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Monday, July 16, 2018

  • July 16, 2018

Rawls, John Bordley  (1921-2002)



John Rawls is credited with having revived substantive English-language political philosophy, after its near death at the hands of logical positivism, and with advancing a compelling alternative to utilitarianism: the theory of justice as fairness.  He has been called the greatest philosopher of liberalism since John Stuart Mill, though his later work revealed a vision of “political liberalism” that was in many ways set against the “comprehensive” defenses of liberalism of such figures as Mill, Kant, Dewey, and Habermas.

Rawls attended Princeton University, graduating summa cum laude in 1943, then joining the U.S. army.  His traumatic experiences during World War II led him to abandon his interest in the Episcopalian priesthood and opt instead for graduate school in philosophy, at Princeton.  He completed his thesis (“A Study on the Grounds of Ethical Knowledge”) under W. T. Stace in 1948, and in 1952 won a Fulbright Fellowship to study at Oxford, which brought him into contact with Isaiah Berlin, Stuart Hampshire, and H. L. A. Hart.  After Oxford, Rawls taught briefly at Cornell University, Harvard, and MIT, before returning to Harvard in 1962.  He remained at Harvard, achieving the rank of University professor, even beyond his official retirement in 1991, continuing to teach until 1995, when his health began to deteriorate.

Rawls’s earliest professional publications—notably “Outline of a Decision Procedure for Ethics” (1951) and “Two Concepts of Rules” (1955)—were important in their own right, but they scarcely suggested the scope of his later success.  It was only with the appearance of “Justice as Fairness,” in 1957/58, that the direction of his political philosophical project was truly set.  “Justice as Fairness,” a short version of which appeared in The Journal of Philosophy in 1957, with a longer, canonical version appearing in the Philosophical Review the following year, introduced the basic Rawlsian claim that “the fundamental idea in the concept of justice is fairness” and “it is this aspect of justice for which utilitarianism, in its classical form, is unable to account, but which is expressed, even if misleadingly, by the idea of the social contract” (Rawls 1999a: 47).  

Although some of the special terminology was missing, the core idea and the distinctive principles of justice were not:
The principles of justice may be thought of as arising once the constraints of having a morality are imposed upon rational and mutually self-interested parties who are related and situated in a special way.  A practice is just if it is in accordance with the principles which all who participate in it might reasonably be expected to propose or acknowledge before one another when they are similarly circumstanced and required to make a firm commitment in advance without knowledge of what will be their peculiar condition, and thus when it meets standards which the parties could accept as fair should occasion arise for them to debate its merits.  Regarding the participants themselves, once persons knowingly engage in a practice which they acknowledge to be fair and accept the benefits of doing so, they are bound by the duty of fair play to follow the rules when it comes their turn to do so, and this implies a limitation on their pursuit of self-interest in particular cases. (Rawls 1999a: 63).

In due course, this would become the claim that the principles of justice for the basic institutional structure of a society should be the two principles that would be chosen in an “Original Position” ensuring fairness.  Pursuing that thought would be the work of a lifetime.
Over the course of the turbulent sixties, Rawls assembled, essay by essay, the component parts of the grand presentation of his theory of justice in his classic work, A Theory of Justice (1971).  Although Rawls had been a critic of the U.S. war in Vietnam, his first major book was at some remove from the political and historical particulars of its time and place, making for much controversy over just how radical Rawls really was, and how and where his theory could be applied.  Condemned both as hopelessly utopian and as a mouthpiece for “end of ideology” liberal gradualism, Rawls quickly found his views being assailed from all sides (Daniels 1975/rev. 1989).
The bottom line of Rawls’s theory of justice as fairness as presented in Theory can seem straightforward: a just liberal society will have its basic legal, economic, and social institutions—the “basic structure of society”—arranged to accord with the following two principles of justice:  First, “Each person is to have an equal right to the most extensive total system of equal basic liberties compatible with a similar system of liberty for all”; Second, “Social and economic inequalities are to be arranged so that they are both: (a) To the greatest benefit of the least advantaged, consistent with the just savings principle, and (b) Attached to offices and positions open to all under conditions of fair equality of opportunity”  (Rawls 1971: 302).

