Validation of Bateman's principles: a genetic study of sexual selection and mating patterns in the rough-skinned newt

Few studies have influenced thought on the nature of sexual selection to the extent of the classic paper of A. J. Bateman on mating patterns in Drosophila. However, interpretation of his study remains controversial, and a lack of modern empirical evidence prevents a consensus with respect to the perceived utility of Bateman's principles in the study of sexual selection. Here, we use a genetic study of natural mating patterns in the rough-skinned newt, Taricha granulosa, to investigate the concordance between Bateman's principles and the intensity of sexual selection. We found that males experienced strong sexual selection on tail height and body size, while sexual selection was undetectable in females. This direct quantification of sexual selection agreed perfectly with inferences that are based on Bateman's principles. Specifically, males (in comparison with females) exhibited greater standardized variances in reproductive and mating success, as well as a stronger relationship between mating success and reproductive success. Overall, our results illustrate that Bateman's principles provide the only quantitative measures of the mating system with explicit connections to formal selection theory and should be the central focus of studies of mating patterns in natural populations.     

Molecular parentage analysis in experimental newt populations: the response of mating system measures to variation in the operational sex ratio

Molecular studies of parentage have been extremely influential in the study of sexual selection in the last decade, but a consensus statistical method for the characterization of genetic mating systems has not yet emerged. Here we study the utility of alternative mating system measures by experimentally altering the intensity of sexual selection in laboratory-based breeding populations of the rough-skinned newt. Our experiment involved skewed sex ratio (high sexual selection) and even sex ratio (low sexual selection) treatments, and we assessed the mating system by assigning parentage with microsatellite markers. Our results show that mating system measures based on Bateman's principles accurately reflect the intensity of sexual selection. One key component of this way of quantifying mating systems is the Bateman gradient, which is currently underutilized in the study of genetic mating systems. We also compare inferences based on Bateman's principles with those obtained using two other mating system measures that have been advocated recently (Morisita's index and the index of resource monopolization), and our results produce no justification for the use of these alternative measures. Overall, our results show that Bateman's principles provide the best available method for the statistical characterization of mating systems in nature.     

A reappraisal of Bateman's classic study of intrasexual selection

Bateman's (1948) study showing greater variances in number of mates and reproductive success in male than female Drosophila melanogaster is a foundational paper in sexual selection. Here we show for the first time that his methods had flaws, including the elimination of genetic variance, sampling biases, miscalculations of fitness variances, statistical pseudo-replication, and selective presentation of data. We conclude that Bateman's results are unreliable, his conclusions are questionable, and his observed variances are similar to those expected under random mating. Despite our analysis, we do not intend this article as a criticism of Bateman; he accomplished his work without modern computational tools, and his approach was groundbreaking emphasizing the significance of fitness variance for sexual selection. However, this reanalysis has implications for what counts as evidence for sexual selection and we believe that our concerns should be of interest to contemporary students of sexual selection. We call for repetitions of Bateman's study using modern statistical and molecular methods.     

ON THE OPPORTUNITY FOR SEXUAL SELECTION, THE BATEMAN GRADIENT AND THE MAXIMUM INTENSITY OF SEXUAL SELECTION

Bateman's classic paper on fly mating systems inspired quantitative study of sexual selection but also resulted in much debate and confusion. Here, I consider the meaning of Bateman's principles in the context of selection theory. Success in precopulatory sexual selection can be quantified as a "mating differential," which is the covariance between trait values and relative mating success. The mating differential is converted into a selection differential by the Bateman gradient, which is the least squares regression of relative reproductive success on relative mating success. Hence, a complete understanding of precopulatory sexual selection requires knowledge of two equally important aspects of mating patterns: the mating differential, which requires a focus on mechanisms generating covariance between trait values and mating success, and the Bateman gradient, which requires knowledge of the genetic mating system. An upper limit on the magnitude of the selection differential on any sexually selected trait is given by the product of the standard deviation in relative mating success and the Bateman gradient. This latter view of the maximum selection differential provides a clearer focus on the important aspects of precopulatory sexual selection than other methods and therefore should be an important part of future studies of sexual selection.     

