Abstract
Recent philosophical accounts of discrimination face challenges in accommodating robust intuitions about the particular way in which it is wrongful—most prominently, the intuition that discriminatory actions intrinsically violate equality irrespective of their contingent consequences. The paper suggests that we understand the normative structure of discrimination in a way that is different from the one implicitly assumed by these accounts. It argues that core discriminatory wrongs—such as segregation in Apartheid South Africa—divide into two types, corresponding to violations of relational and distributive equality; and that a pluralistic view of the internal structure of each type should be adopted. This normative structure serves to appropriately vindicate the mentioned intuitions; it also contributes to clarifying the normative underpinnings of legal concepts associated with discrimination (including the distinctions between direct and indirect, or ‘disparate treatment/impact’ discrimination, and intentional vs. unintentional discrimination), and developing a more productive public discourse around allegations of discrimination.
Similar content being viewed by others
Explore related subjects
Discover the latest articles, news and stories from top researchers in related subjects.Avoid common mistakes on your manuscript.
Introduction
Discrimination has long been a central topic of legal analysis and literature. By contrast, the purely philosophical reflection on the topic—a reflection that takes intuitions about the morality of discrimination, and not the content of anti-discrimination norms as its point of reference—is a fairly recent development. In fact, recent philosophical interest in discrimination has revealed that despite the apparent consensus about its wrongness, adequately accounting for moral intuitions associated with the phenomenon remains challenging.
More specifically, recent philosophical accounts fall short of accommodating some important intuitions regarding the particular way in which discrimination is objectionable. Common morality, as well as intuitions and assumptions that prevalently underlie the legal analysis of discrimination, maintain that actions representing the core wrong associated with the term—such as governmentally imposed policies of racial segregation—intrinsically violate equality. Moreover, such actions seem wrongful in a particularly discriminatory way, that is, in a way that is tied to their nature and structure. In other words, there are strong and pervasive intuitions pointing to the existence of an equality-related deontological constraint associated with discriminatory actions; specifically, one that isn't in some way derived from, or constituted by their contingent consequences.Footnote 1
The present paper argues that in order to plausibly and adequately account for these intuitions, the normative structure of core discriminatory wrongs should be understood in a way that is different from the one implicitly assumed by recent accounts. Namely, I argue that actions representing the core wrong of discrimination divide into two types—corresponding to violations of distributive equality on the one hand, that is, a value concerned with the egalitarian distribution of goods; and of relational equality on the other hand, that is, a value concerned with inegalitarian relations between people, such as those exhibited by illegitimate hierarchies or caste systems. The two types may accordingly be labeled 'relational discrimination' and 'distributive discrimination'. While they often co-instantiate, they are normatively distinct and independent of each other, and may instantiate separately in real-life situations; the paper thus suggests that the division is indispensable to understanding the wrong of discrimination. A case instantiating relational discrimination alone is an action of racial segregation in a public venue (such as a public pool), which has a strong symbolic meaning but no significant distributive effects; a case instantiating distributive discrimination alone is a healthcare policy which relies on incorrect information regarding the medical needs of a certain minority group, thus leading to unjust distributive outcomes without violating relational equality.
Congruent with a pluralistic view of both relational and distributive equality, I also argue that within each type a pluralistic view of the reasons that such actions are objectionable should be adopted; thus, each instantiation of each type may be objectionable due to a variety of reasons associated with each value. What unifies each type is its violation of either relational or distributive equality, and what unifies core discriminatory actions as a whole is their characteristic structure, along with their violation of equality more abstractly understood.
Viewing the normative structure of core discriminatory actions in that manner contributes to adequately and plausibly vindicating the mentioned robust intuitions, and, more generally, developing a clearer and more adequate understanding of the normative nature of discrimination, along with the content of allegations of discrimination. It also contributes to clarifying the normative underpinnings of concepts associated with the phenomenon that are commonly used in legal and public discourse—including the distinction between direct and indirect discrimination (or ‘disparate treatment’ vs. ‘disparate impact’ discrimination), and intentional vs. unintentional discrimination. Particularly, the paper suggests that some important moral intuitions underlying the legal direct-indirect discrimination distinction can be accounted for by the relational-distributive discrimination division suggested here; and that contrary to a common implicit assumption, both relational and distributive discrimination may be performed either intentionally or unintentionally.
The paper is structured as follows. Section 2 presents the conceptual assumptions on the nature of discrimination, and the theoretical assumptions on the nature of equality employed throughout the paper. Section 3 presents the main claims of the paper in detail and walks through central examples illustrating them. Section 4 discusses the relation between the structure of core discriminatory wrongs suggested here and the distinctions between direct and indirect discrimination, and intentional vs. unintentional discrimination. Section 5 concludes.
Conceptual Clarifications and Theoretical Background
Core cases of discrimination
The term "discrimination" refers in common discourse to a variety of objectionable social phenomena, whose normative underpinnings may diverge from one another. This ambiguity creates an ongoing challenge in addressing normative questions pertaining to discrimination.Footnote 2With this methodological challenge in mind, the paper focuses on a particular subset of cases, with respect to which there is a (relatively) broad consensus that they represent the phenomenon of discrimination in its core sense; I label them 'core cases of discrimination' hereinafter.Footnote 3Examples are the following:
Segregation: Governmentally-mandated racial segregation in public facilities (such as public pools) and important societal institutions (such as places of education) during the Jim Crow era in the United States;
Prison: In the prison system in Apartheid South Africa, short pants were given to Black inmates, while long pants were given to White inmates. Presumably, the goal behind the policy was to infantilize Black inmates; regardless, allowing inmates to wear shorts may have provided them with a material advantage;Footnote 4
Employment or Educational Discrimination: Rejecting a potential employee or student (or a group of employees or students) based on their membership in a socially salient group—such as their race, gender, or ethnicity.
The conclusions of the discussion are applicable to core cases of discrimination that are not directly discussed here, but not to objectionable social phenomena associated with the term 'discrimination' in common discourse that do not exhibit the same normative traits. In order to simplify the discussion and facilitate the assessment of its scope of application, a definition of discrimination reflecting the nature of these cases will be useful. To this end, I use a (slightly revised) version of Lippert-Rasmussen'sFootnote 5 and Altman'sFootnote 6 conceptual analysis, which has closely and systematically examined the important features of these cases and the intuitions associated with them.
On their conceptualization, discrimination consists of disadvantageous differential treatment (of an individual or a group of people) which is based on, or related to the victim's membership in a socially salient group. This definition leaves open the possibility that such actions do not disadvantage the victim in any tangible way, that is, by harming them, depriving them of any important goods or opportunities, or subjecting them to an unfair distribution of resources; as will become clear, not all core discriminatory actions involve such tangible disadvantage.Footnote 7
This conceptualization encompasses individual, identifiable actions—performed by identifiable individuals, collective entities or institutions—which directly wrong identifiable individuals or groups of people. Thus, I leave out of the discussion notions such as structural or institutional discrimination (to the extent that these conflict with the mentioned features), and expansive understandings of the term which include, for instance, social disparities that are not traceable to identifiable wrongful actions. It is also important to clarify that this basic conceptualization is non-moralized: it reflects the nature of actions that are potentially (or are suspected to be) wrongfully or objectionably discriminatory, but does not imply that every instance of disadvantageous, group-based differential treatment is wrongful. Rather, an additional feature is necessary for such actions to be an instance of wrongful discrimination; in line with the mentioned intuitions, I assume here that this additional feature can be generally characterized as their violation of equality (or people’s equality-related rights; this is further discussed below).
