Equal Opportunity Employer
   HOME

TheInfoList



OR:

Equal opportunity is a state of fairness in which individuals are treated similarly, unhampered by artificial barriers,
prejudice Prejudice can be an affect (psychology), affective feeling towards a person based on their perceived In-group and out-group, social group membership. The word is often used to refer to a preconceived (usually unfavourable) evaluation or classifi ...
s, or preferences, except when particular distinctions can be explicitly justified. For example, the intent of
equal employment opportunity Equal employment opportunity is equal opportunity to attain or maintain employment in a company, organization, or other institution. Examples of legislation to foster it or to protect it from eroding include the U.S. Equal Employment Opportunity ...
is that the important jobs in an
organization An organization or organisation (English in the Commonwealth of Nations, Commonwealth English; American and British English spelling differences#-ise, -ize (-isation, -ization), see spelling differences) is an legal entity, entity—such as ...
should go to the people who are most qualified – persons most likely to perform ably in a given task – and not go to persons for reasons deemed arbitrary or irrelevant, such as circumstances of birth, upbringing, having well-connected
relatives Relatives can refer to: * Kinship * ''Relatives'' (1985 film), a 1985 Australian movie * ''Relatives'' (2006 film), a 2006 Hungarian movie * "Relatives", a song by Irving Berlin See also * Relative (disambiguation) Relative may refer to: Gene ...
or
friends ''Friends'' is an American television sitcom created by David Crane (producer), David Crane and Marta Kauffman, which aired on NBC from September 22, 1994, to May 6, 2004, lasting List of Friends episodes, ten seasons. With an ensemble cast ...
,
religion Religion is a range of social system, social-cultural systems, including designated religious behaviour, behaviors and practices, morals, beliefs, worldviews, religious text, texts, sanctified places, prophecies, ethics in religion, ethics, or ...
,
sex Sex is the biological trait that determines whether a sexually reproducing organism produces male or female gametes. During sexual reproduction, a male and a female gamete fuse to form a zygote, which develops into an offspring that inheri ...
, ethnicity, race,
caste A caste is a Essentialism, fixed social group into which an individual is born within a particular system of social stratification: a caste system. Within such a system, individuals are expected to marry exclusively within the same caste (en ...
, or involuntary personal attributes such as
disability Disability is the experience of any condition that makes it more difficult for a person to do certain activities or have equitable access within a given society. Disabilities may be Cognitive disability, cognitive, Developmental disability, d ...
,
age Age or AGE may refer to: Time and its effects * Age, the amount of time someone has been alive or something has existed ** East Asian age reckoning, an Asian system of marking age starting at 1 * Ageing or aging, the process of becoming older ...
. According to proponents of the concept, chances for advancement should be open to everybody without regard for wealth, status, or membership in a privileged group. The idea is to remove arbitrariness from the selection process and base it on some "pre-agreed basis of
fairness Fairness or being fair can refer to: * Justice: in particular, impartiality, objectivity, and decisions based on merit * The character in the award-nominated musical comedy '' A Theory of Justice: The Musical.'' * Equity (law), a legal princ ...
, with the assessment process being related to the type of position" and emphasizing procedural and legal means. Individuals should succeed or fail based on their efforts and not extraneous circumstances such as having well-connected parents. It is opposed to
nepotism Nepotism is the act of granting an In-group favoritism, advantage, privilege, or position to Kinship, relatives in an occupation or field. These fields can include business, politics, academia, entertainment, sports, religion or health care. In ...
and plays a role in whether a
social structure In the social sciences, social structure is the aggregate of patterned social arrangements in society that are both emergent from and determinant of the actions of individuals. Likewise, society is believed to be grouped into structurally rel ...
is seen as legitimate. The concept is applicable in areas of public life in which benefits are earned and received such as
employment Employment is a relationship between two party (law), parties Regulation, regulating the provision of paid Labour (human activity), labour services. Usually based on a employment contract, contract, one party, the employer, which might be a cor ...
and
education Education is the transmission of knowledge and skills and the development of character traits. Formal education occurs within a structured institutional framework, such as public schools, following a curriculum. Non-formal education als ...
, although it can apply to many other areas as well. Equal opportunity is central to the concept of
meritocracy Meritocracy (''merit'', from Latin , and ''-cracy'', from Ancient Greek 'strength, power') is the notion of a political system in which economic goods or political power are vested in individual people based on ability and talent, rather than ...
. There are two major types of equality: ''formal equality'', the individual merit-based comparison of opportunity, and ''
substantive equality Substantive equality is a substantive law on human rights that is concerned with equality of outcome for disadvantaged and marginalized people and groups and generally all subgroups in society."What is substantive equality?" (PDF). Equal Opportun ...
'', which moves away from individual merit-based comparison towards group
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
s.


Differing political viewpoints

People with differing political viewpoints often view the concept differently. The meaning of equal opportunity is debated in fields such as political philosophy,
sociology Sociology is the scientific study of human society that focuses on society, human social behavior, patterns of Interpersonal ties, social relationships, social interaction, and aspects of culture associated with everyday life. The term sociol ...
and
psychology Psychology is the scientific study of mind and behavior. Its subject matter includes the behavior of humans and nonhumans, both consciousness, conscious and Unconscious mind, unconscious phenomena, and mental processes such as thoughts, feel ...
. It is being applied to increasingly wider areas beyond employment, including lending, housing, college admissions, voting rights, and elsewhere. In the classical sense, equality of opportunity is closely aligned with the concept of
equality before the law Equality before the law, also known as equality under the law, equality in the eyes of the law, legal equality, or legal egalitarianism, is the principle that all people must be equally protected by the law. The principle requires a systematic ru ...
and ideas of
meritocracy Meritocracy (''merit'', from Latin , and ''-cracy'', from Ancient Greek 'strength, power') is the notion of a political system in which economic goods or political power are vested in individual people based on ability and talent, rather than ...
. Generally, the terms ''equality of opportunity'' and ''equal opportunity'' are interchangeable, with occasional slight variations; the former has more of a sense of being an abstract political concept while "equal opportunity" is sometimes used as an adjective, usually in the context of employment regulations, to identify an employer, a hiring approach, or the law. Equal opportunity provisions have been written into regulations and have been debated in courtrooms. It is sometimes conceived as a
legal right Some philosophers distinguish two types of rights, natural rights and legal rights. * Natural rights are those that are not dependent on the laws or customs of any particular culture or government, and so are ''universal'', ''fundamental rights ...
against
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
. It is an ideal which has become increasingly widespread in Western nations during the last several centuries and is intertwined with
social mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
, most often with
upward mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
and with
rags to riches Rags to riches (also rags-to-riches) refers to any situation in which a person rises from poverty to wealth, and in some cases from absolute obscurity to heights of fame, fortune and celebrity—sometimes instantly. This is a common archetype i ...
stories:


Theory


Outline of the concept

According to the ''
Stanford Encyclopedia of Philosophy The ''Stanford Encyclopedia of Philosophy'' (''SEP'') is a freely available online philosophy resource published and maintained by Stanford University, encompassing both an online encyclopedia of philosophy and peer-reviewed original publication ...
'', the concept assumes that society is stratified with a diverse range of roles, some of which are more desirable than others. The benefit of equality of opportunity is to bring fairness to the selection process for coveted roles in
corporations A corporation or body corporate is an individual or a group of people, such as an association or company, that has been authorized by the State (polity), state to act as a single entity (a legal entity recognized by private and public law as ...
, associations,
nonprofits A nonprofit organization (NPO), also known as a nonbusiness entity, nonprofit institution, not-for-profit organization, or simply a nonprofit, is a non-governmental (private) legal entity organized and operated for a collective, public, or so ...
,
universities A university () is an educational institution, institution of tertiary education and research which awards academic degrees in several Discipline (academia), academic disciplines. ''University'' is derived from the Latin phrase , which roughly ...
and elsewhere. According to one view, there is no "formal linking" between equality of opportunity and political structure, in the sense that there can be equality of opportunity in
democracies Democracy (from , ''dēmos'' 'people' and ''kratos'' 'rule') is a form of government in which political power is vested in the people or the population of a state. Under a minimalist definition of democracy, rulers are elected through competitiv ...
,
autocracies Autocracy is a form of government in which absolute power is held by the head of state and government, known as an autocrat. It includes some forms of monarchy and all forms of dictatorship, while it is contrasted with democracy and feudalism. ...
and in communist nations, although it is primarily associated with a
competitive market In economics, competition is a scenario where different economic firmsThis article follows the general economic convention of referring to all actors as firms; examples in include individuals and brands or divisions within the same (legal) fir ...
economy and embedded within the legal frameworks of democratic societies. People with different political perspectives see equality of opportunity differently: liberals disagree about which conditions are needed to ensure it and many "old-style" conservatives see inequality and hierarchy in general as beneficial out of a respect for tradition. It can apply to a specific hiring decision, or to all hiring decisions by a specific company, or rules governing hiring decisions for an entire nation. The scope of equal opportunity has expanded to cover more than issues regarding the rights of minority groups, but covers practices regarding "recruitment, hiring, training, layoffs, discharge, recall, promotions, responsibility, wages, sick leave, vacation, overtime, insurance, retirement, pensions, and various other benefits". The concept has been applied to numerous aspects of public life, including accessibility of polling stations, care provided to
HIV The human immunodeficiency viruses (HIV) are two species of '' Lentivirus'' (a subgroup of retrovirus) that infect humans. Over time, they cause acquired immunodeficiency syndrome (AIDS), a condition in which progressive failure of the im ...
patients, whether men and women have equal opportunities to travel on a spaceship,
bilingual education In bilingual education, students are taught in two (or more) languages. It is distinct from learning a second language as a subject because both languages are used for instruction in different content areas like math, science, and history. The t ...
, skin color of models in
Brazil Brazil, officially the Federative Republic of Brazil, is the largest country in South America. It is the world's List of countries and dependencies by area, fifth-largest country by area and the List of countries and dependencies by population ...
, television time for political candidates, army promotions, admittance to universities and ethnicity in the United States. The term is interrelated with and often contrasted with other conceptions of equality such as
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
and
equality of autonomy Equality of autonomy is a political philosophy concept of Amartya Sen that argues "that the ability and means to choose our life course should be spread as equally as possible across society"—i.e., an equal chance at autonomy or empowerment. Equal ...
. Equal opportunity emphasizes the personal ambition and talent and abilities of the individual, rather than his or her qualities based on membership in a group, such as a social class or race or extended family. Further, it is seen as unfair if external factors that are viewed as being beyond the control of a person significantly influence what happens to him or her. Equal opportunity then emphasizes a fair process whereas in contrast
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
emphasizes an equal outcome. In sociological analysis, equal opportunity is seen as a factor correlating positively with
social mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
, in the sense that it can benefit society overall by maximizing well-being.


