Capability With Virtue

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    A Capability Approach to Justice as a Virtue

    Jay Drydyk

    Accepted: 24 November 2011 /Published online: 10 December 2011# Springer Science+Business Media B.V. 2011

    Abstract In The Idea of Justice, Amartya Sen argues for an approach to justice that is

    comparative and realization-based rather than transcendental and institutional. While Sens

    arguments for such an approach may not be as convincing as he thought, there are

    additional arguments for it, and one is that it provides a unique and valuable platform on

    which an account of justice as a virtue of social and political actors (including institutions

    and social movements) can be built. Hence new dimensions of comparison are opened up:

    some actors are better disposed and more successful than others at leading social change inthe direction of greater justice. The main objective of this article is to use the capability

    approach to construct such an account. Six dimensions of acting justly are identified: (1)

    reducing capability shortfalls; (2) expanding capabilities for all; (3) saving the worst-off as

    a first step towards their full participation in economy and society, (4) which is also to be

    promoted by a system of entitlements protecting all from social exclusion; while (5)

    supporting the empowerment of those whose capabilities are to expand; and (6) respecting

    ethical values and legitimate procedures. I conclude by sketching some underlying moral

    psychology.

    Keywords Justice. Virtue. Capability Approach. Amartya Sen. Martha Nussbaum

    There is remarkably little discussion in contemporary political philosophy of justice as a

    virtue of persons or agents. After Rawls proclaimed that Justice is the first virtue of social

    institutions (Rawls1971, 3), the thought that creating just institutions is the proper task of

    just persons and just social movements has been taken for granted and regarded as an

    obvious afterthought from which little can be learned. In recent work by virtue ethicists, the

    Humean approach to justice as a virtue of societies or social interactions largely prevails

    over the Aristotelian approach to justice as a virtue of political agents. Of course, there are

    some sophisticated hybrid views, such as that of Michael Slote, who identifies caring

    concern for the public good as a salient virtue of political actors and then identifies just

    Ethic Theory Moral Prac (2012) 15:2338

    DOI 10.1007/s10677-011-9327-2

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    laws, policies, and institutions as those that reflect such concern (Slote 2007, 94). One

    might think that the order of reasons is not so very different for Slote and Rawls: whereas

    Slotes just society is one that would be adopted by citizens with caring concern for the

    public good, that of Rawls is of course the one that would be adopted by rational people

    behind a veil of ignorance. However, concerning justice as a virtue, the two views havelittle in common, since for Rawls justice is a virtue of the resulting society, and the original

    position is just a device, whereas for Slote justice as a virtue must belong to a society and

    its citizens alike. Just societies are created through just politics, in which decisions are made

    from caring concern for public welfare.1

    InThe Idea of Justice, Amartya Sen also rejects the predominant preoccupation with justice

    as a virtue of institutions. However, rather that developing a capability approach to justice as a

    virtue of individual and collective social and political actors, he develops a comparative

    approach to justice as a property of social changes. Nevertheless, the comparative approach

    that Sen presents in this book provides an interesting platform on which a capability account

    of justice as a virtue of social and political actors can be constructed. My aim in this article is

    to show how such an account can be built. This turns out to be particularly important insofar

    as Sens arguments for a comparative approach may not be as strong as he thought. To these

    arguments I turn in the first section. After supplementing them in a second section, I return to

    justice as a virtue in the third. In the final section I sketch out the moral psychology

    underlying this capability account of justice as a virtue.

    1 Comparative vs. Transcendental

    Sen conceives of his approach to justice as aligned against two others. Whereas they are

    transcendental, his perspective is comparative; whereas they are institutional, his focus

    is realization-based. Sen advocates his own point of departure mainly by attacking these

    alternatives, arguing that a transcendental institutionalist (TI) approach is in the first place

    not feasible, and moreover neither necessary nor sufficient nor useful for knowing how

    greater justice might be achieved.

    I will first consider the feasibility argument, which casts doubt on whether there is just one

    set of principles that would enjoy unanimous support from all free, equal and rational people.

    What social contract theorists typically aim to show is that a set of reasons endorsable by free,

    equal and rational people would support a particular set of social arrangements. But what theydo not show because they cannot is that there are no other sets of reasons, likewise

    endorsable by free, equal, and rational people, that supportotherarrangements (Sen2009, 8

    10). There may be a plurality of impartial principles of justice, and, if so, there are grounds for

    skepticism as to whether any unique set of principles would enjoy unanimous support from

    rational people unbiased and fairly situated as, for instance, in Rawlss original position.

    Indeed, Sen observes that Rawls too has conceded in his later writings that the constraint of

    fairness may not be sufficient to mobilize unanimous acceptance of principles, in a group

    which harbours indefinitely many considerations that may be appealed to in the original

    position

    (Rawls2001, 133, cited in Sen2009, 58).While this argument should give us pause about traditional social contract theory,

    contemporary contractarianism and contractualism may not be so faithfully wedded to

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    unique outcomes with unanimous support. Indeed, Rawlss later willingness to accept a

    plurality of liberal principles somewhat blunts the force of the feasibility argument. In

    addition, there are other approaches besides contractarianism that have sought TI

    conceptions of justice. It is puzzling that Sen has excluded John Stuart Mill from the

    transcendental/institutional camp. While Considerations on Representative Governmentconcedes that the best government imaginable (direct democracy) may not be the best

    government achievable on larger than city-state scale, we should not forget that most of

    Mills utilitarian argumentation for representative democracy appears in a chapter entitled,

    That the Ideally Best Form of Government is Representative Government (Mill 1861,

    45ff). Approaches such as these will go untouched by the feasibility argument, for while

    they are clearly TI, they are not contractarian.