Three additional clarifications are needed. First, I use the term 'treatment' to refer to actions (including laws and policies) in a broad sense, to include, first, the underlying mental states or attitudes of the agent; and second, the action's immediate, non-contingent consequences, or those consequences that are naturally understood to be part of the action itself (in line with common terminology in discussions of discrimination, I refer to these as the action's 'effects', 'impact' or 'outcome').Footnote 8 Second, the definition allows for a variety of ways in which the differential treatment may be based on or related to the victim's group membership. Particularly, it isn't limited to cases where the agent explicitly refers to the discriminatee's group membership in her reasoning (or where the rationales underlying a law or policy make such explicit reference); it extends to cases where, for instance, the action is causally influenced by a discriminatory mental state, or where there is correspondence between particular outcomes of a law or policy and the group identity of the people affected by it.
A final point concerns the group-based nature of discrimination. While the wrong of discrimination is commonly thought to relate to the victim's group membership, it remains controversial or unclear which groups are relevant to constituting wrongful discrimination. Here too, I adopt Lippert-Rasmussen's and Altman's view and assume that core cases of discrimination necessarily involve groups that are socially salient, that is, important across a wide range of social interactions. These may include ethnic, racial, gender-based, and other groups that are socially important in the relevant society; but not groups such as people who were born on Tuesday, or people with weird earlobes.Footnote 9
There are open theoretical questions about which features of these groups make them socially salient, and what can ground or explain their importance in general, and in the context of discrimination (or particular discriminatory actions) in particular. One's positions on these larger questions may be tied to her judgments about whether particular (presumably, not clear-cut) instances of discrimination are wrongful; however, addressing them in full is beyond the scope of the present discussion. As with other components of the conceptualization of discrimination, then, I focus here on clear-cut cases of social saliency and rely mainly on the intuitive plausibility of the common, persistent thought (closely examined by Altman and Lippert-Rasmussen) that core discriminatory actions necessarily involve socially salient groups, without inquiring 'all the way down' into its justification. Thus, the discussion is open to a variety of views about which features of socially salient groups ground or explain their importance in the context of discrimination. These may include, for instance, members' possession of a distinct culture, set of attitudes, or meaningful commitments associated with their group membership; group membership playing an important part in determining its members' level of welfare; or everyday activities and projects being organized along group lines.
One important point of clarification is that past or present societal patterns of inter-group inequality or discrimination are not a necessary background feature in constituting a socially salient group (although the discussion is open to the possibility that this feature plays a part in constituting some socially salient groups). In line with that, I assume that discriminatory actions may be objectionable when they are directed at groups that are not at the lower end of some existing societal inegalitarian pattern or socioeconomic scale, and have not suffered from past discrimination or oppression. Discriminatory actions taking place between, say, members of different groups that are similarly positioned on such a scale, or directed at relatively well-off groups, may constitute objectionable discrimination as well (while discriminatory actions directed at, say, groups that have been subjected to persistent discrimination may be morally worse than these). In other words, while individual discriminatory actions are assumed here to involve a violation of an equality-related duty, this violation is independent of any pre-existing inegalitarian patterns in the society in which they take place (as will become clear, the moral objection to such actions is also independent of their contribution to larger inegalitarian patterns).Footnote 10 This leads us to the next sub-section, which clarifies the paper's theoretical assumptions about equality.
Relational and distributive equality
The discussion here assumes a set of theoretical positions about the nature and normative significance of equality. These are meant, first and foremost, to accommodate the intuitions associated with core discriminatory actions; they thus may diverge from, or be in tension with some views defended in the broader egalitarian literature about the value of equality more generally. Here too, fully examining the theoretical basis (and larger implications) of these positions is beyond the scope of the present paper;Footnote 11I illustrate throughout, however, that they are plausible particularly in light of the robust and persistent intuitions associated with discrimination.
Extensive discussions have been devoted in the philosophical literature to the value of equality over the last several decades. In particular, egalitarian philosophers have focused on examining two different notions associated with it, or two different interpretations of equality more abstractly or generally understood. The first views equality as a distributive ideal: it maintains that equality is concerned with the distribution of certain goods, such as income, opportunities, resources, welfare, capabilities, etc. Violations of equality emerge, on this view, where the distribution of these goods does not conform to principles of just or egalitarian distribution; for instance, where the distribution of resources in a given society results from circumstances that are beyond people's control, or is not 'patterned' along features such as merit or responsibility. The second (and more recent) view maintains that equality is concerned not (or not primarily) with the distribution of goods, but rather with egalitarian societal relations; on this view, phenomena that are in tension with equality do not necessarily involve some objectionable distribution of goods, but rather things such as social exclusion, illegitimate hierarchies, oppression of certain groups or individuals, societal marginalization, and so forth.Footnote 12
In the broader egalitarian literature these two views of equality are sometimes considered to be in tension with one another, or, at least, to generate conflicting judgments about some important contemporary societal or political questions, such that one should be preferred over the other.Footnote 13As will become clear in Section 3, however, discriminatory actions do not typically give rise to such tension or competition between these two views of equality; on the contrary, intuitions associated with them give rise to the thought that both are independently needed to fully and adequately account for the moral objection associated with this particular phenomenon.
In line with these intuitions, then, I assume that these two notions are not competing interpretations of equality, but rather more particular views of it; both are associated with equality more abstractly or generally understood (whereas the precise relation between them is an open question). I assume further that relational and distributive equality are conceptually distinct and independently normatively important; that is, considering the nature of the cases examined below, I reject positions to the effect that objections to discrimination that are based on either of these values can be adequately restated using the other, or that when either of these values is fully laid out it emerges that it reduces to the other.Footnote 14This is notwithstanding that there are often complex inter-relations between violations of these two notions of equality in real-life examples of discrimination; as illustrated in Section 3, these should not obscure the fact that the two are conceptually and normatively distinct.
Other theoretical assumptions are tied with the particular judgments associated with these two values in the appraisal of individual, identifiable discriminatory actions. As mentioned, persistent intuitions indicate that there is an equality-related deontological constraint associated with these actions, which is tied with the group-based differential treatment they involve.Footnote 15By contrast, discussions in the broader egalitarian literature focus primarily on making evaluative claims about states-of-affairs, and not on deontological constraints associated with actions' nature. Thus, debates about distributive equality usually focus on the overall distribution of certain goods in a given society (or 'end-state', 'patterned' distributions), and discussions of relational equality focus on larger patterns of oppression or exclusion; to the extent that these discussions identify duties associated with particular actions, these are commonly thought to be derived from the action's influence on these larger inegalitarian states-of-affairs.Footnote 16Contrary to this focus and in line with the intuitions associated with discrimination, then, I assume that there are deontological constraints generated by both values, making individual, identifiable discriminatory actions objectionable in a way tied to their particular nature and structure; that is, which are not derived from these actions’ contingent consequences, or those consequences that are not naturally understood to be part of the action itself.