Different types

There are different concepts lumped under equality of opportunity. Formal equality of opportunity describes equal opportunities based only on merit but these opportunities should not depend on your identity such as gender or race. Formal equality does not guarantee equal outcomes for groups or equal representation of groups, but requires that deliberate discrimination be only meritocratic. For instance, job interviews should only discriminate against applicants based on job competence. Meritocratic universities should not accept a less-capable applicant instead of a more-capable applicant who cannot pay tuition. Formal equality can be called
racial color blindness Racial color blindness refers to the belief that a person's race or ethnicity should not influence their legal or social treatment in society. The multicultural psychology field generates four beliefs that constitute the racial color-blindness ...
and gender blindness.
Substantive equality Substantive equality is a substantive law on human rights that is concerned with equality of outcome for disadvantaged and marginalized people and groups and generally all subgroups in society."What is substantive equality?" (PDF). Equal Opportun ...
describes equal outcomes for groups or equal representation of identities such as gender or race. Substantive does not guarantee equality of opportunity based only on merit. For instance, substantive equality includes that jobs are distributed according to the race and gender proportions of the whole population.
Equality before the law Equality before the law, also known as equality under the law, equality in the eyes of the law, legal equality, or legal egalitarianism, is the principle that all people must be equally protected by the law. The principle requires a systematic ru ...
describes where the law does not discriminate explicitly based on protected identity such as gender or race. Equality before the law does not imply Formal equality of opportunity or substantive equality. If firing any pregnant employee is legal, it would meet Equality before the law but would violate both Formal equality of opportunity and substantive equality. Formal equality of opportunity is often more difficult to measure. A political party that formally allows anyone to join, but meets in a non-wheelchair-accessible building far from public transit, substantively discriminates against both young and old members as they are less likely to be able-bodied car-owners. However, if the party raises membership dues in order to afford a better building, it discourages poor members instead. A workplace in which it is difficult for persons with special needs and disabilities to perform can considered as a type of substantive inequality, although job restructuring activities can be done to make it easier for disabled persons to succeed. Grade-cutoff university admission is formally fair, but if in practice it overwhelmingly picks women and graduates of expensive user-fee schools, it is substantively unfair to men and the poor. The unfairness has already taken place and the university can choose to try to counterbalance it, but it likely can not single-handedly make pre-university opportunities equal.
Social mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
and the Great Gatsby curve are often used as an indicator of substantive equality of opportunity. Both equality concepts say that it is unfair and inefficient if extraneous factors rule people's lives. Both accept as fair inequality based on relevant, meritocratic factors. They differ in the scope of the methods used to promote them. The difference between the two equality concepts is also referred to as ''Dilemma of Difference''.


Formal equality of opportunity

Formal equality of opportunity is sometimes referred to as the nondiscrimination principle or described as the absence of direct discrimination, or described in the narrow sense as equality of access. It is characterized by: # Open call. Positions bringing superior advantages should be open to all applicants and job openings should be publicized in advance giving applicants a "reasonable opportunity" to apply. Further, all applications should be accepted. # Fair judging. Applications should be judged on their merits, with procedures designed to identify those best-qualified. The evaluation of the applicant should be in accord with the duties of the position and for the job opening of choir director, for example, the evaluation may judge applicants based on musical knowledge rather than some arbitrary criterion such as hair color.
Blind audition In a blind audition, the identity of the performer is concealed from the judges to prevent bias. The performance takes place behind a curtain so the judges cannot see the performer. Blind auditions have become a standard in symphony orchestras. In ...
s and blind interviews have been shown to improve equal opportunity. # An application is chosen. The applicant judged as "most qualified" is offered the position while others are not. There is agreement that the result of the process is again unequal, in the sense that one person has the position while another does not, but that this outcome is deemed fair on procedural grounds. The formal approach is limited to the
public sphere The public sphere () is an area in social relation, social life where individuals can come together to freely discuss and identify societal problems, and through that discussion, Social influence, influence political action. A "Public" is "of or c ...
as opposed to private areas such as the
family Family (from ) is a Social group, group of people related either by consanguinity (by recognized birth) or Affinity (law), affinity (by marriage or other relationship). It forms the basis for social order. Ideally, families offer predictabili ...
,
marriage Marriage, also called matrimony or wedlock, is a culturally and often legally recognised union between people called spouses. It establishes rights and obligations between them, as well as between them and their children (if any), and b ...
, or
religion Religion is a range of social system, social-cultural systems, including designated religious behaviour, behaviors and practices, morals, beliefs, worldviews, religious text, texts, sanctified places, prophecies, ethics in religion, ethics, or ...
. What is considered "fair" and "unfair" is spelled out in advance. An expression of this version appeared in ''The New York Times'': "There should be an equal opportunity for all. Each and every person should have as great or as small an opportunity as the next one. There should not be the unfair, unequal, superior opportunity of one individual over another." This sense was also expressed by
economist An economist is a professional and practitioner in the social sciences, social science discipline of economics. The individual may also study, develop, and apply theories and concepts from economics and write about economic policy. Within this ...
s Milton and
Rose Friedman Rose Director Friedman ; born Rose Director (30 December 1910 – 18 August 2009) was a free-market economist and co-founder of the Milton and Rose D. Friedman Foundation. Biography Rose Director was born in Staryi Chortoryisk, in Ukraine, to ...
in their 1980 book ''
Free to Choose ''Free to Choose: A Personal Statement'' is a 1980 book by economists Milton and Rose D. Friedman, accompanied by a 10-part series broadcast on public television, that advocates free market principles. It was primarily a response to an earlie ...
''. The Friedmans explained that equality of opportunity was "not to be interpreted literally" since some children are born blind while others are born sighted, but that "its real meaning is ... a career open to the talents". This means that there should be "no arbitrary obstacles" blocking a person from realizing their ambitions: "Not birth, nationality, color, religion, sex, nor any other irrelevant characteristic should determine the opportunities that are open to a person – only his abilities". It is a relatively straightforward task for legislators to ban blatant efforts to favor one group over another and encourage equality of opportunity as a result.
Japan Japan is an island country in East Asia. Located in the Pacific Ocean off the northeast coast of the Asia, Asian mainland, it is bordered on the west by the Sea of Japan and extends from the Sea of Okhotsk in the north to the East China Sea ...
banned gender-specific job descriptions in advertising as well as
sexual discrimination Sexism is prejudice or discrimination based on one's sex or gender. Sexism can affect anyone, but primarily affects women and girls. It has been linked to gender roles and stereotypes, and may include the belief that one sex or gender is int ...
in employment as well as other practices deemed unfair, although a subsequent report suggested that the law was having minimal effect in securing Japanese women high positions in management. In the
United States The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic of 50 U.S. state, states and a federal capital district, Washington, D.C. The 48 ...
, the
Equal Employment Opportunity Commission The U.S. Equal Employment Opportunity Commission (EEOC) is a federal agency that was established via the Civil Rights Act of 1964 to administer and enforce civil rights laws against workplace discrimination. The EEOC investigates discrimination ...
sued a private
test preparation Test preparation (abbreviated test prep) or exam preparation is an educational course, tutoring service, educational material, or a learning tool designed to increase students' performance on standardized tests. Examples of these tests include ...
firm, Kaplan, for unfairly using credit histories to discriminate against
African Americans African Americans, also known as Black Americans and formerly also called Afro-Americans, are an American racial and ethnic group that consists of Americans who have total or partial ancestry from any of the Black racial groups of Africa ...
in terms of hiring decisions. According to one analysis, it is possible to imagine a democracy which meets the formal criteria (1 through 3), but which still favors wealthy candidates who are selected in free and fair elections.


