Propuesta metodológica para un índice compuesto transversal no compensatorio con variables predeterminadas

Autores/as

DOI:

https://doi.org/10.24201/es.2024v42.e2380

Palabras clave:

Índices compuestos, Métodos, Estudio de caso, Rezago social

Resumen

El estudio calcula y mide la estabilidad de cuatro índices compuestos ampliamente utilizados en la literatura socioeconómica: Análisis de Componentes Principales (ACP), Distancia de Pena (DP2), Índice Mazziotta Pareto (MPI), y Media Geométrica (MG). La investigación propone una estandarización balanceada (zEB) que re-escala las variables a igual máximo y mínimo entre ellas, por ende, a un mismo intervalo, y mantiene la asimetría en un nivel estadístico aceptable. El caso del rezago social en las entidades federativas de México en el año 2020 muestra que la MG es el índice de agregación más estable con una zEB, ponderada o no ponderada. Además, la MG es un índice conceptualmente coherente por ser formativo y no compensatorio, como corresponde a la naturaleza del fenómeno estudiado.

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Biografía del autor/a

Jesús A. Treviño-Cantú, Universidad Autónoma de Nuevo León

Profesor-investigador en la Universidad Autónoma de Nuevo León (UANL). PhD en Urban planning and public policy (University of Texas at Arlington-School of Urban and Public Affairs). Dos veces merecedor del premio UANL a la mejor investigación en ciencias sociales (2015, 1986). Su línea de investigación incluye temas sobre la distribución espacial de la población, de sus problemas y actividades. Dos de sus publicaciones recientes son:

1. Treviño C., Jesús A. (2022). Alternativas de estandarización para índices compuestos espacio-temporales. El caso del rezago edu­cativo en los estados de Mé­xico, 2000 a 2020. Investigaciones Geográ­ficas, (109). http://www.investigacionesgeograficas.unam.mx/index.php/rig/article/view/60615/54484

2. Treviño C., Jesús A. (2021). Identification and Spatial Hierarchy of Industrial Conglomerates with Census Data. A Sugges­ted Procedure and Application to the Mexican Case of Study. En de León-Arias A., & Aroca P. (eds.). NAFTA’s Impact on Mexico’s Regional Development. Springer, Singapore. https://doi.org/10.1007/978-981-16-3168-9_4

Más información en: https://sites.google.com/view/jtrevino62

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2023-09-19

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Treviño-Cantú, J. A. (2023). Propuesta metodológica para un índice compuesto transversal no compensatorio con variables predeterminadas. Estudios Sociológicos De El Colegio De México, 42, 1–21. https://doi.org/10.24201/es.2024v42.e2380
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