IDEAS home Printed from https://ideas.repec.org/a/spr/soinre/v135y2018i2d10.1007_s11205-016-1504-1.html
   My bibliography  Save this article

Social Inclusion in the EU Since the Enlargement: Progress or Regress?

Author

Listed:
  • Nicky Rogge

    (Katholieke Universiteit Leuven (KULeuven))

  • Emilia Konttinen

    (Katholieke Universiteit Leuven (KULeuven))

Abstract

This paper measures and monitors EU Member States’ change in social inclusion using a set of statistical indicators as commonly endorsed by the Heads of State and Government in the Europe2020-program and employed by Social OMC. In particular, for each EU Member State a composite policy performance index is constructed using Van Puyenbroeck and Rogge (Eur J Oper Res, 2017) ‘indirect’ geometric benefit-of-the-doubt-method. Using their multi-factor decomposition, changes in social inclusion in the global EU-region and the individual EU Member States during the period 2005–2014 are analyzed and explained. Results showed that old EU Member States generally outperformed new EU Member States in social inclusion in both 2005 and 2014. In addition, results pointed out a general trend of increase in progress and cohesion in the EU. However, whereas the increase in social progress and social cohesion in the EU was more outspoken in the pré-crisis period, this increase was only small and more dispersed across EU Member States in the post-crisis period.