These principles are lexically ordered, in that the first principle, of liberty, takes priority over the second; liberty “can be restricted only for the sake of liberty.”  Moreover, the “second principle of justice is lexically prior to the principle of efficiency and to that of maximizing the sum of advantages; and fair opportunity is prior to the difference principle”—that is, (b) takes priority over (a) in the second principle (Rawls 1971: 302-3).  (a) came to be called the “difference principle” and in later formulations (Rawls 2001) was placed after (b), or fair equality of opportunity, on Rawls’s account a robust conception, not only of non-discrimination on the basis of race, religion, etc., but of equal educational opportunity, basic health care, and limitations on the concentration of wealth.
Rawls also sketches a more general conception, perhaps appropriate to more primitive circumstances, on which all social values “are to be distributed equally unless an unequal distribution of any, or all, of these values is to everyone’s advantage.”  But he allows that, given the circumstances of justice as he understands them, it is appropriate to “attend throughout to the conditions under which the absolute weight of liberty with respect to social and economic advantages … would be reasonable” (Rawls 1971: 54- 55).

Why these two principles?  Because, again, these are the principles that would be chosen by the parties in an Original Position (OP)—vaguely analogous to a hypothetical state of nature—capturing conditions of fairness.  “They are the principles that free and rational persons concerned to further their own interests would accept in an initial position of equality as defining the fundamental terms of their association” (Rawls 1971: 11).  But now the parties in the OP are conceived of as being behind a “Veil of Ignorance,” such that they do not know their specific identities, characteristics, and distinctive individual interests, social positions, etc.  They are in essence choosing institutional principles to structure the range of life prospects in the society into which they or their children could be born and live their lives, not knowing what special (but morally arbitrary) bargaining advantages they might have.  The fairness of the conditions is meant to transfer to the principles themselves.  Just as it is fair to decide the rules of a game in advance, people are to imagine that they need “to decide in advance how they are to regulate their claims against one another, and what is to be the foundation charter of their society” (Rawls 1971: 11), and this without the information that might prejudice them.

In trying to “present a conception of justice which generalizes and carries to a higher level of abstraction the familiar theory of the social contract,” and arguing against utilitarianism, perfectionism, and other historical alternatives, Rawls argues both for the entire framework (later called Kantian Constructivism) of the principles of justice being the result of choice in a constructed fair initial situation, and, more specifically, for the choice of the two principles rather than utilitarian principles by the parties in the OP, accepting the need for such a hypothetical device of representation.  Throughout, his primary concern is with “ideal theory,” determining principles of justice for a well-ordered society in which all would accept and comply with them, thus yielding an ideal for guiding the actual world in the direction of justice.

Much criticism of Rawls’s views has been compromised by a failure to distinguish the three perspectives or points of view at work in his approach: 1. That of the parties in the OP, all of whom are identically situated, 2. That of the citizens of a well-ordered society with a public conception of justice, and 3. That of the ordinary people living in the world as it is, who are being invited to accept the two principles and their justification.
The parties in the thought experiment that is the OP are very abstractly, hypothetically defined, and symmetrically situated, being behind the Veil of Ignorance and choosing on the basis of an index of primary goods, or such all-purpose resources as rights and liberties, powers and opportunities, income and wealth, and the social bases of self-respect, which are useful whatever a person’s particular rational life plan.  The citizens of a future well-ordered Rawlsian society are envisioned as real people who will have developed a full sense of justice thanks to living their lives out in a stable and just society, a fair system of cooperation from one generation to the next.  They will be fully capable of the kind of fair play and reciprocity that justice as fairness demands, in full compliance with the demands of justice.  The narrow “rationality” of the parties in the OP should not be confused or conflated with the reasonableness of real people in the other two perspectives.  Rawlsian justice is no egoistic, Hobbesian bargaining game, but appeals rather to a sense of justice endorsing social cooperation on genuinely fair terms, by citizens whose “interests” reflect various conceptions of the good that might include any number of religious, moral, and/or philosophical commitments.  Ordinary actually living people may or may not be so fair-minded initially, but are invited to accept these ideal conceptions because they better reflect and bring order to their deepest considered convictions, especially as members of liberal democratic cultural traditions.  For Rawls, from “the standpoint of moral philosophy, the best account of a person’s sense of justice is not the one which fits his judgments prior to his examining any conception of justice, but rather the one which matches his judgments in reflective equilibrium… this state is one reached after a person has weighed various proposed conceptions and he has either revised his judgments to accord with one of them or held fast to his initial convictions (and the corresponding conception)” (Rawls 1971: 48).

Thus, utilitarianism, which ignores the differences between persons in its aggregative maximizing of happiness, cannot do justice to our deep convictions concerning, say, the injustice of slavery, since this is no mere matter of slavery simply being less than conducive to the greatest happiness.  No amount of, say, wealth and income maximization can compensate for the loss of liberty and fair equality of opportunity that characterizes slavery.

