The Surrogate Index: Combining Short-Term Proxies to Estimate Long-Term Treatment Effects More Rapidly and Precisely.

A common challenge in estimating the impact of interventions (e.g. job training programmes, educational programmes) is that many outcomes of interest (e.g. lifetime earnings or other labour market outcomes) are observed with a long delay. In biomedical settings, this is often addressed by using shor...

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Publicado en:Review of Economic Studies Vol. 93; no. 4; pp. 2284 - 2313
Autores principales: Athey, Susan, Chetty, Raj, Imbens, Guido W, Kang, Hyunseung
Formato: Artículo
Publicado: Oxford University Press / USA Jul2026
Materias:
Acceso en línea:Ver este registro en EBSCOhost
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      dt: Jul2026
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        10.1093/restud/rdaf087
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        atl: The Surrogate Index: Combining Short-Term Proxies to Estimate Long-Term Treatment Effects More Rapidly and Precisely.
      aug:
        au:
          Athey, Susan
          Chetty, Raj
          Imbens, Guido W
          Kang, Hyunseung
        affil:
          Graduate School of Business, Stanford University and NBER, USA
          NBER and Department of Economics, Harvard University, USA
          Graduate School of Business, and Department of Economics, Stanford University, USA
          Department of Statistics, University of Wisconsin at Madison, USA
      su:
        Occupational training
        Treatment effectiveness
        Causal inference
      sug:
        subj:
          Occupational training
          Vocational Rehabilitation Services
          Treatment effectiveness
          Causal inference
      keyword:
        Causality
        copyrightHolder:Review of Economic Studies Ltd
        copyrightYear:2026
        inLanguage:en
        Job training
        Mediators
        Potential outcomes
        Principal stratification
        Propensity score
        publisher:Oxford University Press
        sameAs:https://dx.doi.org/10.1093/restud/rdaf087
        Surrogate index
        Surrogate outcomes
        Surrogate score
        Causality
        copyrightHolder:Review of Economic Studies Ltd
        copyrightYear:2026
        inLanguage:en
        Job training
        Mediators
        Potential outcomes
        Principal stratification
        Propensity score
        publisher:Oxford University Press
        sameAs:https://dx.doi.org/10.1093/restud/rdaf087
        Surrogate index
        Surrogate outcomes
        Surrogate score
      ab: A common challenge in estimating the impact of interventions (e.g. job training programmes, educational programmes) is that many outcomes of interest (e.g. lifetime earnings or other labour market outcomes) are observed with a long delay. In biomedical settings, this is often addressed by using short-term outcomes as so-called "surrogates" for the outcome of interest, e.g. tumour size as a surrogate for mortality in cancer studies. We build on this literature by combining multiple, possibly qualitatively distinct, short-term outcomes (e.g. short-run earnings and employment indicators) systematically into a "surrogate index". Under the Prentice surrogacy assumption, which requires that the primary outcome is independent of the treatment conditional on the surrogates, we show that the average treatment effect on the surrogate index equals the treatment effect on the long-term outcome. We also relate the surrogacy assumption to a set of structural, causal assumptions. We then characterize the bias that arises from violations of each of the key assumptions, and we provide simple methods to validate these assumptions using additional observed outcomes. We apply our method to analyse the long-term impacts of a multi-site job training experiment in California. Rather than waiting a full 9 years to directly observe the long-term impact, we show that it is possible to use short-term (the first six quarters) outcomes as surrogates. Given the surrogacy assumption one could have estimated the programme's long-term impacts on mean employment rates using the employment rates observed in the first six quarters, with a 35% reduction in standard errors relative to a simple difference in means estimator based on all 9 years of data.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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