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in The Conceptualization of Equality and Non-discrimination as Legal Standards
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Titia Loenen
Titia Loenen
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Index

Accommodation of difference . see (reasonable) accommodation
Additive discrimination 223
Affirmative action see positive discrimination or positive action
Terminology 11
African Court of Human and Peoples’ Rights 122
Age discrimination scrutiny 108–109, 113
Ameliorative measures see positive discrimination or positive action
Terminology 11
Assimilation 51
Asymmetry 81–82, 88, 135–136, 202–206
Benign discrimination see positive discrimination or positive action
Terminology 11
Breadwinner benefits and sex discrimination 130, 227–228, 232–233, 243–245
Canadian Supreme Court
Indirect discrimination 124, 126, 164
Intersectional discrimination 235–236
Positive discrimination or positive action 199, 201, 205–206, 212
(Reasonable) accommodation 60, 164–165
Substantive equality 58–59, 164, 199
Systemic discrimination 126
Unified approach 165
Caste-based discrimination as racial discrimination 94–95
Collective redress 194, 204
Colonialism 23
Competing rights
Intersectional discrimination 226, 259
Positive discrimination or positive action 69, 258
Sex/gender equality and religion 68
Sexual orientation and religion 68
‘Creamy layer’ issue 211
CRPD-model of reasonable accommodation 172–175, 178–182
Difference dilemma 66
Differentiation and discrimination 79, 161, 237, 253
Discrimination . judicial review
‘But for’ discrimination 101
Characterization 79–83
Discrimination and differentiation 79
Discrimination by association 102
Intentional discrimination 98, 101, 143–144
Intra-group discrimination 100
Pejorative meaning 80–81, 188–189
Relationship with equality 79–80, 97
Systemic discrimination 118
‘Ulterior motive’ discrimination 101, 125
Terminology 9
Disparate impact discrimination . see indirect discrimination
Terminology 10
Disproportionate or undue burden 61, 163, 165, 173
Diversity 196, 205
Domestic workers and indirect discrimination 132
Dominant standards 36, 51, 62, 73, 118, 151–152, 224–225, 243–245, 254
Duty of differential treatment . see (reasonable) accommodation
Effective immutability 85, 236
‘Empty idea of equality’ 24–25
Equality as a legal standard
Classification and paradox of legal equality 30, 260
Critical function 251
Development from formal to more substantive equality 252–256
Development of shared overarching conceptual framework 250–251
Difference with equality as a politico-philosophical standard 25–26
Equality of what (material scope) 24–27
Equality of whom (personal scope) 20–24
Individualized or group-based treatment 30, 38–39, 260
Interconnecting function 248–249
Mutual influence across jurisdictions 34, 250–251
Potentially radicalizing concept 249
Relationship with non-discrimination 79–80, 97
Role of courts/judicial bodies 31–35, 250–252
Role of the state 18
Separation of powers 31, 252
Terminology 8
What equality (conceptual scope) 28–30
Equality as a politico-philosophical standard 18–25
Equality standards terminology 8
Essentialism 223, 225
EU model of discrimination review 111–114
European Court of Human Rights
Indirect discrimination 121, 125, 148
Intersectional discrimination 234–235, 238–240
Positive discrimination or positive action 206–209, 217, 219
Raised level of scrutiny 104, 107–108
(Reasonable) accommodation 166–175
Substantive equality 59
Systemic discrimination 127–128
European Court of Justice
Direct and indirect discrimination 111–114
Indirect discrimination 119–121, 129–131, 134, 149
Intersectional discrimination 240–246
Positive discrimination or positive action 200, 209–210, 219
(Reasonable) accommodation 61
Substantive equality 200
Expanding reach of equality standards 20–27, 35, 90–97
Expanding role of judicial bodies 250–52
Expansion of protected grounds 90–97, 114
Categorical inclusion 91–94
Definitional inclusion 94–97
Formal equality
Assimilation to dominant standards 51
Challenging dominant standards 52
Characterization 38, 41
Difficulties and limitations 50–54
Relationship with substantive equality 39–40, 54, 252–254
Symmetrical review 202–205
Terminology 8–9
Fragmentation 225, 241–242
Freedom of religion or discrimination on the basis of religion 136
Fuzzy demarcations
Between direct and indirect discrimination 96, 114, 145–146
Between remedial measures and ‘ordinary’discrimination 208
Between remedial measures and ordinary social policy 215–217
Gender identity discrimination as sex discrimination 95–96
Group and individual 81
Hidden forms of discrimination 101, 125, 146
Hierarchies within protected groups 224, 226
Horizontalization 19, 76, 249
Immigration policies and indirect racial discrimination 134
Immutability 84, 236
Indian Supreme Court
Indirect discrimination 122, 126–127, 146
Positive discrimination or positive action 201, 211–212
Substantive equality 127
Systemic discrimination 126–127