It is particularly important to highlight, then, that discriminatory actions are intuitively objectionable regardless of whether they contribute to larger inegalitarian patterns in a given society (or another population). For instance, Prison seems wrongfully discriminatory regardless of whether it contributes to larger patterns of oppression or marginalization (while it may certainly be more severe if it also contributes to such patterns). Similarly, distributive discriminatory actions seem objectionable because of their immediate distributive consequences—e.g., the way an important societal institution distributes its budget or resources—and regardless of their possible contribution to larger patterns of distributive inequality. In fact, these immediate distributive consequences may be entirely isolated from larger distributive patterns, and discriminatory actions may be intuitively objectionable even in cases where their non-immediate, contingent consequences ultimately lead to more egalitarian larger distributive patterns.Footnote 17
Consider, for instance, a selection process for an orchestra whose implementation leads to the unjustified rejection of qualified female musicians. Such a policy may have little to no influence on larger patterns of gender-based distributive inequality (and might, in some cases, lead to narrowing down gender income gaps in the long run, by incentivizing women to choose more lucrative professions). Nevertheless, it plainly wrongfully discriminates against women in virtue of its immediate distributive consequences—those that are naturally understood as part of the policy itself. Similar things can be said about employment or educational discrimination against well-off minorities.Footnote 18
The adoption of these positions leads to some other assumptions that are important to highlight; note, however, that while the discussion favors the positions laid out below, it is compatible with a wide range of views about the matters discussed. First, it favors a particular view regarding the ‘currency’ of distributive justice (in the context of discrimination): individual, identifiable discriminatory actions typically involve the distribution of resources (that is, the action of distributing resources)—and not things such as welfare or capabilities, which have been offered as the appropriate 'currency' of distributive justice in discussions of larger egalitarian patterns. Employment or educational discrimination involves, for instance, distributing positions in the relevant institutions; other prominent contexts of discrimination involve the distribution of housing or medical resources, and, more generally, governmental budgets and benefits (from within a limited pool of the relevant resource).
Second, a pluralistic or complex view of both relational and distributive equality seems adequate in the moral appraisal of individual discriminatory actions. Thus, actions taking place in different contexts of distribution seem objectionable due to a violation of different distributive principles: while employment or educational discrimination may be objectionable because it violates principles of equality of opportunity or merit-based distribution, discrimination in housing or medical contexts may be objectionable because it doesn't conform to principles of need-based distribution. Similarly, relational discriminatory actions taking place in different contexts may be objectionable for a variety of reasons associated with this value. These particular objections are further discussed and illustrated below.
The Division between Relational and Distributive Discrimination and the Structure of Core Discriminatory Wrongs
The main claim
Recent philosophical accounts of discrimination face challenges in adequately vindicating the robust, persistent intuitions discussed above. Thus, accounts focusing on one particular equality-based explanation—such as the claim that discrimination is objectionable because it violates equality of opportunity, or because of its degrading social meaningFootnote 19—match the intuition that discriminatory actions are intrinsically wrongful, but fail to accommodate central cases that do not satisfy these conditions.Other prominent accounts maintain that the wrongness of discrimination is derived from its objectionable contingent consequences, thus falling short of accounting for the intuition that individual, identifiable discriminatory actions are intrinsically wrongful (or that there is a deontological constraint associated with them) irrespective of such consequences.Footnote 20
To plausibly account for these intuitions, I suggest that we understand the normative structure of core discriminatory wrongs in a way different from the one implicitly assumed by these accounts. Namely, I argue that core cases of discrimination divide into two distinct and independent types, corresponding to violations of relational and distributive equality. Thus, any action exhibiting the core wrong of discrimination is objectionable either for reasons pertaining to relational equality, or distributive equality, or both at the same time; but contrary to what may be a common conceptual assumption, such actions do not have to violate both values—for instance, to involve the deprivation of a position in a place of employment, in a way related to a discriminatory mental state of the agent—for them to be objectionable in the manner characteristic of core cases of discrimination. Rather, the fact that the two types tend to co-instantiate together in one action might be due to historical or sociological contingencies that do not necessarily coincide with the nature of the wrong of discrimination; as illustrated below, in such cases the two types may be disentangled from one another. The suggested structure entails, then, that the division between relational and distributive discrimination is indispensable to understanding the nature of core discriminatory wrongs.
In line with the pluralistic view of both relational and distributive equality, on the suggested structure each instantiation of each type may be objectionable for a variety of reasons associated with each value; particularly, it is plausible that discriminatory actions performed in different contexts and by different types of agents are objectionable for different reasons associated with those values. These particular reasons are briefly discussed below and illustrated throughout the paper. Here too, fully examining the justification of each particular claim is beyond the scope of the paper; however, one may reject any of them (e.g., the validity of a particular distributive principle suggested, or the claim that mental states matter for the moral status of certain discriminatory actions) without rejecting the paper's main claim about the general structure of core discriminatory wrongs.
Similarly to distributive discrimination—where, as already mentioned, different distributive principles are applicable in different contexts—relational discriminatory actions may be objectionable for a variety of reasons. Those performed in the course of interpersonal interactions, for instance, may be objectionable due to agents' inegalitarian mental states, attitudes or motivations;Footnote 21 these may include stereotypes,Footnote 22 bias,Footnote 23group-based hatred, malicious intentions or animosity directed towards the group, etc.In other contexts, other relational equality-related objections seem appropriate. For instance, laws or policies promulgated by important political or societal institutions, which openly declare that a particular group will not be included in some important societal activity or venue, or has to wear humiliating clothing, seem wrongfully discriminatory because they have an objective-social meaning (or expressive traits) which degrades the group, or because they are disrespectful in a particularly discriminatory way (as claimed by Hellman and Eidelson respectively, regarding discrimination in generalFootnote 24). Similarly, such laws or policies may have a degrading objective-social meaning, or be disrespectful, because they have the (immediate, non-contingent) effect of socially excluding a group from an important social venue or activity.
Hence, it is suggested that contrary to what seems to be implicitly assumed by recent philosophical accounts, we should not necessarily be looking for a single normative explanation that would unify all core cases of discrimination. Rather, what unifies each type is its violation of either relational or distributive equality; and what unifies core discriminatory actions as a whole is their characteristic structure (involving the differential treatment of people in a way that is based on, or related to their membership in a socially salient group), and their violation of equality in its more abstract or general sense.
The next sub-section illustrates the plausibility of these claims by closely examining a variety of central examples of core cases of discrimination. Sub-section B(i) focuses on showing that notwithstanding a common thought on which the two types suggested here must co-instantiate as a matter of conceptual necessity, they can and do instantiate separately—while still exhibiting the core wrong associated with discrimination. Sub-section B(ii) shows that in complex cases of co-instantiation, where both values are violated and there are interrelations between these violations, the two types may be disentangled from one another.