= Meritocracy

= There is some overlap among these different conceptions with the term ''
meritocracy Meritocracy (''merit'', from Latin , and ''-cracy'', from Ancient Greek 'strength, power') is the notion of a political system in which economic goods or political power are vested in individual people based on ability and talent, rather than ...
'' which describes an administrative system which rewards such factors as individual
intelligence Intelligence has been defined in many ways: the capacity for abstraction, logic, understanding, self-awareness, learning, emotional knowledge, reasoning, planning, creativity, critical thinking, and problem-solving. It can be described as t ...
,
credentials A credential is a piece of any document that details a qualification, competence, or authority issued to an individual by a third party with a relevant or '' de facto'' authority or assumed competence to do so. Examples of credentials include ac ...
,
education Education is the transmission of knowledge and skills and the development of character traits. Formal education occurs within a structured institutional framework, such as public schools, following a curriculum. Non-formal education als ...
,
morality Morality () is the categorization of intentions, Decision-making, decisions and Social actions, actions into those that are ''proper'', or ''right'', and those that are ''improper'', or ''wrong''. Morality can be a body of standards or principle ...
,
knowledge Knowledge is an Declarative knowledge, awareness of facts, a Knowledge by acquaintance, familiarity with individuals and situations, or a Procedural knowledge, practical skill. Knowledge of facts, also called propositional knowledge, is oft ...
or other criteria believed to confer merit. Equality of opportunity is often seen as a major aspect of a meritocracy. One view was that equality of opportunity was more focused on what happens before the race begins while meritocracy is more focused on fairness at the competition stage. The term ''meritocracy'' can also be used in a negative sense to refer to a system in which an elite hold themselves in power by controlling access to merit (via access to education, experience, or bias in assessment or judgment).


Substantive equality

Substantive equality of opportunity, sometimes called fair equality of opportunity, is a somewhat broader and more expansive concept than the more limiting formal equality of opportunity and it deals with what is sometimes described as indirect discrimination. It goes farther and is more controversial than the formal variant; and has been described as "unstable", particularly if the society in question is unequal to begin with in terms of great disparity of wealth. The substantive equality embraced by
Court of Justice of the European Union The Court of Justice of the European Union (CJEU) ( or "''CJUE''"; Latin: Curia) is the Judiciary, judicial branch of the European Union (EU). Seated in the Kirchberg, Luxembourg, Kirchberg quarter of Luxembourg City, Luxembourg, this EU ins ...
focuses on
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
s for group characteristics and group outcomes.De Vos, M. (2020). "The European Court of Justice and the march towards substantive equality in European Union anti-discrimination law." ''International Journal of Discrimination and the Law'', 20(1), 62–87.
/ref> Substantive equality has been identified as more of a left-leaning political position, but this is not a hard-and-fast rule. The substantive model is advocated by people who see limitations in formal equality. In the substantive approach, the starting point before the race begins is unfair since people have had differing experiences before even approaching the competition. The substantive approach examines the applicants themselves before applying for a position and judges whether they have equal abilities or talents; and if not, then it suggests that authorities (usually the government) take steps to make applicants more equal before they get to the point where they compete for a position and fixing the before-the-starting-point issues has sometimes been described as working towards "fair access to qualifications". The success of this approach is evaluated by
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
for disadvantaged and marginalized people and groups.Cusack, Simone, Ball, Rachel (2009) "Eliminating Discrimination and Ensuring Substantive Equality". Public Interest Law Clearing House and Human Rights Law Resource Centre Ltd. According to John Hills, children of wealthy and well-connected parents usually have a decisive advantage over other types of children and he notes that "advantage and disadvantage reinforce themselves over the life cycle, and often on to the next generation" so that successful parents pass along their wealth and education to succeeding generations, making it difficult for others to climb up a social ladder. However, so-called positive action efforts to bring an underprivileged person up to speed before a competition begins are limited to the period of time before the evaluation begins. At that point, the "final selection for posts must be made according to the principle the best person for the job", that is, a less qualified applicant should not be chosen over a more qualified applicant. Regardless of the nuances, the overall idea is still to give children from less fortunate backgrounds more of a chance, or to achieve at the beginning what some theorists call equality of condition. Writer Ha-Joon Chang expressed this view: In a sense, substantive equality of opportunity moves the "starting point" further back in time. Sometimes it entails the use of
affirmative action Affirmative action (also sometimes called reservations, alternative access, positive discrimination or positive action in various countries' laws and policies) refers to a set of policies and practices within a government or organization seeking ...
policies to help all contenders become equal before they get to the starting point, perhaps with greater training, or sometimes redistributing resources via
restitution Restitution and unjust enrichment is the field of law relating to gains-based recovery. In contrast with damages (the law of compensation), restitution is a claim or remedy requiring a defendant to give up benefits wrongfully obtained. Liability ...
or
taxation A tax is a mandatory financial charge or levy imposed on an individual or legal person, legal entity by a governmental organization to support government spending and public expenditures collectively or to Pigouvian tax, regulate and reduce nega ...
to make the contenders more equal. It holds that all who have a "genuine opportunity to become qualified" be given a chance to do so and it is sometimes based on a recognition that unfairness exists, hindering
social mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
, combined with a sense that the unfairness should not exist or should be lessened in some manner. One example postulated was that a warrior society could provide special nutritional supplements to poor children, offer scholarships to military academies and dispatch "warrior skills coaches" to every village as a way to make opportunity substantively more fair. The idea is to give every ambitious and talented youth a chance to compete for prize positions regardless of their circumstances of birth. The substantive approach tends to have a broader definition of extraneous circumstances which should be kept out of a hiring decision. One editorial writer suggested that among the many types of extraneous circumstances which should be kept out of hiring decisions was personal beauty, sometimes termed "
lookism Lookism is prejudice or discrimination toward people who are considered to be physically unattractive, and bases perception of all other qualities, such as intelligence and abilities, on a person’s physical appearance. It occurs in a variety ...
": The substantive position was advocated by
Bhikhu Parekh Bhikhu Chhotalal Parekh (Baron Parekh; born 4 January 1935) is a British political theorist, academic, and life peer. He is a Labour Party member of the House of Lords. He was Professor of Political Theory at the University of Hull from 1982 t ...
in 2000 in ''Rethinking Multiculturalism'', in which he wrote that "all citizens should enjoy equal opportunities to acquire the capacities and skills needed to function in society and to pursue their self-chosen goals equally effectively" and that "equalising measures are justified on grounds of justice as well as social integration and harmony".
Affirmative action Affirmative action (also sometimes called reservations, alternative access, positive discrimination or positive action in various countries' laws and policies) refers to a set of policies and practices within a government or organization seeking ...
programs usually fall under the substantive category. The idea is to help disadvantaged groups get back to a normal starting position after a long period of
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
. The programs involve government action, sometimes with resources being transferred from an advantaged group to a disadvantaged one and these programs have been justified on the grounds that imposing
quotas Quota may refer to: Economics * Import quota, a restriction on the quantity of goods that can be imported into a country * Market Sharing Quota, an economic system used in Canadian agriculture * Milk quota, a quota on milk production in Europe * ...
counterbalances the past discrimination as well as being a "compelling state interest" in diversity in society. For example, there was a case in
São Paulo São Paulo (; ; Portuguese for 'Paul the Apostle, Saint Paul') is the capital of the São Paulo (state), state of São Paulo, as well as the List of cities in Brazil by population, most populous city in Brazil, the List of largest cities in the ...
in
Brazil Brazil, officially the Federative Republic of Brazil, is the largest country in South America. It is the world's List of countries and dependencies by area, fifth-largest country by area and the List of countries and dependencies by population ...
of a quota imposed on the
São Paulo Fashion Week The São Paulo Fashion Week is a clothing trade show held semi-annually in São Paulo, Brazil. It is notable as "Latin America's pre-eminent fashion event" and it is of the emerging fashion weeks, outside the ''Big Four'' of New York Fashion Week ...
to require that "at least 10 percent of the models to be black or indigenous" as a coercive measure to counteract a "longstanding bias towards white models". It does not have to be accomplished via government action: for example, in the 1980s in the United States, President
Ronald Reagan Ronald Wilson Reagan (February 6, 1911 – June 5, 2004) was an American politician and actor who served as the 40th president of the United States from 1981 to 1989. He was a member of the Republican Party (United States), Republican Party a ...
dismantled parts of affirmative action, but one report in the ''
Chicago Tribune The ''Chicago Tribune'' is an American daily newspaper based in Chicago, Illinois, United States. Founded in 1847, it was formerly self-styled as the "World's Greatest Newspaper", a slogan from which its once integrated WGN (AM), WGN radio and ...
'' suggested that companies remained committed to the principle of equal opportunity regardless of government requirements. In another instance, upper-middle-class students taking the
Scholastic Aptitude Test The SAT ( ) is a standardized test widely used for college admissions in the United States. Since its debut in 1926, its name and scoring have changed several times. For much of its history, it was called the Scholastic Aptitude Test and had two ...
in the United States performed better since they had had more "economic and educational resources to prepare for these test than others". The test itself was seen as fair in a formal sense, but the overall result is seen as unfair in a substantive sense. In
India India, officially the Republic of India, is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area; the List of countries by population (United Nations), most populous country since ...
, the
Indian Institutes of Technology The Indian Institutes of Technology (IIT) are a network of engineering and technology institutions in India. Established in 1950, they are under the purview of the Ministry of Education of the Indian Government and are governed by the Inst ...
found that to achieve substantive equality of opportunity the school had to reserve 22.5 percent of seats for applicants from "historically disadvantaged schedule castes and tribes". Elite universities in
France France, officially the French Republic, is a country located primarily in Western Europe. Overseas France, Its overseas regions and territories include French Guiana in South America, Saint Pierre and Miquelon in the Atlantic Ocean#North Atlan ...
began a special "entrance program" to help applicants from "impoverished suburbs".