Indirect discrimination . judicial review
Development of the concept 119–123
Overlap with claim to formal equality 141
Relationship with direct discrimination 111–114, 124–125
Relationship with (reasonable) accommodation 138–139, 142, 161–162, 171–172, 177, 181, 254–255
Relationship with substantive equality 76–77, 117, 126–144, 254
Relationship with substantive rights 136
Relationship with systemic discrimination 126–144
Structurally advantaged group 135
Terminology 10
Individualized treatment 39, 225–226, 259
Inextricably linked 98
Inter-American Court of Human Rights
Indirect discrimination 121
Intersectional discrimination 230–231
Positive discrimination or positive action 64, 201
Raised level of scrutiny 104–105, 230
Substantive equality 64
Systemic discrimination 64
Interpretive space 250–251
Intersectional discrimination
Definition 222–223
Competition between protected groups 225
Expansion of protected grounds 236
Hierarchies within protected groups 226
Intersection race and sex/gender 221, 223, 227, 234, 237–238
Intersection sex/gender and age 234–235, 246
Intersection sex/gender and marital status 227–228, 232–233, 243–245
Intersection of sex/gender and family status 238–239
Intersection sex/gender and religion 228, 239–240, 242
Intersection sex/gender, HIV and poverty 230–231
Intersection sex/gender, religion and marital status 232–234
Relationship with direct discrimination 230–236
Relationship with indirect discrimination 236–240
Relationship with positive discrimination or positive action 211
‘Sex plus’ discrimination 244–245
Single axis approach 242–245
Terminology 11–12
Job evaluation scheme and indirect sex discrimination 131
Judicialization 33
Judicial review equality and non-discrimination
Comparability 44–48, 103
Degrees of scrutiny 106–109, 150–151, 184, 202–210, 240, 245, 257
Direct discrimination (general)
Direct discrimination (EU law) 111–114
Fuzzy boundaries between review elements 45–48, 103
Raised level of scrutiny 43, 102–111, 146
Increasing complexity 257–261
Indirect discrimination 123–125, 145–152
Intersectional discrimination 229–246
Lack of (reasonable) accommodation 182–184
Legitimacy of the goal 42, 44–45
(Mis)fit 43, 47, 105–106, 194–195, 204, 210–213
Normative appreciation involved 44–48, 106, 114, 140, 145, 240, 251
Parallels with social rights 35, 186
Positive discrimination or positive action 202–210
Proportionality 43–45
Proportionality stricto sensu 44
Quantitative and qualitative proof 148
(Un)justified unequal treatment 41–48
(Un)justified equal treatment . see lack of (reasonable) accommodation
Language and indirect racial discrimination 135
League of Nations 75
Like cases must be treated alike 41, 253 formal equality
Limits of law 36, 73
Locke, John 18
Marriage official and sexual orientation discrimination 139
Maternity leave and parental leave 218–219
Matrimonial regimes and indirect sex discrimination 133
(Mis)fit 43, 47, 105–106, 194–195, 204, 210–213, 215–216
Multiple discrimination 222, 240–241
Muslim marriage and indirect sex discrimination 133, 232–234
Neutral dress codes and indirect religious discrimination 136–139
Neutral rules with unequal effects 53–54
Open and closed models of justification 111–114, 140
Open and closed models of protected grounds 88–90, 236
Open-endedness and separation of powers 72–73, 152–153, 184–185, 258
Open-endedness of substantive equality 69–72, 184–185, 252, 258
Over- or underinclusion 211–213, 215–216, 258 (mis)fit
Paradox of legal equality 30, 260
Parental leave and maternity 218–219
Part time work and sex discrimination 129–130
Positive discrimination or positive action
Adverse effects 198, 214–2016
Competition between protected groups 212–215
Demarcation of beneficiary groups 210–213
Difference with (reasonable) accommodation 57, 59, 65–66, 192–193
Differing degrees of scrutiny 206–210
Discretionary competence 201
Fuzzy boundaries with ‘ordinary’ discrimination 217–219
Fuzzy boundaries with (reasonable) accommodation 217–219
Fuzzy boundaries with social policy 215–217
Indirect positive discrimination 191
Instrumentality 196–198
Legality 198–202
Legitimacy 194–196, 216–217
Relationship with substantive equality 57, 59, 62–64, 77, 193, 199, 205, 255
Scarcity of resources 197, 215–216, 226, 258–259
Symmetry and asymmetry in judicial review 202–206, 208, 209, 220
Tackling structural and systemic discrimination 62–64, 194–196, 205
Temporal nature 192–193, 198–199
Terminology 11
Underrepresentation 190, 197, 213–215, 2016, 220
Positive obligations 36
Preferential treatment see positive discrimination or positive action
Terminology 11
Pregnancy and sex discrimination 98–99, 186
Proactive approach 185–186
Proliferation of protected grounds 90–97, 225
Prospective theories 195–196
Protected grounds of discrimination
Classic list 91
Conceptual identification 84–88, 227
Differing levels of scrutiny 106–109, 150–151, 184
Exhaustive list 89
Expansion list of grounds 90–97, 225, 236
Ground inflation 94
Hierarchy between grounds 115, 226, 257
