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

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  • Joachim 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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  • Joachim Frick & Kristina Krell, 2011. "Einkommensmessungen in Haushaltspanelstudien für Deutschland: Ein Vergleich von EU-SILC und SOEP," AStA Wirtschafts- und Sozialstatistisches Archiv, Springer;Deutsche Statistische Gesellschaft - German Statistical Society, vol. 5(3), pages 221-248, December.
    • Handle: RePEc:spr:astaws:v:5:y:2011:i:3:p:221-248
    DOI: 10.1007/s11943-011-0107-1
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    1. Richard Hauser, 2007. "Probleme des deutschen Beitrags zu EU-SILC aus der Sicht der Wissenschaft: ein Vergleich von EU-SILC, Mikrozensus und SOEP," SOEPpapers on Multidisciplinary Panel Data Research 69, DIW Berlin, The German Socio-Economic Panel (SOEP).
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    9. Orsetta Causa & Åsa Johansson, 2009. "Intergenerational Social Mobility," OECD Economics Department Working Papers 707, OECD Publishing.
    10. Frick, Joachim R. & Goebel, Jan & Schechtman, Edna & Wagner, Gert G. & Yitzhaki, Shlomo, 2006. "Using Analysis of Gini (ANOGI) for Detecting Whether Two Subsamples Represent the Same Universe: The German Socio-Economic Panel Study (SOEP) Experience," EconStor Open Access Articles and Book Chapters, ZBW - Leibniz Information Centre for Economics, vol. 34(4), pages 427-468.
    11. 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 of Labor Economics (IZA).
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    14. Richard Hauser, 2007. "Probleme des deutschen Beitrags zu EU-SILC aus der Sicht der Wissenschaft – Ein Vergleich von EU-SILC, Mikrozensus und SOEP," RatSWD Working Papers 3, German Data Forum (RatSWD).
    15. 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.
    16. 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, vol. 127(1), pages 139-169.
    17. Shorrocks, A F, 1978. "The Measurement of Mobility," Econometrica, Econometric Society, vol. 46(5), pages 1013-1024, September.
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    20. Joachim R. Frick & Markus M. Grabka, 2008. "Niedrigere Arbeitslosigkeit sorgt für weniger Armutsrisiko und Ungleichheit," DIW Wochenbericht, DIW Berlin, German Institute for Economic Research, vol. 75(38), pages 556-566.
    21. Richard Hauser, 2008. "Problems of the German Contribution to EU-SILC: A Research Perspective, Comparing EU-SILC, Microcensus and SOEP," SOEPpapers on Multidisciplinary Panel Data Research 86, DIW Berlin, The German Socio-Economic Panel (SOEP).
    22. 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.
    23. Brian Nolan & Gosta Esping-Andersen & Christopher T. Whelan & Bertrand Maitre, 2010. "The Role of Social Institutions in Inter-Generational Mobility," Working Papers 201018, Geary Institute, University College Dublin.
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    Cited by:

    1. Katja Landau & Stephan Klasen & Walter Zucchini, 2012. "Measuring Vulnerability to Poverty Using Long-Term Panel Data," Courant Research Centre: Poverty, Equity and Growth - Discussion Papers 118, Courant Research Centre PEG.
    2. Kampelmann, Stephan & Rycx, François, 2011. "Does Institutional Diversity Account for Pay Rules in Germany and Belgium?," IZA Discussion Papers 6010, Institute of Labor Economics (IZA).
    3. Hans Brachinger, 2011. "Vorwort des Herausgebers," AStA Wirtschafts- und Sozialstatistisches Archiv, Springer;Deutsche Statistische Gesellschaft - German Statistical Society, vol. 4(4), pages 249-251, January.
    4. Kai Daniel Schmid & Ulrike Stein, 2013. "Explaining Rising Income Inequality in Germany, 1991-2010," SOEPpapers on Multidisciplinary Panel Data Research 592, DIW Berlin, The German Socio-Economic Panel (SOEP).
    5. Erich Oltmanns & Albert Braakmann & Joachim Schmidt, 2014. "Monitoring Subjective Well-Being: Some New Empirical Evidence for Germany," SOEPpapers on Multidisciplinary Panel Data Research 696, DIW Berlin, The German Socio-Economic Panel (SOEP).
    6. Joachim Frick & Kristina Krell, 2011. "Einkommensmessungen in Haushaltspanelstudien für Deutschland: Ein Vergleich von EU-SILC und SOEP," AStA Wirtschafts- und Sozialstatistisches Archiv, Springer;Deutsche Statistische Gesellschaft - German Statistical Society, vol. 5(3), pages 221-248, December.
    7. François Rycx & Stephan Kampelmann, 2013. "Who Earns Minimum Wages in Europe? New Evidence Based on Household Surveys," DULBEA Working Papers 13-01, ULB -- Universite Libre de Bruxelles.
    8. Christoph Schinke, 2012. "Inheritance in Germany 1911 to 2009: A Mortality Multiplier Approach," SOEPpapers on Multidisciplinary Panel Data Research 462, DIW Berlin, The German Socio-Economic Panel (SOEP).

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    More about this item

    Keywords

    Einkommensungleichheit; Armut; Mobilität; Haushaltspanel; EU-SILC; SOEP; D3; C8; I3; Income inequality; Poverty; Mobility; Household panel; EU-SILC; SOEP;
    All these keywords.

    JEL classification:

    • D3 - Microeconomics - - Distribution
    • C8 - Mathematical and Quantitative Methods - - Data Collection and Data Estimation Methodology; Computer Programs
    • I3 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty

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