=Luck egalitarianism

=
Luck egalitarianism Luck egalitarianism is a view about egalitarianism espoused by a variety of egalitarian and other political philosophers. According to this view, justice demands that variations in how well-off people are should be wholly determined by the respons ...
views the unequal outcomes that are connected to bad luck of unchosen circumstances as unjust, but just if when connected to circumstances chosen by the individual and that weighing matters such as personal responsibility was important. A somewhat different view was expressed by
John Roemer John E. Roemer (; born February 1, 1945) is an American economist and political scientist. He is the Elizabeth S. and A. Varick Stout Professor of Political Science and Economics at Yale University. Before Yale, he was on the economics faculty a ...
, who used the term ''nondiscrimination principle'' to mean that "all individuals who possess the attributes relevant for the performance of the duties of the position in question be included in the pool of eligible candidates, and that an individual's possible occupancy of the position be judged only with respect to those relevant attributes". Matt Cavanagh argued that race and sex should not matter when getting a job, but that the sense of equality of opportunity should not extend much further than preventing straightforward discrimination.


= Equality of fair opportunity

= Philosopher
John Rawls John Bordley Rawls (; February 21, 1921 – November 24, 2002) was an American moral philosophy, moral, legal philosophy, legal and Political philosophy, political philosopher in the Modern liberalism in the United States, modern liberal tradit ...
offered this variant of substantive equality of opportunity and explained that it happens when individuals with the same "native talent and the same ambition" have the same prospects of success in competitions. Gordon Marshall offers a similar view with the words "positions are to be open to all under conditions in which persons of similar abilities have equal access to office". An example was given that if two persons X and Y have identical talent, but X is from a poor family while Y is from a rich one, then equality of fair opportunity is in effect when both X and Y have the same chance of winning the job. It suggests the ideal society is "classless" without a social hierarchy being passed from generation to generation, although parents can still pass along advantages to their children by
genetics Genetics is the study of genes, genetic variation, and heredity in organisms.Hartl D, Jones E (2005) It is an important branch in biology because heredity is vital to organisms' evolution. Gregor Mendel, a Moravian Augustinians, Augustinian ...
and
socialization In sociology, socialization (also socialisation – see American and British English spelling differences#-ise, -ize (-isation, -ization), spelling differences) is the process of Internalisation (sociology), internalizing the Norm (social), norm ...
skills. One view suggests that this approach might advocate "invasive interference in family life". Marshall posed this question: Economist
Paul Krugman Paul Robin Krugman ( ; born February 28, 1953) is an American New Keynesian economics, New Keynesian economist who is the Distinguished Professor of Economics at the CUNY Graduate Center, Graduate Center of the City University of New York. He ...
agrees mostly with the Rawlsian approach in that he would like to "create the society each of us would want if we didn't know in advance who we'd be". Krugman elaborated: "If you admit that life is unfair, and that there's only so much you can do about that at the starting line, then you can try to ameliorate the consequences of that unfairness".


= Level playing field

= Some theorists have posed a level playing field conception of equality of opportunity, similar in many respects to the substantive principle (although it has been used in different contexts to describe formal equality of opportunity) and it is a core idea regarding the subject of
distributive justice Distributive justice concerns the Social justice, socially just Resource allocation, allocation of resources, goods, opportunity in a society. It is concerned with how to allocate resources fairly among members of a society, taking into account fa ...
espoused by
John Roemer John E. Roemer (; born February 1, 1945) is an American economist and political scientist. He is the Elizabeth S. and A. Varick Stout Professor of Political Science and Economics at Yale University. Before Yale, he was on the economics faculty a ...
and
Ronald Dworkin Ronald Myles Dworkin (; December 11, 1931 – February 14, 2013) was an American legal philosopher, jurist, and scholar of United States constitutional law. At the time of his death, he was Frank Henry Sommer Professor of Law and Philosophy at ...
and others. Like the substantive notion, the level playing field conception goes farther than the usual formal approach. The idea is that initial "unchosen inequalities" – prior circumstances over which an individual had no control, but which impact his or her success in a given competition for a particular post – these unchosen inequalities should be eliminated as much as possible, according to this conception. According to Roemer, society should "do what it can to level the playing field so that all those with relevant potential will eventually be admissible to pools of candidates competing for positions". Afterwards, when an individual competes for a specific post, he or she might make specific choices which cause future inequalities – and these inequalities are deemed acceptable because of the previous presumption of fairness. This system helps undergird the legitimacy of a society's divvying up of roles as a result in the sense that it makes certain achieved inequalities "morally acceptable", according to persons who advocate this approach. This conception has been contrasted to the substantive version among some thinkers and it usually has ramifications for how society treats young persons in such areas as
education Education is the transmission of knowledge and skills and the development of character traits. Formal education occurs within a structured institutional framework, such as public schools, following a curriculum. Non-formal education als ...
and
socialization In sociology, socialization (also socialisation – see American and British English spelling differences#-ise, -ize (-isation, -ization), spelling differences) is the process of Internalisation (sociology), internalizing the Norm (social), norm ...
and
health care Health care, or healthcare, is the improvement or maintenance of health via the preventive healthcare, prevention, diagnosis, therapy, treatment, wikt:amelioration, amelioration or cure of disease, illness, injury, and other disability, physic ...
, but this conception has been criticized as well.
John Rawls John Bordley Rawls (; February 21, 1921 – November 24, 2002) was an American moral philosophy, moral, legal philosophy, legal and Political philosophy, political philosopher in the Modern liberalism in the United States, modern liberal tradit ...
postulated the
difference principle "Justice as Fairness: Political not Metaphysical" is an essay by John Rawls, published in 1985. In it he describes his conception of justice. It comprises two main principles of liberty and equality; the second is subdivided into ''fair equality o ...
which argued that "inequalities are justified only if needed to improve the lot of the worst off, for example by giving the talented an incentive to create wealth".


Moral senses

There is general agreement that equality of opportunity is good for society, although there are diverse views about how it is good since it is a
value judgement A value judgment (or normative judgement) is a judgment of the rightness or wrongness of something or someone, or of the usefulness of something or someone, based on a comparison or other relativity. As a generalization, a value judgment can ref ...
. It is generally viewed as a positive political ideal in the abstract sense. In nations where equality of opportunity is absent, it can negatively impact
economic growth In economics, economic growth is an increase in the quantity and quality of the economic goods and Service (economics), services that a society Production (economics), produces. It can be measured as the increase in the inflation-adjusted Outp ...
, according to some views and one report in
Al Jazeera Al Jazeera Media Network (AJMN; , ) is a private-media conglomerate headquartered in Wadi Al Sail, Doha, funded in part by the government of Qatar. The network's flagship channels include Al Jazeera Arabic and Al Jazeera English, which pro ...
suggested that
Egypt Egypt ( , ), officially the Arab Republic of Egypt, is a country spanning the Northeast Africa, northeast corner of Africa and Western Asia, southwest corner of Asia via the Sinai Peninsula. It is bordered by the Mediterranean Sea to northe ...
,
Tunisia Tunisia, officially the Republic of Tunisia, is a country in the Maghreb region of North Africa. It is bordered by Algeria to the west and southwest, Libya to the southeast, and the Mediterranean Sea to the north and east. Tunisia also shares m ...
and other
Middle East The Middle East (term originally coined in English language) is a geopolitical region encompassing the Arabian Peninsula, the Levant, Turkey, Egypt, Iran, and Iraq. The term came into widespread usage by the United Kingdom and western Eur ...
ern nations were stagnating economically in part because of a dearth of equal opportunity.