Suggested Citation

  • Nicky Rogge & Emilia Konttinen, 2018. "Social Inclusion in the EU Since the Enlargement: Progress or Regress?," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 135(2), pages 563-584, January.
    • Handle: RePEc:spr:soinre:v:135:y:2018:i:2:d:10.1007_s11205-016-1504-1
    DOI: 10.1007/s11205-016-1504-1
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1007/s11205-016-1504-1
    File Function: Abstract
    Download Restriction: Access to the full text of the articles in this series is restricted.
    File URL: https://libkey.io/10.1007/s11205-016-1504-1?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
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Martin Heidenreich & Gabriele Bischoff, 2008. "The Open Method of Co-ordination: A Way to the Europeanization of Social and Employment Policies?," Journal of Common Market Studies, Wiley Blackwell, vol. 46, pages 497-532, June.
    2. Satya R. Chakravarty & Conchita D’Ambrosio, 2019. "The Measurement of Social Exclusion," Themes in Economics, in: Satya R. Chakravarty (ed.), Poverty, Social Exclusion and Stochastic Dominance, pages 167-189, Springer.
    3. Mary Daly, 2006. "EU Social Policy after Lisbon," Journal of Common Market Studies, Wiley Blackwell, vol. 44, pages 461-481, September.
    4. Ebert, Udo & Welsch, Heinz, 2004. "Meaningful environmental indices: a social choice approach," Journal of Environmental Economics and Management, Elsevier, vol. 47(2), pages 270-283, March.
    5. Laurens Cherchye & Wim Moesen & Tom Van Puyenbroeck, 2004. "Legitimately Diverse, yet Comparable: On Synthesizing Social Inclusion Performance in the EU," Journal of Common Market Studies, Wiley Blackwell, vol. 42(5), pages 919-955, December.
    6. Alkire, Sabina & Foster, James, 2011. "Counting and multidimensional poverty measurement," Journal of Public Economics, Elsevier, vol. 95(7-8), pages 476-487, August.
    7. Chris Tofallis, 2014. "On constructing a composite indicator with multiplicative aggregation and the avoidance of zero weights in DEA," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 65(5), pages 791-792, May.
    8. Unknown, 2005. "Forward," 2005 Conference: Slovenia in the EU - Challenges for Agriculture, Food Science and Rural Affairs, November 10-11, 2005, Moravske Toplice, Slovenia 183804, Slovenian Association of Agricultural Economists (DAES).
    9. P. Zhou & B. Ang & D. Zhou, 2010. "Weighting and Aggregation in Composite Indicator Construction: a Multiplicative Optimization Approach," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 96(1), pages 169-181, March.
    10. Koen Caminada & Kees Goudswaard & Olaf Van Vliet, 2010. "Patterns of Welfare State Indicators in the EU: Is there Convergence?," Journal of Common Market Studies, Wiley Blackwell, vol. 48(3), pages 529-556, June.
    11. Tony Atkinson, 2002. "Social Inclusion and the European Union," Journal of Common Market Studies, Wiley Blackwell, vol. 40(4), pages 625-643, November.
    12. Brian Nolan & Christopher T. Whelan, 2010. "Using non-monetary deprivation indicators to analyze poverty and social exclusion: Lessons from Europe?," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 29(2), pages 305-325.
    13. Mathieu Lefebvre & Tim Coelli & Pierre Pestieau, 2010. "On the Convergence of Social Protection Performance in the European Union," CESifo Economic Studies, CESifo Group, vol. 56(2), pages 300-322, June.
    14. Laurens Cherchye & Willem Moesen & Nicky Rogge & Tom Puyenbroeck, 2007. "An Introduction to ‘Benefit of the Doubt’ Composite Indicators," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 82(1), pages 111-145, May.
    15. Sabina Alkire & James Foster, 2011. "Understandings and misunderstandings of multidimensional poverty measurement," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 9(2), pages 289-314, June.
    16. Knox Lovell, C. A. & Pastor, Jesus T. & Turner, Judi A., 1995. "Measuring macroeconomic performance in the OECD: A comparison of European and non-European countries," European Journal of Operational Research, Elsevier, vol. 87(3), pages 507-518, December.
    17. Atkinson, Tony & Cantillon, Bea & Marlier, Eric & Nolan, Brian, 2002. "Social Indicators: The EU and Social Inclusion," OUP Catalogue, Oxford University Press, number 9780199253494.
    18. Van Puyenbroeck, Tom & Rogge, Nicky, 2017. "Geometric mean quantity index numbers with Benefit-of-the-Doubt weights," European Journal of Operational Research, Elsevier, vol. 256(3), pages 1004-1014.
    19. Martin Heidenreich & Gabriele Bischoff, 2008. "The Open Method of Co‐ordination: A Way to the Europeanization of Social and Employment Policies?," Journal of Common Market Studies, Wiley Blackwell, vol. 46(3), pages 497-532, June.
    20. Francesca Giambona & Erasmo Vassallo, 2014. "Composite Indicator of Social Inclusion for European Countries," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 116(1), pages 269-293, March.
    21. Ana B. Ania & Andreas Wagener, 2014. "Laboratory Federalism: The Open Method of Coordination (OMC) as an Evolutionary Learning Process," Journal of Public Economic Theory, Association for Public Economic Theory, vol. 16(5), pages 767-795, October.
    22. Francesca Giambona & Erasmo Vassallo, 2013. "Composite Indicator of Financial Development in a Benefit-of-Doubt Approach," Economic Notes, Banca Monte dei Paschi di Siena SpA, vol. 42(2), pages 171-202, July.
    23. L Cherchye & W Moesen & N Rogge & T Van Puyenbroeck & M Saisana & A Saltelli & R Liska & S Tarantola, 2008. "Creating composite indicators with DEA and robustness analysis: the case of the Technology Achievement Index," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 59(2), pages 239-251, February.
    24. Mary Daly, 2006. "EU Social Policy after Lisbon," Journal of Common Market Studies, Wiley Blackwell, vol. 44(3), pages 461-481, September.
    25. A. Atkinson, 2003. "Multidimensional Deprivation: Contrasting Social Welfare and Counting Approaches," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 1(1), pages 51-65, April.
    26. Dowrick, Steve & Dunlop, Yvonne & Quiggin, John, 2003. "Social indicators and comparisons of living standards," Journal of Development Economics, Elsevier, vol. 70(2), pages 501-529, April.
    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. Karagiannis, Giannis & Ravanos, Panagiotis, 2023. "A composite indicator of social inclusion for EU based on the inverted BoD model," Socio-Economic Planning Sciences, Elsevier, vol. 88(C).
    2. Eni Dardha & Nicky Rogge, 2020. "How's Life in Your Region? Measuring Regional Material Living Conditions, Quality of Life and Subjective Well-Being in OECD Countries Using a Robust, Conditional Benefit-of-the-Doubt Model," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 151(3), pages 1015-1073, October.
    3. Rogge, Nicky & Archer, Geoffrey, 2021. "Measuring and analyzing country change in establishing ease of doing business using a revised version of World Bank's ease of doing business index," European Journal of Operational Research, Elsevier, vol. 290(1), pages 373-385.
    4. Arkadiusz Piwowar & Maciej Dzikuc, 2020. "Poverty and Social Exclusion: Is this a Problem in Rural Areas in the Visegrad Group Countries?," European Research Studies Journal, European Research Studies Journal, vol. 0(2), pages 45-54.
    5. Hasan Ture & Seyyide Dogan & Deniz Kocak, 2019. "Assessing Euro 2020 Strategy Using Multi-criteria Decision Making Methods: VIKOR and TOPSIS," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 142(2), pages 645-665, April.
    6. M. Isabel Landaluce-Calvo & Mariola Gozalo-Delgado, 2021. "Proposal for a Dynamic Composite Indicator: Application in a Comparative Analysis of Trends in the EU Member States Towards the Europe 2020 Strategy," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 154(3), pages 1031-1053, April.