Illustration through cases
Cases instantiating only one type
Cases instantiating relational discrimination alone may be usefully divided into three categories. The first category includes cases where the action does not involve any significant distribution of goods; an example is not yielding to a Black pedestrian at a crosswalk (while others are yielded to).The second category includes actions that do involve the distribution of goods, but where the agent does not have a duty to abide by principles of just distribution, at least on some views of distributive equality. The most straight-forward examples involve individuals operating in their private capacity: a person who refuses to sell her bike to members of a certain group, or a small business owner who refuses to hire them.Footnote 25
The third category includes discriminatory actions that do involve the distribution of goods, where the entity distributing them does have a duty to conform to principles of just distribution—but where there is no violation of such principles, or where the unjust effects may be assumed away while the moral objection to the action is retained. Prominent examples include legally mandated racial segregation in public venues such as swimming pools or schools; and instances where a resource is being distributed, but the distribution is significant for symbolic reasons only—such as Prison. All of these actions seem unobjectionable from a distributive perspective, but still objectionable in a particularly discriminatory way—which is attributable to their violation of relational equality.
In the opposite direction, there are cases where an agent brings about an unjust distributive outcome without thereby engaging in relational discrimination. Prominent examples involve governmental agencies and other important political or societal institutions, which have a duty to abide by principles of distributive equality and do attempt to abide by them, but are mistaken about the distributive principles applying to the situation or the right balance between them. Consider, for example, policies such as the one discussed in the U.S. Supreme Court case of Personnel Administrator of Massachusetts v. Feeney.Footnote 26 There, a strong preference was given to military veterans in the selection for civil service positions, which resulted in the almost complete exclusion of women from these positions. Several valid (but conflicting) distributive principles or considerations seem to be at issue in that case: for instance, compensating veterans for their service on the one hand, and equality of opportunity for women on the other hand. Such a policy may be wrongfully discriminatory because it fails to appropriately balance these considerations, resulting in a distributive outcome that unfairly deprives women of job opportunities. Because of the challenging balance between different distributive considerations involved in the design of such policies, then, they may bring about unjust outcomes without being underlain by anti-relational equality attitudes or rationales, and without policymakers being motivated or influenced by such attitudes; in such cases, the policy would be objectionable only as an instance of distributive discrimination (while exhibiting the core wrong of discrimination).
Similarly to the case just described, the design and implementation of large-scale, highly complex and technical policies may result in outcomes that are distributively unjust even if they are not underlain by any anti-relational equality attitudes (including lack of due care for certain groups' interests). A plausible example involves governmental agencies acting on inaccurate or incomplete information simply because there is not enough reliable information or expert knowledge about issues relevant for determining the needs of a certain group in the context of a particular policy. Think, for instance, of a medical policy involving the distribution of certain resources (e.g., medical treatment or drugs), whose design takes place at a point of time where there is not enough research about the medical needs of a particular minority group (for example, about genetic diseases giving rise to needs diverging from those of the majority). Plausibly, the implementation of such a policy may result in an unfair disadvantage for group members without it being underlain by anti-relational equality attitudes. Due to the technical nature of such policies, the objection to them does not seem tied with any degrading meaning or disrespectful traits either; they are objectionable only for their violation of distributive equality. Another example of a policy instantiating distributive discrimination alone is discussed below.
Complex cases of co-instantiation from judicial decisions
Cases of discrimination that are prominent in legal discussions—normally these are laws or policies with law-like structure—often take a characteristic complex form. Namely, on the terms suggested here, they instantiate both relational and distributive discrimination, while each type is objectionable for a variety of reasons associated with each value, and where there are complex interrelations between the violations of the two values. Additionally, because such cases are typically discussed within the framework of anti-discrimination norms, their analysis in common discourse tends to conflate considerations relating to the normative nature of discrimination with considerations relating to its desirable regulation by legal norms, as well as the adjudication of claims of discrimination in legal proceedings (one of the latter type of considerations—relating to the evidentiary role of distributive discrimination—is discussed in Section 4a).
This characteristic complexity, along with the over-representation of such cases in discussions of discrimination, tends to skew the normative analysis of the phenomenon (in legal, philosophical, and public discourse) in several ways that are detrimental to illuminating the claims made here regarding the structure of core discriminatory wrongs. Thus, the present sub-section illustrates how these claims play out in such cases, while highlighting some possible sources of confusion. Particularly, I show that even in such complex cases the two wrongs may be disentangled from one another, that is, the former are objectionable for two distinct and independent groups of reasons associated with either relational or distributive equality. I do that by closely examining the landmark U.S. Supreme Court case of Griggs vs. Duke Power Co.Footnote 27
The policy in Griggs involved a general competency test used by a company to screen out job candidates; applying it resulted in screening out a disproportionate numberFootnote 28of African-Americans. As background, the Court notes that African-Americans have suffered from prior discrimination resulting in inferior educational credentials, and that the policy under examination had been preceded by an overtly discriminatory policy, that is, one that openly declared that African-Americans will not be considered for the job.
As a case of relational discrimination, the policy may be objectionable due to the inegalitarian mental states or attitudes that the agents responsible for it hold, or are reflected in its underlying rationales. For instance, it may be underlain or motivated by a belief that African-Americans are, as a group, inferior to White-Americans, or by a desire not to associate with the group. Similarly, the policy may be objectionable because it reflects either consciously or unconsciously held objectionable stereotypes of African-Americans, or prejudice—feelings of hate and resentment—towards the group. Also within the group of relational equality-based objections, it may be argued that, regardless of the presence of such mental states, the policy has a degrading social meaning or is disrespectful towards African-Americans as a group—perhaps because, considering the cultural and historical context in which it takes place, it can reasonably be interpreted as reflecting anti-relational equality attitudes or as degrading, or because it results in the social exclusion of the group.
Considering the legal context in which the analysis of such cases usually takes place, it is important to note that notwithstanding what may be implied by a common formulation of legal anti-discrimination norms, the policy being 'facially neutral'—that is, not containing any explicit reference to the group identity of the alleged victims, or openly proclaiming the content of any anti-relational equality attitudes as its underlying reasoning or aim—does not necessarily mean that it is not objectionable as an instance of relational discrimination; nor do these facts have any necessary implications as to whether this would be an overt or covert form of relational discrimination, if it is indeed a case of relational discrimination. Rather, these features would vary depending on the nature of the relational equality-based objections that are applicable to the case. For instance, if in a certain context the underlying inegalitarian attitudes of agents responsible for a policy is plausibly what determines whether it is a case of relational discrimination, it would be an instance of relational discrimination depending on the existence of such attitudes, and an overt or covert form of relational discrimination depending on features such as whether these attitudes are openly stated or consciously employed—irrespective of the wording of the policy itself. As mentioned, in some contexts it may be that the policy’s degrading objective-social meaning is what plausibly determines whether it is an instance of relational discrimination; this feature too may be independent of the policy’s wording or openly proclaimed aims.