    Consequently, the weight of Sens urgings against transcendental institutionalism, and

    hence for a comparative-realization approach, must rest upon another set of arguments, for

    what has been called the redundancy claim (Robeyns2010). This is the claim that, If a

    theory of justice is to guide reasoned choice of policies, strategies or institutions, then the

    identification of fully just social arrangements is neither necessary nor sufficient (Sen

    2009, 15). This should be considered carefully, since it has met with some skepticism. Sen

    begins with an argument by analogy:

    If we are trying to choose between a Picasso and a Dali, it is of no help to invoke a

    diagnosis that the ideal picture in the world is the Mona Lisa.... Indeed, it is not at

    all necessary to talk about what may be the greatest or most perfect picture in the

    world, to choose between the two alternatives that we are facing. Nor is it sufficient,

    or indeed of any particular help, to know that the Mona Lisa is the most perfect

    picture in the world when the choice is actually between a Dali and a Picasso. (Sen2009, 16)

    He adds that knowing the ideal type of a just society does not even enable us to compare

    imperfect actual societies in terms of how close or far they are to the ideal, since there may

    be several dimensions of comparison, and a given society might be closer in one dimension

    but farther in another. He concedes that some theories of justice (which he calls

    conglomerate theories) might give us to know both the ideal and how to make the

    comparisons, but he denies that the theories of Hobbes, Rousseau, Kant, Rawls, or Nozick

    are theories of this kind. Later he concedes that the Rawlsian difference principle can do

    some comparative work, which we might illustrate in the following way: suppose that, forany given society, we could devise an index M, which is an index of inequality that does

    not serve to improve the condition of the worst off, and suppose further that 10 years later

    this index has been reduced by half; to that extent, this society has become less unjust in

    that time. But the difference principle is to be applied under conditions of equal fair

    opportunity. Ideally fair equal opportunity is to take priority over the difference principle

    (Rawls2001, 43, 163). In practice, that does not make comparisons any easier. Giving fair

    equal opportunity lexical priority in practice would mean that progress towards satisfying

    the difference principle counts for nothing until perfectly fair equal opportunity has been

    achieved (which is as unknowable as it is unlikely). On the other hand, if the priorityrequirement is waived for purposes of comparison in the real world, multidimensionality

    would make some comparisons very difficult. Imagine one society (call it Empty

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    either trend moves in the direction of greater justice or in the direction of greater injustice,

    much less which trend is worse.

    However, this problem does not afflict Rawls or other transcendental theories

    exclusively. It afflicts the capability approach as well. As is well known, the capability

    approach holds that a combination of lowness and inequality of well-being freedom isunjust. But an agency-based capability approach such as that of David Crocker (Crocker

    2008) will also hold that a combination of lowness and inequality of agency freedom is

    unjust, and one dimension of agency freedom is the degree to which ones activities are

    determined by ones own choices. Some transformations remove injustice along both

    dimensions, such as the abolition of slavery. But transformations that remove one inequality

    while increasing the other are as difficult to evaluate for the capability approach as tradeoffs

    between equal fair opportunity and primary-goods inequality are for the difference

    principle. One solution might be to identify a threshold level of agency freedom and

    weight it massively, so that lowering agency freedom below this threshold outweighs any

    resulting expansion or inequality-reduction of well-being freedom. But the same solution

    would then be available to fair equal opportunity.

    So the problems posed by multidimensionality equally afflict comparative theories of

    justice and conglomerate transcendental theories that also aspire to do comparative work.

    But according to Sen the latter still have a unique problem:

    Even if we think of transcendence not in the gradeless terms of right social

    arrangements, but in the graded terms of the best social arrangements, the

    identification of the best does not, in itself, tell us much about the full grading,

    such as how to compare two non-best alternatives, nor does it specify a unique

    ranking with respect to which the best stands at the pinnacle; indeed, the same bestmay go with a great many different rankings at the same pinnacle. (Sen 2009, 1001)

    However, Sen also convinced many of us some 20 years ago (Sen 1992, 1230) that every

    theory of justice must identify which inequalities matter. So if every theory of justice has an

    inequality-of-what module, then surely this module will generate at least some prima facie

    comparative judgments: if it is inequalities in liberty that are unjust, then improvements of

    justice are made when liberties are made less unequal; if it is inequalities in resources that are

    unjust, then improvements of justice are made when resource holdings are made less unequal,

    and so on. So, to play on another of Sens metaphors, it is not as though transcendental

    theories merely tell us that Mount Everest is the highest mountain, which is admittedly uselessfor determining whether Kilimajaro is higher than Mount Rainier (Sen 2009, 102). They do

    not merely do this, since they must, like all other theories of justice, tell us which way is up so

    far as justice is concerned. And they do this by telling us which inequalities matter.