Practical considerations


Difficulties with implementation

There is general agreement that programs to bring about certain types of equality of opportunity can be difficult and that efforts to cause one result often have unintended consequences or cause other problems. A government policy that requires equal treatment can pose problems for lawmakers. A requirement for the government to provide equal health care services for all citizens can be prohibitively expensive. If the government seeks equality of opportunity for citizens to get health care by rationing services using a maximization model to try to save money, new difficulties might emerge. For example, trying to ration health care by maximizing the "quality-adjusted years of life" might steer monies away from disabled persons even though they may be more deserving, according to one analysis. In another instance, BBC News questioned whether it was wise to ask female army recruits to undergo the same strenuous tests as their male counterparts since many women were being injured as a result. Age discrimination can present vexing challenges for policymakers trying to implement equal opportunity. According to several studies, attempts to be equally fair to both a young and an old person are problematic because the older person has presumably fewer years left to live and it may make more sense for a society to invest greater resources in a younger person's health. Treating both persons equally while following the letter of the equality of opportunity seems unfair from a different perspective. Efforts to achieve equal opportunity along one dimension can exacerbate unfairness in other dimensions. For example, public bathrooms: If for the sake of fairness the physical area of men's and women's bathrooms is equal, the overall result may be unfair since men can use urinals, which require less physical space. In other words, a more fair arrangement may be to allot more physical space for women's restrooms. The sociologist
Harvey Molotch Harvey Luskin Molotch (born January 3, 1940) is an American sociologist known for studies that have reconceptualized power relations in interaction, the mass media, and the city. He helped create the field of environmental sociology and has adv ...
explained: "By creating men's and women's rooms of the same size, society guarantees that individual women will be worse off than individual men." Another difficulty is that it is hard for a society to bring substantive equality of opportunity to every type of position or industry. If a nation focuses efforts on some industries or positions, then people with other talents may be left out. For example, in an example in the ''
Stanford Encyclopedia of Philosophy The ''Stanford Encyclopedia of Philosophy'' (''SEP'') is a freely available online philosophy resource published and maintained by Stanford University, encompassing both an online encyclopedia of philosophy and peer-reviewed original publication ...
'', a warrior society might provide equal opportunity for all kinds of people to achieve military success through fair competition, but people with non-military skills such as farming may be left out. Lawmakers have run into problems trying to implement equality of opportunity. In 2010 in
Britain Britain most often refers to: * Great Britain, a large island comprising the countries of England, Scotland and Wales * The United Kingdom of Great Britain and Northern Ireland, a sovereign state in Europe comprising Great Britain and the north-eas ...
, a legal requirement "forcing public bodies to try to reduce inequalities caused by class disadvantage" was scrapped after much debate and replaced by a hope that organizations would try to focus more on "fairness" than "equality" as fairness is generally seen as a much unclear concept than equality, but easier for politicians to manage if they are seeking to avoid fractious debate. In
New York City New York, often called New York City (NYC), is the most populous city in the United States, located at the southern tip of New York State on one of the world's largest natural harbors. The city comprises five boroughs, each coextensive w ...
, mayor
Ed Koch Edward Irving Koch ( ; December 12, 1924February 1, 2013) was an American politician. He served in the United States House of Representatives from 1969 to 1977 and was mayor of New York City from 1978 to 1989. Koch was a lifelong Democrat who ...
tried to find ways to maintain the "principle of equal treatment" while arguing against more substantive and abrupt transfer payments called minority set-asides.
Cultural diversity Cultural diversity is the quality of diverse or different cultures, as opposed to Monoculturalism, monoculture. It has a variety of meanings in different contexts, sometimes applying to cultural products like art works in museums or entertainment ...
of lifestyles, value systems, traditions, and beliefs can explain differences in outcomes between subgroups.


Measures

Many economists measure the degree of equal opportunity with measures of
economic mobility Economic mobility is the ability of an individual, family or some other group to improve (or lower) their economic status—usually measured in income. Economic mobility is often measured by movement between income quintiles. Economic mobilit ...
. For instance,
Joseph Stiglitz Joseph Eugene Stiglitz (; born February 9, 1943) is an American New Keynesian economist, a public policy analyst, political activist, and a professor at Columbia University. He is a recipient of the Nobel Memorial Prize in Economic Sciences (2 ...
asserts that with five economic divisions and full equality of opportunity, "20 percent of those in the bottom fifth would see their children in the bottom fifth. Denmark almost achieves that – 25 percent are stuck there. Britain, supposedly notorious for its class divisions, does only a little worse (30 percent). That means they have a 70 percent chance of moving up. The chances of moving up in America, though, are markedly smaller (only 58 percent of children born to the bottom group make it out), and when they do move up, they tend to move up only a little". Similar analyses can be performed for each economic division and overall. They all show how far from the ideal all industrialized nations are and how correlated measures of equal opportunity are with
income inequality In economics, income distribution covers how a country's total GDP is distributed amongst its population. Economic theory and economic policy have long seen income and its distribution as a central concern. Unequal distribution of income causes ...
and
wealth inequality The distribution of wealth is a comparison of the wealth of various members or groups in a society. It shows one aspect of economic inequality or economic heterogeneity. The distribution of wealth differs from the income distribution in that ...
. Equal opportunity has ramifications beyond income; the American Human Development Index, rooted in the capabilities approach pioneered by
Amartya Sen Amartya Kumar Sen (; born 3 November 1933) is an Indian economist and philosopher. Sen has taught and worked in England and the United States since 1972. In 1998, Sen received the Nobel Memorial Prize in Economic Sciences for his contributions ...
, is used to measure opportunity across geographies in the U.S. using health, education, and standard of living outcomes.