Independently and separately of these claims, the policy may be objectionable for a variety of reasons pertaining to distributive equality. For instance, if the test used by the company to screen out candidates does not adequately implement any reasonable requirement of competency (e.g., because the skills measured are not relevant for the job), the policy may be objectionable because it doesn't conform to principles of equality of opportunity, or of merit or desert-based distribution—in a way that disadvantages African-Americans in particular, by unjustly depriving them of positions in the company. Here too, such policy may lead to unfair outcomes even if the people responsible for putting it together do not hold any anti-relational equality attitudes. For instance, they might compose a competency test which is culturally biased, that is, inaccurately measures the skills of a particular cultural group, due to being unaware of certain educational practices prevalent among its members; the test may also fail to identify relevant, unique skills that are not common among the broader society. In such cases, distributive discrimination may instantiate independently of relational discrimination, despite the common relations between the two types in employment and educational contexts (e.g., where prejudice leads to rejecting group members from relevant institutions).
Another distributive equality-related reason to object to the policy may be that it is a special case of compounding injustice (that is, one that takes a particularly discriminatory formFootnote 29). As the Court notes, the lower scores of African-American candidates in the competency test may be attributable to a prior distributive injustice which resulted in inferior educational credentials; the outcomes of this prior injustice are then used to evaluate the candidate’s present competency—or as an evidentiary input in a present policy involving another, independent distribution of resources—which amounts to compounding the prior injustice. In such cases the policy may unfairly disadvantage candidates from a certain group even if the test accurately reflects their current competency; here too, then, it may lead to a distributively unjust outcome without violating relational equality at the same time.
A clarification relating to a common formulation of legal anti-discrimination norms is needed here as well. Norms pertaining to indirect discrimination (or ‘disparate impact’ in American jurisprudence) commonly maintain that a law, policy or practice are indirectly discriminatory if they (1) have the effect of disproportionately disadvantaging a socially salient group (protected by these norms); and (2) the effect is not reasonably related to a legitimate goal of the policy. The first condition is commonly understood to imply that the share of members of the protected group among those disadvantaged as a (direct) result of the policy is higher than their share among the natural 'recipients' of the goods distributed (for instance, among the pool of candidates to a place of employment). The satisfaction of the conjunction of these conditions, while not identical with the outcome being distributively unjust towards the group, is indicative of this feature in a range of cases that typically come before courts. For instance, in employment contexts it would indicate that the policy does not comply with principles of merit-based distribution, in a way that disadvantages members of a particular group. I return to this point in Section 4a.
Finally, note that the complex inter-relations that might exist between distributive and relational discrimination in such cases should not obscure the fact that the two wrongs are analytically distinct, and independent of each other. For instance, the fact that applying the competency test results in a distributive outcome that is unfair towards African-Americans might, at least in some circumstances, be indicative of the presence of anti-relational equality attitudes among those responsible for the policy, such as their desire to exclude the group, not associate with its members, or deprive them of resources.Footnote 30As noted above, however, such an outcome is not conclusive evidence of the existence of such attitudes, and, in any event, the former is objectionable independently of the latter. Similarly, cases where a group is excluded from participation in an important societal venue may be objectionable due to reasons associated with both values at the same time, as they may involve a deprivation of certain resources along with social exclusion; but the two objections are distinct and independent of each other. Lastly, while acting on certain negative stereotypes (e.g., associating certain groups with incompetence) might have distributively unjust effects (e.g., depriving group members of employment), such actions may be independently objectionable as an instance of relational discrimination.
Other Prominent Distinctions Pertaining to Discrimination
Direct and indirect discrimination
In many legal jurisdictions around the globe, anti-discrimination jurisprudence employs a distinction between direct and indirect discrimination norms (the latter are often traced to the U.S. Supreme Court ruling in Griggs vs. Duke Power just discussed). These norms vary in their precise formulation and the way they are implemented in the adjudication of particular cases. Generally, however, direct discrimination norms prohibit the explicit designation of socially salient groups (protected by anti-discrimination norms) for disadvantageous treatment. By contrast, indirect discrimination norms prohibit laws, policies, or practices which are 'facially neutral'—that is, that do not involve such explicit designation—but nevertheless: (1) bring about a disproportionate disadvantageous effect on group members; and where (2) the effect is not reasonably related to a legitimate goal of the policy.Footnote 31In American anti-discrimination jurisprudence, the notion of ‘disparate impact’ largely corresponds to the formulation of indirect discrimination, when ‘disparate treatment’ corresponds to that of direct discrimination, while adding a condition of intentionality; I discuss this condition in the next sub-section.
Anti-discrimination norms are commonly associated with the value of equality, and their aim is generally understood to involve prohibiting actions that violate equality (or people's equality-related rights). As can be learned from the described formulations, however, these norms do not specify any more particular rationales, or a particular interpretation of equality they aim to protect. Instead, they put forward concrete rules whose implementation would, presumably, track cases of differential treatment that violate equality. Thus, direct and indirect discrimination norms are sometimes understood in legal analysis and literature as aimed at prohibiting (or tracking in their implementation) two distinct types of discrimination; however, the normative underpinnings of these two types have remained obscure. The argument developed here may serve to clarify these normative underpinnings: particularly, it seems that the usage of these two formulations in the adjudication of cases of discrimination would tend to map onto the normative distinction between relational and distributive discrimination.Footnote 32
Thus, applying the rule specified by indirect discrimination norms would tend to prohibit, or declare illegal or unconstitutional, cases of distributive discrimination: as discussed in the previous section, the satisfaction of the conditions specified by indirect discrimination norms is indicative of the presence of distributive discrimination in a variety of typical legal cases. Indeed, indirect discrimination is commonly—albeit often implicitly and vaguely—associated with violations of distributive principles in legal analysis and literature.Footnote 33By contrast, cases satisfying the condition specified by direct discrimination norms tend to be instances of relational discrimination: this condition is commonly interpreted as a requirement of explicit designation underlain by inegalitarian attitudes or rationales in particularFootnote 34 (while such cases would commonly also involve a distributively unjust outcome, or a tangible disadvantage).
