Distributive
justice according to Aristotle
It is agreed that it was Aristotle who introduced the notion of
distributive justice. In his Nicomachean Ethics, and at the side of the general notion of justice, he mentioned special kinds of justice, which he
called corrective justice and distributive justice.
The idea of corrective justice does not seem to have inspired much
interest, as it is only the reversal of injustice done in the past. Therefore,
it is entirely dependent on the more general or plain notion of justice. It can
hardly be justified as a special concept, as it cannot “correct” anything that
wasn’t unjust according to the general notion of justice, and it cannot (must
not) provide reasons or criteria for acting in a way that is different from
that recommended by plain justice.
In contrast, the other special
justice mentioned by Aristotle seems to have aroused much interest –even
passion. It is distributive justice.
What is it according to Aristotle? In a few words, it is the kind of
justice that pertains to the distribution of things shared in common among a
number of people. Aristotle introduces the concept of distributive justice in
chapter 2 of book V of his Nicomachean Ethics. He writes (I cite the well known
translation by W. D. Ross): “one kind [of
justice] is that which is manifested in
distributions of honour or money or the other things that fall to be divided
among those who have a share in the constitution (for in these it is possible
for one man to have a share either unequal or equal to that of another)”
In chapter 3 of the same book, Aristotle adds that there are
quarrels “when either equals have and are
awarded unequal shares, or unequals equal shares. Further, this is plain from
the fact that awards should be 'according to merit'; for all men agree that
what is just in distribution must be according to merit in some sense, though
they do not all specify the same sort of merit, but democrats identify it with
the status of freeman, supporters of oligarchy with wealth (or with noble
birth), and supporters of aristocracy with excellence.”
Later, when in chapter 4 he introduces the other kind of special
justice –corrective justice– Aristotle points out that it is different from
distributive justice “For the justice
which distributes common possessions is always in accordance with the kind of
proportion mentioned above (for in the case also in which the distribution is
made from the common funds of a partnership it will be according to the same
ratio which the funds put into the business by the partners bear to one
another); and the injustice opposed to this kind of justice is that which
violates the proportion. But the justice in transactions between man and man is
a sort of equality indeed, and the injustice a sort of inequality; not
according to that kind of proportion, however, but according to arithmetical
proportion. For it makes no difference whether a good man has defrauded a bad
man or a bad man a good one, nor whether it is a good or a bad man that has
committed adultery; the law looks only to the distinctive character of the
injury, and treats the parties as equal, if one is in the wrong and the other
is being wronged, and if one inflicted injury and the other has received it”.
From all this, we can draw two conclusions. First, that the concept
of distributive justice presupposes that a number of people have a share in some goods. If they don’t have a share, the concept
does not apply to them. Distribution in that case would be another name for robbery.
Secondly, that distribution may not be
equal, it must be proportionate to the share one has in the common goods
–the “common goods of a partnership” as Aristotle calls them in the paragraph
just cited.
So far, everything is very abstract and (perhaps for the same
reason) unobjectionable. Now, one can ask, how is that some people come to get
a common share in goods? We may think of partners that contribute funds to a
common enterprise. That seems unproblematic too. More difficult questions arise
when we consider Aristotle’s assertion that distribution should be made
according to merit and to the part each one has in the common goods (and
honors) according to the constitution. In modern societies, constitutions do
not assign goods to anyone. And it would look odd (to say the least) that honors were to be assigned to any man or
group of men by the constitution in proportion to ideas about their merit.
Of course, all that made more sense more than 2000 of years ago. Social
ranks were important and stable, wealth and honors were determined mostly by a
man’s position, by the fact that he belonged to a family of patricians, or of
slaves. Land was the main source of wealth. Its cultivation and the use of the
profits were largely determined by ancient customs and laws.
Primitive
justice
Hunting large animals involves a concerted effort, especially if one
has only primitive weapons. The distribution of meat, skins and the like must
have been regulated by very stable customs. Effort was probably taken into
account, but also position and prestige. In this way, primitive societies provided
opportunities for applying distributive justice that make no sense in the
modern world. Of course we have partnerships, but distribution in them is
regulated by contract. If you don’t think that the deal is fair you don’t sign.
There is no need to argue about justice in the distribution.
Primitive societies confronted yet another and very common situation
that demanded the application of the concept of distributive justice. It was another
kind of hunting: the hunting of human beings and the pillage of their
belongings. That was a source of profits very highly regarded in primitive
tribes, as well and in ancient civilizations.
At the beginning of the Iliad
we have an example of a quarrel about distributive justice that conveys to us,
modern men, the atmosphere and the assumptions that must have underlined the
application of the concept by the ancients.
Agamemnon, the most powerful military leader of the Greeks who siege
Troy is asked to
give up a girl he had received as part of the booty. He must do that in order to
placate the gods –the enslaved girl is the daughter of a priest. Agamemnon
acquiesces, but says that then he will take another girl from the ones given to
other chieftains. He takes Briseis, who had been given to Achilles.