Experimental evolution exposes female and male responses to sexual selection and conflict in Tribolium castaneum

Between-individual variance in potential reproductive rate theoretically creates a load in reproducing populations by driving sexual selection of male traits for winning competitions, and female traits for resisting the costs of multiple mating. Here, using replicated experimental evolution under divergent operational sex ratios (OSR, 9:1 or 1:6 ♀:♂) we empirically identified the parallel reproductive fitness consequences for females and males in the promiscuous flour beetle Tribolium castaneum. Our results revealed clear evidence that sexual conflict resides within the T. castaneum mating system. After 20 generations of selection, females from female-biased OSRs became vulnerable to multiple mating, and showed a steep decrease in reproductive fitness with an increasing number of control males. In contrast, females from male-biased OSRs showed no change in reproductive fitness, irrespective of male numbers. The divergence in reproductive output was not explained by variation in female mortality. Parallel assays revealed that males also responded to experimental evolution: individuals from male-biased OSRs obtained 27% greater reproductive success across 7-day competition for females with a control male rival, compared to males from the female-biased lines. Subsequent assays suggest that these differences were not due to postcopulatory sperm competitiveness, but to precopulatory/copulatory competitive male mating behavior.     

The Measurement of Sexual Selection Using Bateman's Principles: An Experimental Test in the Sex-Role-Reversed Pipefish Syngnathus typhle

Angus J. Bateman's classic study of sexual selection in Drosophila melanogaster has had a major influence on the development of sexual selection theory. In some ways, Bateman's study has served a catalytic role by stimulating debate on sex roles, sexual conflict and other topics in sexual selection. However, there is still considerable disagreement regarding whether or not "Bateman's principles" are helpful in the study of sexual selection. Here, we test the idea that Bateman's principles provide the basis for a useful method to quantify and compare mating systems. In this study, we focus on the sex-role-reversed pipefish Syngnathus typhle as a model system to study the measurement of sexual selection. We set up artificial breeding assemblages of pipefish in the laboratory and used microsatellite markers to resolve parentage. Three different sex-ratio treatments (female-biased, even and male-biased) were used to manipulate the expected intensity of sexual selection. Measures of the mating system based on Bateman's principles were calculated and compared to the expected changes in the intensity of sexual selection. We also compare the results of this study to the results of a similar study of Bateman's principles in the rough-skinned newt, a species with conventional sex roles. The results of this experiment show that measures of the mating system based on Bateman's principles do accurately capture the relative intensities of sexual selection in the different treatments and species. Thus, widespread use of Bateman's principles to quantify mating systems in nature would facilitate comparative studies of sexual selection and mating system evolution.     

The measure and significance of Bateman's principles

Bateman''s principles explain sex roles and sexual dimorphism through sex-specific variance in mating success, reproductive success and their relationships within sexes (Bateman gradients). Empirical tests of these principles, however, have come under intense scrutiny. Here, we experimentally show that in replicate groups of red junglefowl, Gallus gallus, mating and reproductive successes were more variable in males than in females, resulting in a steeper male Bateman gradient, consistent with Bateman''s principles. However, we use novel quantitative techniques to reveal that current methods typically overestimate Bateman''s principles because they (i) infer mating success indirectly from offspring parentage, and thus miss matings that fail to result in fertilization, and (ii) measure Bateman gradients through the univariate regression of reproductive over mating success, without considering the substantial influence of other components of male reproductive success, namely female fecundity and paternity share. We also find a significant female Bateman gradient but show that this likely emerges as spurious consequences of male preference for fecund females, emphasizing the need for experimental approaches to establish the causal relationship between reproductive and mating success. While providing qualitative support for Bateman''s principles, our study demonstrates how current approaches can generate a misleading view of sex differences and roles.     

