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Gender fundamentally alters who benefits from social protection in low- and middle-income countries, so policy tools — including AI systems used for targeting, monitoring and evaluation — must be designed with gender-disaggregated data, causal methods for subgroup effects, and governance safeguards to prevent reinforcing existing inequalities.

Social Protection and Gender: Policy, Practice, and Research
Melissa Hidrobo, Amber Peterman, Neha Kumar, Monica Lambon-Quayefio, Shalini Roy, Daniel O. Gilligan, Flor Paz · March 10, 2026 · The MIT Press eBooks
openalex review_meta medium evidence 7/10 relevance DOI Source PDF
Gender shapes both the need for and the outcomes of social protection in LMICs, so AI-driven data collection, targeting, and evaluation must be gender-sensitive, causally rigorous, and ethically governed to avoid reinforcing inequities.

IntroductionGender considerations in the design and delivery of programs are critical for social protection to achieve its primary objectives of reducing poverty and vulnerability.First, prevalence and risk factors for poverty differ by gender, as does the nature of vulnerability.Thus, to sustainably reduce poverty for all, strategies must take gender into account.Second, gender shapes the impact of social protection.Not only are the effects of programs mediated by gender norms and intra house hold dynamics, but gender differences in opportunities, constraints, and preferences determine the extent to which dif fer ent individuals can participate in and benefit from social protection.Third, entrenched societal inequities imply that women and girls are often disproportionately held back from achieving their potential.Addressing these inequities through social protection may be particularly promising to achieve longer-term poverty-reduction goals, increase productive efficiency, and promote a better, more sustainable future.Lastly, to the extent that social protection intrinsically aims to increase equity, there may be an implicit mandate to prioritize women and girls.Recognition of these points has grown over recent decades, and accordingly, program designs and research questions have evolved to explic itly address gender issues.In this chapter, we focus on low-and middle-income countries (LMICs) and summarize the policy discourse and research on social protection and gender.We focus on gender dimensions in adulthood to complement chapters in this handbook on early childhood and youth.We start by discussing gender in social protection policy, practice, and research.We then review the existing evidence, taking a "review of reviews" approach, to highlight the current evidence consensus around social protection and gender in LMICs, as well as where narratives diverge.We conclude by discussing high-priority issues for future policy, implementation, and research.We focus on three categories of social protection: social assistance, social care, and social insurance.By social assistance (hereafter SA), we refer to noncontributory social transfers (including cash, vouchers, or in-kind transfers to families or individuals, including the el derly), public works programs, fee waivers, and subsidies.By social care (hereafter SC),

Summary

Main Finding

Gender fundamentally shapes both the need for and the outcomes of social protection in low- and middle-income countries (LMICs). Effective poverty- and vulnerability-reduction requires gender-sensitive program design, delivery, monitoring, and research because (a) poverty risks and vulnerability differ by gender; (b) gender norms and intra-household dynamics mediate program impacts; and (c) women and girls are often systematically disadvantaged in opportunities and access. Recent policy and research trends increasingly recognize and attempt to address these points.

Key Points

  • Differential prevalence and risk: Poverty drivers and vulnerability profiles vary by gender, so one-size-fits-all programs can miss or underserve important needs.
  • Mediating mechanisms: Gender norms, intra-household bargaining, time use, mobility, and access to markets/services shape how individuals participate in and benefit from programs.
  • Equity and efficiency case: Targeting gender inequalities via social protection can promote longer-term poverty reduction, productivity gains, and broader social benefits.
  • Implicit prioritization: Because social protection aims at equity, there is an argument (and growing practice) to prioritize women and girls in program design and targeting.
  • Evolving practice and evidence: Program design and research questions have become explicitly gender-aware over recent decades (e.g., gendered targeting, conditionalities, complementary services).
  • Scope of review: The chapter focuses on adulthood in LMICs and synthesizes evidence across three categories: social assistance (noncontributory transfers, public works, fee waivers, subsidies), social care, and social insurance.
  • Evidence gaps & divergences: While consensus exists on the importance of gender, findings diverge on mechanisms, heterogeneous effects, and best practices for implementation across contexts.