    2 Some Further Arguments

    Nevertheless, Sens broader argument strategy remains useful, because there are yet more

    ways in which TI approaches to justice fail. Here I will mention just two.The most important of these failings was noted by Karl Marx. As is well known, Marx

    warned that it can be misleading to criticize capitalism for being unjust2 (Wood 1980). The

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    meaning of justice, he thought, had to be specific to particular stages of social and

    economic development, referring only to those types of equality that are feasible at a

    particular stage of development. For instance, within capitalism, it is feasible only for

    workers to receive in wages the cost of renewing their labour power and returning them to

    work. By contrast, in an immediate post-capitalist phase, he surmised that it would befeasible for a worker to receive a basket of goods equivalent in labour time to the goods

    produced by that worker, less deductions for common social costs and services. Justice can

    never be higher than the economic structure of society and its cultural development

    conditioned thereby. (Marx1875, 320) Nevertheless, it remains possible to identify flaws

    in these contextually limited principles of justice. For instance, the equal exchange of

    labour for a basket of goods produced by equivalent labour still treats people unequally if

    they have different needs. The broader lesson here is that thinking about institutions and

    distributive patterns for a just society is invariably limited by presuppositions about which

    sorts of interactions are normal within that society and which regularities govern those

    interaction theirlaws of motionas Marx or Engels would say. That point was conceded

    by Rawls when he allowed parties in the original position the same body of general facts

    (the presently accepted facts of social theory) and the information about the general

    circumstances of society(Rawls2001, 87). These plain truths now common and available

    to citizens generally (Rawls2001, 90) will surely include conceptions of the limits within

    which they conduct their business as usual. And these presuppositions will function as

    ideological blinkers, excluding from view different institutions and patterns that are feasible

    only with further social and economic development. In this way, theorizing about ideal

    structures for a just society is far from ideal; rather, it is inherently ideological in a

    conservative way, systematically blocking the view of better worlds.A second ideological failing of TI approaches has to do with their fixation on necessary

    and sufficient conditions for a just society. People who are inclined to defend the status quo

    will follow the example of Hobbes and argue for criteria that are easily met. Others,

    following the example of Locke, may set their criteria for a just society in a way that

    vindicates newly-gained reforms and forbids backsliding towards an older regime. Those

    who are inclined to advocate reform or transformation will likewise be inclined to require

    some necessary conditions that are absent from the status quo. Arguably this is predictable

    and indeed rational: peoples conceptions of justice and their political orientations should be

    consistent. But consider: how much work do these ideological judgments do in the way of

    advocating or opposing specific social changes? This is important because, since the 19thcentury, politics has largely been politics of social change. What the right, centre, and left

    all advocate is social change; where they differ is on the direction this change should take.

    What guidance to social change is given by a holistic legitimation or delegitimation of a

    society? A society that fully satisfied necessary conditions for justice would need no

    change. But this would be unhelpful if political leadership of all stripes is right to advocate

    social change of some kind or other. Nor does knowing simply that a society is unjust tell

    us specifically how it must change. Between these holistic judgments there is of course

    middle ground: if we understand why and how a society is unjust, then that may tell us of

    specific changes that are required. But then we are in comparative territory: a society with afully protected array of political liberties is, for liberals, more just than one in which only a

    few liberties are poorly protected; a society in which every person enjoys fair equal

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    Two counterarguments have been proposed by Ingrid Robeyns (2010) and others.

    The first concerns path dependency. (See also Estlund 2011, 4 ff.; Gaus 2011, 10.) A

    comparative approach will seek to reduce inequalities in the most effective way possible.

    Suppose we are at point A, with an inequality index of 100. From A we can go either to B

    (with an index of 80) or to S (with an index of 95). In order to reduce inequality mostrapidly, we should choose the move to B. But it may turn out that from B one can only

    proceed to C, with an index of 75, whereas from S one can get to T, with an index of 50.

    What appears to be a path of most rapid inequality reduction may lead to a suboptimal

    result. However, the same problem afflicts strategies guided by principles of perfect justice.

    Suppose, for instance, that the index just mentioned were not an index of inequality but an

    index of divergence from perfect justice. A move that seems to get much closer to perfect

    justice, more quickly, may also turn out to be a dead end. So path dependency arguments do

    not prove that knowing necessary and sufficient conditions for a just society is necessary

    for acting justly. They prove only that acting justly is difficult.

    Robeynss second argument is that a theory of perfect justice is needed in order to

    evaluate claims that all injustices of a certain kind have been eliminated. David Estlund has

    made similar arguments more recently: one practical use that conceptions of perfect justice

    or even merely excellent justice could have is to disabuse us of contentment we might

    have with local maxima arrangements that may seem as just as can be, but really need

    to be transcended (Estlund 2011, 6). Robeyns gives gender justice as an example. If

    someone claims that gender injustice has been removed somewhere, completely, we need to

    know necessary and sufficient conditions for gender justice in order to evaluate this claim.

    Pragmatically and politically, she is no doubt right about this: clear standards for gender

    equity might serve well, both as rallying points for its advocates and for estimating whatremains to be done.

    My reply is that, epistemologically, standards like these are derivative, and comparisons

    are primary. In the absence of such standards or in order to test their completeness we

    would search remaining gender inequalities and assess whether they are significant enough

    to be considered unjust. For instance, some division of labour may remain. Is it unjust? One

    would have to look at the effects of differences in work on other inequalities that matter, at

    whether differences in work are chosen, and to what degree they are chosen freely.