Terminal Investment Strategies and Male Mate choice: Extreme Tests of Bateman

Bateman's principle predicts the intensity of sexual selectiondepends on rates of increase of fecundity with mating successfor each sex (Bateman slopes). The sex with the steeper increase(usually males) is under more intense sexual selection and isexpected to compete for access to the sex under less intensesexual selection (usually females). Under Bateman and modernrefinements of his ideas, differences in parental investmentare key to defining Bateman slopes and thus sex roles. Othertheories predict sex differences in mating investment, or anyexpenditures that reduce male potential reproductive rate, canalso control sex roles. We focus on sexual behaviour in systemswhere males have low paternal investment but frequently mateonly once in their lifetimes, after which they are often killedby the female. Mating effort (=terminal investment) is highfor these males, and many forms of investment theory might predictsex role reversal. We find no qualitative evidence for sex rolereversal in a sample of spiders that show this extreme maleinvestment pattern. We also present new data for terminally-investingredback spiders (Latrodectus hasselti). Bateman slopes are relativelysteep for male redbacks, and, as predicted by Bateman, thereis little evidence for role reversal. Instead, males are competitiveand show limited choosiness despite wide variation in femalereproductive value. This study supports the proposal that highmale mating investment coupled with low parental investmentmay predispose males to choosiness but will not lead to rolereversal. We support the utility of using Bateman slopes topredict sex roles, even in systems with extreme male matinginvestment.     

Geographical variation in the mating system of the dusky pipefish (Syngnathus floridae)

Differences among populations in the intensity of sexual selection resulting from distinct genetic mating systems can lead to divergent morphological evolution and speciation. However, little is known about how genetic mating systems vary between populations and what factors may contribute to this variation. In this study, we compare the genetic mating systems of two geographically distinct populations of the dusky pipefish (Syngnathus floridae), a species characterized by polygynandry and male pregnancy, from the Atlantic Coast of Virginia and the Gulf Coast of Florida. Our results revealed significant interpopulation variation in mating and reproductive success. Estimates of the opportunity for selection (I), the opportunity for sexual selection (I(s)) and the Bateman gradient (beta(ss)) were higher among males in the Florida population than in the Virginia population, suggesting that sexual selection on males is stronger in the Florida population. The Virginia population is larger and denser than the Florida population, suggesting that population demographics may be one of many causal factors shaping interpopulational mating patterns. This study also provides evidence that the adult sex ratio, operational sex ratio, population density and genetic mating system of S. floridae may be temporally stable over timescales of a month in the Florida population. Overall, our results show that this species is a good model for the study of mating system variation in nature and that Bateman's principles may be a useful technique for the quantitative comparison of mating systems between populations.     

OVERCOMING STATISTICAL BIAS TO ESTIMATE GENETIC MATING SYSTEMS IN OPEN POPULATIONS: A COMPARISON OF BATEMAN'S PRINCIPLES BETWEEN THE SEXES IN A SEX‐ROLE‐REVERSED PIPEFISH

The genetic mating system is a key component of the sexual selection process, yet methods for the quantification of mating systems remain controversial. One approach involves metrics derived from Bateman's principles, which are based on variances in mating and reproductive success and the relationship between them. However, these measures are extremely difficult to measure for both sexes in open populations, because missing data can result in biased estimates. Here, we develop a novel approach for the estimation of mating system metrics based on Bateman's principles and apply it to a microsatellite‐based parentage analysis of a natural population of the dusky pipefish, Syngnathus floridae. Our results show that both male and female dusky pipefish have significantly positive Bateman gradients. However, females exhibit larger values of the opportunity for sexual selection and the opportunity for selection compared to males. These differences translate into a maximum intensity of sexual selection () for females three times larger than that for males. Overall, this study identifies a critical source of bias that affects studies of mating systems in open populations, presents a novel method for overcoming this bias, and applies this method for the first time in a sex‐role‐reversed pipefish.     

The Bateman gradient and the cause of sexual selection in a sex-role-reversed pipefish

As a conspicuous evolutionary mechanism, sexual selection has received much attention from theorists and empiricists. Although the importance of the mating system to sexual selection has long been appreciated, the precise relationship remains obscure. In a classic experimental study based on parentage assessment using visible genetic markers, more than 50 years ago A. J. Bateman proposed that the cause of sexual selection in Drosophila is 'the stronger correlation, in males (relative to females), between number of mates and fertility (number of progeny)'. Half a century later, molecular genetic techniques for assigning parentage now permit mirror-image experimental tests of the 'Bateman gradient' using sex-role-reversed species. Here we show that, in the male-pregnant pipefish Syngnathus typhle, females exhibit a stronger positive association between number of mates and fertility than do males and that this relationship responds in the predicted fashion to changes in the adult sex ratio. These findings give empirical support to the idea that the relationship between mating success and number of progeny, as characterized by the Bateman gradient, is a central feature of the genetic mating system affecting the strength and direction of sexual selection.     

