Selective pressures for accurate altruism targeting: evidence from digital evolution for difficult-to-test aspects of inclusive fitness theory

Inclusive fitness theory predicts that natural selection will favour altruist genes that are more accurate in targeting altruism only to copies of themselves. In this paper, we provide evidence from digital evolution in support of this prediction by competing multiple altruist-targeting mechanisms that vary in their accuracy in determining whether a potential target for altruism carries a copy of the altruist gene. We compete altruism-targeting mechanisms based on (i) kinship (kin targeting), (ii) genetic similarity at a level greater than that expected of kin (similarity targeting), and (iii) perfect knowledge of the presence of an altruist gene (green beard targeting). Natural selection always favoured the most accurate targeting mechanism available. Our investigations also revealed that evolution did not increase the altruism level when all green beard altruists used the same phenotypic marker. The green beard altruism levels stably increased only when mutations that changed the altruism level also changed the marker (e.g. beard colour), such that beard colour reliably indicated the altruism level. For kin- and similarity-targeting mechanisms, we found that evolution was able to stably adjust altruism levels. Our results confirm that natural selection favours altruist genes that are increasingly accurate in targeting altruism to only their copies. Our work also emphasizes that the concept of targeting accuracy must include both the presence of an altruist gene and the level of altruism it produces.     

Inclusive fitness effects can select for cancer suppression into old age

Natural selection can favour health at youth or middle age (high reproductive value) over health at old age (low reproductive value). This means, all else being equal, selection for cancer suppression should dramatically drop after reproductive age. However, in species with significant parental investment, the capacity to enhance inclusive fitness may increase the reproductive value of older individuals or even those past reproductive age. Variation in parental investment levels could therefore contribute to variation in cancer susceptibility across species. In this article, we describe a simple model and framework for the evolution of cancer suppression with varying levels of parental investment and use this model to make testable predictions about variation in cancer suppression across species. This model can be extended to show that selection for cancer suppression is stronger in species with cooperative breeding systems and intergenerational transfers. We consider three cases that can select for cancer suppression into old age: (i) extended parental care that increases the survivorship of their offspring, (ii) grandparents contributing to higher fecundity of their children and (iii) cooperative breeding where helpers forgo reproduction or even survivorship to assist parents in having higher fecundity.     

The validity and value of inclusive fitness theory

Social evolution is a central topic in evolutionary biology, with the evolution of eusociality (societies with altruistic, non-reproductive helpers) representing a long-standing evolutionary conundrum. Recent critiques have questioned the validity of the leading theory for explaining social evolution and eusociality, namely inclusive fitness (kin selection) theory. I review recent and past literature to argue that these critiques do not succeed. Inclusive fitness theory has added fundamental insights to natural selection theory. These are the realization that selection on a gene for social behaviour depends on its effects on co-bearers, the explanation of social behaviours as unalike as altruism and selfishness using the same underlying parameters, and the explanation of within-group conflict in terms of non-coinciding inclusive fitness optima. A proposed alternative theory for eusocial evolution assumes mistakenly that workers' interests are subordinate to the queen's, contains no new elements and fails to make novel predictions. The haplodiploidy hypothesis has yet to be rigorously tested and positive relatedness within diploid eusocial societies supports inclusive fitness theory. The theory has made unique, falsifiable predictions that have been confirmed, and its evidence base is extensive and robust. Hence, inclusive fitness theory deserves to keep its position as the leading theory for social evolution.     