Difficulties with measurement

The consensus view is that trying to measure equality of opportunity is difficult whether examining a single hiring decision or looking at groups over time. * Single instance. It is possible to reexamine the procedures governing a specific hiring decision, see if they were followed, and re-evaluate the selection by asking questions such as "Was it fair? Were fair procedures followed? Was the best applicant selected?". This is a judgment call and biases may enter into the minds of decision-makers. The determination of equality of opportunity in such an instance is based on mathematical
probability Probability is a branch of mathematics and statistics concerning events and numerical descriptions of how likely they are to occur. The probability of an event is a number between 0 and 1; the larger the probability, the more likely an e ...
: if equality of opportunity is in effect, then it is seen as fair if each of two applicants has a 50 percent chance of winning the job, that is, they both have equal chances to succeed (assuming of course that the person making the probability assessment is unaware of all variables – including valid ones such as talent or skill as well as arbitrary ones such as race or gender). However, it is hard to measure whether each applicant had a 50 percent chance based on the outcome. * Groups. When assessing the equal opportunity for a type of job or company or industry or nation, then
statistical analysis Statistical inference is the process of using data analysis to infer properties of an underlying probability distribution.Upton, G., Cook, I. (2008) ''Oxford Dictionary of Statistics'', OUP. . Inferential statistical analysis infers properties of ...
is often done by looking at patterns and abnormalities, typically comparing subgroups with larger groups on a percentage basis. Averaging opportunities over subgroups allows to determine if there are
statistically significant In statistical hypothesis testing, a result has statistical significance when a result at least as "extreme" would be very infrequent if the null hypothesis were true. More precisely, a study's defined significance level, denoted by \alpha, is the ...
differences in outcomes between subgroups. For factors where
blinded experiment In a blind or blinded experiment, information which may influence the participants of the experiment is withheld until after the experiment is complete. Good blinding can reduce or eliminate experimental biases that arise from a participants' expec ...
s are feasible, the equality or lack of equality of opportunity due to this factor can be determined up to statistical significance. While
substantive equality Substantive equality is a substantive law on human rights that is concerned with equality of outcome for disadvantaged and marginalized people and groups and generally all subgroups in society."What is substantive equality?" (PDF). Equal Opportun ...
for group outcomes can be measured by comparing statistically significant differences in subgroup outcomes, formal equality of opportunities does not require equal outcomes between groups. If equality of opportunity is violated, perhaps by
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
which affects a subgroup or population over time, it is possible to make this determination using statistical analysis, but there are numerous difficulties involved. Nevertheless, entities such as city governments and universities have hired full-time professionals with knowledge of statistics to ensure compliance with equal opportunity regulations. For example,
Colorado State University Colorado State University (Colorado State or CSU) is a Public university, public Land-grant university, land-grant research university in Fort Collins, Colorado, United States. It is the flagship university of the Colorado State University Syst ...
requires the director of its Office of Equal Opportunity to maintain extensive statistics on its employees by job category as well as
minorities The term "minority group" has different meanings, depending on the context. According to common usage, it can be defined simply as a group in society with the least number of individuals, or less than half of a population. Usually a minority g ...
and
gender Gender is the range of social, psychological, cultural, and behavioral aspects of being a man (or boy), woman (or girl), or third gender. Although gender often corresponds to sex, a transgender person may identify with a gender other tha ...
. In Britain,
Aberystwyth University Aberystwyth University () is a Public university, public Research university, research university in Aberystwyth, Wales. Aberystwyth was a founding member institution of the former federal University of Wales. The university has over 8,000 stude ...
collects information including the "representation of women, men, members of racial or ethnic minorities and people with disabilities amongst applicants for posts, candidates interviewed, new appointments, current staff, promotions and holders of discretionary awards" to comply with equal opportunity laws. It is difficult to prove unequal treatment although statistical analysis can provide indications of problems, it is subject to conflicts over interpretation and methodological issues. For example, a study in 2007 by the
University of Washington The University of Washington (UW and informally U-Dub or U Dub) is a public research university in Seattle, Washington, United States. Founded in 1861, the University of Washington is one of the oldest universities on the West Coast of the Uni ...
examined its treatment of
women A woman is an adult female human. Before adulthood, a female child or adolescent is referred to as a girl. Typically, women are of the female sex and inherit a pair of X chromosomes, one from each parent, and women with functional u ...
. Researchers collected statistics about female participation in numerous aspects of university life, including percentages of
women A woman is an adult female human. Before adulthood, a female child or adolescent is referred to as a girl. Typically, women are of the female sex and inherit a pair of X chromosomes, one from each parent, and women with functional u ...
with full professorships (23 percent), enrollment in programs such as nursing (90 percent), engineering (18 percent). There is wide variation in how these statistics might be interpreted. For example, the 23 percent figure for women with full professorships could be compared to the total population of women (presumably 50 percent) perhaps using census data, or it might be compared to the percentage of women with full professorships at competing universities. It might be used in an analysis of how many women applied for the position of full professor compared to how many women attained this position. Further, the 23 percent figure could be used as a benchmark or baseline figure as part of an ongoing longitudinal analysis to be compared with future surveys to track progress over time. In addition, the strength of the conclusions is subject to statistical issues such as
sample size Sample size determination or estimation is the act of choosing the number of observations or replicates to include in a statistical sample. The sample size is an important feature of any empirical study in which the goal is to make inferences abo ...
and
bias Bias is a disproportionate weight ''in favor of'' or ''against'' an idea or thing, usually in a way that is inaccurate, closed-minded, prejudicial, or unfair. Biases can be innate or learned. People may develop biases for or against an individ ...
. For reasons such as these, there is considerable difficulty with most forms of statistical interpretation. Statistical analysis of equal opportunity has been done using sophisticated examinations of computer databases. An analysis in 2011 by
University of Chicago The University of Chicago (UChicago, Chicago, or UChi) is a Private university, private research university in Chicago, Illinois, United States. Its main campus is in the Hyde Park, Chicago, Hyde Park neighborhood on Chicago's South Side, Chic ...
researcher Stefano Allesina examined 61,000 names of
Italian Italian(s) may refer to: * Anything of, from, or related to the people of Italy over the centuries ** Italians, a Romance ethnic group related to or simply a citizen of the Italian Republic or Italian Kingdom ** Italian language, a Romance languag ...
professors by looking at the "frequency of last names", doing one million random drawings and he suggested that Italian academia was characterized by violations of equal opportunity practices as a result of these investigations. The last names of Italian professors tended to be similar more often than predicted by random chance. The study suggested that newspaper accounts showing that "nine relatives from three generations of a single-family (were) on the economics faculty" at the
University of Bari The University of Bari Aldo Moro () is a public higher education institution founded in 1925 in Bari, Apulia, in Southern Italy. The university has a student population of around 40,000. A recent name change refers to the statesman and prime mi ...
were not aberrations, but indicated a pattern of
nepotism Nepotism is the act of granting an In-group favoritism, advantage, privilege, or position to Kinship, relatives in an occupation or field. These fields can include business, politics, academia, entertainment, sports, religion or health care. In ...
throughout Italian academia. Substative equality is typically measured by the criteria of
equality of outcome Equality of outcome, equality of condition, or equality of results is a political concept which is central to some political ideologies and is used in some political discourse, often in contrast to the term equality of opportunity. It describes ...
for groups, although with difficulty. In one example, an analysis of relative equality of opportunity was done based on outcomes, such as a case to see whether hiring decisions were fair regarding men versus women – the analysis was done using statistics based on average salaries for different groups. In another instance, a cross-sectional statistical analysis was conducted to see whether
social class A social class or social stratum is a grouping of people into a set of Dominance hierarchy, hierarchical social categories, the most common being the working class and the Bourgeoisie, capitalist class. Membership of a social class can for exam ...
affected participation in the United States Armed Forces during the
Vietnam War The Vietnam War (1 November 1955 – 30 April 1975) was an armed conflict in Vietnam, Laos, and Cambodia fought between North Vietnam (Democratic Republic of Vietnam) and South Vietnam (Republic of Vietnam) and their allies. North Vietnam w ...
: a report in ''
Time Time is the continuous progression of existence that occurs in an apparently irreversible process, irreversible succession from the past, through the present, and into the future. It is a component quantity of various measurements used to sequ ...
'' by the
Massachusetts Institute of Technology The Massachusetts Institute of Technology (MIT) is a Private university, private research university in Cambridge, Massachusetts, United States. Established in 1861, MIT has played a significant role in the development of many areas of moder ...
suggested that soldiers came from a variety of social classes and that the principle of equal opportunity had worked, possibly because soldiers had been chosen by a
lottery A lottery (or lotto) is a form of gambling that involves the drawing of numbers at random for a prize. Some governments outlaw lotteries, while others endorse it to the extent of organizing a national or state lottery. It is common to find som ...
process for
conscription Conscription, also known as the draft in the United States and Israel, is the practice in which the compulsory enlistment in a national service, mainly a military service, is enforced by law. Conscription dates back to antiquity and it conti ...
. In college admissions, equality of outcome can be measured directly by comparing offers of admission given to different groups of applicants: for example, there have been reports in newspapers of
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
against
Asian Americans Asian Americans are Americans with Asian diaspora, ancestry from the continent of Asia (including naturalized Americans who are Immigration to the United States, immigrants from specific regions in Asia and descendants of those immigrants). A ...
regarding
college admissions in the United States College admissions in the United States is the process of applying for Undergraduate education, undergraduate study at College, colleges or University, universities. For students entering college directly after High school in the United States, ...
which suggest that Asian American applicants need higher grades and test scores to win admission to prestigious universities than other ethnic groups.


Marketplace considerations

Equal opportunity of opportunity has been described as a fundamental basic notion in
business Business is the practice of making one's living or making money by producing or Trade, buying and selling Product (business), products (such as goods and Service (economics), services). It is also "any activity or enterprise entered into for ...
and
commerce Commerce is the organized Complex system, system of activities, functions, procedures and institutions that directly or indirectly contribute to the smooth, unhindered large-scale exchange (distribution through Financial transaction, transactiona ...
and described by
economist An economist is a professional and practitioner in the social sciences, social science discipline of economics. The individual may also study, develop, and apply theories and concepts from economics and write about economic policy. Within this ...
Adam Smith Adam Smith (baptised 1723 – 17 July 1790) was a Scottish economist and philosopher who was a pioneer in the field of political economy and key figure during the Scottish Enlightenment. Seen by some as the "father of economics"——— or ...
as a basic economic precept. There has been research suggesting that "competitive markets will tend to drive out such discrimination" since employers or institutions which hire based on arbitrary criteria will be weaker as a result and not perform as well as firms that embrace equality of opportunity. Firms competing for overseas contracts have sometimes argued in the press for equal chances during the bidding process, such as when American oil corporations wanted equal shots at developing oil fields in
Sumatra Sumatra () is one of the Sunda Islands of western Indonesia. It is the largest island that is fully within Indonesian territory, as well as the list of islands by area, sixth-largest island in the world at 482,286.55 km2 (182,812 mi. ...
; and firms, seeing how fairness is beneficial while competing for contracts, can apply the lesson to other areas such as internal hiring and promotion decisions. A report in ''
USA Today ''USA Today'' (often stylized in all caps) is an American daily middle-market newspaper and news broadcasting company. Founded by Al Neuharth in 1980 and launched on September 14, 1982, the newspaper operates from Gannett's corporate headq ...
'' suggested that the goal of equal opportunity was "being achieved throughout most of the business and government labor markets because major employers pay based on potential and actual productivity". Fair opportunity practices include measures taken by an organization to ensure efficiency effectiveness and fairness in the employment process. A basic definition of equality is the idea of equal treatment and respect. In job advertisements and descriptions, the fact that the employer is an equal opportunity employer is sometimes indicated by the abbreviations EOE or MFDV, which stands for Minority, Female, Disabled, Veteran. Analyst Ross Douthat in ''
The New York Times ''The New York Times'' (''NYT'') is an American daily newspaper based in New York City. ''The New York Times'' covers domestic, national, and international news, and publishes opinion pieces, investigative reports, and reviews. As one of ...
'' suggested that equality of opportunity depends on a rising
economy An economy is an area of the Production (economics), production, Distribution (economics), distribution and trade, as well as Consumption (economics), consumption of Goods (economics), goods and Service (economics), services. In general, it is ...
which brings new chances for
upward mobility Social mobility is the movement of individuals, families, households or other categories of people within or between social strata in a society. It is a change in social status relative to one's current social location within a given socie ...
and he suggested that greater equality of opportunity is more easily achieved during "times of plenty". Efforts to achieve equal opportunity can rise and recede, sometimes as a result of economic conditions or political choices. Empirical evidence from public health research also suggests that equality of opportunity is linked to better health outcomes in the United States and Europe.