Quantitative measures of sexual selection reveal no evidence for sex-role reversal in a sea spider with prolonged paternal care

Taxa in which males alone invest in postzygotic care of offspring are often considered good models for investigating the proffered relationships between sexual selection and mating systems. In the pycnogonid sea spider Pycnogonum stearnsi, males carry large egg masses on their bodies for several weeks, so this species is a plausible candidate for sex-role reversal (greater intensity of sexual selection on females than on males). Here, we couple a microsatellite-based assessment of the mating system in a natural population with formal quantitative measures of genetic fitness to investigate the direction of sexual selection in P. stearnsi. Both sexes proved to be highly polygamous and showed similar standardized variances in reproductive and mating successes. Moreover, the fertility (number of progeny) of males and females appeared to be equally and highly dependent on mate access, as shown by similar Bateman gradients for the two sexes. The absence of sex-role reversal in this population of P. stearnsi is probably attributable to the fact that males are not limited by brooding space but have evolved an ability to carry large numbers of progeny. Body length was not a good predictor of male mating or reproductive success, so the aim of future studies should be to determine what traits are the targets of sexual selection in this species.     

HOMAGE TO BATEMAN: SEX ROLES PREDICT SEX DIFFERENCES IN SEXUAL SELECTION

Classic sex role theory predicts that sexual selection should be stronger in males in taxa showing conventional sex roles and stronger in females in role reversed mating systems. To test this very central prediction and to assess the utility of different measures of sexual selection, we estimated sexual selection in both sexes in four seed beetle species with divergent sex roles using a novel experimental design. We found that sexual selection was sizeable in females and the strength of sexual selection was similar in females and males in role‐reversed species. Sexual selection was overall significantly stronger in males than in females and residual selection formed a substantial component of net selection in both sexes. Furthermore, sexual selection in females was stronger in role‐reversed species compared to species with conventional sex roles. Variance‐based measures of sexual selection (the Bateman gradient and selection opportunities) were better predictors of sexual dimorphism in reproductive behavior and morphology across species compared to trait‐based measures (selection differentials). Our results highlight the importance of using assays that incorporate components of fitness manifested after mating. We suggest that the Bateman gradient is generally the most informative measure of the strength of sexual selection in comparisons across sexes and/or species.     

Bateman's Principle in Cooperatively Breeding Vertebrates: The Effects of Non-breeding Alloparents on Variability in Female and Male Reproductive Success

The sex-specific slopes of Bateman's gradients have importantimplications for understanding animal mating systems, includingpatterns of sexual selection and reproductive competition. Intersexualdifferences in the fitness benefits derived from mating withmultiple partners are expected to yield distinct patterns ofreproductive success for males and females, with variance indirect fitness predicted to be greater among males. These analysesassume that typically all adults are reproductive and that failureto produce offspring is non-adaptive. Among some species ofcooperatively breeding birds and mammals, however, non-breedingadult alloparents are common and may comprise the majority ofindividuals in social groups. The presence of a large numberof non-breeding adults, particularly when coupled with greatersocial suppression of reproduction among females, may alterthe relative variance in direct fitness between the sexes, therebygenerating an apparent contradiction to Bateman's Paradigm.To explore quantitatively the effects of non-breeding alloparentson variance in reproductive success, we used genetic estimatesof parentage and reproductive success drawn from the literatureto calculate the relative variability in direct fitness forfemales and males in alloparental and "other" societies of birdsand mammals. Our analyses indicate that in mammals and, to alesser extent, in birds, variability in direct fitness is greateramong females in species characterized by the presence of non-breedingalloparents. These data suggest that social interactions, includingsocial suppression of reproduction, are powerful determinantsof individual direct fitness that may modify sex-specific patternsof reproductive variance from those described by Bateman.     