Inclusive fitness and reproductive strategies in dwarf mongooses

Dwarf mongooses (Helogale parvula) are small, communally breedingcarnivores found in woodland and tree-savanna throughout Africa.Within a pack, socially subordinate mongooses do not normallybreed, yet they invariably participate in all aspects of parentalcare. The primary alternative to tolerating reproductive suppressionis dispersal, which shortens the wait for dominance and breeding.Here, we calculate the annual inclusive fitness payoffs to thedispersing and nondispersing strategies for males and femalesof ages one to seven, using data from a 14-year study in SerengetiNational Park, Tanzania. Factors with effects on inclusive fitnessincluded relatedness to pack mates before and after dispersal,the effect of help on recipients' reproductive success, theprobability of dispersing successfully, the probability of attainingdominance, and reproductive success after attaining dominance.All of these factors differed between male and female dwarfmongooses. We compared the contributions of direct and indirectfitness to the total fitness of mongooses pursuing each of thestrategies, across a range of ages. In our population, dispersaland nondispersal both yielded direct and indirect payoffs atmost ages. For dispersers of both sexes, direct fitness wasthe primary component of total fitness but indirect fitnesswas substantial for young (< 2 years old) dispersers. Fornondispersers of both sexes, indirect fitness was the majorcomponent of total fitness among young mongooses (up to 2 or3 years), but direct fitness was the major component among oldermongooses. By comparing the inclusive fitness payoffs for thetwo strategies, we determined the range of ages at which dispersalshould be favored for each sex. These comparisons correctlypredicted that males should be more dispersive than femalesat all ages, and that males should disperse over a broader rangeof ages.     

The evolution of fitness in life-history theory

Theory concerning the evolution of life history (the schedule of reproduction and survival) focuses on describing the life history which maximises fitness. Although there is an intuitive link between life history and fitness, there are in fact several measures of the 'black box' concept of fitness. There has been a debate in the bio-mathematical literature on the predictive difference between the two most commonly used measures; intrinsic rate of increase r and net reproductive ratio R0. Although both measures aim to describe fitness, models using one of the measures may predict the opposite of similar models using the other measure, which is clearly undesirable. Here, I review the evolution of these fitness measures over the last four decades, the predictive differences between these measures and the resulting shift of the fitness concept. I focus in particular on some recent developments, which have solved the dilemma of predictive differences between these fitness measures by explicitly acknowledging the game-theoretical nature of life-history evolution.     

First principles of Hamiltonian medicine

We introduce the field of Hamiltonian medicine, which centres on the roles of genetic relatedness in human health and disease. Hamiltonian medicine represents the application of basic social-evolution theory, for interactions involving kinship, to core issues in medicine such as pathogens, cancer, optimal growth and mental illness. It encompasses three domains, which involve conflict and cooperation between: (i) microbes or cancer cells, within humans, (ii) genes expressed in humans, (iii) human individuals. A set of six core principles, based on these domains and their interfaces, serves to conceptually organize the field, and contextualize illustrative examples. The primary usefulness of Hamiltonian medicine is that, like Darwinian medicine more generally, it provides novel insights into what data will be productive to collect, to address important clinical and public health problems. Our synthesis of this nascent field is intended predominantly for evolutionary and behavioural biologists who aspire to address questions directly relevant to human health and disease.     

Inclusive fitness and differential productivity across the life course determine intergenerational transfers in a small-scale human society

Transfers of resources between generations are an essential element in current models of human life-history evolution accounting for prolonged development, extended lifespan and menopause. Integrating these models with Hamilton''s theory of inclusive fitness, we predict that the interaction of biological kinship with the age-schedule of resource production should be a key driver of intergenerational transfers. In the empirical case of Tsimane’ forager–horticulturalists in Bolivian Amazonia, we provide a detailed characterization of net transfers of food according to age, sex, kinship and the net need of donors and recipients. We show that parents, grandparents and siblings provide significant net downward transfers of food across generations. We demonstrate that the extent of provisioning responds facultatively to variation in the productivity and demographic composition of families, as predicted by the theory. We hypothesize that the motivation to provide these critical transfers is a fundamental force that binds together human nuclear and extended families. The ubiquity of three-generational families in human societies may thus be a direct reflection of fundamental evolutionary constraints on an organism''s life-history and social organization.     