Achilles protests that this amounts “to rob me of the prize for which I have toiled, and which the sons
of the Achaeans have given me. Never when the Achaeans sack any rich city
of the Trojans do I receive so good a prize as you do, though it is my
hands that do the better part of the fighting”. Here we see a dilemma:
should distributive justice be made according to the part which Achilles took
in the common effort, or according to the undisputed higher status of Agamemnon?
Of course, today it shocks us to read that men would engage in a
dispute about the ownership of a slave and the shares that belong to those who
sacked a city, and that they would have the effrontery of talking of justice. However,
distribution of land and prisoners taken in war was a common practice in
antiquity. It was practiced in the West by Greeks, Romans, Vikings, Normans , etc. It was very
well known in the East too and in America before the arrival of
Europeans. Moreover, as a source of wealth the sword was generally much more
highly esteemed than the plow. Its profits fell in the realm of distributive
justice, and certainly not as a minor issue.
The famous jurist Rudolf von Ihering tells us in his book Prehistory of the Indo-Europeans that conquest
was one of the main sources of the right to property among the nomadic peoples
that populated Europe in ancient times. Perhaps
some of his conclusions might be disputed today, but the testimony of the Iliad
shows that Ihering’s conclusion wasn’t far off the mark.
Again, none of that applies to modern societies. Two thousand years
ago there was a major issue that provided an occasion for the application of
the notion of distributive justice –distribution of booty. It doesn’t exist
today. Modern wars are seldom profitable. But even if they were, few people
would think that it makes sense to use the concept of justice in a discussion
about the distribution of the spoils of war.
The French historian Fustel de Coulagnes says in the introduction to
his book The Ancient City that we have
a natural but misguided tendency to think that the ancients meant for liberty
something similar to our own notion. He writes that in ancient Greece and in primitive Rome : “The
human person counted for very little against that holy and almost divine
authority which was called country or the state. The state had not only, as we
have in our modern societies, a right to administer justice to the citizens; it
could strike when one was not guilty, and simply for its own interest”. He
added that “There was nothing independent
in man…His fortune was always at the disposal of the state. If the city had
need of money, it could order the women to deliver up their jewels, the
creditors to give up their claims and the owners of olive trees to turn over
gratuitously the oil which they had made”.
In the introduction to the book Fustel de Coulagnes says that the
infatuation of many thinkers with the collective liberties of the ancients has
created confusion and an obstacle to the progress of individual liberties among
modern men: “Having imperfectly observed
the institutions of the ancient city, men have dreamed of reviving them among
us. They have deceived themselves about the liberty of the ancients, and on
this very account liberty among the moderns has been put in peril.”
The French historian died in 1889. Had he lived to see Communists,
Fascists (“everything within the state,
nothing outside the state, nothing against the state”), Nazis, Peronists,
and the myriad of “modern” collectivistic parties, he would have said: I warned
you about that!
By the way, if for a moment we do not take into account the slave’s
wishes, which did not count at the time, we modern people tend to think that
Achilles case was better, that he was unfairly treated. But we must not forget that
Achilles himself recognizes that Agamemnon has a point. Achilles says: “I shall fight neither you nor any man about
this girl, for those that take were those also that gave”. In our own
modern times, many a receiver of government’s handouts must often see the truth
in Achilles words.
The
justice of the ancients compared with that of the moderns
Modern people do not depend for their subsistence on any
distribution made of common property or of the spoils of war. Of course there
is the exception of welfare recipients; nevertheless we can say that contracts for
business or for work–and not distribution by some authority– is the
characteristically modern way of earning a living.
In modern nations wealth does not come –as it did thousands of years
ago– mainly from the possession of land. And even land is no longer possessed
according to rank or military services paid to some chief. Land changes hands
as any other good: by mutual agreement (Hitler found that very objectionable in
Mein Kampf). Moreover, although commerce
and industry have always played a role, today they are the main sources of
wealth (Hitler regretted that too). Transactions are regulated by contracts so
there is no room for anyone to place himself in the role of a distributor of
the profits.
I doubt whether we modern people have fully realized what these
changes mean for our notion of justice.
I think that there is a parallel between the historic changes that
took place more than two centuries ago concerning the notions of liberty and of
justice. In his remarkable essay The
liberty of the Ancients compared with that of the Moderns, Benjamin
Constant said that many of his contemporaries had not realized that liberty
meant something different in ancient city states and in the XIXth century. For
the modern man liberty means the
right to follow his own way of life, to choose his own line of work, to use and
dispose of his property, to choose his religion (or choose none), to travel
within and outside the country, to speak his mind –to do all that without
having to depend on the opinion of any authority.
