Operations Research Forum· 2026Q2
Ordered Weighted Average Life Expectancy
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- Q2SCImago
- 2026year
Short summary
A new Ordered Weighted Average Life Expectancy (OWALE) framework explicitly incorporates attitudes toward uncertainty and subgroup compensability into life expectancy aggregation for policy planning.
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Key points
- Introduces the Ordered Weighted Average Life Expectancy (OWALE) operator for aggregating life expectancy data.
- OWALE explicitly quantifies the attitude towards uncertainty and subgroup compensability in aggregation.
- A median shift of 2.6 years in life expectancy was observed by altering the 'orness' parameter (0.2 to 0.8) when aggregating by education level across 19 European countries.
- The 'deprivation discount' (gap between population-weighted average and pessimistic OWALE) reached 5.5 years.
- The 'orness' effect on forecast quantiles increases with the forecast horizon, reflecting growing uncertainty.
AI-generated from the title and abstract; the full text is not read.
Abstract
Abstract This study develops an aggregation framework for life expectancy based on the ordered weighted average (OWA) operator. The framework governs how already-estimated values (subgroup estimates, forecast quantiles, or institutional projections) are aggregated into a single representative value for policy planning, making the attitude toward uncertainty and the degree of compensability across population subgroups explicit and reportable. We introduce the OWA life expectancy (OWALE) operator and its induced, generalized, and quasi-arithmetic extensions, analyze the interaction between the generalization parameter and the weight vector, and determine weights by maximum entropy for a specified orness level. The framework is applied by education level across 19 European countries and to the quantiles of the United Nations probabilistic life expectancy projections, with sampling uncertainty propagated by bootstrap. The attitudinal parameter has a large effect: increasing the orness from 0.2 to 0.8 shifts education-aggregated LE by a median of 2.6 years (up to 6.8 years), about nine times the half-width of the bootstrap confidence intervals, and the gap between the population-weighted average and its pessimistic OWALE (the deprivation discount) reaches 5.5 years. When aggregating forecast quantiles, the orness effect increases with the forecast horizon, reflecting forecast uncertainty. OWALE provides a transparent, preference-sensitive aggregation framework on top of established demographic estimates and stochastic mortality forecasts, making visible the compensability choice that is implicit in any average.
The authors' abstract, as published at the source. Operations Research Forum, 2026 · DOI ↗
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Field: Demography
DemographySocial Sciences