    This is instructive: in the order of reasons, it is the comparative judgments that are

    primary. Not only are they action-guiding on their own, but they are necessary for

    testing any standards for justice that may be adopted along the way. Indeed, the samecan be said of Rawlss approach to justification, in which considered comparative

    judgments by competent judges anchor the setup of the original position (Rawls 1951;

    Rawls 1971, 4851).

    This may also provide some greater clarity on the nature and justification of the

    comparative judgments on which Sen places so much weight. The inquiry that yields these

    judgments is focused on inequalities. The question is which if any of them are wrong.

    Perhaps the most significant constraint on this deliberation is impartiality, although Sen

    insists that this goes beyond impartiality towards otherswell-being; it must also be open to

    the full diversity of their ideas about impartiality, both within and across societal boundaries(Sen 2009, 12452 and 194207). If the best reasons converge on the conclusion that a

    particular type of inequality is wrong, then, other things being the same, a society in which

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    impartiality.3 In these cases, public reason will lead from diverse conceptions towards

    convergence on the conclusion that this inequality must be removed, yielding social

    arrangements that are comparatively more just.

    3 The Virtue of a Comparative Capability Approach

    In constructing a capability approach to acting justly, it may be helpful to begin by paying

    some respect to philosophical tradition by considering what similarities and differences

    there may be between this virtue in capability thinking and in the thinking of Aristotle.

    According to Book V of the Nicomachean Ethics, just action is intermediate between

    acting unjustly and being unjustly treated.... the just man will distribute either between

    himself and another or between two others not so as to give more of what is desirable to

    himself and less to his neighbour (and conversely what is harmful), but so as to give what is

    equal in accordance with proportion; and similarly in distributing between two other

    persons. (Aristotle 1941, 1134a1-6) Just people are concerned about inequalities that are

    somehow disproportionate, and just action avoids the imposition of such inequalities either

    on others or on oneself. Hence Aristotle calls it a mean between treating others unjustly and

    being unjustly treated. The question of which inequalities are disproportionate is

    controversial, indeed ideological, for all men agree that what is just in distribution must

    be according to merit in some sense, though they do not all specify the same sort of merit, but

    democrats identify it with the status of freeman, supporters of oligarchy with wealth (or with

    noble birth) and supporters of aristocracy with excellence. (Aristotle1941, 1131a20-30)

    Here is a major difference, then: the capability account will have little use for a conceptof merit that stratifies the population for unequal consideration. The inequalities that Sen

    opposes are those inconsistent with impartial social choice and public reason, while

    Nussbaum opposes those that are inconsistent with equal human dignity. Or, putting this in

    another way, the only merit acceptable to a capability approach would be equal worth,

    though this way of speaking deprives merit language of its purpose in the Aristotelian

    scheme.

    It might be thought that this is too individualistic: a story about individuals neither

    imposing inequalities on others nor allowing others to impose upon them. However, that

    would be a misreading of Aristotle and his context. In the ancient Greek world, particularly

    Athens, the virtue of justice was needed by citizens in two contexts. Corrective justicewas needed to adjudicate cases in law, as a jury member. Distributive justice was needed

    by citizens as members of the assembly, which allocated public offices (Kraut 226), jury

    pay, foreign corn, colonial lands, and public assistance for the disabled, sick, or elderly

    (Hardie1968). Changed between then and now are the functions of a state, its scope for

    action, and the complexity of societies. Citizen officeholders have been replaced by career

    civil servants, and the purview for public action has expanded in keeping with greater social

    complexity. Still, we can regard both has having the advantageous and the just (Kraut

    227) as their purview.

    How, then, can inequalities be found

    disproportionate

    in a capability approach?Practically, the disproportionateinequalities are those whose removal would be given high

    priority by rational, impartial, and well-informed public reason. Social choice theory plays

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    the role of inquiring whether it is possible to reach any such conclusions by aggregating

    individual priorities. In both contexts, the capability approach offers an informational base

    as a source of convergence. Stepping back from particular goals, goods, and preferences,

    the capability approach seeks to identify capabilities to function in ways that people

    generally have reason to value. If there are such capabilities, they would enjoy high priorityin a social choice context, and also in a context of public reason (as, notably, capabilities for

    health and education do, to name just two). Moreover, if everyone has reason to value them

    as factors contributing to a good life, then condoning inequalities in them would be, on the

    face of it, inconsistent with impartiality.

    For Martha Nussbaum, on the other hand, the moral basis for removing capability

    inequalities is equal human dignity; or, in other words, capability justice seeks capability

    equality because condoning capability inequalities is inconsistent with recognizing equal

    human dignity. Elsewhere (Drydyk 2011) I have expanded on Nussbaums discussion of

    equal dignity by exploring the meaning of dignity. When we recognize, respect, value, or

    admire people for their dignity, what is it that we see in them? It could have to do with the

    specificity of human goods. That is, humans are disposed to value goods and goals that

    exhibit intelligence, that appeal to tastes and other dispositions that we share with others,

    and that may express our affinities with others. Following Marx, Nussbaum says that a life

    of goods and goals like these is a truly human life (Nussbaum2000, 7174, Nussbaum

    2006, 74). To observe that people have dignity is to say that this is the kind of life for them,

    possibly suggesting in addition that this is the kind of life they deserve. Equal dignity,

    then, should mean that no ones claim on a truly human life is privileged over any others.

