Whether women and men have the same right to be the legal SIGI Country Profiles
marriage guardian of a child during marriage.
In terms of score, we used “1-SIGI score” so that:
1: The law guarantees the same parental authority to women
and men during marriage.
0.5: The law guarantees the same parental authority to women
and men during marriage, but there are some customary,
traditional or religious practices that discriminate against
women.
0: The law does not guarantee the same parental authority to
women and men during marriage, or women have no rights to
parental authority.
Parental authority in Whether women and men have the same right to be the legal SIGI Country Profiles
divorce guardian of and have custody rights over a child after divorce.
In terms of score, we used “1-SIGI score” so that:
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
Can a married woman 1: Yes; 0 = No Women, Business and
confer citizenship to her 1: if married mothers and fathers may both convey citizenship the Law and the 50 Years
children in the same way as a to their children, wherever the child is born; if there are of Women’s Legal Rights
man? additional procedures that must be completed by men but not database, last updated
by women (e.g., providing proof of paternity); April 2013.
0: if only married fathers can convey citizenship to the child,
wherever that child may be born.
Inheritance rights of Whether daughters and sons have equal inheritance rights. SIGI Country Profiles
daughters In terms of score, we used “1-SIGI score” so that:
CATEGORY/INDIC ATOR D E F I N I T I O N / C AL C U L A T I O N O F T H E I ND I C A T O R SO U R C E S
violence; the law is adequate overall, but there are reported
problems of implementation.
0.5: There is specific legislation in place to address domestic
violence, but the law is inadequate.
0.25: There is no specific legislation in place to address domestic
violence, but there is evidence that legislation is being planned
or drafted.
0: There is no legislation in place to address domestic violence.
22
Bibilography
AfDB (2013), The State of Gender Equality in Africa: Trends, Challenges and Opportunities.
Boris Branisa et al. (2009), New Measures of Gender Inequality: The Social Institutions and
Gender Index (SIGI) and its Subindices.
OECD (2013), 2012 Social Institutions and Gender Index (SIGI): Understanding the Drivers
of Gender Inequality.
UNDP (2013), Human Development Report 2013/ The Rise of the South: Human Progress in
a Diverse World
UNECA (2012), The African Gender and Development Index 2011: Promoting Gender
Equality in Africa.
World Bank (2013), World Development Report 2012: Gender Equality and Development.
World Economic Forum (2013), The Global Gender Gap Report 2012.