IDEAS home Printed from https://ideas.repec.org/a/plo/pone00/0298085.html

Social exclusion concepts, measurement, and a global estimate

Author

Listed:
  • Jose Cuesta
  • Borja López-Noval
  • Miguel Niño-Zarazúa

Abstract

Multiple estimates exist of global monetary and multidimensional poverty, but populations at risk of social exclusion still lack a worldwide estimate. This paper fills this gap by providing the first estimates of the share and number of populations at risk of social exclusion worldwide. The paper contributes to the literature in three important respects. First, it develops a conceptual framework of social exclusion that emphasizes the relative, multidimensional, and dynamic features of exclusion. Second, it proposes a macro-counting methodology that allows measuring populations at risk of exclusion based on identity, circumstances, and socioeconomic conditions, while advancing a protocol to avoid double counting of individuals at risk of social exclusion. Third, the empirical strategy provides to the best of our knowledge, the first estimates of populations at risk of social exclusion by dimensions of exclusion on a global and regional scale. Overall, we estimate that between 2.33 and 2.43 billion people—roughly 32 per cent of the global population—are at risk of social exclusion. The South Asia and East Asia and Pacific regions contain 1.3 billion such people, with India and China alone home to 840 million of them. Meanwhile, 52 per cent of sub-Saharan Africa’s population is vulnerable to exclusion, the greatest share of any region. Our findings have important policy implications. While antipoverty policies can support household consumption and smooth its volatility among the poor, they are unlikely to address social exclusion stemming from ethnic, racial, or gender discrimination. Therefore, addressing exclusion necessitates a suite of multiple interventions tailored to distinct groups and sustained over time.

Suggested Citation

  • Jose Cuesta & Borja López-Noval & Miguel Niño-Zarazúa, 2024. "Social exclusion concepts, measurement, and a global estimate," PLOS ONE, Public Library of Science, vol. 19(2), pages 1-23, February.
  • Handle: RePEc:plo:pone00:0298085
    DOI: 10.1371/journal.pone.0298085
    as

    Download full text from publisher

    File URL: https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0298085
    Download Restriction: no

    File URL: https://journals.plos.org/plosone/article/file?id=10.1371/journal.pone.0298085&type=printable
    Download Restriction: no

    File URL: https://libkey.io/10.1371/journal.pone.0298085?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    Other versions of this item:

    References listed on IDEAS

    as
    1. Jerome Ballet & Damien Bazin & François‐Regis Mahieu, 2020. "A policy framework for social sustainability: Social cohesion, equity and safety," Sustainable Development, John Wiley & Sons, Ltd., vol. 28(5), pages 1388-1394, September.
    2. Thorat, Amit & Vanneman, Reeve & Desai, Sonalde & Dubey, Amaresh, 2017. "Escaping and Falling into Poverty in India Today," World Development, Elsevier, vol. 93(C), pages 413-426.
    3. Pohlan, Laura, 2019. "Unemployment and social exclusion," Journal of Economic Behavior & Organization, Elsevier, vol. 164(C), pages 273-299.
    4. Martin Ravallion & Shaohua Chen, 2013. "A Proposal for Truly Global Poverty Measures," Global Policy, London School of Economics and Political Science, vol. 4(3), pages 258-265, September.
    5. Marie-Anne Valfort, 2017. "LGBTI in OECD Countries: A Review," OECD Social, Employment and Migration Working Papers 198, OECD Publishing.
    6. Karla Hoff & James Walsh, 2018. "The Whys of Social Exclusion: Insights from Behavioral Economics," The World Bank Research Observer, World Bank, vol. 33(1), pages 1-33.
    7. Mitra, Sophie & Posarac, Aleksandra & Vick, Brandon, 2013. "Disability and Poverty in Developing Countries: A Multidimensional Study," World Development, Elsevier, vol. 41(C), pages 1-18.
    8. Glenn C. Loury, 2000. "Social Exclusion and Ethnic Groups: The Challenge to Economics," Boston University - Institute for Economic Development 106, Boston University, Institute for Economic Development.
    9. Keetie Roelen & Caroline Ackley & Paul Boyce & Nicolas Farina & Santiago Ripoll, 2020. "COVID-19 in LMICs: The Need to Place Stigma Front and Centre to Its Response," The European Journal of Development Research, Palgrave Macmillan;European Association of Development Research and Training Institutes (EADI), vol. 32(5), pages 1592-1612, December.
    10. World Bank, 2013. "Inclusion Matters : The Foundation for Shared Prosperity [Inclusión social : clave de la prosperidad para todos - resumen]," World Bank Publications - Books, The World Bank Group, number 16195, April.
    11. Alkire, Sabina & Foster, James, 2011. "Counting and multidimensional poverty measurement," Journal of Public Economics, Elsevier, vol. 95(7-8), pages 476-487, August.
    12. Sen, Amartya, 1985. "A Sociological Approach to the Measurement of Poverty: A Reply [Poor, Relatively Speaking]," Oxford Economic Papers, Oxford University Press, vol. 37(4), pages 669-676, December.
    13. Maitreyi Bordia Das & Sabina Anne Espinoza, 2020. "Inclusion Matters in Africa [L'inclusion sociale en Afrique]," World Bank Publications - Reports 32528, The World Bank Group.
    14. Jean Drèze & Geeta Gandhi Kingdon, 2001. "School Participation in Rural India," Review of Development Economics, Wiley Blackwell, vol. 5(1), pages 1-24, February.
    15. Azevedo,Joao Pedro Wagner De, 2020. "Learning Poverty : Measures and Simulations," Policy Research Working Paper Series 9446, The World Bank.
    16. Spencer Henson & Uma Kambhampati & Tewodaj Mogues & Wendy Olsen & Martin Prowse & Raul Ramos & John Rand & Rasjah Rasiah & Keetie Roelen & Rebecca Tiessen & O. Fiona Yap, 2020. "The Development Impacts of COVID-19 at Home and Abroad: Politics and Implications of Government Action," The European Journal of Development Research, Palgrave Macmillan;European Association of Development Research and Training Institutes (EADI), vol. 32(5), pages 1339-1352, December.
    17. Reddy, A. Bheemeshwar, 2015. "Changes in Intergenerational Occupational Mobility in India: Evidence from National Sample Surveys, 1983–2012," World Development, Elsevier, vol. 76(C), pages 329-343.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Eliana Villa-Enciso & Walter Ruiz-Castañeda & Jorge Robledo Velásquez, 2023. "Agent-Based Model to Analyze the Role of the University in Reducing Social Exclusion," Sustainability, MDPI, vol. 15(16), pages 1-29, August.
    2. Patrick Barron & Louise Cord & José Cuesta & Sabina A. Espinoza & Greg Larson & Michael Woolcock, 2025. "Social sustainability and the development process: what is it, why does it matter, and how can it be enhanced?," Oxford Development Studies, Taylor & Francis Journals, vol. 53(3), pages 222-237, July.
    3. Pecorari,Natalia Gisel & Cuesta Leiva,Jose Antonio, 2023. "Citizen Participation and Political Trust in Latin America and the Caribbean : AMachine Learning Approach," Policy Research Working Paper Series 10335, The World Bank.
    4. Jiarong Xie, 2023. "Identifying and Ranking the Dimensions of Urban Resilience and Its Effect on Sustainable Urban Development in Tongdejie, China," Sustainability, MDPI, vol. 15(6), pages 1-16, March.
    5. Haile Wondimu Woldebirhan & Degaga Degefa Tolossa & Haile Anteneh Girma, 2025. "Livelihood Diversification and Food Security among the Marginalized Waata Community in Ethiopia," Economic and Regional Studies / Studia Ekonomiczne i Regionalne, Sciendo, vol. 18(3), pages 359-375.
    6. Moleman, Milan L. & Kroesen, Maarten, 2025. "Exploring the interplay of transport, social, and geographical disadvantages and its effect on perceived inaccessibility," Journal of Transport Geography, Elsevier, vol. 123(C).