    This provides a basis for seeking equality in human capabilities, commensurate with our

    equal human dignity

    to follow Aristotles notion of justice as proportionality. Bear in

    mind the nature of these capabilities: they are capabilities to function in ways that human

    beings generally have reason to valueas aspects of living well. Having capabilities that are

    comparatively restricted means being less able to live well. To condone this would be to

    accept that some peoples living well matters less than others. But we cannot condone this

    if we endorse equal human dignity.

    When we look, then, for reasons why inequalities of capability should not be condoned,

    the capability approach seems to give us two, not one. Is that a problem? I think not, since

    the two views are quite complementary. Sen advocates what he calls open impartiality,

    and what remains open4 in it is the question, Impartiality towards what? He illustrates this

    with an example in one which one person has made a flute, another is best at playing it, anda third, being destitute, would be much happier if this flute were his. If these were all put

    forward as competing claims for the flute, what would impartiality require? One might be

    impartial with respect to desert based on labour, based on talent, or based on need. Since

    none of these claims can be dismissed out of hand, impartiality must be open to all three

    (Sen 2009, 1215). Nevertheless, if capabilities and well-being freedom do indeed

    constitute an especially important evaluative space, then an impartial observer would be

    expected to weight them heavily. In that way, it would be difficult for Sen to disagree with

    the weight that Nussbaum places on equal human dignity. In effect, Nussbaum is simply

    proposing a particular answer to the question,

    Impartial towards what?

    Her answer wouldbe that we must be impartial towards all human beings with respect to their dignity, for

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    what equal human dignity means is that no ones claim to a truly human life is privileged

    over any others.

    Acting justly, then, must involve striving to reduce and remove inequalities in peoples

    capabilities to function in ways that are elemental to such a life. Or, in Sen s terminology, it

    must involve striving to reduce and remove shortfalls in well-being freedom.The consequences of this must be drawn with some care. Yes, from equal human dignity

    it does follow that shortfalls of well-being freedom are unjust. On the other hand, this

    injustice does not consist in some people having too much and others too little, if the

    capability approach denies (as I think it should) that there is any such thing as having too

    much well-being freedom. Well-being freedom is not a freedom to have more stuff, it is

    freedom to function in ways that we generally have reason to value, which is not always

    enhanced by having more stuff. So in this respect capability injustice is defined simply by

    capability shortfalls (Sen1999, 87110).

    However, the same premises (whether from impartiality or from equal dignity) can be

    used to argue we mustraise capabilities, as distinct from simply equalizing them. It is not

    just poor and sick people who have reason to value long and healthy lives. Well-off and

    healthy people also value long and healthy lives, and so, if a new treatment comes along to

    help them avoid some illness, pain, or injury, they too will have reason to value it. To

    discount the importance of enhancing health capabilities for the well-off and healthy is to

    discount their striving to live well with others. So if the capability approach does not

    privilege some peoples dignity (or well-being freedom) over others, then we must grant

    that expanding everyones capabilities has some importance (Sen 2009, 298).

    Acting justly, then, consists not just in closing inequalities, but also in raising

    capabilities. Of course, there will be circumstances in which it is difficult to know howto do both at once, circumstances in which tradeoffs seem unavoidable. What, then, is a just

    person or collective to do? One who challenges the tradeoff would have to be counted as

    more just than one who acquiesces. One who finds a win-win solution should be counted as

    acting more justly still. If we think of justice as a virtue, it is not incumbent on us to give

    lexical priority to one or the other.

    Should priority nevertheless be given to those who are worse off? This is a question

    abouthow to address shortfalls, whether to pay greatest attention to the very worst off, or to

    focus instead on moving as many people as possible over threshold levels of capability that

    are socially acceptable (Arneson 2006). Equal human dignity would seem to forbid

    privileging the poor over the extremely poor simply in order to move more people up tomeeting social standards. Fortunately, this is not a real dilemma, but a philosophical

    concoction. It is not mandatory to give lexical priority to either over the other. The risk that

    is faced by the borderline poor is how to engage with economy, society, and state so as to

    make a better living. Doyal and Gough were, in retrospect, very wise to define needs in

    terms of social participation (Doyal and Gough1991, 73). In more contemporary language,

    needs mean not just what you need in order to keep on living another day, but what you

    need in order to transcend social exclusion. What the poorest of the poor face, by contrast,

    is the risk of not keeping body and soul together: think of the victims of regional famine or

    natural disaster. Should a poor society stricken by natural disaster accept continued socialexclusion in order to keep providing rice, tents, and water to disaster victims? That would

    be a questionable policy, because what is needed, in order to reduce the numbers in camps

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    Martha Nussbaum has argued that social standards can be set at capability thresholds

    required for a dignified life (Nussbaum 2006, 7071, 179ff). While the argument from

    equal human dignity must surely play a role in this, I think that further considerations need

    to be deployed before actual thresholds can be set. In practice, social welfare standards are

    determined by what is required in order not to be excluded but rather to participate in thelife of a particular society often distorted, of course, by politically motivated animosity

    towards the poor. The further considerations that are needed to bridge from commitment to

    equal dignity to practical thresholds of support are to be provided by social science research

    on causes and conditions of social exclusion. Acting justly, then, must also involve

    promoting such standards and harmonizing these efforts with the first three. Practical

    politics will impose challenges and trade-offs among them, but social actors who find win-

    win solutions must be regarded as more effectively just.