Inclusive fitness in human relationships

For Homo sapiens , inclusive fitness theory goes well beyond 'kin'. As William Hamilton hypothesized, genes can increase the probability of their own survival by bringing about the reproduction of not only family members with whom they share copies, but also of any individuals with whom they share copies. Research with Hamilton's theory on people is less well known and remains controversial. This review shows: (1) spouses and close friends assort on blood groups and that similarity predicts fertility; (2) twin and adoption studies find genes rather than upbringing cause people to positively assort; (3) phenotype matching is more pronounced on more heritable items within sets of homogeneous traits; (4) bereavement studies find grief is greater following the death of a more similar co-twin or child; (5) studies of face perception find people prefer and trust those who look like them; and (6) DNA variance within and between ethnic groups is equivalent to that within and between families.  © 2009 The Linnean Society of London, Biological Journal of the Linnean Society , 2009, 96 , 8–12.     

An inclusive fitness model for the evolutionary advantage of sibmating

Summary We construct an inclusive fitness model of the relative selective advantage of sibmating and outbreeding behaviour, under the assumption that inbred offspring pay a fitness penalty. We are particularly interested in the question of whether such inbreeding depression is enough to generate a stable phenotypic polymorphism, with both kinds of breeding observed. The model predicts that, under diploidy, such a polymorphism is never found, but under haplodiploidy, it exists for a narrow range of parameter values. The inclusive fitness argument is technically interesting because care must be taken with reproductive values. We also present a corrected version of a one-locus genetic model for sibmating and find that the inclusive fitness and genetic models give identical results when selection is weak.     

Much ado about nothing: Nowak et al.'s charge against inclusive fitness theory

In a recent article, Nowak et al. claim that the mathematical basis of inclusive fitness theory does not stand to scrunity and to have found an alternative explanation for eusociality. We show that these claims are based on false premises, many of which have been exposed more than 25 years ago, such as misrepresentations of the basic components of inclusive fitness and fallacious distinctions between individual fitness and inclusive fitness. Moreover, some limitations ascribed to inclusive fitness are actually limitations of current evolutionary theory, for which Nowak et al. propose no new solution. Likewise, their assertedly 'common sense' empirical alternative to estimating inclusive fitness is not applicable in cases of interest. Finally, their eusociality model merely confirms the importance of all the components of inclusive fitness. We conclude by discussing how rhetorical devices and editorial practices can impede scientific endeavours.     

How life history and demography promote or inhibit the evolution of helping behaviours

In natural populations, dispersal tends to be limited so that individuals are in local competition with their neighbours. As a consequence, most behaviours tend to have a social component, e.g. they can be selfish, spiteful, cooperative or altruistic as usually considered in social evolutionary theory. How social behaviours translate into fitness costs and benefits depends considerably on life-history features, as well as on local demographic and ecological conditions. Over the last four decades, evolutionists have been able to explore many of the consequences of these factors for the evolution of social behaviours. In this paper, we first recall the main theoretical concepts required to understand social evolution. We then discuss how life history, demography and ecology promote or inhibit the evolution of helping behaviours, but the arguments developed for helping can be extended to essentially any social trait. The analysis suggests that, on a theoretical level, it is possible to contrast three critical benefit-to-cost ratios beyond which costly helping is selected for (three quantitative rules for the evolution of altruism). But comparison between theoretical results and empirical data has always been difficult in the literature, partly because of the perennial question of the scale at which relatedness should be measured under localized dispersal. We then provide three answers to this question.     

Consequences of nectar robbing for the fitness of a threatened plant species

The effect of nectar robbing on plant fitness is poorly understood and restricted to a few plant species. Furthermore, the available studies generally evaluate the effects of nectar robbing on female fitness, disregarding the male component. Here we measured the effects of the nectar-robbing bumblebees on male (measured as pollen analogue flow distance) and female (measured as seed production) reproductive success in the insect-dependent Polygala vayredae, a narrow endemic species from the pre-Pyrenees (Spain). Intense nectar robbing by bumblebees significantly reduced the nectar available to legitimate pollinators in the studied population, and this reduction affected both male and female fitness. Significant differences were observed in fluorescent dye dispersion between robbed and non-robbed flowers within the population. Fluorescent dyes from non-robbed flowers were dispersed to larger distances and over a larger number of flowers when compared with robbed ones. Moreover, significant differences were observed in both fruit set and seed ovule ratios between the two groups, with non-robbed flowers presenting higher reproductive outcomes. However, no effect on seed weight was detected among treatments. The data obtained suggest that in this species, nectar robbing has important indirect and negative effects on plant fecundity, through both male and female functions, due to a modification in the foraging behaviour of legitimate visitors.     