Justice as fairness mobilizes such considered convictions, at all levels of generality, using them to frame basic ideals of free and equal moral persons in a well-ordered society with a public conception of justice, and thus affording a better “wide and deep reflective equilibrium” than utilitarianism and other alternatives.  The core rights and liberties of citizens, defined especially by the first principle, are inviolable.  The parties in the OP would not gamble with such fundamental matters—hence their choice of the two lexically-ordered principles.

In many respects, Rawls was his own harshest critic in the decades following the publication of Theory.  He allowed that he had often put his points badly and in misleading terms.  Thus, he came to more fully specify the moral ideal of the citizen reflected in the description of the parties in the OP, such that they were described as having a higher-order interest in their own freedom that made it that much clearer why they would not choose principles that might allow their rights and liberties to be sacrificed.  Primary goods were thus redefined as all-purpose goods for citizens so conceived, rather than as all-purpose goods period.  And Rawls became, especially in the eighties, profoundly concerned to stress that justice as fairness should be regarded as one member of a family of conceptions that are simply political conceptions of justice, rather than extensions or pieces of some particular comprehensive ethical and/or religious worldview, whether that be utilitarian, Kantian, Thomist, or whatever.  His second major book, Political Liberalism (Rawls 1993), in effect showed how, in a deeply but reasonably pluralistic society, it was as unreasonable to expect everyone to convert to Kantian liberalism as it was to expect everyone to convert to Lutheranism.  The aim, rather, was to find an “overlapping consensus” allowing for such profound differences.  Justice as fairness was to be “political, not metaphysical,” affording a public philosophy for reasonably just constitutional regimes marked by the fact of reasonable pluralism, and public reason precluding undue appeal to reasons that cannot be shared.
 
Thus, in the final version of the two principles set out in Rawls’s Justice as Fairness: A Restatement (Rawls 2001), there are some important differences, especially to the first principle, which now reads “Each person has the same indefeasible claim to a fully adequate scheme of equal basic liberties, which scheme is compatible with the same scheme of liberties for all” (Rawls 2001: 42).  Rawls is at pains not to suggest that there is any such thing as “liberty” as such, that could be maximized.  Rather, there are particular basic rights and liberties, for example freedom of conscience, drawn from consideration of “what liberties provide the political and social conditions essential for the adequate development and full exercise of the two moral powers of free and equal persons” (Rawls 2001: 42), these moral powers being “the capacity to understand, to apply, and to act from … the principles of political justice that specify the fair terms of social cooperation” and the “capacity to have, to revise, and rationally to pursue a conception of the good” (Rawls 2001: 18-19).  Given this ideal of the citizen, which needs to be modeled in the description of the parties in the OP, it is that much clearer why the two principles, lexically ordered, would be the result.   Indeed, Rawls explains that we “should like the argument from the original position to be, so far as is possible, a deductive one, even if the reasoning we actually give falls short of this standard.  The point in aiming for this is that we do not want the parties’ accepting the two principles to depend on psychological hypotheses or social conditions not already included in the description of the original position” (Rawls 2001: 82).  

Moreover, the ideal in question is more clearly an ideal of the citizen, of how people want themselves to be regarded specifically in their capacity as citizens, rather than an account of personal or social identity in general.

What would a just well-ordered Rawlsian society involve?  As Rawls made clear in his later work, the main options that might meet the demands of justice were either liberal socialism or a property-owning democracy.  He somewhat preferred the latter, which he described as fundamentally different from welfare-state capitalism (much less laissez faire capitalism): “the background institutions of property-owning democracy work to disperse the ownership of wealth and capital, and thus to prevent a small part of society from controlling the economy, and indirectly, political life as well.  By contrast, welfare-state capitalism permits a small class to have a near monopoly of the means of production.”  The intent is “to put all citizens in a position to manage their own affairs on a footing of a suitable degree of social and economic equality” (Rawls 2001: 139).
But Rawls’s radicalism at home was not matched by an analogous radicalism in the sphere of global justice, though his views were progressive to a degree and at odds with “realist” schools of international relations. 