Patterns of Parental Investment and Sexual Selection in Teleost Fishes: Do They Support Bateman's Principles?

Bateman demonstrated differences in variance for fertility andmating success between the sexes, with males usually havinga greater variance than females. Thus in general, male reproductivesuccess increases with number of mates acquired. These resultshave been referred to as "Bateman's principles" and taken togetherwith other parameters (e.g., relative parental investment) havebeen proposed to estimate a component of sexual selection. Forthis review I examine patterns of parental care and sexual selectionin teleost fishes (substrate brooding and with internal fertilization).I present data for the pumpkinseed sunfish Lepomis gibbosus,in which I estimated cost of paternal care and compared directmeasures of the intensity of selection on possible sexuallyselected traits to measures of sexual selection based on Bateman'sprinciples. Despite high levels of paternal care in substrate brooding fishes,sexual selection tends to act more strongly on males than onfemales, which suggests that maternal investment is higher thanpaternal investment and that parental care does not limit thereproductive rate for males. In pumpkinseed sunfish, selectionfavors parents with high levels of defense that may excludepredators more effectively and, as suggested by Bateman's measures,alternative reproductive strategies may decrease the opportunityfor sexual selection within the parental strategy. In teleostfishes with internal fertilization, patterns of parental investmentand intensity of sexual selection seem to support Bateman'sprinciples, but further studies using these systems and thesemeasures of selection will improve the understanding of factorsaffecting the intensity of sexual selection and its relationto mating systems.     

Bateman's Principle and Simultaneous Hermaphrodites: A Paradox

Bateman's principle states that reproductive success is limiteda) in females by the resources available for egg production;and b) in males, only by access to females and/or eggs. Theprinciple has been used to generate predictions for two aspectsof hermaphroditism; a) the advantage of hermaphroditism andb) sexual conflict. Comparing these predictions to the empiricaldata offers tests of Bateman's principle. Charnov's predictionthat hermaphroditism would occur under circumstances where Bateman'sprinciple does not apply is found to be largely correct. However,the prediction as to the association of hermaphroditism andlow fixed costs is inconsistent with the data. Alternative explanationsthat predict that hermaphroditism is a strategy for reducingvariance in reproductive success may better explain the data.Probability theory demonstrates that where two strategies haveequal mean fitness, which must be the case for male and femalefunction, the strategy with the lower variance in reproductivesuccess must have higher fitness (Gillespie's principle). Bateman'sprinciple predicts that this will be the female role in hermaphrodites.However, Charnov, assuming Bateman's principle, predicted thatsexual conflict stemming from a preference for the male rolewould be important in hermaphrodite mating systems, creatinga paradox. Many hermaphrodite mating systems are based on conditionalreciprocity with a preferred sexual role indicating sexual conflict.The data demonstrate that the preferred role varies among taxa,contrary to the predictions of Bateman's principle. It has beensuggested that Bateman's principle can explain cases in whichthe female role is preferred (sperm-trading) as involving energyrather than gamete trading. However, energetic considerationssuggest that energy trading would only be adaptive if Bateman'sprinciple does not apply, paradoxically. The gamete tradingmodel, based on the prediction that the role that offers controlof fertilization will be preferred, is more consistent withthe data. Application of Bateman's principle to hermaphroditesleads to contradictory predictions and does not offer the basisfor a coherent theory of sexual selection, as Bateman proposed.     

Polyandry as a mediator of sexual selection before and after mating

The Darwin–Bateman paradigm recognizes competition among males for access to multiple mates as the main driver of sexual selection. Increasingly, however, females are also being found to benefit from multiple mating so that polyandry can generate competition among females for access to multiple males, and impose sexual selection on female traits that influence their mating success. Polyandry can reduce a male''s ability to monopolize females, and thus weaken male focused sexual selection. Perhaps the most important effect of polyandry on males arises because of sperm competition and cryptic female choice. Polyandry favours increased male ejaculate expenditure that can affect sexual selection on males by reducing their potential reproductive rate. Moreover, sexual selection after mating can ameliorate or exaggerate sexual selection before mating. Currently, estimates of sexual selection intensity rely heavily on measures of male mating success, but polyandry now raises serious questions over the validity of such approaches. Future work must take into account both pre- and post-copulatory episodes of selection. A change in focus from the products of sexual selection expected in males, to less obvious traits in females, such as sensory perception, is likely to reveal a greater role of sexual selection in female evolution.     