History

According to professor David Christian of Macquarie University, an underlying
Big History Big History is an academic discipline that examines history from the Big Bang to the present day, present. Big History resists specialization and searches for universal patterns or trends. It examines long time frames using a multidisciplinar ...
trend has been a shift from seeing people as resources to exploiting towards a perspective of seeing people as individuals to empower. According to Christian, in many ancient agrarian civilizations, roughly nine of every ten persons was a peasant exploited by a ruling class. In the past thousand years, there has been a gradual movement in the direction of greater respect for equal opportunity as political structures based on generational hierarchies and
feudalism Feudalism, also known as the feudal system, was a combination of legal, economic, military, cultural, and political customs that flourished in Middle Ages, medieval Europe from the 9th to 15th centuries. Broadly defined, it was a way of struc ...
broke down during the late
Middle Ages In the history of Europe, the Middle Ages or medieval period lasted approximately from the 5th to the late 15th centuries, similarly to the post-classical period of global history. It began with the fall of the Western Roman Empire and ...
and new structures emerged during the
Renaissance The Renaissance ( , ) is a Periodization, period of history and a European cultural movement covering the 15th and 16th centuries. It marked the transition from the Middle Ages to modernity and was characterized by an effort to revive and sur ...
.
Monarchies A monarchy is a form of government in which a person, the monarch, reigns as head of state for the rest of their life, or until abdication. The extent of the authority of the monarch may vary from restricted and largely symbolic (constitutio ...
were replaced by
democracies Democracy (from , ''dēmos'' 'people' and ''kratos'' 'rule') is a form of government in which political power is vested in the people or the population of a state. Under a minimalist definition of democracy, rulers are elected through competitiv ...
: kings were replaced by parliaments and congresses.
Slavery Slavery is the ownership of a person as property, especially in regards to their labour. Slavery typically involves compulsory work, with the slave's location of work and residence dictated by the party that holds them in bondage. Enslavemen ...
was also abolished generally. The new entity of the
nation state A nation state, or nation-state, is a political entity in which the State (polity), state (a centralized political organization ruling over a population within a territory) and the nation (a community based on a common identity) are (broadly ...
emerged with highly specialized parts, including
corporation A corporation or body corporate is an individual or a group of people, such as an association or company, that has been authorized by the State (polity), state to act as a single entity (a legal entity recognized by private and public law as ...
s, laws, and new ideas about
citizenship Citizenship is a membership and allegiance to a sovereign state. Though citizenship is often conflated with nationality in today's English-speaking world, international law does not usually use the term ''citizenship'' to refer to nationalit ...
as well as values about
individual rights Individual rights, also known as natural rights, are rights held by individuals by virtue of being human. Some theists believe individual rights are bestowed by God. An individual right is a moral claim to freedom of action. Group rights, also k ...
found expression in constitutions, laws, and statutes. In the United States, one legal analyst suggested that the real beginning of the modern sense of equal opportunity was in the Fourteenth Amendment which provided "equal protection under the law". The amendment did not mention equal opportunity directly, but it helped undergird a series of later rulings which dealt with legal struggles, particularly by
African Americans African Americans, also known as Black Americans and formerly also called Afro-Americans, are an American racial and ethnic group that consists of Americans who have total or partial ancestry from any of the Black racial groups of Africa ...
and later women, seeking greater political and economic power in the growing republic. In 1933, a congressional "Unemployment Relief Act" forbade
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
"based on race, color, or creed". The
Supreme Court In most legal jurisdictions, a supreme court, also known as a court of last resort, apex court, high (or final) court of appeal, and court of final appeal, is the highest court within the hierarchy of courts. Broadly speaking, the decisions of ...
's 1954 ''
Brown v. Board of Education ''Brown v. Board of Education of Topeka'', 347 U.S. 483 (1954), was a landmark decision of the United States Supreme Court that ruled that U.S. state laws establishing racial segregation in public schools are unconstitutional, even if the ...
'' decision furthered government initiatives to end discrimination. In 1961, President
John F. Kennedy John Fitzgerald Kennedy (May 29, 1917 – November 22, 1963), also known as JFK, was the 35th president of the United States, serving from 1961 until his assassination in 1963. He was the first Roman Catholic and youngest person elected p ...
signed Executive Order 10925 which enabled a presidential committee on an equal opportunity, which was soon followed by President
Lyndon B. Johnson Lyndon Baines Johnson (; August 27, 1908January 22, 1973), also known as LBJ, was the 36th president of the United States, serving from 1963 to 1969. He became president after the assassination of John F. Kennedy, under whom he had served a ...
's Executive Order 11246. The
Civil Rights Act of 1964 The Civil Rights Act of 1964 () is a landmark civil rights and United States labor law, labor law in the United States that outlaws discrimination based on Race (human categorization), race, Person of color, color, religion, sex, and nationa ...
became the legal underpinning of equal opportunity in employment. Businesses and other organizations learned to comply with the rulings by specifying fair hiring and promoting practices and posting these policy notices on bulletin boards, employee handbooks, and manuals as well ain s training sessions and films. Courts dealt with issues about equal opportunities, such as the 1989 Wards Cove decision, the Supreme Court ruled that statistical evidence by itself was insufficient to prove racial discrimination. The
Equal Employment Opportunity Commission The U.S. Equal Employment Opportunity Commission (EEOC) is a federal agency that was established via the Civil Rights Act of 1964 to administer and enforce civil rights laws against workplace discrimination. The EEOC investigates discrimination ...
was established, sometimes reviewing charges of discrimination cases which numbered in the tens of thousands annually during the 1990s. Some law practices specialized in
employment law Labour laws (also spelled as labor laws), labour code or employment laws are those that mediate the relationship between workers, employing entities, trade unions, and the government. Collective labour law relates to the tripartite relationship be ...
. The conflict between formal and substantive approaches manifested itself in backlashes, sometimes described as
reverse discrimination Reverse discrimination is a term used to describe discrimination against members of a dominant or majority group, in favor of members of a minority or historically disadvantaged group. Reverse discrimination based on race or ethnicity is also c ...
, such as the Bakke case when a white male applicant to medical school sued based on being denied admission because of a quota system preferring minority applicants. In 1990, the
Americans with Disabilities Act The Americans with Disabilities Act of 1990 or ADA () is a civil rights law that prohibits discrimination based on disability. It affords similar protections against discrimination to Americans with disabilities as the Civil Rights Act of 1964, ...
prohibited discrimination against disabled persons, including cases of equal opportunity. In 2008, the
Genetic Information Nondiscrimination Act The Genetic Information Nondiscrimination Act of 2008 (, GINA ), is an Act of Congress in the United States designed to prohibit some types of genetic discrimination. The act bars the use of genetic information in health insurance and employm ...
prevents employers from using genetic information when hiring,
firing Firing may refer to: * Dismissal (employment), sudden loss of employment by termination * Firemaking, the act of starting a fire * Burning; see combustion * Shooting, specifically the discharge of firearms * Execution by firing squad, a method ...
, or promoting employees.Statement of Administration policy
Executive Office of the President, Office of Management and Budget, April 27, 2007
Many countries have specific bodies tasked with looking at equality of opportunity issues. In the United States, for example, it is the
Equal Employment Opportunity Commission The U.S. Equal Employment Opportunity Commission (EEOC) is a federal agency that was established via the Civil Rights Act of 1964 to administer and enforce civil rights laws against workplace discrimination. The EEOC investigates discrimination ...
; in
Britain Britain most often refers to: * Great Britain, a large island comprising the countries of England, Scotland and Wales * The United Kingdom of Great Britain and Northern Ireland, a sovereign state in Europe comprising Great Britain and the north-eas ...
, there is the Equality of Opportunity Committee as well as the Equality and Human Rights Commission; in
Canada Canada is a country in North America. Its Provinces and territories of Canada, ten provinces and three territories extend from the Atlantic Ocean to the Pacific Ocean and northward into the Arctic Ocean, making it the world's List of coun ...
, the
Royal Commission on the Status of Women The Royal Commission on the Status of Women was a Canadian Royal Commission that examined the status of women and recommended steps that might be taken by the federal government to ensure equal opportunities with men and women in all aspects of ...
has "equal opportunity as its precept"; and in
China China, officially the People's Republic of China (PRC), is a country in East Asia. With population of China, a population exceeding 1.4 billion, it is the list of countries by population (United Nations), second-most populous country after ...
, the Equal Opportunities Commission handles matters regarding ethnic prejudice. In addition, there have been political movements pushing for equal treatment, such as the Women's Equal Opportunity League which in the early decades of the twentieth century, pushed for fair treatment by employers in the United States. One of the group's members explained: Global initiatives such as the United Nations
Sustainable Development Goal 5 Sustainable Development Goal 5 (SDG 5 or Global Goal 5) concerns gender equality and is fifth of the 17 Sustainable Development Goals established by United Nations in 2015. Through the pledge to "Leave No One Behind", countries have committed to ...
and Goal 10 are also aimed at ensuring equal opportunities for women at all levels of decision making, and reducing inequalities of outcome.