    In addition, it matters how these outcomes are brought about. Indeed, Sen has taken

    pains throughout his book to advocate a conception of outcomes that includes their manner

    of realization, and his main reason for doing so is to highlight the agency involved in

    achieving them: the role of human agency, he wrote, cannot be obliterated by some

    exclusive focus on what happens only at the culmination. (Sen2009, 22 and 21517) His

    concern is to recognize the degree to which development outcomes are freely chosen,

    involving the critical agency of those whose development is being promoted. Other

    capability theorists have identified this as an aspect of empowerment, and although Sen

    does declare at one point in this book that development is fundamentally an empowering

    process, these dimensions of critical agency (which Nussbaum captures under practical

    reason) and empowerment are unfortunately quite understated in The Idea of Justice.

    Nevertheless, there are good reasons for saying that acting justly, according to a capabilityapproach, aims not merely for people to rise above capability deprivation, but to do so

    through processes that are empowering for them, so that they have become better able to

    shape their own lives.

    David Crocker has reconstructed from Sens thinking an ideal of agency (Crocker and

    Robeyns 2010). This approach to agency, too, is comparative: some people manage to

    exercise, in what they do, a greater degree of agency than others, and a person or group

    may at some times exercise a greater degree of agency than they do at other times. The

    degree to which agency is exercised varies according to the degree to which four conditions

    are met. Agency is exercised insofar as (a) a person either performs an activity or plays a

    role in performing it, (b) this activity has an impact on the world, (c) the activity waschosen by the person (d) for reasons of their own (in individual or group deliberation). In

    other words, agency is about the extent and degree to which ones activities are ones

    own. While some capability theorists have argued that empowerment means simply the

    expansion of agency (Ibrahim and Alkire2007; Alkire 2008), I have argued that this will

    not stand up to a comparative approach (Drydyk 2008). Expansion of agency is more

    empowering if it also enables people to shape their own lives for the better. In other words,

    empowerment must be gauged in part by whether expansion of agency yields any

    expansion of well-being freedom. If, shortly before the Titanic went down, the captain had

    informed passengers that they were free to re-arrange the deck chairs as they pleased, theirscope for agency could indeed have expanded, yet not in any way that was particularly

    empowering. If their agency had been mobilized to deploy and board lifeboats efficiently,

    32 J. Drydyk

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    including utility and ownership over the fruits of ones of labour (Sen 2009, 1214). In

    addition, he believes that fair process is independently valuable (297). These two kinds of

    accommodation are distinctive yet overlapping. Minimally, the first involves being

    pluralistic rather than dogmatic in how one goes about implementing a reduction of

    capability inequality. The capability approach is not a comprehensive normative doctrine;there are many other reasonable and reliable normative values. Striving to reduce capability

    inequalities should not be approached dogmatically, in ways that are insensitive to these

    values. This somewhat parallels what Aristotle called justice in a general sense, by which

    he meant acting virtuously in all respects (not just regarding inequality) in ones dealings

    with others (1129b251130a15). Fairness and any other process values that Sen might want

    to accommodate are indeed among these values, though they seem especially salient in

    conferring legitimacy on a course of action. Clearly space needs to be created for both sorts

    of values within our conception of acting justly. If reducing shortfalls in well-being freedom

    is one part of acting justly, then greater justice is shown by doing this consistently with

    ethical values and accepted process norms, rather than running afoul of them.5

    On this account, then, acting justly involves achieving and harmonizing six objectives:

    (1) reducing capability shortfalls; (2) expanding capabilities for all; (3) saving the worst-off

    as a first step towards their full participation in economy and society, (4) which is also to be

    promoted by a system of entitlements protecting all from social exclusion; while (5)

    supporting the empowerment of those whose capabilities are to expand; and (6) respecting

    ethical values and legitimate procedures. If this is right, then knowing how to act justly

    does not require knowledge of ideal theories; knowledge of comparative justice is

    sufficient.

    4 Ideals and the Moral Psychology of Justice

    Nevertheless, it may be that, even if ideal theory is not needed for knowing how to act

    justly, it may be needed for rhetorical and motivational reasons. Arguably, ideal theories

    may have greater power to inspire people than do comparative theories, which may focus

    more narrowly on the dull details of present-day circumstances.

    Once again we might learn something from the Aristotelian account. It has been

    observed that the virtue of justice seems to be lacking the emotional content that is found in

    Aristotles account of the other virtues. However, a proposed solution to the Aristotelianproblem has interesting implications regarding the potential motivating power of a

    contemporary virtue of justice.

    Aristotles account of justice diverges significantly from his typical account of other

    virtues. As is well known, he regarded courage is a mean between the vices of being

    cowardly and being reckless, and, at the same time, as a mean between excess and

    deficiency in particular emotions: a coward is too fearful and insufficiently confident,

    whereas a reckless person is too fearless and overconfident. A brave person is, in the right

    circumstances, neither too fearful nor overconfident. The puzzle about justice is: what sort

    of emotional balancing belongs to a just person

    s character? One commentator tells usflatly, There is no special emotion that a [just person, e.g.,] a judge ought to feel and

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    exhibit in the right degree. (Urmson 1988, 7677) In the Nicomachean Ethics only one

    corresponding vice is discussed, pleonexia, translated in one edition as being grasping

    (Aristotle1941, 1129b1-11). This has been interpreted as desire for more than ones share,

    at the expense of others (Kraut2002, 138). Moreover, a just person would not be one who

    feels only moderately grasping; a just person would not be inclined to feel grasping at all. Itremains something of a mystery what the opposite vice would be, to form the pair of vices

    between which the virtuous person strikes a balance, and, finally, not only can unjust

    judgments have many motives apart from pleonexia, but they can result simply from

    ignorance (Williams1980; Kraut2002, 143).

