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Does Female Incumbency Reduce Gender Bias in Elections? Evidence from Chile
Author(s): Sarah Shair-Rosenfield and Magda Hinojosa
Source: Political Research Quarterly, Vol. 67, No. 4 (DECEMBER 2014), pp. 837-850
Published by: Sage Publications, Inc. on behalf of the University of Utah
Stable URL: https://www.jstor.org/stable/24371955
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Article
<§SAGE
Abstract
The incumbency advantage is typically thought to constrain female political representation, but can female incumb
provide a signal to parties that reduces strategic gender bias? We argue that once women prove they can
elections, parties will revise their strategic evaluations of their value as candidates. We test this using an origin
dataset of twenty-one Chilean elections between 1989 and 2012. We use a Heckman selection model to asse
election rates by incumbent candidate gender, conditional on the re-nomination of incumbents. We find that fem
incumbents are just as likely to be re-nominated and re-elected as their male counterparts.
Keywords
gender, Chile, incumbency, elections, candidates
Much of the academic literature corroborates the conven nearest competitor by 7.5 percentage points, but she was
tional wisdom that women face bias—often in the form of also paired with a much weaker coalitional partner who
gender stereotypes that suggest that women lack the attri obtained less than 5 percent of the vote. As Goic explained
butes of leadership and are therefore "unelectable"— shortly after those elections, "Four years ago, the voters
when attempting to enter the political arena. In particular, bet on a woman, and I became the first female Deputy
empirical research has focused on the inability of sub from Magallanes . . . when I ran for re-election, I got the
stantial numbers of women to break into electoral politics votes to show that their bet had paid off' (Observatorio
as well as the various institutional mechanisms that (forc Género y Equidad 2009, 1).
ibly) reduce constraints that women face in becoming Despite such examples, most of the literature examin
both candidates and elected officeholders. Despite the ing gender and incumbency approaches the relationship
introduction of such mechanisms, only 18 percent of par as a negative one. Incumbency effects are typically
liamentarians around the globe are women. viewed as an additional impediment to female political
Yet, if one problem that aspiring female politicians representation. Women are rarely incumbents and thus
face is the belief that women are unelectable, do women seldom receive the resource and reputational advantages
continue to confront such bias once they have been that come with being an incumbent, while more fre
elected? We propose using incumbency to gain leverage quently contesting races against incumbents with those
on this question, investigating whether female incum advantages. The positive, or even neutralizing, effects of
bents continue to encounter gendered bias that results in a incumbency on women's representation have received
lower likelihood of being re-nominated and re-elected little scholarly attention outside the context of the United
than male incumbents. If bias against women is truly due States. If women are less likely to be nominated by their
to beliefs in their "unelectability," disparities between parties because they are perceived to be less qualified,
women and men should decline once women are elected. weaker, and less competitive candidates, what happens
The case of Carolina Goic serves as an example. Goic when they demonstrate that they can be winners?
currently serves as a senator from Magallanes, in theWe investigate the ability of the incumbency advan
south of Chile. In her first election in 2005, Goic ran for
tage to overcome bias against women. At the nomination
a seat in the Chamber of Deputies as the candidate of the
stage, if we assume that bias against women is partly due
Christian Democratic Party. Goic obtained the highest
vote share by a margin of less than 3 points over her near
'Arizona State University, Tempe, USA
est competitor in a highly contested district (the four
Corresponding Author:
highest vote-getters each obtained between 21 % and 27%Sarah Shair-Rosenfield, School of Politics and Global Studies, Arizona
of the vote). As an incumbent, the 2009 elections proved
State University, P.O. Box 873902, Tempe, AZ 85287-3902, USA.
an easier contest for Goic: not only did she beat her
Email: Sarah.Shair-Rosenfield@asu.edu
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838 Political Research Quarterly 67(4)
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Shair-Rosenfield and Hinojosa 839
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840 Political Research Quarterly 67(4)
We include both national and local elections in our between newcomers and non-incumbents allows us to
analysis. Including subnational elections affordstest
us ahow strategic bias affects the re-nomination and elec
larger number of observations due to the higher propor tion stages.