There is no fitness but fitness,and the lineage is its bearer

Inclusive fitness has been the cornerstone of social evolution theory for more than a half-century and has matured as a mathematical theory in the past 20 years. Yet surprisingly for a theory so central to an entire field, some of its connections to evolutionary theory more broadly remain contentious or underappreciated. In this paper, we aim to emphasize the connection between inclusive fitness and modern evolutionary theory through the following fact: inclusive fitness is simply classical Darwinian fitness, averaged over social, environmental and demographic states that members of a gene lineage experience. Therefore, inclusive fitness is neither a generalization of classical fitness, nor does it belong exclusively to the individual. Rather, the lineage perspective emphasizes that evolutionary success is determined by the effect of selection on all biological and environmental contexts that a lineage may experience. We argue that this understanding of inclusive fitness based on gene lineages provides the most illuminating and accurate picture and avoids pitfalls in interpretation and empirical applications of inclusive fitness theory.     

No evidence for optimal fitness at intermediate levels of inbreeding in Drosophila melanogaster

Optimal outbreeding theory predicts fitness benefits to intermediate levels of inbreeding. In the present study, we test for linear (consistent with inbreeding depression) and nonlinear (consistent with optimal outbreeding) effects of inbreeding on reproductive fitness in male and female Drosophila melanogaster . We found linear declines in fitness associated with increased inbreeding for egg-to-adult viability, but not the number of eggs laid or sperm competitive ability. Egg-to-adult viability was also lower in the progeny of inbred males and females mated to unrelated individuals. However, there was no evidence for optimal fitness at intermediate levels of inbreeding for any trait. The present study highlights the importance of considering biologically realistic levels of inbreeding and cross-generational effects when investigating the costs and benefits of mating with relatives.  © 2009 The Linnean Society of London, Biological Journal of the Linnean Society , 2009, 98 , 501–510.     

Evolution of monogamous marriage by maximization of inclusive fitness

The majority of human societies allow polygynous marriage, and the prevalence of this practice is readily understood in evolutionary terms. Why some societies prescribe monogamous marriage is however not clear: current evolutionary explanations—that social monogamy increases within‐group co‐operation, giving societies an advantage in competition with other groups—conflict with the historical and ethnographic evidence. We show that, within the framework of inclusive fitness theory, monogamous marriage can be viewed as the outcome of the strategic behaviour of males and females in the allocation of resources to the next generation. Where resources are transferred across generations, social monogamy can be advantageous if partitioning of resources among the offspring of multiple wives causes a depletion of their fitness value, and/or if females grant husbands higher fidelity in exchange for exclusive investment of resources in their offspring. This may explain why monogamous marriage prevailed among the historical societies of Eurasia: here, intensive agriculture led to scarcity of land, with depletion in the value of estates through partitioning among multiple heirs. Norms promoting high paternity were common among ancient societies in the region, and may have further facilitated the establishment of social monogamy. In line with the historical and ethnographic evidence, this suggests that monogamous marriage emerged in Eurasia following the adoption of intensive agriculture, as ownership of land became critical to productive and reproductive success.     

Promiscuity and the evolution of cooperative breeding

Empirical data suggest that low levels of promiscuity have played a key role in the evolution of cooperative breeding and eusociality. However, from a theoretical perspective, low levels of promiscuity can favour dispersal away from the natal patch, and have been argued to select against cooperation in a way that cannot be explained by inclusive fitness theory. Here, we use an inclusive fitness approach to model selection to stay and help in a simple patch-structured population, with strict density dependence, where helping increases the survival of the breeder on the patch. Our model predicts that the level of promiscuity has either no influence or a slightly positive influence on selection for helping. This prediction is driven by the fact that, in our model, staying to help leads to increased competition between relatives for the breeding position-when promiscuity is low (and relatedness is high), the best way to aid relatives is by dispersing to avoid competing with them. Furthermore, we found the same results with an individual-based simulation, showing that this is not an area where inclusive fitness theory 'gets it wrong'. We suggest that our predicted influence of promiscuity is sensitive to biological assumptions, and that if a possibly more biologically relevant scenario were examined, where helping provided fecundity benefits and there was not strict density dependence, then low levels of promiscuity would favour helping, as has been observed empirically.     

