Key Results Of ADB Pilot Countries - United Nations

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Workshop on the UN Methodological Guidelines on the Production of Statistics on Asset Ownership from a Gender Perspective EDGE Pilot Surveys in Asia and the Pacific R-CDTA 8243: Statistical Capacity Development for Social Inclusion and Gender Equality Key Results of ADB Pilot Countries Kaushal Joshi Principal Statistician Development Economics and Indicators Division Asian Development Bank

Outline of Presentation Overview of ADB’s R-CDTA 8243 Survey Design and Implementation Data Collection – Operational Findings Profile of households and respondents Survey Results Issues and Challenges Summary

R-CDTA 8243 – Overview Component 1: Sex-disaggregated data on asset ownership and entrepreneurship Contribute to the development of methods under global EDGE initiative for data collection on asset ownership and entrepreneurship from a gender perspective. Assist countries in adapting the methodology for conducting pilot surveys in National Statistics Offices (NSOs) of Georgia, Mongolia, and, the Philippines. Methodological research and documentation of pilot surveys experience and results to inform EDGE guidelines.

Survey Design and Implementation Pilot surveys draws from Uganda survey experience: Employs treatment arm 4 (TA4) : adult (18 ) interviewed alone and simultaneously, asked on assets owned exclusively or jointly by any household member

Survey Design and Implementation (cont’d) Methodology Participating country Coverage Sample Size (households) Georgia Nationally representative 3,160 Mongolia Nationally representative 3,008 Philippines Province of Cavite only 1,536 Stand-alone survey of randomly selected households Dates of data collection: 2015 (concluded) Self-reported and proxy data collection A two-stage stratified sampling design was adopted for Georgia and Cavite, Philippines while three stage selection process for Mongolia.

Survey Design and Implementation (cont’d) Who to interview? Identifying Eligible Respondents The individual questionnaire was administered to at most 3 adult members of the household 1. Primary Respondent (PR) 2. Spouse/partner (if available) together defined as the Principal couple are important units of analysis) 3. Third adult randomly selected if there are more than 3 adults in a household

Survey Design and Implementation (cont’d) Structure of the Questionnaire Module Respondent (2) Household questionnaire Primary Respondent Individual questionnaire Primary Respondent, Spouse/partner of PR, third randomly selected household member (3) Dwelling (4) Agricultural Land (5) Livestock (6) Agricultural Equipment (Small and Large) (7) Non-agricultural enterprises (8) Other real estate (9) Consumer Durables (10) Financial assets and (11) Liabilities (12) Valuables

Survey Design and Implementation (cont’d) Key Concepts Operationalized Bundle of Rights Relevant Assets Questions Reported Ownership All assets Who owns this [asset]? Documented Ownership Dwelling, agricultural land, other real estate Is there an ownership document for this [asset]? (If yes), whose name(s) are listed as owners on the ownership document for this [asset]?

Survey Design and Implementation (cont’d) Key Concepts Operationalized Bundle of Rights Relevant Assets Questions Rights to assets Dwelling, agricultural land, large agricultural equipment, nonagricultural enterprises, other real estate With regard to this [asset], who has the right(decision) to sell/bequeath it? Mode of acquisition Dwelling, agricultural land, large agricultural equipment, nonagricultural enterprises, other real estate How did the owner(s) acquire this [asset]? Asset value Dwelling, agricultural land, large agricultural equipment, nonagricultural enterprises, other real estate, financial asset If this [asset] were to be sold today , how much could be received for it?

Data Collection – Operational Findings Time spent answering the household questionnaire was roughly the same for the three pilot countries – around 12 minutes. Average time spent to administer the individual questionnaire was 30 minutes in Georgia, 21 minutes in Mongolia and 23 minutes in Cavite, Philippines. Gender match during interview was highly successful for women vs women, as against a weak success for men vs men. Incidence of owners reporting hidden assets was fairly low (between 0.2% to 16.7%) – largest incidences seen for financial assets and financial liabilities.