tion of female councilors, as well as the chance to evalu We assume that two distinct processes occur during
ate within-country variation in female representation the nomination and election stages. First, political parties
patterns. Municipal elections are also important because assess their beliefs about how and when certain candi
of the possibility of launching a national-level political dates might be political liabilities and consider various
career from a municipal position. Moreover, elections factors,
for such as candidate qualification, electability, and
municipal positions do not vary substantially in function campaigning resources, during the process of selecting
or form across subnational units. This is not the case in candidates to nominate. Second, voters make choices by
Mexico, for example, where councilors are elected using automatically casting their ballots for their party's candi
various forms of proportional representation (PR) rules dates, by picking up on cues sent by their parties (i.e.,
across the thirty-one states. As voters in Chile cast a sinvoters' behavior is conditioned by the nomination strate
gle ballot for an individual candidate in all elections,gies of their parties), or by evaluating candidates on their
comparing party nomination and voter selection strate own. In both stages, there are opportunities for gender
gies across electoral levels is less problematic than if difbias to affect decision making: parties may assume that
ferent forms of preferential voting were used. women are less likely to win seats, and voters may per
Representatives to the Senate and Chamber of ceive female candidates as less qualified or desirable than
Deputies (lower house) are elected in two-seat multi their male counterparts. The perception or assumption of
member districts referred to as the "binomial" system. the latter likely conditions the former, reinforcing party
Under this system, for a party to win both of a district's perceptions about women's chances for electoral
seats, it must double the vote share received by the sec success.
ond-place finisher. If the first-place finisher does not However, female electoral success should over
meet this requirement, then the second seat goes to the such party-based biases in decision making. If a
party receiving the second largest number of votes. The demonstrates that she can win, a strategic party
binomial system causes the major parties to function the very least re-assess her value and ability to w
through coalitions (Siavelis 2006). Chile's municipalities voters. The effect of demonstration is only evid
elect a mayor and a council. Council size varies by popu ning with party choice in the second of two se
lation, from six to ten members, with most municipalities elections. For example—assuming limited inf
(~85%) electing the minimum. From 1992 to 2000, may about all other qualifications and resources a ca
might possess—if gender bias is a determining fa
ors and councilors were elected on a single ticket using an
open-list PR system. Since 2004, councilors are elected might be curbed or eliminated on demonstration
via the open-list PR rules and mayors are elected via plu electoral success, we would only see the change
rality in concurrent elections. sion making in subsequent elections. Our analysi
Chilean incumbent retention rates are high enough to on incumbents and non-incumbents as it is only
assume that incumbency plays a role in determining out groups, and not for newcomers, that parties can re
comes, offering us the opportunity to assess whether based on a previous electoral contest.
there are gendered differences in the rates of incumbent The logic of strategic nomination should then r
re-nomination and re-election. The Chamber has the a scenario where female incumbents have passed
highest retention rate, with 80.4 percent of deputies win
tial demonstration test: by winning election, they
ning seats they contested. The senate (63.9%), mayoral
their parties that they are political assets rather th
(65.8%), and councilor (71.9%) re-election ratesities.
are If this is the case, we should expect to see
incumbents
slightly lower.3 Chile only applies term limits to the presi re-nominated at the same rate as male incum
bents.
