Affirmative Action with Overlapping Reserves: Equity, Fairness, and Complementarity
Affirmative action policies, by establishing representation thresholds for pro-
tected groups, seek to balance fairness and equity in various assignment problems.
Fairness is maintained by prioritizing individuals based on merit scores, while equity
is ensured through guaranteed group representation. We focus on overlapping re-
serves, where individuals can belong to multiple groups, and introduce the Maximal
Score and Minimum Guarantee (MSMG) choice rule, which upholds representation
requirements while preserving fairness. We define the score of an assignment as
the sum of the merit scores of the selected individuals. We demonstrate that the
assignment produced by the MSMG choice rule achieves the highest possible score
among all fair assignments that satisfy the given representation thresholds.
JEL Classification: C78, D47, D63.
Keywords: Matching; Affirmative action; Complementarity; Merit scores.