    What, then, motivates a just character? The most interesting solution proposed so far is

    that the relevant virtue is one discussed elsewhere, not in Aristotles account of justice

    (Curzer1995, 23336). Nemesis consists in being pleased when someones (good or bad)

    fortune is deserved but displeased when it is undeserved.6 It is a mean between envy (being

    displeased by someones deserved good fortune) and spite (being pleased by someones

    undeserved bad fortune). In relation to justice, the person ofnemesis is pained by unjust

    distributions and pleased by just distributions even when uninvolved in the distribution

    process.(Curzer1995, 235) The just character, in other words, is motivated by indignation

    at unjust inequalities and joy or satisfaction at their removal (in the right ways).

    This has interesting implications for my account of acting justly, but not without certain

    caveats and qualifications. The first is that justice must not be reduced to desert. Capability

    shortfalls must always be considered unjust, or else we are not duly considering the equal

    dignity of each person. The capability to be in good health may not be deservedby people

    who knowingly put their health at risk, yet it remains unjustto deny them opportunities to

    regain good health even if they have lost it through their own negligence. So if indignationis to motivate striving for capability justice, it must be indignation at inequalities that are

    unjust rather than indignation at inequalities that are undeserved. Secondly, since there is no

    such thing as too much well-being freedom, this indignation at injustice should focus not on

    people with high capabilities but, rather, on the shortfalls endured by people whose well-

    being freedom is restricted. The virtue of justice leads us both to oppose unjust inequalities

    imposed on others but also to resist when they are imposed on us; if justice is a mean

    between imposing undeserved inequalities on others and having them imposed on oneself,

    then resisting oppression is part of the virtue. With these qualifications, indignation at

    injustice may be an appropriate motivator. Historical instances come easily to mind,

    including not only the famous Justice thunders condemnationfrom theInternationale, butalso J.S. Mills broader conception of justice as the natural feeling of resentment, moralised

    by being made coextensive with the demands of social good (Mill 1863, 94).

    On the other hand, fuelling a political movement with indignation alone would seem

    dangerously choleric and lacking in the more positive emotions that are needed within a

    popular movement so that people can sustain themselves and support each other over the

    long time that may be required to achieve greater justice. In this light, are ideals necessary

    after all? I remain skeptical. For some people, having ideals is part of their identity. Just as

    some people are spiritual while others are not, some people are idealists while others are

    not. To risk a stereotype: I would find it difficult to imagine a Quaker without ideals. No6 On another interpretation, nemesis is one emotion among a cluster of four that jointly dispose a person to

    34 J. Drydyk

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    effective social movement can afford to exclude people just because they are motivated by

    their ideals. For that reason, any effective social movement can be expected to harbour a

    plurality of different ideals. So the thought that one ideal might single-handedly motivate an

    effective social movement seems highly unrealistic. Moreover, if the driving ambition of

    transcendental theory is to discover a unique set of necessary and sufficient conditions for afully just society, this may not serve the needs of justice-seeking social movements:

    dismissing the ideals and values of ones allies is unlikely to encourage solidarity,

    cooperation, and effectiveness in achieving greater justice. It is difficult to understand how

    transcendental ambitions are consistent with the kind of pluralism that social justice

    movements generally require.

    Admittedly more research needs to be done on what can motivate people to act justly

    both individually and collectively according to the account of comparative justice that is

    being developed here. While the Aristotelian framework is intriguing, and it should not be

    forgotten, I find that better progress can be made by starting from more recent

    psychological research.

    There are, for instance, recent conjectures by moral psychologists and cognitive scientists

    that the human mind includes ajustice module(Haidt and Graham2007). In such a module,

    cognition and affect interact in response to inequalities, to support beliefs and motivate action

    concerning those inequalities. This leads to two further questions. First, we still need to know

    in greater detail how the module functions. What goes on inside the box between inputs of

    perceived inequality and outputs of belief and action? Second, we need to know how it

    malfunctions, and here there is normative work to be done. In particular, one needs to identify

    cognitive outputs that are unreliable and to diagnose which malfunctions generate them.

    Here a comparative approach might usefully challenge further research and debate byproposing that one criterion for reliability should be discernment ofcomparativejustice and

    injustice. Is this not a proposal that advocates of transcendental theories can also accept?

    Transcendental theorists must agree that mental functioning is unreliable if it misleads

    people even about how to distinguish greater justice from greater injustice. Otherwise

    transcendental theory will be incapable of guiding action. Moreover, social psychology

    already works with such a criterion. There has been extensive study of conflicts between

    perceptions of inequality and beliefs in a just world: often the latter belief (that people

    deserve what they get and get what they deserve) is maintained by condoning considerable

    suffering with the thought that it was deserved (Lerner1980; Montada and Lerner 1998),

    and in these cases the just world mentality is a source of cognitive distortion(Kazemi andTrnblom2008, 213).