Criticism

There is agreement that the concept of equal opportunity lacks a precise definition. While it generally describes "open and fair competition" with equal chances for achieving sought-after jobs or positions as well as an absence of
discrimination Discrimination is the process of making unfair or prejudicial distinctions between people based on the groups, classes, or other categories to which they belong or are perceived to belong, such as race, gender, age, class, religion, or sex ...
, the concept is elusive with a "wide range of meanings". Formal equality is hard to measure, and implementation of
substantive equality Substantive equality is a substantive law on human rights that is concerned with equality of outcome for disadvantaged and marginalized people and groups and generally all subgroups in society."What is substantive equality?" (PDF). Equal Opportun ...
poses problems as well as disagreements about what to do. There have been various criticisms directed at both the substantive and formal approaches. One account suggests that left-leaning thinkers who advocate equality of outcome fault even formal equality of opportunity because it "legitimates inequalities of wealth and income". John W. Gardner suggested several views: (1) that inequalities will always exist regardless of trying to erase them; (2) that bringing everyone "fairly to the starting line" fails to deal with the "destructive competitiveness that follows"; (3) that any equalities achieved will entail future inequalities. Substantive equality of opportunity has led to concerns that efforts to improve fairness "ultimately collapses into the different one of equality of outcome or condition". Economist
Larry Summers Lawrence Henry Summers (born November 30, 1954) is an American economist who served as United States Secretary of the Treasury from 1999 to 2001 and as the director of the National Economic Council from 2009 to 2010. He also served as presiden ...
advocated an approach of focusing on equality of opportunity and not equality of outcomes and that the way to strengthen equal opportunity was to bolster
public education A state school, public school, or government school is a primary school, primary or secondary school that educates all students without charge. They are funded in whole or in part by taxation and operated by the government of the state. State-f ...
. A contrasting report in ''
The Economist ''The Economist'' is a British newspaper published weekly in printed magazine format and daily on Electronic publishing, digital platforms. It publishes stories on topics that include economics, business, geopolitics, technology and culture. M ...
'' criticized efforts to contrast equality of opportunity and equality of outcome as being opposite poles on a hypothetical ethical scale, such that equality of opportunity should be the "highest ideal" while equality of outcome was "evil". Rather, the report argued that any difference between the two types of equality was illusory and that both terms were highly interconnected. According to this argument, wealthier people have greater opportunities – wealth itself can be considered as "distilled opportunity" – and children of wealthier parents have access to better schools, health care, nutrition and so forth. Accordingly, people who endorse equality of opportunity may like the idea of it in principle, yet at the same time, they would be unwilling to take the extreme steps or "titanic interventions" necessary to achieve real intergenerational equality. A slightly different view in ''
The Guardian ''The Guardian'' is a British daily newspaper. It was founded in Manchester in 1821 as ''The Manchester Guardian'' and changed its name in 1959, followed by a move to London. Along with its sister paper, ''The Guardian Weekly'', ''The Guardi ...
'' suggested that equality of opportunity was merely a "buzzword" to sidestep the thornier political question of income inequality. There is speculation that since equality of opportunity is only one of sometimes competing "justice norms", there is a risk that following equality of opportunity too strictly might cause problems in other areas. A hypothetical example was suggested: suppose wealthier people gave excessive amounts of campaign contributions; suppose further that these contributions resulted in better regulations, and then laws limiting such contributions based on equal opportunity for all political participants may have the unintended long term consequence of making political decision-making lackluster and possibly hurting the groups that it was trying to protect. Philosopher
John Kekes John Kekes (; born 22 November 1936) is Professor Emeritus of Philosophy at the University at Albany, SUNY. Education Kekes received his Ph.D. in philosophy from the Australian National University. Work Kekes is the author of a number of books on ...
makes a similar point in his book ''The Art of Politics'' in which he suggests that there is a danger to elevating any one particular political good – including equality of opportunity – without balancing competing goods such as justice, property rights and others. Kekes advocated having a balanced perspective, including a continuing dialog between cautionary elements and reform elements. A similar view was expressed by
Ronald Dworkin Ronald Myles Dworkin (; December 11, 1931 – February 14, 2013) was an American legal philosopher, jurist, and scholar of United States constitutional law. At the time of his death, he was Frank Henry Sommer Professor of Law and Philosophy at ...
in ''The Economist'': Economist
Paul Krugman Paul Robin Krugman ( ; born February 28, 1953) is an American New Keynesian economics, New Keynesian economist who is the Distinguished Professor of Economics at the CUNY Graduate Center, Graduate Center of the City University of New York. He ...
sees equality of opportunity as a "non-Utopian compromise" which works and is a "pretty decent arrangement" which varies from country to country. However, there are differing views such as by Matt Cavanagh, who criticised equality of opportunity in his 2002 book '' Against Equality of Opportunity''. Cavanagh favored a limited approach of opposing specific kinds of discrimination as steps to help people get greater control over their lives.Against Equality of Opportunity , Matt Cavanagh , Review by The Spectator
Conservative Conservatism is a cultural, social, and political philosophy and ideology that seeks to promote and preserve traditional institutions, customs, and values. The central tenets of conservatism may vary in relation to the culture and civiliza ...
thinker
Dinesh D'Souza Dinesh Joseph D'Souza (; born April 25, 1961) is an American Right-wing politics, right-wing political commentator, conspiracy theorist, author, and filmmaker. He has made several films and written over a dozen books, several of them The New Y ...
criticized equality of opportunity on the basis that "it is an ideal that cannot and should not be realized through the actions of the government" and added that "for the state to enforce equal opportunity would be to contravene the true meaning of the Declaration and to subvert the principle of a free society". D'Souza described how his parenting undermined equality of opportunity: D'Souza argued that it was wrong for the government to try to bring his daughter down, or to force him to raise other people's children, but a counterargument is that there is a benefit to everybody, including D'Souza's daughter, to have a society with less anxiety about downward mobility, less class resentment, and less possible violence. An argument similar to D'Souza's was raised in ''
Anarchy, State, and Utopia ''Anarchy, State, and Utopia'' is a 1974 book by the American political philosopher Robert Nozick. It won the 1975 US National Book Award in category Philosophy and Religion, has been translated into 11 languages, and was named one of the "100 m ...
'' by
Robert Nozick Robert Nozick (; November 16, 1938 – January 23, 2002) was an American philosopher. He held the Joseph Pellegrino Harvard University Professor, University Professorship at Harvard University, Nozick gave an argument of two suitors competing to marry one "fair lady": X was plain while Y was better looking and more intelligent. If Y did not exist, then "fair lady" would have married X, but Y exists and so she marries Y. Nozick asks: "Does suitor X have a legitimate complaint against Y based on unfairness since Y did not earn his good looks or intelligence?". Nozick suggests that there are no grounds for complaint. Nozick argued against equality of opportunity because it violates the
rights Rights are law, legal, social, or ethics, ethical principles of freedom or Entitlement (fair division), entitlement; that is, rights are the fundamental normative rules about what is allowed of people or owed to people according to some legal sy ...
of property since the equal opportunity maxim interferes with an owner's right to do what he or she pleases with a property. Property rights were a major component of the philosophy of
John Locke John Locke (; 29 August 1632 (Old Style and New Style dates, O.S.) – 28 October 1704 (Old Style and New Style dates, O.S.)) was an English philosopher and physician, widely regarded as one of the most influential of the Enlightenment thi ...
and are sometimes referred to as "Lockean rights". The sense of the argument is along these lines: equal opportunity rules regarding, say, a hiring decision within a factory, made to bring about greater fairness, violate a factory owner's rights to run the factory as he or she sees best; it has been argued that a factory owner's right to property encompasses all decision-making within the factory as being part of those property rights. That some people's "natural assets" were unearned is irrelevant to the equation according to Nozick and he argued that people are nevertheless entitled to enjoy these assets and other things freely given by others.
Friedrich Hayek Friedrich August von Hayek (8 May 1899 – 23 March 1992) was an Austrian-born British academic and philosopher. He is known for his contributions to political economy, political philosophy and intellectual history. Hayek shared the 1974 Nobe ...
felt that luck was too much of a variable in economics, such that one can not devise a system with any kind of fairness when many market outcomes are unintended. By sheer chance or random circumstances, a person may become wealthy just by being in the right place and time and Hayek argued that it is impossible to devise a system to make opportunities equal without knowing how such interactions may play out. Hayek saw not only equality of opportunity, but all of
social justice Social justice is justice in relation to the distribution of wealth, opportunities, and privileges within a society where individuals' rights are recognized and protected. In Western and Asian cultures, the concept of social justice has of ...
as a "mirage". Some conceptions of equality of opportunity, particularly the substantive and level playing field variants, have been criticized on the basis that they make assumptions to the effect that people have similar genetic makeups. Other critics have suggested that social justice is more complex than mere equality of opportunity. Nozick made the point that what happens in society can not always be reduced to competition for a coveted position and in 1974 wrote that "life is not a race in which we all compete for a prize which someone has established", that there is "no unified race" and there is not someone person "judging swiftness".


See also


References


External links

* United Kingdom *
UK Government Women & Equality Unit
* United States *
U.S. Equal Employment Opportunity Commission (EEOC) (US)
– the branch of the U.S. government that enforces equal opportunity laws in workplaces *
Department of the Interior Office for Equal Opportunity (US)

Stanford Encyclopedia of Philosophy entry on Equality of Opportunity


Further reading

* Dias Pereira, Rita (2022).
Genetic Advantage and Equality of Opportunity in Education: Two Definitions and an Empirical Illustration
" ''Tinbergen Institute Discussion Paper'', No. TI 2021-108/V, Tinbergen Institute, Amsterdam and Rotterdam. {{Authority control Discrimination Disability rights Anti-racism Equality rights Egalitarianism Liberalism Social inequality Right-wing politics Identity politics