Inclusive Fitness - Inclusive Fitness and Altruism

Inclusive Fitness and Altruism

The concept serves to explain how natural selection can perpetuate altruism. If there is an '"altruism gene"' (or complex of genes) that influences an organism's behavior to be helpful and protective of relatives and their offspring, this behavior also increases the proportion of the altruism gene in the population, because relatives are likely to share genes with the altruist due to common descent. In formal terms, if such a complex of genes arises, Hamilton's rule (rb>c) specifies the selective criteria (in terms of cost, benefit and relatedness) for such a trait to increase in frequency in the population. Hamilton noted that inclusive fitness theory does not by itself predict that a species will necessarily evolve such altruistic behaviors, since an opportunity or context for interaction between individuals is a more primary and necessary requirement in order for any social interaction to occur in the first place. As Hamilton put it, “Altruistic or selfish acts are only possible when a suitable social object is available. In this sense behaviours are conditional from the start.” (Hamilton 1987, 420). In other words, whilst inclusive fitness theory specifies a set of necessary criteria for the evolution of altruistic traits, it does not specify a sufficient condition for their evolution in any given species. More primary necessary criteria include the existence of gene complexes for altruistic traits in gene pool, as mentioned above, and especially that "a suitable social object is available", as Hamilton noted. Paul Sherman, who has contributed much research on the ground squirrels mentioned above, gives a fuller discussion of Hamilton's latter point:

To understand any species’ pattern of nepotism, two questions about individuals’ behavior must be considered: (1) what is reproductively ideal?, and (2) what is socially possible? With his formulation of “inclusive fitness,” Hamilton suggested a mathematical way of answering (1). Here I suggest that the answer to (2) depends on demography, particularly its spatial component, dispersal, and its temporal component, mortality. Only when ecological circumstances affecting demography consistently make it socially possible will nepotism be elaborated according to what is reproductively ideal. For example, if dispersing is advantageous and if it usually separates relatives permanently, as in many birds (Nice 1937: 180-187; Gross 1940; Robertson 1969), on the rare occasions when nestmates or other kin live in proximity, they will not preferentially cooperate. Similarly, nepotism will not be elaborated among relatives that have infrequently coexisted in a population’s or a species’ evolutionary history. If an animal’s life history characteristics (Stearns 1976; Warner this volume) usually preclude the existence of certain relatives, that is if kin are usually unavailable, the rare coexistence of such kin will not occasion preferential treatment. For example, if reproductives generally die soon after zygotes are formed, as in many temperate zone insects, the unusual individual that survives to interact with its offspring is not expected to behave parentally. (Sherman 1980, 530, underlining in original)

The occurrence of sibling cannibalism in several species underlines the point that inclusive fitness theory should not be understood to simply predict that genetically related individuals will inevitably recognize and engage in positive social behaviors towards genetic relatives. Only in species that have the appropriate traits in their gene pool, and in which individuals typically interacted with genetic relatives in the natural conditions of their evolutionary history will social behavior potentially be elaborated, and consideration of the evolutionarily typical demographic composition of grouping contexts of that species is thus a first step in understanding how selection pressures upon inclusive fitness have shaped the forms of its social behavior. Dawkins gives a simplified illustration:

If families happen to go around in groups, this fact provides a useful rule of thumb for kin selection: ‘care for any individual you often see’.” (Dawkins 1979, 187)

Evidence from a variety of species including primates and other social mammals suggests that contextual cues (such as familiarity) are often significant proximate mechanisms mediating the expression of altruistic behavior, regardless of whether the participants are always in fact genetic relatives or not. This is nevertheless evolutionarily stable since selection pressure acts on the typical conditions, not on the rare occasions where actual genetic relatedness differs from that normally encountered (see Sherman above). Inclusive fitness theory thus does not imply that organisms evolve to direct altruism towards genetic relatives. Many popular treatments do however promote this interpretation, as illustrated in a recent review:

any misunderstandings persist. In many cases, they result from conflating “coefficient of relatedness” and “proportion of shared genes,” which is a short step from the intuitively appealing—but incorrect—interpretation that “animals tend to be altruistic toward those with whom they share a lot of genes.” These misunderstandings don’t just crop up occasionally; they are repeated in many writings, including undergraduate psychology textbooks—most of them in the field of social psychology, within sections describing evolutionary approaches to altruism. (Park 2007, p860)

Such misunderstandings of inclusive fitness' implications for the study of altruism, even amongst professional biologists utilizing the theory, are widespread, prompting prominent theorists to regularly attempt to highlight and clarify the mistakes. Here is one recent example of attempted clarification from West et al. (2010):

In his original papers on inclusive fitness theory, Hamilton pointed out a sufficiently high relatedness to favour altruistic behaviours could accrue in two ways —kin discrimination or limited dispersal ( Hamilton, 1964, 1971,1972, 1975). There is a huge theoretical literature on the possible role of limited dispersal reviewed by Platt & Bever (2009) and West et al. (2002a), as well as experimental evolution tests of these models (Diggle et al., 2007; Griffin et al., 2004; Kümmerli et al., 2009 ). However, despite this, it is still sometimes claimed that kin selection requires kin discrimination (Oates & Wilson, 2001; Silk, 2002 ). Furthermore, a large number of authors appear to have implicitly or explicitly assumed that kin discrimination is the only mechanism by which altruistic behaviours can be directed towards relatives... here is a huge industry of papers reinventing limited dispersal as an explanation for cooperation. The mistakes in these areas seem to stem from the incorrect assumption that kin selection or indirect fitness benefits require kin discrimination (misconception 5), despite the fact that Hamilton pointed out the potential role of limited dispersal in his earliest papers on inclusive fitness theory (Hamilton, 1964; Hamilton, 1971; Hamilton, 1972; Hamilton, 1975). (West et al. 2010, p.243 and supplement)