Data Collection – Operational Findings Countries Georgia Mongolia Cavite, Philippines Total Number of Surveyed Households Urban Rural Total 1,495 1,288 2,783 1,873 1,089 2,962 928 608 1,536 Average Household Size 3.4 3.7 4.4 There are more households in urban area than in rural area in the three countries. Average household size is 3.4 for Georgia and 4.4 for Mongolia and Cavite, Philippines

Data Collection – Operational Findings Sample Composition Countries Number of Sampled Total Number of Adults surveyed Wome households Men Total n Number of Adults Actually Surveyed Wome Men Total n Georgia 2,783 3,147 3,802 6,949 2,499 3,438 5,937 Mongolia 2,962 3,285 3,637 6,922 2,488 3,104 5,592 Cavite, Philippines 1,536 1,774 1,959 3,733 1,605 1,851 3,456 Women respondents are generally more than men. Non-response rate among men is considerably higher than that of women.

Data Collection – Operational Findings Manner in which individual interviews conducted (%) Georgia Mongolia Cavite Simultaneously 28.6 36.4 49.6 Sequentially 4.7 32.7 25.6 Simultaneously and sequentially 40.0 20.5 20.1 Other 26.7 10.4 4.8

Key Survey Results Incidence of Ownership of Assets by individuals Forms of Ownership Modes of Acquisition Alienation rights Right to sell Right to bequeath

Incidence of Ownership: Key Assets Incidence of Ownership: Key Assets Mongolia Georgia Mongolia Cavite Georgia Mongolia Cavite Other real estate Agricultural land Cavite Dwelling Georgia Self-Assigned Ownership, by Country, Sex, and Type of Ownership Men Men are more likely to be owners of the key assets. Women Dwelling has the highest incidence of ownership in the three pilot countries. Men Women Men Women The incidence of ownership of agricultural land is much lower in Mongolia and the Philippines compared to Georgia. Men Women Men Women Men Gender disparity is evident in Georgia and Mongolia but least evident in the Philippines. Women Men Women Men Women Men Women 0 15 30 Documented ownership 45 60 Reported ownership 75 90 Incidence of reported ownership is generally higher than the incidence of documented ownership. This is particularly evident in Georgia.

Incidence of Ownership: Other Assets Incidence of Reported Ownership: Other Assets Large agricultural equipment Nonagricultural enterprises Financial assets Livestock Small agricultural equipment Consumer durables Self-Assigned Ownership, by Country, and Sex The incidence of ownership of consumer durables is highest among all assets in all the three countries. Georgia Mongolia Cavite Less than 7% of adults own large agricultural equipment and ownership in Mongolia and the Philippines is almost negligible Georgia Mongolia Cavite Georgia Mongolia Incidence of ownership of financial asset is low in Georgia Cavite Georgia Overall, men are more likely to be owners of the assets. Mongolia Cavite Georgia Women are slightly more likely to own financial assets than men in Mongolia, and the Philippines. Mongolia Cavite Georgia Mongolia Cavite 0 20 Men 40 Women 60 80 100 In the Philippines, women more likely to own non-agricultural enterprise than men

Forms of Ownership: Key Assets Mongolia Georgia Mongolia Georgia Cavite Mongolia Georgia Cavite Other Real Estate Agricultural Land Cavite Dwelling Distribution of Reported and Documented Key Assets Owners Self-Assigned Ownership, by Country and Forms of Ownership Exclusive ownership by men is the dominant form of ownership for all assets in Mongolia. Reported Documented Reported Documented In Georgia, joint ownership by all members of the household is the most common among reported owners but this shifts to exclusive male owners for documented ownership. Reported Documented Reported Documented Reported Documented In the Philippines, ownership by the principal couple and joint ownership with non-household members are common. Reported Documented Reported Documented Reported Gender disparity in exclusive ownership is highest in Mongolia for both reported and documented ownership Documented Reported Documented Exclusive Male Principal Couple Other joint ownership 0% 20% 40% 60% 80% 100% Exclusive Female All Household members Joint Ownership with non-household members

Alienation Rights Distribution of Right to Sell For Selected Assets, by Country and Sex Distribution of Right to Bequeath For Selected Assets, by Country and Sex A larger proportion of Mongolian men and women owners have exclusive economic rights over sale and bequeaths compared to owners in the other countries. In both Georgia and the Philippines, decision to sell or bequeath the asset is more consultative in nature More women as compared to men reported not having the right to sell or bequeath the assets that they owned