Note, however, that the direct-indirect distinction is not always understood to be aimed at tracking or prohibiting two distinct types of discrimination; another prominent view is that indirect discrimination norms are aimed at uncovering covert instances of discrimination in legal proceedings.Footnote 35This thought is driven by the assumption that discriminators motivated by inegalitarian attitudes may hide these by adopting policies that lead to excluding the targeted group without openly stating any objectionable, anti-relational equality aims (e.g., by adopting general tests such as the one discussed in Griggs). Thus, as discussed in the previous section, distributive outcomes that are patently unjust, or involve the almost complete exclusion of a group from a certain venue, are sometimes (but not always) evidentiary of the fact that the agents responsible for the policy are motivated by anti-relational equality attitudes. This way of understanding the function of indirect discrimination norms seems to assume, then, that there is only one type of discrimination, which necessarily involves violations of both relational and distributive equality at the same time (on the terms suggested here); and then uses the latter as evidence of the former.Footnote 36
Intentional and unintentional discrimination
Apart from the distinction between direct and indirect discrimination, the literature and legal analysis contain a prominent distinction between intentional and unintentional discrimination. As mentioned, in (parts of) American anti-discrimination jurisprudence the explicit designation of a protected group has to be intentional—or, to use other common terms, constitute intentional discrimination, or be accompanied by discriminatory intent, aim, or motive—to qualify as an instance of disparate treatment (and come under the purview of disparate treatment norms). More generally, direct discrimination is often associated with intentionality, whereas indirect discrimination is associated with the feature of being unintentional.Footnote 37A related, less prominent distinction is between conscious and unconscious discrimination.Footnote 38 There is much vagueness as to the meanings of these terms; it isn't clear which actions would constitute, for instance, intentional discrimination, or unconscious discrimination.Footnote 39
Continuing the discussion from the previous sub-section, that is, assuming that some of the moral intuitions underpinning the direct-indirect discrimination distinction can be accounted for by the relational-distributive discrimination division suggested here, it should be clarified that there is no reason to view relational discrimination as more closely affiliated with intentionality, as compared to distributive discrimination.Footnote 40 Rather, both types may be performed either intentionally or unintentionally; the intentional-unintentional distinction cuts across the relational-distributive distinction, and similar things can be said about the conscious-unconscious distinction.
Important examples of unintentional relational discrimination (which may also be unconscious) involve agents who unintentionally act on unconscious bias consisting of mental states or attitudes with inegalitarian, degrading content. For instance, an agent's unconscious association between 'Black' and negatively-valenced concepts (e.g., 'Bad', 'Angry') may lead her to act in a less friendly manner around Black conversational counterparts relative to White ones, or not yield to a Black pedestrian at a crosswalk; as discussed above, such behaviors are degrading, but do not involve any significant distribution of resources. Common examples of intentional distributive discrimination, on the other hand, involve cases such as Feeney (discussed above), where the need to balance a variety of conflicting distributive considerations (and possibly, the interests of more than one socially salient group) may lead to unjust distributive outcomes. Assuming that the relevant entity intends to bring about the distributive outcomes of its policy and is mistaken about the right balance of considerations, the policy would constitute intentional distributive discrimination.Footnote 41Note that this type of examples indicates that contrary to a common thought, the fact that a distributively unjust outcome is intentionally brought about does not necessarily indicate that the policy is motivated by (either conscious or unconscious) anti-relational equality attitudes or intentions (including attitudes such as indifference or lack of due care for different groups' interests); as discussed above, the entity responsible for the policy may be genuinely mistaken about the right balance of considerations (or act on inaccurate information).
By the same token, distributive discrimination may be performed unintentionally but with foresight, or completely without foresight, awareness or consciousness (but possibly in a way that involves negligence, or lack of due care for group members’ interests). For instance, again in a case such as Feeney, a governmental agency may bring about a distributive outcome that is unfair towards women due to its overlooking of women's interests or not paying due attention to possible disadvantageous consequences for women's employment. Alternatively, this might happen unintentionally but foreseeingly, for instance, if the agency predicts that the policy is going to unfairly disadvantage women, but decides to prefer conflicting considerations of compensating veterans (while, supposedly, intending the latter but not the former); or without awareness or consciousness, for instance, where the agency is unaware that the policy burdens a particular group until further information is gathered about its consequences.
Conclusion
This paper has illuminated an important normative distinction between two types of discrimination, corresponding to violations of relational and distributive equality. The distinction may have been overlooked in existing literature due to a variety of factors, including the tendency of the two types to co-instantiate in real-life situations, along with the dominance of the legal analysis of discrimination in the discourse about the phenomenon.
Beyond its contribution to developing better philosophical accounts of discrimination and clarifying the normative underpinnings of legal anti-discrimination norms, integrating the distinction into societal and political discourse may improve debates surrounding allegations of discrimination. Such debates often involve a dynamic where important institutions are found to have perpetrated distributive discrimination, and are then vaguely accused of discriminating against a certain group. Due to the tendency to conflate the two types, the accusation is often understood to refer particularly to relational discrimination; and because this type of discrimination is often implicitly viewed as more severe, or one for which the agent is more blameworthy,Footnote 42 this sometimes leads to a backlash against the accusation, and to equally confusing counter-claims on which the institution did not engage in discrimination at all, or that the discrimination wasn't intentional (where the latter claim is presumably premised on the association of relational discrimination with intentionality). Such an unproductive dynamic may be mitigated by clearly specifying the type of discrimination that the accusation refers to in a way informed by the paper's arguments.
Notes
In philosophical literature, see Kasper Lippert-Rasmussen, "Discrimination and Equality", in The Routledge Companion to Philosophy of Law, ed. Andrei Marmor (New York and London: Routledge, 2012), pp. 569–583, and further discussion and references in section 2B. In legal literature see overviews in Sophia Moreau, Faces of Inequality: A Theory of Wrongful Discrimination (New York: Oxford University Press 2020), ch. 1, sec. 1.1; Tarunabh Khaitan, A Theory of Discrimination Law (Oxford: Oxford University Press, 2015), pp. 69, 74; Sophia Moreau, “What Is Discrimination?,” Philosophy & Public Affairs 38, no. 2 (March 2010): 146. Notice that although Moreau characterizes her account in Faces of Inequality as pertaining to the wrongness of discrimination (and not as developing a theory of anti-discrimination law), she does take the content of legal anti-discrimination norms as her discussion's point of reference. I thus do not include her account among the philosophical accounts considered here.
This ambiguity is sometimes conjoined with the term 'discrimination' being used both in a moralized and non-moralized sense, and, when used in the former sense, being a thick moral concept: both describing a particular phenomenon and expressing moral condemnation of it. All of these contribute to the methodological difficulty pointed out here. See Patrick S. Shin, "Is There a Unitary Concept of Discrimination?," in Philosophical Foundations of Discrimination Law, ed. Deborah Hellman and Sophia Moreau (Oxford: Oxford University Press, 2013), pp. 163-81; Kasper Lippert-Rasmussen, "The Philosophy of Discrimination: an Introduction," in The Routledge Handbook of the Ethics of Discrimination, ed. Kasper Lippert-Rasmussen (London and New York: Routledge, 2018), pp. 2–7.
The terminology of 'core cases of discrimination' follows on Benjamin Eidelson's in Discrimination and Disrespect (Oxford: Oxford University Press, 2015), pp. 1–10, although it doesn't necessarily refer to the same subset of cases.
This is a version of a case discussed in Deborah Hellman, When is Discrimination Wrong? (Cambridge: Harvard University Press, 2008), p. 5.
Kasper Lippert-Rasmussen, Born Free and Equal? A Philosophical Inquiry into the Nature of Discrimination (New York: Oxford University Press, 2013), pp. 13–46.
Andrew Altman, "Discrimination", The Stanford Encyclopedia of Philosophy, ed. Edward N. Zalta (winter 2016), sec. 1. <http://plato.stanford.edu/archives/win2016/entries/discrimination>.