    Within social psychology there is considerable evidence that people have conceptions of

    justice that affect their judgments, feelings, and behaviour, and these are not reducible to

    considerations of self-interest or group interest (Tyler2001, 344; Lerner and Clayton2011).

    I will consider the cognitive processes first and then return to emotions and motivation. My

    question is how well or poorly these processes support or implement a capability approach

    to acting justly.

    It seems that concerns over justice can be triggered both by distributive and procedural

    inequalities. (There is also a literature on retributive justice, which I will not discuss here.)Three main types of distributive concern are most salient: (a) equity concerns, that some

    people are receiving greater or lesser outcomes in proportion to their inputs (Adams 1965);

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    compared to strictly distributive concerns (Thibaut and Walker 1975; Tyler2001, 3456).

    Among the earliest results of this research were the findings that perceptions of procedural

    fairness are affected critically both by control over process (opportunity for input and voice)

    and by decision control, i.e., influence over actual outcomes (Thibaut and Walker 1975;

    Kazemi and Trnblom2008, 21213).All of these concerns are well matched with those of a capability approach to comparative

    justice. While the CA rejects equality of outcome with respect to goods and resources, it places

    considerable weight on equalizing capabilities. The capability thresholds that must be protected,

    according to Nussbaum, are more than minimal standards of needs for survival; they are

    standards of needs for living a life worthy of human dignity. Regarding the equity standard,

    anyone who, no matter what they may try, cannot manage to function at all well in their society,

    must seen as suffering an injustice, both by common equity standards and by the standard of

    well-being freedom. The procedural concerns uncovered by social psychology match well with

    the weight given by the capability approach to individual agency (Sen 1993; Alkire 2008),

    practical reason (Nussbaum 2000; 2006), and collective agency (Crocker 2008, 15063).

    Empowerment/disempowerment is a dynamic relation between distributive and procedural

    justice (Drydyk2008), and no other approach to justice has given nearly as much attention as

    the capability approach has given to this dynamic.

    However, this still leaves one major question unanswered. What is required to lead from

    perception of injustice to action for justice? The social psychology of justice motivation is far

    too complex to summarize here, so I will merely note that there are many possible responses to

    perceiving an inequality, and they do not all lead to changing the world: for instance, it is also

    possible to adjust ones expectations. Moreover, a wide range of emotions can be involved

    either in leading to action or in faltering. The

    negative affectson which research has focused

    so far include dissatisfaction, distress, anger, resentment, and indignation, but also guilt, sorrow,

    sadness, shame, disgust, and even fear (De Cremer and Van den Bos2007). On the other hand,

    concerns for justice may also elicit more positive pro-social attitudes and emotions. Possibly,

    as Michael Slote has proposed, empathic care should be among them. Historically, solidarity

    and group loyalty have also had roles to play in justice struggles (though, as is well known,

    they have also been implicated in atrocities). Possibly empathy and solidarity are linked

    (Bartky2002, 79). If any clear conclusions stand out from all of this, one would be that there

    is no single emotion that qualifies pre-eminently as thefeeling of justice. Similarly, there is no

    single pair of affects or attitudes between which a just actor must navigate.

    Martha Nussbaum once described compassion as the basic social emotion (Nussbaum1996), and she has written at length about the importance of cultivating compassion among

    citizens of democratic states (Nussbaum1998, 85107; Nussbaum2001, 401455). To my

    knowledge, however, she has not held that compassion is the pre-eminent emotion of

    justice, which, I think, is wise. While we may hope for justice that is compassionate and

    compassion that is just, there are many ways in which they are psychologically distinct.

    (Blader and Tyler2002). To mention just one, compassion is highly particularistic: one does

    not feel compassion for humanity, but rather for particular people, with particular aims,

    merits, failings, predicaments, and suffering (Blader and Tyler2002, 238). There are some

    people that rouse very little compassion, and yet they must be treated justly

    a concernthat has even been voiced even over the manner of death and posthumous treatment of

    Muammar Qaddafi.7

    36 J. Drydyk

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    It may be that striving for justice needs to be guided, if not motivated, by an attitude for

    which there is no single emotional basis, namely respect and care for the dignity of other people.

    Psychologically, the most significant term in this phrase may be care. Making dignity its

    object merely shifts focus from the particularities of a persons life to a broader recognition that

    they are pursuing what are after all human goods, characterized by intelligence and affectivebonds with others, and in this way striving to live well with others even if we find their

    particular ambitions to be misguided, despicable, or, in the extreme, evil. Perhaps this could also

    be characterized as caring for persons as human beings. While care and empathy may be

    psychologically independent, it has been argued in the context of early moral development that

    they are mutually supportive, hence congruent dispositions(Hoffman2000, 225). Care and

    respect for dignity may also have at least a partial basis in the care-giving practices that are

    needed and carried on every day for human survival and flourishing (Drydyk2011).

    So far in this sketch I have barely mentioned solidarity. But ultimately it cannot be

    neglected, and its role too must be understood. Since the achievement of justice clearly

    requires collective action whether in elections, or protests, or organizing acting justly is

    not typically sustained without the support of group loyalties. Since everyone has several

    group loyalties, the challenge is to harmonize them in justice-seeking ways. When the

    solidarity of the just conflicts with solidarities of family, nationality, and so on, greater

    justice is less likely to be achieved.

    While much further discussion is needed, this could comprise, at least in part, the moral

    psychology of justice as a virtue, according to a capability approach to comparative justice.

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