Mode of Acquisition Other Real Non-Agri Agri Dwelling Estate Enterp Land Other Real Non-Agri Agri Dwelling Estate Enterp Land Other Real Non-Agri Agri Estate Enterp Land Cavite Mongolia Georgia Dwelling Distribution of Reported Asset Owners Self-Assigned Ownership, by Country and Mode of Acquisition Dwelling Owners in Mongolia and the Philippines are most likely to purchase their dwelling. In Georgia allocation/ gift dominated men owners’ acquisition while most women owners acquired the asset because of marital law/ custom. Men Women Men Women Men Women Men Women Men For both men and women, the dominant means to acquire land is through purchases in Georgia; via government programs in Mongolia and through inheritance in the Philippines. Women Men Women Men Women Men Women Men Women Other real estate and nonagricultural enterprises mostly purchased or founded in all three countries. Men Women Men Women Men Women 0% 20% Founded or purchased Acquired due to marital law/custom Government program 40% 60% Inherited Allocated/gift Others 80% 100% Gender gap is apparent in Georgia, inheritance and allocation/gift favors men.

Self-Assigned Approach vs Ownership Assigned by Any Respondent Approach Comparison of Reported and Documented Ownership Estimates (%), by type of approach and sex: Georgia, Mongolia, and the Philippines Reported Country Asset Dwelling unit Georgia Mongolia Philippines Ownership Assigned by Self-Assigned Ownership Any Respondent Men Women Men Women 84.7 82.6 80.4 75.9 Agricultural land 51 40.5 47.7 34.1 Other real estate 17.2 12.8 15.7 10.1 Dwelling unit 54.9 34 59.6 32.8 Agricultural land 8.4 2.4 8 2 Other real estate 18 10.8 16.3 10.4 Dwelling unit 35.6 35.9 34.4 34.2 Agricultural land 4.6 3.7 4.8 3.2 Other real estate 6.3 6.1 5.7 5.4 Documented Country Georgia Mongolia Philippines Asset Ownership Assigned by Self-Assigned Ownership Any Respondent Men Women Men Women Dwelling unit 52.3 40.6 46.3 33.4 Agricultural land 32.2 16.5 30.6 12.6 Other real estate 10.4 6.8 10.6 5.9 Dwelling unit 48.1 28.6 50.7 26.9 Agricultural land 7.3 1.5 6.3 1.4 Other real estate 15.3 9.5 13.8 8.5 Dwelling unit 24.5 21.7 22.7 19.2 Agricultural land 3.9 3.3 4.1 2.6 Other real estate 4.9 4.1 4.4 3.3 In general, incidence of reported and documented ownership are generally higher using the OAAR approach. Reported and documented dwelling ownership for Mongolian men using the selfassigned approach is higher by 5 and 3 percentage points, respectively. Georgia shows the largest difference for reported and documented ownership, where the self-assigned approach gives lower estimates.

Issues and Challenges Enumerators were confused on the concepts of the ‘primary respondent’, ‘principal couple’, and had to be taken care during the training. Conducting interviews separately and independently was complicated. Respondents had difficulty estimating the value of all types of assets resulting in high cases of missing values. Respondents were reluctant to give information about their financial assets and speak about their valuables.

Summary: Key Highlights In general, gender disparity was most evident in Mongolia and least in the Philippines. Men are more likely to be reported and documented owners of assets. Majority of owners of assets are either men with exclusive ownership or couples with joint ownership. More male owners typically have either exclusive or joint rights to sell or bequeath an asset. Market is the dominant means of asset acquisition.

Summary: Key Highlights (cont’d) The EDGE pilot surveys in Georgia, Mongolia, and the Philippines conducted by national statistics offices have demonstrated that with the availability of standardized methods and guidelines collecting individual-level asset data is feasible. The methodological and operational experience through the three pilot surveys under ADB’s project provided a solid basis for finalizing the UN Methodological Guidelines on the Production of Statistics on Asset Ownership from a Gender Perspective.

Thank you. email: kjoshi@adb.org

Self-Assigned Approach vs Ownership Assigned by Any Respondent Approach Comparison of Reported and Documented Ownership Estimates (%), by type of approach and sex: Georgia, Mongolia, and the Philippines Reported Country Asset Ownership Assigned by Any Respondent Self-Assigned Ownership Men Women Men Women Georgia Dwelling unit 84.7 82.6 80.4 75.9

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