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Name-Based Estimators of Intergenerational Mobility

Bibliographic Data

ID9720154
AuthorsTorsten Santavirta (0000-0001-6613-3410, University of Helsinki, Finland & Institute for Housing and Urban Research, Uppsala University , Sweden), Jan Stuhler (0000-0003-0762-5591, Universidad Carlos III de Madrid, corresponding author)
Year2024
Volume134
Issue663
Pages2982-3016
Publication date2024-09-17
Peer ReviewedYes
Open AccessYes
TypeARTICLE
VenueThe Economic Journal (JOURNAL)
Journal identifiersISSN: 0013-0133 • E-ISSN: 1468-0297
PublisherOxford University Press (PUBLISHER • GB)
DOI10.1093/ej/ueae035
OpenAlexW4396918681
LanguageEN
Citations received4
References cited46

Recent studies use names—first and surnames—to estimate intergenerational mobility in sources that lack direct family links. While generating novel evidence on intergenerational transmission processes, it remains unclear how different estimators compare and how reliable they are. This paper evaluates the most popular name-based methods, using newly digitised records from Finland and US census data. We illustrate that their interpretation depends on sampling properties of the data, such as the overlap between the parent and child samples, which differ widely across studies. We correct for the attenuation bias from limited overlap and address other common problems encountered in applications

Econometrics · Estimator · Geography · Sociology · Statistics · Computer Science · Intergenerational and Educational Inequality Studies · Mathematics · Migration, Ethnicity, and Economy · Urban, Neighborhood, and Segregation Studies

  • Intergenerational mobility across nine generations

    Open Access•Marcin Wroński, Maria Jadwiga Minakowska•Research in Social Stratification…•2026

  • A Schumpeter hotel? Surname status inequality and persistence in Sweden, 1880–2015

    Open Access•Elien Dalman, M Dribe et al.•Social Science Research•2026

  • Elite persistence in Sierra Leone

    Open Access•Yannick Dupraz, Rebecca Simson•Journal of Development Economics•2024

  • The legacy of names. Persistence in social status in Sweden 1865–2015

    Open Access•Elien Dalman•Research in Social Stratification…•2025

  • The perils of peer effects

    Open Access•Joshua D Angrist•Labour Economics•2014

  • How Well Do Automated Linking Methods Perform? Lessons from US Historical Data

    Martha J Bailey, Martha Bailey et al.•Journal of Economic Literature•2020

  • Automated Linking of Historical Data

    Ran Abramitzky, Leah Boustan et al.•Journal of Economic Literature•2021

  • In the Name of the Son (and the Daughter)

    Claudia Olivetti, M Daniele Paserman•American Economic Review•2015

  • The Causes and Consequences of Distinctively Black Names

    Roland G Fryer, Steven D Levitt•The Quarterly Journal of Economics•2004

  • Intergenerational Occupational Mobility in Great Britain and the United States Since 1850

    Jason Long, Joseph Ferrie et al.•American Economic Review•2013

  • Where is the land of Opportunity? The Geography of Intergenerational Mobility in the United States

    Raj Chetty, Nathaniel Hendren et al.•The Quarterly Journal of Economics•2014

  • Ethnic Capital and Intergenerational Mobility

    George J Borjas•The Quarterly Journal of Economics•1992

  • Identification and Inference With Many Invalid Instruments

    Michal Kolesár, Raj Chetty et al.•Journal of Business and Economic…•2015

  • Two-Sample Instrumental Variables Estimators

    Atsushi Inoue, Gary Solon•The Review of Economics and…•2010

  • Social Mobility and Political Regimes

    Open Access•Paweł Bukowski, Gregory Clark et al.•Journal of Population Economics•2021

  • The Construction of Hiscam

    Paul S Lambert, Richard L Zijdeman et al.•Historical Methods A Journal of…•2013

  • A new strategy for linking U.S. historical censuses

    Open Access•J Helgertz, Joseph P Price et al.•Historical Methods A Journal of…•2022

  • Education and Income in the Early Twentieth Century

    Claudia Goldin, Lawrence F Katz•The Journal of Economic History•2000

  • Frontiers of mobility

    Open Access•Gregory Clark, Andrew Leigh et al.•Explorations in Economic History•2020

  • Three-generation mobility in the United States, 1850–1940

    Open Access•Claudia Olivetti, M Daniele Paserman et al.•Explorations in Economic History•2018

  • Surnames

    Open Access•Gregory Clark, Neil Cummins et al.•Explorations in Economic History•2015

  • What Do We Know So Far about Multigenerational Mobility

    Open Access•Gary Solon•The Economic Journal•2018

  • The Transmission of Inequality Across Multiple Generations

    Open Access•Sebastian Till Braun, Jan Stuhler•The Economic Journal•2018

  • Intergenerational Wealth Mobility in England, 1858-2012

    Open Access•Gregory Clark, Neil Cummins•The Economic Journal•2015

  • Multiple Measures of Historical Intergenerational Mobility

    Open Access•James J Feigenbaum•The Economic Journal•2018

  • Correlating Social Mobility and Economic Outcomes

    Open Access•Maia Güell, Michele Pellizzari et al.•The Economic Journal•2018

  • New Directions in Measuring Intergenerational Mobility

    Open Access•Maia Güell, José V Rodríguez Mora et al.•The Economic Journal•2018

  • Is the Simple Law of Mobility Really a Law? Testing Clark's Hypothesis

    Open Access•Kelly Vosters•The Economic Journal•2018

  • Surnames and Social Mobility in England, 1170-2012

    Open Access•Gregory Clark, Neil Cummins•Human Nature•2014

  • Estimating Intergenerational Mobility With Grouped Data

    Open Access•F Torche, Alejandro Corvalan•Sociological Methods & Research•2018

Unique citing works4
Citations per year2
Citation span2024 - 2026 (3)
Citation velocitycurrent
Highly citedNo
Citation typesNeutral: 4

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