dency so incumbent re-nomination is not artificially conParticularly when using the Chilean case as a test,
strained in our sample. where generally parties do not de-select sitting incum
bents, we should not expect to see female incumbents re
nominated at lower rates.4
Re-nomination and (Re-)Election However, if we assume bias against women based on
We distinguish among three types of candidates:
the new
logic of strategic nomination, then we should observe
a different outcome for women who stand for election,
comers, non-incumbents, and incumbents. Newcomers
lose, and attempt to gain re-nomination in the next elec
are candidates who did not stand in the previous election,
tion.pre
and are distinct from non-incumbents who ran in the If female incumbents overcome gender bias because
they are proven winners, women who lose elections
vious election and lost. Incumbents stood in the previous
(female non-incumbents) should reinforce party bias
election, won, and currently occupy a seat. Distinguishing
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Shair-Rosenfield and Hinojosa 841
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842 Political Research Quarterly 67(4)
on controls for demographic and party variation was male incumbent re-nomination rates are statistically sig
coded at the electoral district level from a range of nificant when broken down by election year or type.9
Chilean ministry sources. To account for remaining unob To test Hypotheses la and lb we run probit models to
served district-level effects, all models use standard assess whether there is a gendered difference in candidate
errors clustered on electoral districts. re-nomination, controlling for incumbency. The depen
The dataset includes over 48,500 candidates (396 sendent variable is whether a candidate is re-nominated; in
atorial candidates, 2,441 deputy candidates, 3,633 mayboth models, the unit of analysis is the individual candi
oral candidates, and 42,046 councilor candidates). All date. The independent variable is a set of sex-incumbent
candidate names were coded for sex. To code for re-nom identifiers for all candidates attempting to regain a party's
ination and re-election across different offices over nomination. Using male non-incumbents as the baseline
category, we code a series of dummy variables for alter
twenty-three years for each of these candidates, we used
a Python program.8 The program identified re-nomina native candidate types, 1 for a candidate being a member
tion not only within positions (i.e., incumbent mayors of the group and 0 for all others: female non-incumbents
{Female non-incumbent), sitting male incumbents {Male
seeking mayoral seats) but also across them (i.e., incum
incumbent), and sitting female incumbents {Female
bent mayors seeking deputy seats) during the entire
incumbent)}0
period. Given the variation in the presentation of candi
date names on official documents, the program was As control variables, we include two individual-level
variables, dummy variables for whether the candidate is
designed to allow for the possibility of variations in name
spelling and accent use, as well as the use of some but nominated
not by Concertation or Alianza and the
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Shair-Rosenfield and Hinojosa 843
Two-tailed tests report *p < .05 significance levels; district-clustered standard errors are given in parentheses.
percentage of the vote obtained by the candidate in the as an additional indicator of candidate strength. The result
previous election, one district-level variable, the com is true for both men and women. As the effects of probit
petitiveness of the candidate's party in his or her electoral coefficient results are difficult to substantively interpret,
district, and the type of election (senator, deputy, mayor, Figure 1 shows the difference in predicted probabilities of
or councilor). The competitiveness measure was calcu the impact of incumbency and party coalition on men's
lated by combining the vote share in the district's election and women's likelihood of being re-nominated at each
won by each party coalition (0-100) and evaluating level of election. The left-hand side of Figure 1 shows
which party coalition had the largest vote share in the dis predicted re-nomination rates of incumbents and non
trict. All candidates running in that district from that party incumbents of Concertation and the right-hand side
coalition were assigned the positive value of the largest shows predicted re-nomination rates of incumbents and
vote share, while all candidates running in that district non-incumbents of Alianza. Bars are grouped: the left
from all the other party coalitions were assigned the nega most bars depict councilor elections, the center bars
tive value of the largest vote share. The measure ranges depict mayoral elections, and right-most bars depict dep
from -100 to 100, with greater positive values indicating uty elections. Different colors represent candidate type:
greater competitiveness by a candidate's party coalition the black bars show predictions for male non-incumbents,
in that district and greater negative values indicating less the white bars for female non-incumbents, the dark gray
competitiveness by a candidate's party coalition in that bars for male incumbents, and the light gray bars for
district. female incumbents. We do not include senatorial elec
We also consider that a party coalition's relative com tions due to the small number of observations.12
petitiveness in a given district may possess distinct strate Evidence of gender egalitarian re-nomination would
gies that may have indirect consequences for differences be observed if the dark gray-light gray and black-white
in re-nomination rates by sex. These include the possibil sets of bars in each category were nearly the same height,
ity that certain party coalitions may be more likely to indicating similar re-nomination rates for each group.