Legal identification 88–97
Raised level of scrutiny 49, 227. judicial review
Terminology 9
Proxy 43, 106, 108, 211, 243, 260
Quantitative and qualitative proof 148–150
Quota 191, 196–197
(Reasonable) accommodation
Competing rights 68
CRPD-model 172–175, 178–182
Difference with positive discrimination or positive action 65–66, 158–159, 192–193
Disability 60, 67, 163, 165, 168, 170, 172–175, 177–178, 178–181
Individual and collective accommodation; universal design 159–160, 174–176, 178–179, 258
Pregnancy 62, 161–162, 165
Relationship with direct discrimination 161–162, 165
Relationship with indirect discrimination 138–139, 142, 161–162, 171–172, 177, 181, 254–255
Relationship with substantive equality 60–62, 77, 164–165, 175, 254–255
Religion 62, 67, 164, 167
Sexual orientation 170–171
Sui generis modality of discrimination 162–181
Terminology 10–11
Redistributive justice 24–25, 194–195
Remedial measures . see positive discrimination or positive action
Terminology 11
Retrospective theories 194–195
Reverse discrimination see positive discrimination or positive action
Terminology 11
Roma segregation and indirect racial discrimination 134
Scarcity of resources 197, 215–216, 226, 258–259
Scheduled castes and tribes 190, 211–212
Sensitive grounds of discrimination . see protected grounds
Separation of powers 31, 50, 90, 152–153, 252
Sequential discrimination 222
‘Sex plus’ discrimination 244–245
Sexual orientation discrimination and sex discrimination 95–96
Sexual orientation and marital status 100
Single-axis focus 241–242
Socio-economic disadvantage as discrimination ground 92–93
South African Constitutional Court
Indirect discrimination 124, 132–133, 137–138, 146, 149–150
Intersectional discrimination 231–234, 236–238
Positive discrimination or positive action 63, 199, 206, 211, 213–215, 217–218
Raised level of scrutiny 104, 232, 237
(Reasonable) accommodation 137–138, 174–178
Substantive equality 58, 63, 175, 199
Systemic discrimination 63
Special measures see positive discrimination or positive action
Terminology 11
Statistical proof 148
Stereotyping and stigma 87, 198, 208, 225, 231, 235
Substantive equality
Canadian Supreme Court 58–59
Characterization 38–39, 55–60, 252–254
Development from formal to more substantive equality 252–256
Difficulties and limitations 66–73
Inter-American Court of Human Rights 64
Relationship with formal equality 39–40, 54, 252–254
Relationship with indirect discrimination 76–77, 117, 126–144, 254
Relationship with positive discrimination or positive action 57, 59, 62–64, 193, 199, 255
Relationship with (reasonable) accommodation 60–62, 77, 164–165, 175, 254–255
South African Constitutional Court 58, 63, 175, 199
Terminology 8–9
Suspect grounds of discrimination . see protected grounds
Systemic discrimination and structural disadvantage
Canadian Supreme Court 126
European Court of Human Rights 127
Indian Supreme Court 126–127
Inter-American Court of Human Rights 64
Intersectional discrimination 259–260
Relationship with indirect discrimination 126–144
Relationship with positive discrimination 204
Relationship with protected grounds 85–86
South African Constitutional Court 63
Tackling systemic discrimination 62–64, 73, 118, 126–144, 151–152, 192, 195, 254, 260
Terminology 11
Temporary special measures see positive discrimination or positive action
Terminology 11
Terminology used 8–12
Unalike cases must be treated unalike 55–56, 69–72, 141–142, 166–175, 177–178, 193, 252, 255
Underrepresentation 190, 197, 213–215, 2016, 220
Undue hardship 163, 165, 173
‘Unified’ approach to non-discrimination 165
United States Supreme Court
Indirect discrimination 119, 143–144
Positive discrimination or positive action 203–205
Raised level of scrutiny 49, 103–104, 107
(Reasonable) accommodation 61, 158–159, 163
Substantive equality 255
Universal design 62, 160
Vulnerable groups 83, 87–88, 135, 234, 260

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The Conceptualization of Equality and Non-discrimination as Legal Standards

From Formal to More Substantive Equality

Reihe:  Nijhoff Law Specials, Band: 111
Cover The Conceptualization of Equality and Non-discrimination as Legal Standards
ISBN:
9789004538368
Verleger:
Brill | Nijhoff
Print-Publikationsdatum:
13 Dec 2024
  • Fachgebiete
    • Menschenrechte und Humanitäres Recht
      • Menschenrechte
      • Internationales Strafrecht
Front Matter
Preliminary Material
Copyright Page
Acknowledgements
Abbreviations
Overview of Case Law
Chapter 1 Introduction
Chapter 2 Historical Background and General Characterization of Equality as a Legal Concept
Chapter 3 Formal and Substantive Equality
Chapter 4 Discrimination – General Features
Chapter 5 Indirect Discrimination
Chapter 6 Lack of (Reasonable) Accommodation as a Modality of Discrimination
Chapter 7 Positive Discrimination or Positive Action
Chapter 8 Intersectional Discrimination
Chapter 9 Concluding Reflections
Back Matter
Bibliography
Index

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