An inclusive fitness analysis of altruism on a cyclical network

A recent model studies the evolution of cooperation on a network, and concludes with a result connecting the benefits and costs of interactions and the number of neighbours. Here, an inclusive fitness analysis is conducted of the only case solved analytically, of a cycle, and the identical result is obtained. This brings the result within a biologically familiar framework. It is notable that the benefits and costs in the inclusive fitness framework need to be derived, and are not the benefits and costs that are the parameters in the original model. The relatedness is a quadratic function of position in a cycle of size N: an individual is related by 1 to itself, by (N - 5)/(N + 1) to an immediate neighbour, and by very close to -1/2 to the most distant individuals. The inclusive fitness analysis explains hitherto puzzling features of the results.     

An Inclusive Fitness-Based Exploration of the Origin of Soldiers: The Roles of Sex Ratio, Inbreeding, and Soldier Reproduction

I present an inclusive fitness model for the origin of soldiers that incorporates soldier production of males and females, in haplodiploids and diploids. In this paper, the term soldier refers to an individual that is morphologically and/or behaviorally specialized for defense. However, the model presented here can usefully be extended to other helping behaviors that are episodic in nature and that impact the colony as a whole rather than helping behavior that is directed to specific individuals. In general, the results of the model show that proto-soldier reproduction via sib-mating increases the ease with which soldiering evolves. Male haplodiploids appear the most apt to evolve soldier behavior compared to female haplodiploids and diploids. Haplodiploid females are expected to produce a greater proportion of male dispersers relative to their production of female dispersers and thereby increase the predilection in females to evolve soldiering compared to diploid populations. Application of the model to gall-forming thrips in Australia reveals that species basal to the phylogenetic branch where soldiers are inferred to have evolved show a lower threshold for soldier evolution than more derived species. This phylogenetic pattern is consistent with soldier production of male and female offspring facilitating the origin of soldiering in the social gall-forming thrips.     

Optimization of inclusive fitness

The first fully explicit argument is given that broadly supports a widespread belief among whole-organism biologists that natural selection tends to lead to organisms acting as if maximizing their inclusive fitness. The use of optimization programs permits a clear statement of what this belief should be understood to mean, in contradistinction to the common mathematical presumption that it should be formalized as some kind of Lyapunov or even potential function. The argument reveals new details and uncovers latent assumptions. A very general genetic architecture is allowed, and there is arbitrary uncertainty. However, frequency dependence of fitnesses is not permitted. The logic of inclusive fitness immediately draws together various kinds of intra-genomic conflict, and the concept of 'p-family' is introduced. Inclusive fitness is thus incorporated into the formal Darwinism project, which aims to link the mathematics of motion (difference and differential equations) used to describe gene frequency trajectories with the mathematics of optimization used to describe purpose and design. Important questions remain to be answered in the fundamental theory of inclusive fitness.     

Kin selection and the evolution of sexual conflict

Males and females do not always share the same evolutionary interests. This is particularly true in the case of multiple mating, where male–male competition can often lead to adaptations that are harmful to the female, and females can evolve counter adaptations to reduce the benefits males gain from such traits. Although social evolution has made substantial progress from kin selection theory, most studies of sexual conflict have ignored the effects of genetic relatedness. Here, I use a model of male harm and female resistance to investigate how kin selection affects the evolution of sexual conflict. Building on models of social evolution, I show that relatedness inhibits sexual conflict, in terms of male harm, whereas it has no effect on the evolution female resistance. This study examines a previously neglected mechanism that can potentially help to resolve sexual conflict over mating and highlights the potential importance of considering relatedness in empirical studies of sexual conflict.