insert fresh faces or "outsiders" into their candidate pools Clearly, this is not the case. Flowever, the incumbent re
(Luna and Rosenblatt 2012), or more likely to place risk nomination rates in the dark and light gray bars show that
ier or less known candidates into unwinnable districts female incumbents are actually slightly more likely to be
(risking women and newcomers more often in districts re-nominated than their male counterparts and at consis
where the party coalition is less competitive). We there tent levels of around 2 percentage points. Only modestly
fore include a set of interaction terms between the candi higher differences in re-nomination rates occur with the
date types and the competitiveness of the candidate's own two major coalitions compared with the sample from all
coalition in the district.11 Table 1 presents the results from parties, and this may partially derive from the small size
each of these models. of the female incumbent pool. This signals confirmation
The results indicate that incumbency is indeed a sig that the deselection of candidates is common enough
nificant and positive factor affecting the likelihood of across the political spectrum that incumbent re-nomination
being re-nominated, as is previous vote share that serves is not a foregone conclusion, with the predicted
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844 Political Research Quarterly 67(4)
90
90
Concertaciön Alianza
Concertacion
80
80
70 70 6668 65 64
63
83 61 <1 - 6163
61 6361
59
59
60 60 59 57
50
40
30
30
2323
2222
20 20
■ 19
119 19
fF
18
20 17
n n n
10
slim
re-nomination rates for all incumbents at 60.4 percent formargins in the previous attempt. To evaluate this
deputy seats, 63.9 percent for mayors, and 67.2 percent
possibility, we create a proxy to compare the gendered
differences
for councilors. Yet, there is no gendered difference in the in rates of losing close elections for municipal
predicted frequency of deselection, with female incum councilor, the most prevalent type of election and candi
bent re-nomination rates at 61.2 percent for deputy date in our dataset.14 For each electoral district, two aver
seats,
64.6 percent for mayors, and 67.9 percent for council
age district vote percentages were calculated: one for the
ors.13 These findings support Hypothesis la. elected candidates and one for the losing candidates.
The comparison of the black and white bars shows Then,
a the difference between each individual candidate's
very different picture than the comparison of the votegraypercentage and average district vote percentage was
bars. For the non-incumbent rates, all black-colored calculated
bars based on whether the individual candidate won
are higher than all white-colored bars, suggesting that or lost. A positive difference indicates that the candidate
regardless of type of race or coalition, female non-incum won a greater percentage of votes than his or her district's
bents are less likely to be re-nominated by their parties average, while a negative difference indicates that the
than male non-incumbents. The differences between male candidate won a smaller percentage than the average.
and female non-incumbents are all between 3 and 4 per Figure 2 shows the overall, incumbent, and non
centage points. Therefore, the "losing" effect is com incumbent percentages of positive differences by sex.
pounded by gender stereotypes resulting in the relatively The difference in the percentages of incumbent men and
low re-nomination rates of female non-incumbents, at women with positive gaps is virtually indistinguishable,
13.8 percent for deputy seats, 15.9 percent for mayoral as is the difference between non-incumbent men and
seats, and 18.3 percent for councilor seats. These are com women.15 This result indicates that although female non
pared with the average of male non-incumbents at 17.9 incumbents were losing elections, they were nearly as
percent for deputy seats, 20.4 percent for mayoral seats, likely as non-incumbent men to collect above-average
and 23.0 percent for councilor seats. Overall, we find sup vote percentages among the losing candidates. This sug
port for Hypothesis 1 b, though the substantive 3 to 4 per gests support for an extension of our argument in
centage point difference from the model is not large. Hypothesis 1 b: where female non-incumbents lose close
One potential reason for the limited gap is that female races or win substantial vote percentages similar to their
non-incumbents may not be losing their elections by male counterparts, they may still overcome party strate
extremely large margins. For example, women who lose gic bias in the re-nomination process as viable candidates
elections may indeed face strategic bias if they choose to despite not being "proven" as winners.
seek re-nomination in future elections, but this effect is One additional explanation accounted for in the mod
mediated by whether those same women lost by wide or el's specification is the possibility that certain types of
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Shair-Rosenfield and Hinojosa 845
70%
61%
59%
___ 59%
0%
0%
Male — All Female — All Male — Female — Male — Non- Female — Non
Incumbents Incumbents incumbents incumbents
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846 Political Research Quarterly 67(4)
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Shair-Rosenfield and Hinojosa 847
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848 Political Research Quarterly 67(4)
Funding
until the past two decades. The Chilean case is a pri
example: low absolute numbers of support
The author(s) received no financial successful
for the research, femal
didates meant that there were
authorship, few
and/or publication of this women
article. who migh
to "move up" until quite recently. With more fe
incumbents at all levels of
Notes elected office in Chile, a
tematic analysis comparing progressive political
1. Online Appendix 1 (http://prq.sagepub.com/supplemen
tion between men and talf)women in the 2016 muni
evinces the ineffectiveness of party quotas, which
elections or 2017 national elections
have been used since the 1990s. might be pos
This is likely true of many
2. See Onlineother
Appendix 1 forcountries
detailed information onthat
Chilean had
levels of female politicalfemale
representation
candidacy and election rates. until recen
now that women make 3. up The councilor rate decreases to 70 percent
increasingly when account
larger propo
of elected bodies, it willingbe for those who ran for mayorto
possible in 2004.