This conceptual assumption may diverge from some implicit views prevalent mainly in legal discourse, on which discrimination must involve a tangible disadvantage. These views may be driven, however, not by intuitions about discrimination as a normative phenomenon, but by the fact that showing a tangible damage is often a prerequisite for initiating legal proceedings.
This point is further discussed in the next sub-section. Notice that this may be a different usage of these terms from the one sometimes implied by the U.S. anti-discrimination doctrine formulation, where 'treatment' refers to the action itself and the agent's underlying mental states, while 'impact' refers to the action's consequences.
See discussion in Richard Arneson, "Discrimination, Disparate Impact, and Theories of Justice," in Philosophical Foundations of Discrimination Law, ed. Deborah Hellman and Sophia Moreau (Oxford: Oxford University Press, 2013), pp. 91–92; T. M. Scanlon, Moral Dimensions: Permissibility, Meaning, Blame (Cambridge: Belknap Press of Harvard University Press, 2008), pp. 69–74; Hellman, When is Discrimination Wrong?, pp. 13–33.
As with some other claims noted below, one may be on board with the paper's main argument about the structure of core discriminatory wrongs while rejecting this position; this will narrow down the scope of the discussion to discriminatory actions performed against, e.g., members of historically oppressed groups.
These may be examined in future work.
The literature on these topics is extensive. For recent overviews see Kasper Lippert-Rasmussen, Relational Egalitarianism: Living as Equals (Cambridge: Cambridge University Press, 2018), pp. 1–14; Elizabeth Anderson, "Equality", in The Oxford Handbook of Political Philosophy, ed. David Estlund (New York: Oxford University Press, 2012), pp. 40–42.
Elizabeth Anderson, “What Is the Point of Equality?,” Ethics 109, no. 2 (January 1999): pp. 287–337; Zoltan Miklosi, "Varieties of Relational Egalitarianism," in Oxford Studies in Political Philosophy, ed. David Sobel, Peter Vallentyne, and Steven Wall (Oxford: Oxford University Press, 2018), pp. 110–138.
Such positions are sometimes defended in the broader egalitarian literature. See discussion in Samuel Scheffler, “The Practice of Equality,” in Social Equality: On What It Means to Be Equals, ed. Carina Fourie, Fabian Schuppert, and Ivo Wallimann-Helmer (New York: Oxford University Press, 2015) pp. 21–24, 37-43; Lippert-Rasmussen, Relational Egalitarianism, pp. 24–30. Particularly, contrary to one of these positions (which may be more plausible when it pertains to general societal inegalitarian patterns), it seems inadequate to characterize discriminatory actions violating relational equality—such as Prison—as involving the distribution of some social good (such as social standing or socially-induced shame); hence the relational equality-based objection to them is not reducible to a distributive equality-based objection. Note that this position of irreducibility seems compatible with the thought that either of the values is ultimately grounded in the other, insofar that they preserve some significant conceptual and normative independence.
Larry Alexander, "Review of Philosophical Foundations of Discrimination Law, eds. Deborah Hellman and Sophia Moreau (Oxford: Oxford University Press, 2013)," Ethics 125, no. 3 (April 2015): pp. 872–873; Kasper Lippert-Rasmussen, "Discrimination", in The Oxford Handbook of Distributive Justice, ed. Serena Olsaretti (New York: Oxford University Press, 2018), pp. 482–487.
See discussion in Jonathan Quong, "Consequntialism, Deontology, Contractualism, and Equality", in The Oxford Handbook of Distributive Justice, ed. Serena Olsaretti (New York: Oxford University Press, 2018), pp. 306–326.
Lippert-Rasmussen, ibid.
This also suggests that a policy may be an instance of distributive discrimination even if it affects only one person, or a small number of people.
Shlomi Segall, “What’s so Bad About Discrimination?,” Utilitas 24, no. 1 (March 2012): pp. 82–100; Hellman, When is Discrimination Wrong?.
Richard Arneson, “Discrimination, Disparate Impact, and Theories of Justice”, pp. 87–112; Lippert-Rasmussen, Born Free and Equal?, ch. 6.
The intuitive thought that agents' inegalitarian mental states matter for the moral appraisal of such discriminatory actions is persistent in the literature and everyday thought, and has gained theoretical support. See, e.g., Larry Alexander's (now detracted) account in “What Makes Wrongful Discrimination Wrong? Biases, Preferences, Stereotypes, and Proxies,” University of Pennsylvania Law Review 141, no. 1 (November 1992): pp. 149–219; Patrick S. Shin, "The Substantive Principle of Equal Treatment," Legal Theory 15, no. 2 (June 2009): pp. 782–83; Richard J. Arneson, "What is Wrongful Discrimination," San Diego Law Review 43, no. 4 (Novermber 2006): pp. 782–783. Here too, fully examining its theoretical underpinnings is beyond the scope of the present discussion. It is important to note, however, that the rejection of some more particular claims associated with this view—for instance, the claim that legislators' motivations are significant in determining whether a law is wrongfully discriminatory—does not plausibly entail its rejection across the board, e.g., where discriminatory actions performed in the course of interpersonal interactions are concerned.
As some authors have noted, it is still unclear what stereotyping is, whether all cases of stereotyping and generalizations are objectionable, and how to explain the moral objection to those cases that are objectionable. See Erin Beeghly, "What is a Stereotype? What is Stereotyping?,"Hypatia 30, no. 4 (Fall 2015): pp. 675–6791; Lawrence Blum, "Stereotypes and Stereotyping: A Moral Analysis," Philosophical Papers 33, No. 3 (November 2004): pp. 251–289. As mentioned, the discussion here is not meant to imply a conclusive verdict on all of these underlying theoretical matters. I therefore use the term as a placeholder throughout the discussion, to denote objectionable forms of stereotyping; one may replace examples she finds unconvincing with clearer cases of objectionable sterotyping (e.g., involving the attribution of dehumanizing traits to group members).
There is a general lack of clarity accompanying the usage of the term 'bias' in the literature, and it is used inconsistently across psychological, philosophical, and legal literature. In legal and philosophical literature on discrimination it usually refers to inegalitarian mental states in general, while in psychological literature it refers more narrowly to unconscious cognitive operations that typically result in discriminatory behaviors. I clarify what I mean when I use the term throughout the paper.
Hellman, When is Discrimination Wrong?, ch. 1; Eidelson, Discrimination and Disrespect. On Hellman's understanding of the notion of objective-social meaning, it is independent of the agent’s mental states, and determined based on the interpretation of reasonable members of the particular society considering the social, cultural, and historical context. See ibid., ch. 3. I remain neutral here regarding which features of a given discriminatory action constitute its objective-social meaning, or should be considered in an appropriate interpretation of its social meaning. However, as illustrated here and contrary to Hellman’s position, it seems that we should be open to the thought that a variety of the action’s features may be involved in such determinations, including, in some cases, agents’ underlying attitudes, and the action’s immediate consequences. See discussion in Elizabeth S. Anderson and Richard H. Pildes, “Expressive Theories of Law: A General Restatement,” University of Pennsylvania Law Review 148, no. 5 (May 2000): pp. 1503–1575; and Lippert-Rasmussen, Relational Egalitarianism, pp. 70–87.