In The Law of Peoples (Rawls 1999b), Rawls set out a second use of the Original Position:
At the next level, the idea of the original position is used again, but this time to extend a liberal conception to the Law of Peoples.  As in the first instance, it is a model of representation, since it models what we would regard—you and I, here and now—as fair conditions under which the parties, this time the rational representatives of liberal peoples, are to specify the Law of Peoples, guided by appropriate reasons.  Both the parties as representatives and the peoples they represent are situated symmetrically and therefore fairly.  In addition, peoples are modeled as rational, since the parties select from among available principles for the Law of peoples guided by the fundamental interests of democratic societies, where these interests are expressed by the liberal principles of justice for a democratic society.  Finally, the parties are subject to a veil of ignorance properly adjusted for the case at hand: they do not know, for example, the size of the territory, or the population, or the relative strength of the people whose fundamental interests they represent.  Though they do know that reasonably favorable conditions obtain that make constitutional democracy possible—since they know they represent liberal societies—they do not know the extent of their natural resources, or the level of their economic development, or other such information. (Rawls 1999b: 32-33).

The aim is to set out a “realistic utopia,” in the belief that “the nature of the social world allows reasonably just constitutional democratic societies existing as members of the Society of Peoples.  In such a world peace and justice would be achieved between liberal and decent peoples both at home and abroad.”  The hope is that “the great evils of human history—unjust war and oppression, religious persecution and the denial of liberty of conscience, starvation and poverty, not to mention genocide and mass murder” might be eliminated through the establishment of just or at least decent basic institutions, and that “a world Society of liberal and decent Peoples might be possible” (Rawls 1999b: 6).

“Peoples,” which are not mere nations or states, have shared sympathies, common institutions, and a moral nature and conception of justice, and “decent” peoples are those in nonliberal societies that nonetheless allow citizens “to play a substantial role, say through associations and groups, in making political decisions” and to honor the law for a Society of Peoples (Rawls 1999b: 3, n.2).  And out of this second OP would come agreement on various traditional principles to guide the foreign policy of liberal or decent societies, such principles as:
1. Peoples are free and independent, and their freedom and independence are to be respected by other peoples.  2. Peoples are to observe treaties and undertakings.  3. Peoples are equal and are parties to the agreements that bind them.  4. Peoples are to observe a duty of non-intervention.  5. Peoples have the right of self-defence but no right to instigate war for reasons other than self-defense.  6. Peoples are to honor human rights.  7. Peoples are to observe certain specified restrictions in the conduct of war.  8. Peoples have a duty to assist other peoples living under unfavorable conditions that prevent their having a just or decent political and social regime. (Rawls 1999b: 37). 


In this case, the “parties are not given a menu of alternative principles and ideals form which to select… Rather, the representative of well-ordered peoples simply reflect on the advantages of these principles of equality among peoples and see no reason to depart from them or to propose alternatives” (Rawls 1999b: 41).  This ideal of a Law of Peoples could then provide the needed guidance for dealing with nonideal cases concerning outlaw states and burdened societies, pointing the way to a world “in which all peoples accept and follow the (ideal of the) Law of Peoples.”   Rawls concludes that if “a reasonably just Society of Peoples whose members subordinate their power to reasonable aims is not possible, and human beings are largely amoral, if not incurably cynical and self-centered, one might ask, with Kant, whether it is worthwhile for human beings to live on the earth” (Rawls 1999b: 128).

Rawls’s work has proved to be more enduring than that of many of his many critics, who have attacked, often at great length, virtually every aspect of the Rawlsian political philosophy.   But it cannot be said that the political world has moved closer to the Rawlsian ideal, or, for that matter, that the Rawlsian prioritizing of domestic justice really fits the circumstances of justice today, when the most conspicuous injustices of a highly interdependent world concern the global poor.




Cross References: Justice, Rights, Social Contract, Utilitarianism
References and Suggested Reading
Daniels, N. (Ed.) (1975/rev. 1989) Reading Rawls.  New York: Basic Books.
Freeman, S. (2007) Rawls.  London: Routledge.
Freeman, S. (Ed.) (2003) The Cambridge Companion to Rawls.  Cambridge: Cambridge University Press.
Martin, R., and Reidy, D. (Eds.) (2006) Rawls’s Law of Peoples: A Realistic Utopia?  Oxford: Blackwell.
Rawls, J.  (1971) A Theory of Justice.  Cambridge, MA: Harvard University Press, rev. 1999.
-- (1993) Political Liberalism. New York: Columbia University Press, rev. 2005.
--(1999a) Collected Papers, S. Freeman (Ed.).  Cambridge, MA: Harvard University Press.
--(1999b) The Law of Peoples.  Cambridge, MA: Harvard University Press.
--(2001) Justice as Fairness: A Restatement, E. Kelly (Ed.).   Cambridge, MA: Harvard University Press.


Key Words : John Rawls, Theory of Justice, Legal Theory, Jurisprudence,