The ancients knew a very different kind of liberty. Constant wrote:
the ancients carried out collectively but directly many of the functions of
government. They debated and made decisions about war and peace; common
citizens passed judgments, and imposed even capital punishment; they voted
laws. On the other hand, all of them were subject to the collective will. In Greece , anyone
could be expelled from the community by ostracism. In Rome , the censors had a right (and a duty) to
intrude in anyone’s personal life. Thus, the ancients combined collective
freedom with the complete subjection of the individual to the authority of the
group.
Constant traced these differences back to the conditions of life that
prevailed in ancient city-states and in modern nations. Here I must direct the
reader to his enlightening analysis. What I want to point out now is this: much
as liberty changed, so did justice. Nations that no longer live from the
products of a land possessed according to rank and tilled by slaves, men who
earn their own living without ever dreaming of the part they might receive as
property taken from enemies, must have a notion of justice that is different
from that which belonged to an age when these conditions prevailed.
Constant wrote that many of the misfortunes and horrors of the
French revolution came from a misguided attempt to force upon people the
liberty of the ancients, when in fact they wanted and needed the liberty of the
moderns. The French ideologues had been inspired by their reading of Greek and
Roman authors. They made vehement speeches about the collective will of the
citizens without giving a thought to the differences between ancient Greece and modern
nations.
Aren’t we doing the same with the notion of justice? Aren’t we still
using notions of justice that no longer make sense? Aren’t we merely repeating
opinions received from the ancients but without confronting them with the
conditions of our own age?
Let’s distribute your
property among us
We read all the time alarming statistics: the upper 10 per cent of
the country’s population gets a disproportionate share of the “national
product”. Worse still: we are told that a few developed nations in Europe
together with the United States, Canada, and Japan get a disproportionate share
of the world’s production of iron, energy, computers, mobile phones, everything!
Isn’t that unfair? In view of it, is it not plain that the government should
step in and distribute the product of the whole nation more fairly among its
inhabitants? Does it not apply also to the entire world’s population? Is it not
a scandal that a Swiss receives a bigger slice than a Somali?
Certainly, all that would make sense if we were talking of the
distribution of things held in common according to ancient custom, or land
taken from an enemy we have defeated. But it is entirely wrong that we modern
people go on reasoning as if it were a natural thought that there is a common
pool of “wealth” out there that simply has to be seized and distributed. That
made some sense with land and slaves, but not with industry and commerce. By
the way, this difference also explains why modern revolutionaries so often see
that the wealth they have taken from their class enemies melts away in their
hands. You can conquer land; you cannot conquer a modern enterprise. Many
ideologues still don’t understand the difference.
After the roman legions had conquered a city, the land around it still
produced crops. The gold and the slaves taken to Rome as booty from war actually increased the
wealth of the Roman citizen. But modern revolutionaries have found time and
again that when they confiscate finance and commerce, they destroy it. Popular
tribunals can in a couple of hours send thousands of entrepreneurs to prison,
but then they will find that the thousands of companies they seize do not
increase the wealth of anyone (except perhaps a dozen commissars). They will
have nothing to distribute to the millions of followers who still wait eagerly
for the spoils. In the end, they will receive their fair share of poverty.
When Margaret Thatcher remarked that “the problem with Socialism is that eventually you ran out of other
people’s money” she showed, not only her wit, but also that she understood
the consequences of the changes in the way modern people produce wealth
–something that has yet to penetrate the head of many an Oxford’s professor.
Justifications for
distribution
I have said that too many ideologues and their followers eager for a
share of other people’s money have not considered sufficiently the differences
between ancient times and modern times. They pretend to be modern when in fact
they have yet to understand the modern world. And that is confirmed, not only
by the poverty they have brought about wherever they have been allowed to
govern, but by the contempt these ideologues have shown for history and
experience in formulating theories that justify distribution of other people’s
wealth.
In all cases, the trick consists in presenting the wealth they want
to distribute as an undifferentiated
common pool. Marx tried it in the XIXth century with his elaborate theory of
the work-value –that was perhaps the best attempt ever made, although it had
been thoroughly refuted by Böhm-Bawerk before the XIXth century came to a close.
John Rawls tried a different justification in the XXth century but he
mostly rested on ex cathedra assertions to convince his readers that skills and
ingenuity must be treated as a common pool unfairly distributed among human
beings. Skilled and clever people must be made to atone for that.
In the XXIth century, Barak Obama justifies higher taxes by telling Americans
“you didn’t build that”. The infamous phrase is a good summary of the main
argument in the book The Myth of
Ownership by professors Murphy and Nagel. I have criticized that book in
seven articles.
Though presented as philosophical advances over older ideas, these
theories still rest on primitive notions that are out of touch with the modern
world. None of those who promote a greater distribution by the coercive
apparatus of the government seem to have grasped the differences between the
justice of the ancient and the justice of the moderns