Data & Methods

  • Approach: The chapter uses a "review of reviews" — synthesizing existing reviews and meta-analyses to summarize the consensus and contested findings on social protection and gender in LMICs.
  • Scope and focus: Emphasis on adult gender dimensions (complements separate chapters on early childhood and youth). Examines design, delivery, and measured impacts of social assistance, social care, and social insurance.
  • Types of evidence considered: Randomized controlled trials, quasi-experimental evaluations, observational studies, qualitative research, and program implementation reports aggregated by prior reviews.
  • Common methodological strengths and limitations in the literature:
    • Strengths: growing use of causal evaluation methods; richer program variation to study design features.
    • Limitations: underreporting of gender-disaggregated and intra-household outcomes, limited long-term follow-up, heterogeneous measures of gendered outcomes, and few studies integrating qualitative insights on norms with quantitative causal estimates.
  • Identified research priorities: capture intra-household allocation, longer-term and intergenerational effects, mechanisms linking norms to outcomes, and context-specific heterogeneity.

Implications for AI Economics

  • Data design and collection
    • Prioritize gender-disaggregated, individual-level, and intra-household datasets (consumption, labor, time-use, mobility, agency, access to services).
    • Collect longitudinal data and qualitative/contextual indicators (norms, decision-making, conditionalities) to support causal and dynamic modeling.
    • Ensure metadata documents measurement choices that may bias gendered inference (who responds, who is observed).
  • Modeling and causal inference
    • Use causal ML methods to estimate heterogeneous treatment effects by gender and household role while guarding against overfitting and spurious subgroup claims.
    • Combine structural models and agent-based simulations to represent intra-household bargaining, norm dynamics, and long-run accumulation that ML alone may miss.
    • Develop methods for robust inference in small subgroups and for transportability across contexts with different gender norms.
  • Algorithmic targeting and fairness
    • When using predictive models for targeting or enrollment, incorporate fairness constraints and distributional objectives (not just efficiency) to avoid systematically excluding women or reinforcing existing inequities.
    • Beware proxy variables that encode gendered access (e.g., mobile-phone ownership) and can introduce bias into automated targeting.
    • Prioritize transparency, interpretability, and participatory validation with affected communities to detect unintended harms shaped by norms.
  • Program design optimization and delivery
    • Use reinforcement learning / policy search methods constrained by normative and ethical considerations to explore trade-offs (e.g., cost vs. gender-equitable outcomes).
    • Apply ML for operational tasks (fraud detection, leakage identification, payment routing) while ensuring these systems do not differentially disadvantage women (e.g., due to lower formal ID or mobile access).
    • Leverage natural-language processing and low-cost sensors for monitoring and beneficiary feedback, but validate across gender and literacy differences.
  • Evaluation metrics and objectives
    • Move beyond income-only metrics: include measures of agency, time use, health, care burdens, safety, and intra-household resource allocation to evaluate gendered impacts.
    • Use mixed-methods evaluation (quantitative + qualitative) to uncover norm-mediated channels that pure predictive models miss.
  • Ethics, privacy, and governance
    • Protect sensitive gender-related data; ensure informed consent and consider risks from digitalization (e.g., exposing beneficiaries to domestic conflict).
    • Design governance frameworks that include gender-aware stakeholders in model development, deployment, and monitoring.
  • Research agenda for AI economists
    • Build and share gender-disaggregated benchmark datasets that respect privacy.
    • Develop causal ML tools tailored to policy evaluation with subgroup inference and transportability.
    • Study how algorithmic policies interact with social norms and intra-household dynamics (theory + empirical).
    • Test interventions where AI-assisted targeting or monitoring explicitly aims to improve gender equity, documenting mechanisms and unintended effects.