See Scanlon, Moral Dimensions, pp. 69–74, and Larry Alexander, "Is Wrongful Discrimination Really Wrong?," San Diego Legal Studies, Paper No. 17-257 (2016), <http://ssrn.com/abstract=2909277>.
Personnel Administrator of Massachusetts v. Feeney, 442 U.S. 256 (1979).
Griggs vs. Duke Power Co., 401 U.S. 424 (1971).
See discussion of the ambiguity of this term below, Section 4a. Here I assume it means that the share of African-Americans among rejected candidates is higher than their share among the pool of candidates.
Deborah Hellman, "Indirect Discrimination and the Duty to Avoid Compounding Injustice," in Foundations of Indirect Discrimination Law, ed. Hugh Collins and Tarunabh Khaitan (Oxford: Hart Publishing, 2018), pp. 105–122.
This point is further discussed in the next Section (concerning the evidentiary role of distributive discrimination).
Addressing the variety of ways in which these norms are formulated, interpreted, and implemented is beyond the scope of the present paper; there is extensive literature on the topic. Particularly, there are different ways of interpreting the first condition of indirect discrimination. In line with a common interpretation, I proceed on the assumption that 'disproportionate disadvantage' means that the share of protected group members among those disadvantaged by the policy is higher than their share among the natural 'recipients' of the resources distributed. See discussion in Hugh Collins and Tarunabh Khaitan, “Indirect Discrimination Law: Controversies and Critical Questions,” in Foundations of Indirect Discrimination Law, ed. Hugh Collins and Tarunabh Khaitan (Oxford: Hart Publishing, 2018), pp. 1–4; Moreau, “What Is Discrimination?", pp. 143-144, 154; Lippert-Rasmussen, "Discrimination", pp. 490–491; Khaitan, A Theory of Discrimination Law, p. 75.
These are general tendencies that would be influenced by courts' particular interpretation and implementation of these norms; the latter are often determined by courts' own understanding of the normative nature of discrimination, but also by considerations other than those pertaining to it as such, e.g., about the desirable scope of legal intervention in different entities' discriminatory practices. Hence, it is inevitably difficult to clearly identify the discrimination-associated normative rationales underpinning this vast body of jurisprudence.
Another prominent distinction in legal literature is between anti-classification and anti-subordination theories of anti-discrimination law. See, e.g., Jack M. Balkin and Reva B. Siegel, "The American Civil Rights Tradition: Anticlassifcation or Antisubordination?, "University of Miami Law Review 58, no. 1 (2003): pp. 9–34. While the anti-subordination rationale has some association with relational discrimination—many discriminatory actions characterized as involving subordination can be adequately described as instances of relational discrimination—the anti-classification rationale is much more open-ended, and can be associated with both types suggested here (notice, however, that discriminatory actions may be objectionable due to reasons associated with either values without containing any classifications, overt or covert).
John Gardner, “Liberals and Unlawful Discrimination,” Oxford Journal of Legal Studies 9, no. 1 (1989): p. 5; Andrew J. Morris, “On the Normative Foundations of Indirect Discrimination Law: Understanding the Competing Models of Discrimination Law as Aristotelian Forms of Justice,” Oxford Journal of Legal Studies 15, no. 2 (1995): pp. 207–208, and references at note 30 there; Collins and Khaitan, p. 11.
Thus, some jurisdictions specifically exclude cases of 'benign' explicit designation from the purview of direct discrimination norms, i.e., presumably, one that isn't underlain by inegalitarian attitudes or rationales. See Hugh Collins, “Justification of Indirect Discrimination,” in Foundations of Indirect Discrimination Law, ed. Hugh Collins and Tarunabh Khaitan (Oxford: Hart Publishing, 2018), pp. 255–256; Khaitan, "A Theory of Discrimination Law", p. 160; and Moreau, "What is Discrimination", pp. 143-4, 154.
See, e.g., George Rutherglen, “Disparate Impact under Title VII: An Objective Theory of Discrimination,” Virginia Law Review 73, no. 7 (October 1987): pp. 1297–1298, 1309–1310; Richard A. Primus, “Equal Protection and Disparate Impact: Round Three,” Harvard Law Review 117, no. 2 (December 2003): pp. 498–499; Collins and Khaitan, p. 7.
In Griggs there was also independent evidence of the presence of relational discrimination, involving past open discrimination and other background fact.
Moreau, "What is Discrimination?", p. 154.
Altman, sec. 2.1.
See a recent survey of the different usages of these terms in Aziz Z. Huq, "What is Discriminatory Intent?," Cornell Law Review 103, no. 5 (2018): pp. 1211–1292. It seems that in its most common usage the term 'intentional discrimination' refers to discriminatory actions performed out of animosity or with some negative intention towards the discriminated group; and 'unconscious discrimination' to discrimination stemming from unconscious bias—where 'bias', as noted above, may refer to a variety of anti-relational equality mental states.
By contrast, there may be a reason to view intentionality as more important for the overall moral evaluation of relational discrimination, relative to distributive discrimination.
'Intentional/intentionally' refers here to the factual aspects of the policy, and not its moral aspects. Construed thus, the agency may intentionally bring about a particular distributive outcome (which is unjust) without intending to commit a distributive injustice.
See, e.g., Collins and Khaitan, pp. 7–9; Moreau, "What is Discrimination?", p. 175.
Acknowledgements
This work has benefitted from the help of many. I am immensely grateful to David Enoch, without whose comments, advice, and general support this project would not have been possible. My gratitude is extended also to Moshe Halbertal, Andrew Altman, Daniel Attas, Hanoch Dagan, Stefan Gosepath, Martijn Hesselink, Kasper Lippert-Rasmussen, Ofer Malcai, Ittay Nissan-Rozen, Michal Reifen, Re'em Segev, and two anonymous reviewers for this Journal for comments and suggestions that greatly improved the paper, and to participants of the Buchmann Faculty of Law at Tel-Aviv University Colloquium, a joint session of the Legal and Political Theory Working Group and the Human and Fundamental Rights Working Group at the European University Institute, and the Legal Theory Research Group at the University of Edinburgh for helpful discussion of previous drafts. The work on this project was made possible by the generous support of the "Human Rights under Pressure—Ethics, Law, and Politics" program, The Vidal Sassoon International Center for the Study of Anti-Semitism, the Aharon Barak Center for Interdisciplinary Legal Research, the Swiss Center for Conflict Research, and the Centre for Moral and Political Philosophy (all at the Hebrew University of Jerusalem); the Edmond J. Safra Center for Ethics at Tel-Aviv University; and The Max Weber Programme, European University Institute.
Funding
Open access funding provided by European University Institute - Fiesole within the CRUI-CARE Agreement.
Author information
Authors and Affiliations
Corresponding author
Additional information
Publisher's Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Rights and permissions
Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article's Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article's Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/.
About this article
Cite this article
Dinur, R. Relational and Distributive Discrimination. Law and Philos 42, 321–349 (2023). https://doi.org/10.1007/s10982-022-09465-7
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s10982-022-09465-7