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Paola Marcela Ballon Fernandez & Jose Antonio Cuesta Leiva, 2024. "Measuring Social Sustainability : A Multidimensional Approach," Policy Research Working Paper Series 10875, The World Bank.
    2. Jose Cuesta & Liang Cai & Lucia Madrigal & Natalia Pecorari, 2023. "Exposure to Climatic Risks and Social Sustainability in Vietnam," Sustainability, MDPI, vol. 15(4), pages 1-25, February.
    3. Patrick Barron & Louise Cord & José Cuesta & Sabina A. Espinoza & Greg Larson & Michael Woolcock, 2025. "Social sustainability and the development process: what is it, why does it matter, and how can it be enhanced?," Oxford Development Studies, Taylor & Francis Journals, vol. 53(3), pages 222-237, July.
    4. Tomasz Panek & Jan Zwierzchowski, 2022. "Examining the Degree of Social Exclusion Risk of the Population Aged 50 + in the EU Countries Under the Capability Approach," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 163(3), pages 973-1002, October.
    5. Emily Lewis & Sophie Mitra & Jaclyn Yap, 2022. "Do Disability Inequalities Grow with Development? Evidence from 40 Countries," Sustainability, MDPI, vol. 14(9), pages 1-13, April.
    6. Andrea Brandolini & John Micklewright, 2020. "Tony Atkinson’s new book, Measuring Poverty Around the World. Some further reflections," Working Papers 518, ECINEQ, Society for the Study of Economic Inequality.
    7. Songmao Wang & Yingzhi Guo & Zhaoli He, 2023. "Analysis on the Measurement and Dynamic Evolution of Multidimensional Return to Poverty in Chinese Rural Households," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 165(1), pages 31-52, January.
    8. Chhavi Tiwari & Srinivas Goli & Mohammad Zahid Siddiqui & Pradeep S. Salve, 2022. "Poverty, wealth inequality and financial inclusion among castes in Hindu and Muslim communities in Uttar Pradesh, India," Journal of International Development, John Wiley & Sons, Ltd., vol. 34(6), pages 1227-1255, August.
    9. Debra L. Brucker & Sophie Mitra & Navena Chaitoo & Joseph Mauro, 2015. "More Likely to Be Poor Whatever the Measure: Working-Age Persons with Disabilities in the United States," Social Science Quarterly, Southwestern Social Science Association, vol. 96(1), pages 273-296, March.
    10. Espinoza-Delgado, José & Klasen, Stephan, 2018. "Gender and multidimensional poverty in Nicaragua: An individual based approach," World Development, Elsevier, vol. 110(C), pages 466-491.
    11. Feeny, Simon & McDonald, Lachlan & Posso, Alberto, 2014. "Are Poor People Less Happy? Findings from Melanesia," World Development, Elsevier, vol. 64(C), pages 448-459.
    12. Trani, Jean-François & Cannings, Tim I., 2013. "Child Poverty in an Emergency and Conflict Context: A Multidimensional Profile and an Identification of the Poorest Children in Western Darfur," World Development, Elsevier, vol. 48(C), pages 48-70.
    13. Rafi, Muhammed & Naseef, Mohemmad & Prasad, Salu, 2021. "Multidimensional energy poverty and human capital development: Empirical evidence from India," Energy Economics, Elsevier, vol. 101(C).
    14. Takasaki, Yoshito, 2020. "Impacts of disability on poverty: Quasi-experimental evidence from landmine amputees in Cambodia," Journal of Economic Behavior & Organization, Elsevier, vol. 180(C), pages 85-107.
    15. Jose Cuesta & Lucia Madrigal & Natalia Pecorari, 2024. "Social sustainability, poverty and income: An empirical exploration," Journal of International Development, John Wiley & Sons, Ltd., vol. 36(3), pages 1789-1816, April.
    16. Igei, Kengo, 2017. "Untangling Disability and Poverty: A Matching Approach Using Large-scale Data in South Africa," Working Papers 142, JICA Research Institute.
    17. Tina Fransman & Derek Yu, 2018. "Multidimensional poverty in South Africa in 2001-2016," Working Papers 07/2018, Stellenbosch University, Department of Economics.
    18. Rida Wanbha Nongbri & Sabuj Kumar Mandal, 2023. "An assessment of multidimensional water poverty in India: an application of Alkire–Foster dual cut-off approach," Indian Economic Review, Springer, vol. 58(2), pages 433-456, December.
    19. Deniz Sevinc, 2020. "How Poor is Poor? A novel look at multidimensional poverty in the UK," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 149(3), pages 833-859, June.
    20. Edward Anderson & Lucio Esposito, 2014. "On the joint evaluation of absolute and relative deprivation," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 12(3), pages 411-428, September.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:plo:pone00:0298085. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: plosone (email available below). General contact details of provider: https://journals.plos.org/plosone/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.