compare pol
ambition in men and women in a way that 4. Incumbents "have a right to re-nomination" if they choose prev
was
not possible. (Siavelis 2002, 426) but deselection can and does occur,
often due to scandal and/or mismanagement (Luna and
Finally, we urge scholars to turn a critical lens to nom
Rosenblatt 2012).
ination practices for newcomers. In Chile, despite our
5. Survey data show that in most Latin American countries,
findings that there is in fact an incumbency advantage for
more than 25 percent of the population believes that men
women, women's representation in elected office has make better political leaders than women (Morgan and
increased slowly. We attribute this in part to the fact that Buice 2013).
female candidate rates have remained relatively low 6. From 1989 to 2012, the only other elected office was the
(<25%), though where they have increased (municipal presidency. Regional council members are now elected but
councils) women have begun to win election at higher the first elections for these took place in October 2013.
rates. Chilean feminists have long argued for the adoption 7. Data were compiled from www.elecciones.gov, and then
of a national gender quota that would require parties to coded for sex, re-nomination, and re-election.
nominate female candidates. Our findings support these 8. Information about the programming and code can be
obtained from the corresponding author.
arguments and the choice to target parties rather than vot
9. See Online Appendix 2 for more detailed information
ers, as Chilean voters appear no less predisposed to vote about re-nomination and re-election rates.
for women candidates but parties are less inclined to 10. Alternative models were run with interactions between sex
nominate female non-incumbents than male non-incum
and incumbency dummies.
bents. Such affirmative action policies that target party
11. An alternative specification with year dummies produced
nominations may increase opportunities for female new identical results.
comers and non-incumbent women. As Carolina Goic has 12. With thirty-eight available seats and eight-year terms, only
stated, "We have to create conditions within political par 133 senators have been elected since 1989.
ties that allow women to become candidates, and provide13. See Online Appendix 2.
14. These elections occur in six- to ten-seat multimember dis
them with the financial resources that they need to com
tricts so we cannot calculate a simple margin of winning
pete" (Observatorio Género y Equidad 2013, 1).
versus losing candidates' vote percentages to evaluate how
close the loss is.
Authors' Note
15. The reason for the higher rates for non-incumbents is based
Replication data are publicly available on the authors' on the distinct "elected" and "losing" average calculations
websites. for each electoral district. Because there were more candi
dates and wider variation in vote shares among those who
Acknowledgments lost seats than won seats, newcomers and non-incumbents
were less likely to be clustered closer to the average vote
We would like to thank Kim Fridkin, Sarah Fulton, Miki
percentage of losers.
Kittilson, Diana O'Brien, Mark Ramirez, Melody Valdini,
16. See Online Appendix 3 for the substantive effects of candi
members of the SPGS CP/IR Workshop, and three anonymous
date type on the likelihood of re-nomination under differ
reviewers for their helpful feedback and suggestions. We
ent levels of district competitiveness.
would also like to extend our gratitude to Jean Crissien for
17. District "competitiveness" was calculated by categorizing
research assistance and to Daniel Cuaron for computer the difference in vote share between the first- and second
programming.
place electoral lists in a district: 1 for a gap of first-place
winning >50 percent more than second place, 2 for 25 to
Declaration of Conflicting Interests 49.99 percent, 3 for 10 to 24.99 percent, 4 for 5 to 9.99
The author(s) declared no potential conflicts of interest with percent, and 5 for 0 to 4.99 percent.
respect to the research, authorship, and/or publication of this 18. All district variable data were collected from http://
article. www.ministeriodesarrollosocial.gob.cl/, except for the
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Shair-Rosenfield and Hinojosa 849
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850 Political Research Quarterly 67(4)
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