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Einkommensmessungen in Haushaltspanelstudien für Deutschland: ein Vergleich von EU-SILC und SOEP

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  • Joachim R. Frick
  • Kristina Krell

Abstract

Analysen zu Einkommensungleichheit, Armut und Mobilität in Deutschland basieren überwiegend auf den Mikrodaten der amtlichen deutschen Stichprobe der European Union Statistics on Income and Living Conditions (EU-SILC) und des wissenschaftsgetragenen Sozio-oekonomischen Panels (SOEP). Dabei kommt den EU-SILC-Daten neben ihrer Relevanz für die nationale Berichterstattung eine große internationale Bedeutung zu für die EU-weit vergleichende Erfassung, Beschreibung und Analyse des von der Europäischen Kommission spezifizierten Ziels der Armutsbekämpfung und Minderung der sozialen Ungleichheit im Rahmen des sozialen Kohäsionsprozesses in Europa. Insofern ist es nahe liegend, den deutschen Beitrag zu EU-SILC einer intensiven Qualitätsprüfung zu unterziehen; zumal es in der Literatur (vgl. Hauser 2007, Causa et al. 2009, Nolan et al. 2009) deutliche Hinweise auf Probleme dieser noch jungen Erhebung bezüglich der Repräsentation bestimmter sozialer Gruppen und der Verteilung zentraler Bildungscharakteristika gibt, was einen nicht unerheblichen Einfluss auf Ausmaß und Struktur von Ungleichheit und Armut haben kann. Während in der Literatur auch die Querschnittsdaten der amtlichen Einkommens- und Verbrauchsstichprobe (EVS) in kritische Vergleiche einbezogen werden, konzentriert sich dieses Papier auf den Vergleich von EU-SILC-basierten Ergebnissen zu Ein-kommensentwicklung, Ungleichheit und Mobilität mit jenen auf Basis des SOEP als einer national und international viel genutzten alternativen Erhebung der sozio-oekonomischen Entwicklung privater Haushalte in Deutschland. Die dabei festgestellten, zum Teil gravierenden Unterschiede werden vor dem Hintergrund unterschiedlicher Erhebungs- und Befragungsmethoden bzw. Stichprobencharakteristika diskutiert, die einen großen Einfluss auf die inhaltlich motivierten Untersuchungsergebnisse und somit auf die Kernaussagen zur sozialen Situation Deutschlands im EU-weiten Vergleich haben.

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Bibliographic Info

Paper provided by DIW Berlin, The German Socio-Economic Panel (SOEP) in its series SOEPpapers on Multidisciplinary Panel Data Research with number 237.

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Length: 54 p.
Date of creation: 2009
Date of revision:
Handle: RePEc:diw:diwsop:diw_sp237

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Keywords: Inequality; poverty; mobility; household panel; Einkommensungleichheit; Armut; Mobilität; Haushaltspanel; EU-SILC; SOEP;

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References

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  1. Frick, Joachim R. & Grabka, Markus M. & Groh-Samberg, Olaf, 2012. "The Impact of Home Production on Economic Inequality in Germany," EconStor Open Access Articles, ZBW - German National Library of Economics, pages 1143-1169.
  2. Foster, James & Greer, Joel & Thorbecke, Erik, 1984. "A Class of Decomposable Poverty Measures," Econometrica, Econometric Society, Econometric Society, vol. 52(3), pages 761-66, May.
  3. Gert G. Wagner & Joachim R. Frick & Jürgen Schupp, 2007. "The German Socio-Economic Panel Study (SOEP) – Scope, Evolution and Enhancements," Schmollers Jahrbuch : Journal of Applied Social Science Studies / Zeitschrift für Wirtschafts- und Sozialwissenschaften, Duncker & Humblot, Berlin, Duncker & Humblot, Berlin, vol. 127(1), pages 139-169.
  4. Atkinson, Tony & Cantillon, Bea & Marlier, Eric & Nolan, Brian, 2002. "Social Indicators: The EU and Social Inclusion," OUP Catalogue, Oxford University Press, Oxford University Press, number 9780199253494, October.
  5. Fields, Gary S. & Ok, Efe A., 1996. "The Meaning and Measurement of Income Mobility," Journal of Economic Theory, Elsevier, vol. 71(2), pages 349-377, November.
  6. Joachim R. Frick & Markus M. Grabka & Olaf Groh-Samberg, 2007. "Economic Gains from Publicly Provided Education in Germany," SOEPpapers on Multidisciplinary Panel Data Research 28, DIW Berlin, The German Socio-Economic Panel (SOEP).
  7. Shorrocks, A F, 1978. "The Measurement of Mobility," Econometrica, Econometric Society, Econometric Society, vol. 46(5), pages 1013-24, September.
  8. Gert Wagner & Jan Göbel & Peter Krause & Rainer Pischner & Ingo Sieber, 2008. "Das Sozio-oekonomische Panel (SOEP): Multidisziplinäres Haushaltspanel und Kohortenstudie für Deutschland – Eine Einführung (für neue Datennutzer) mit einem Ausblick (für erfahrene Anwender)," AStA Wirtschafts- und Sozialstatistisches Archiv, Springer, Springer, vol. 2(4), pages 301-328, December.
  9. Frick, Joachim R. & Goebel, Jan & Schechtman, Edna & Wagner, Gert G. & Yitzhaki, Shlomo, 2004. "Using Analysis of Gini (ANoGi) for Detecting Whether Two Sub-Samples Represent the Same Universe: The SOEP Experience," IZA Discussion Papers 1049, Institute for the Study of Labor (IZA).
  10. Regina Riphahn & Oliver Serfling, 2005. "Item non-response on income and wealth questions," Empirical Economics, Springer, Springer, vol. 30(2), pages 521-538, 09.
  11. Bardasi, Elena & Beegle, Kathleen & Dillon, Andrew & Serneels, Pieter, 2010. "Do Labor Statistics Depend on How and to Whom the Questions Are Asked? Results from a Survey Experiment in Tanzania," IZA Discussion Papers 4733, Institute for the Study of Labor (IZA).
  12. Brian Nolan & Gosta Esping-Andersen & Christopher T. Whelan & Bertrand Maitre, 2010. "The Role of Social Institutions in Inter-Generational Mobility," Working Papers, Geary Institute, University College Dublin 201018, Geary Institute, University College Dublin.
  13. Daniel H. Hill & Robert J. Willis, 2001. "Reducing Panel Attrition: A Search for Effective Policy Instruments," Journal of Human Resources, University of Wisconsin Press, vol. 36(3), pages 416-438.
  14. Orsetta Causa & Åsa Johansson, 2009. "Intergenerational Social Mobility," OECD Economics Department Working Papers 707, OECD Publishing.
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Cited by:
  1. Stephan Kampelmann & François Rycx, 2011. "Does institutional diversity account for pay rules in Germany and Belgium?," DULBEA Working Papers, ULB -- Universite Libre de Bruxelles 11-12, ULB -- Universite Libre de Bruxelles.

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