The Problem with Paradigms: Bateman's Worldview as a Case Study

Bateman's principles, their corollaries and predictions constitutea paradigm for the study of sexual selection theory, evolutionof mating systems, parental investment theory, and sexual dimorphismin male and female behavior. Some aspects of this paradigm havebeen challenged in recent years, while others have been supportedby empirical and theoretical research. We re-examine Bateman's1948 paper in detail, including some methodological problems.Additionally, we review three areas in which an over-relianceon Bateman's predictions about sexual dynamics hindered ourability to understand the potential importance of certain behaviors:1) male mate choice and sperm allocation; 2) the role of femalesin initiating and soliciting extra-pair copulations and fertilizations;and 3) the role of females in lekking systems, in which recentevidence suggests that copulations with multiple males (polyandrousbehavior) may be common. We conclude this introduction to thesymposium by emphasizing the heuristic value of Bateman's contributions,as well as the problems that arise when Bateman's paradigm isviewed through the lens of modern behavioral ecology and evolutionarytheory.     

Mating systems and sexual selection in male-pregnant pipefishes and seahorses: insights from microsatellite-based studies of maternity

In pipefishes and seahorses (family Syngnathidae), the males provide all postzygotic care of offspring by brooding embryos on their ventral surfaces. In some species, this phenomenon of male "pregnancy" results in a reversal of the usual direction of sexual selection, such that females compete more than males for access to mates, and secondary sexual characteristics evolve in females. Thus the syngnathids can provide critical tests of theories related to the evolution of sex differences and sexual selection. Microsatellite-based studies of the genetic mating systems of several species of pipefishes and seahorses have provided insights into important aspects of the natural history and evolution of these fishes. First, males of species with completely enclosed pouches have complete confidence of paternity, as might be predicted from parental investment theory for species in which males invest so heavily in offspring. Second, a wide range of genetic mating systems have been documented in nature, including genetic monogamy in a seahorse, polygynandry in two species of pipefish, and polyandry in a third pipefish species. The genetic mating systems appear to be causally related to the intensity of sexual selection, with secondary sex characters evolving most often in females of the more polyandrous species. Third, genetic studies of captive-breeding pipefish suggest that the sexual selection gradient (or Bateman gradient) may be a substantially better method for characterizing the mating system than previously available techniques. Finally, these genetic studies of syngnathid mating systems have led to some general insights into the occurrence of clustered mutations at microsatellite loci, the utility of linked loci in studies of parentage, and the use of parentage data for direct estimation of adult population size.     

Sexual antagonism for testosterone maintains multiple mating behaviour

1. The persistence of multiple mating remains one of the fundamental questions in evolutionary biology. In theory, multiple mating is predicted to improve female fitness cumulatively through direct and/or genetic benefits. However, intra-locus sexual conflicts may potentially constrain or even eliminate these benefits owing to the gender load imposed by sexually antagonistic selection. 2. Here, we tested whether sexually antagonistic selection can maintain the variance in multiple mating behaviour of bank voles (Myodes glareolus) by manipulating the hormone testosterone through artificial selection in the laboratory. Among mammals, testosterone is a sexually dimorphic fitness-related trait under selection and is known to affect mating behaviour. We conducted mating trials in which females derived from family-based selection of testosterone were sequentially paired with four males of different testosterone profiles. 3. We show that artificial selection for high testosterone increased the mating rate of males, but clearly decreased the number of partners that females mated with (and vice versa). Because multiple mating was beneficial for the reproductive success of both sexes, as evidenced by the positive Bateman gradients, the divergent evolutionary interests of testosterone between the sexes can maintain this polygynandrous mating system. 4. Our results highlight how mating rate is concordantly selected in both sexes; however, it is largely influenced by testosterone, which is under sexually antagonistic selection. 5. This study is the first one to emphasise the direct and indirect effects of the endocrine system not only on reproductive physiology and behaviour but also for the evolution of genetic mating strategies in mammals.