Concise recommendation: AI economists working on social protection should treat gender as a core modeling and evaluation dimension — from data collection through algorithm design and policy optimization — using causal, interpretable, and ethically governed methods that explicitly target equitable outcomes rather than only aggregate efficiency.

Assessment

Paper Typereview_meta Evidence Strengthmedium — Draws on a wide set of prior causal studies (RCTs and quasi-experimental work) and qualitative evidence, giving a broad empirical basis, but the underlying evidence is heterogeneous, often lacks gender-disaggregated or intra-household outcomes, has limited long-term follow-up, and the chapter does not perform new meta-analytic causal aggregation. Methods Rigormedium — Uses a structured 'review of reviews' approach that appropriately triangulates qualitative and quantitative literature and highlights methodological gaps, but is not a full systematic review or reanalysis of primary data and so cannot resolve heterogeneity or causally re-estimate effects across contexts. SampleSynthesis of existing reviews and meta-analyses covering social protection interventions (social assistance, social care, social insurance) in low- and middle-income countries, drawing on primary evidence that includes RCTs, quasi-experimental evaluations, observational studies, qualitative fieldwork, and program implementation reports focused on adult beneficiaries. Themesinequality governance adoption IdentificationNo original causal identification — a 'review of reviews' that synthesizes prior randomized controlled trials, quasi-experimental evaluations, observational studies, qualitative research, and implementation reports; relies on the identification strategies used in those primary studies rather than conducting new causal inference. GeneralizabilityFindings pertain to LMICs and may not generalize to high-income country contexts, Chapter focuses on adults; excludes early childhood and youth-specific dynamics, Heterogeneous programs, cultural norms, and intra-household arrangements limit transportability across countries and communities, Underreporting of gender-disaggregated and long-term outcomes reduces confidence in universal application, Review-level synthesis may mask primary-study quality and local implementation variation

Claims (9)

ClaimDirectionConfidenceOutcomeDetails
Gender considerations in the design and delivery of programs are critical for social protection to achieve its primary objectives of reducing poverty and vulnerability. Social Protection positive medium reduction in poverty and vulnerability
0.14
Prevalence and risk factors for poverty differ by gender, as does the nature of vulnerability. Social Protection mixed high poverty prevalence and vulnerability (gender-disaggregated)
0.24
Gender shapes the impact of social protection: program effects are mediated by gender norms and intra-household dynamics, and gender differences in opportunities, constraints, and preferences determine who can participate in and benefit from social protection. Social Protection mixed medium program impact, participation rates, and benefit realization from social protection (gender-disaggregated)
0.14
Entrenched societal inequities imply that women and girls are often disproportionately held back from achieving their potential. Inequality negative high socioeconomic attainment of women and girls (e.g., income, education, empowerment)
0.24
Addressing these inequities through social protection may be particularly promising to achieve longer-term poverty-reduction goals, increase productive efficiency, and promote a better, more sustainable future. Social Protection positive speculative long-term poverty reduction, productive efficiency, and sustainability indicators
0.02
Because social protection intrinsically aims to increase equity, there may be an implicit mandate to prioritize women and girls. Social Protection positive low policy prioritization/targeting toward women and girls
0.07
Recognition of the gender dimensions of social protection has grown over recent decades, and program designs and research questions have evolved to explicitly address gender issues. Social Protection positive medium degree of gender integration in social protection program design and research agendas
0.14
This chapter focuses on low- and middle-income countries (LMICs) and uses a 'review of reviews' approach to summarize the policy discourse and evidence on social protection and gender in adulthood, concentrating on social assistance, social care, and social insurance. Other null_result high scope/methodology of the chapter's evidence synthesis
0.24
Social assistance (SA) is defined here as noncontributory social transfers (including cash, vouchers, or in-kind transfers to families or individuals, including the elderly), public works programs, fee waivers, and subsidies. Other null_result high program classification (types of social protection covered)
0.24

Notes