    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. Nicky Rogge, 2017. "Measuring the impact of the economic crisis on the level of change in EU social inclusion: period 2005–2012," Journal of Productivity Analysis, Springer, vol. 47(2), pages 103-116, April.
    2. Salvatore Greco & Alessio Ishizaka & Menelaos Tasiou & Gianpiero Torrisi, 2019. "On the Methodological Framework of Composite Indices: A Review of the Issues of Weighting, Aggregation, and Robustness," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 141(1), pages 61-94, January.
    3. Van Puyenbroeck, Tom & Rogge, Nicky, 2017. "Geometric mean quantity index numbers with Benefit-of-the-Doubt weights," European Journal of Operational Research, Elsevier, vol. 256(3), pages 1004-1014.
    4. Pinar, Mehmet & Stengos, Thanasis & Topaloglou, Nikolas, 2020. "On the construction of a feasible range of multidimensional poverty under benchmark weight uncertainty," European Journal of Operational Research, Elsevier, vol. 281(2), pages 415-427.
    5. Nicky Rogge & Ilse Nijverseel, 2019. "Quality of Life in the European Union: A Multidimensional Analysis," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 141(2), pages 765-789, January.
    6. Francesca Giambona & Erasmo Vassallo, 2014. "Composite Indicator of Social Inclusion for European Countries," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 116(1), pages 269-293, March.
    7. Amado, Carla A.F. & São José, José M.S. & Santos, Sérgio P., 2016. "Measuring active ageing: A Data Envelopment Analysis approach," European Journal of Operational Research, Elsevier, vol. 255(1), pages 207-223.
    8. Rolf Aaberge & Andrea Brandolini, 2014. "Multidimensional poverty and inequality," Temi di discussione (Economic working papers) 976, Bank of Italy, Economic Research and International Relations Area.
    9. Verbunt, Pim & Rogge, Nicky, 2018. "Geometric composite indicators with compromise Benefit-of-the-Doubt weights," European Journal of Operational Research, Elsevier, vol. 264(1), pages 388-401.
    10. Rogge, Nicky & De Jaeger, Simon & Lavigne, Carolien, 2017. "Waste Performance of NUTS 2-regions in the EU: A Conditional Directional Distance Benefit-of-the-Doubt Model," Ecological Economics, Elsevier, vol. 139(C), pages 19-32.
    11. Milica Maricic & Jose A. Egea & Veljko Jeremic, 2019. "A Hybrid Enhanced Scatter Search—Composite I-Distance Indicator (eSS-CIDI) Optimization Approach for Determining Weights Within Composite Indicators," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 144(2), pages 497-537, July.
    12. Rogge, Nicky, 2018. "Composite indicators as generalized benefit-of-the-doubt weighted averages," European Journal of Operational Research, Elsevier, vol. 267(1), pages 381-392.
    13. Sabina Alkire, Mauricio Apablaza, 2016. "Multidimensional Poverty in Europe 2006-2012: Illustrating a Methodology," OPHI Working Papers 74, Queen Elizabeth House, University of Oxford.
    14. Giannis Karagiannis & Panagiotis Ravanos, 2023. "A Composite Indicator of Social Inclusion for EU based on the Inverted BoD Model," Discussion Paper Series 2023_02, Department of Economics, University of Macedonia, revised Feb 2023.
    15. M. M. Segovia-González & I. Contreras, 2023. "A Composite Indicator to Compare the Performance of Male and Female Students in Educational Systems," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 165(1), pages 181-212, January.
    16. Zanella, Andreia & Camanho, Ana S. & Dias, Teresa G., 2015. "Undesirable outputs and weighting schemes in composite indicators based on data envelopment analysis," European Journal of Operational Research, Elsevier, vol. 245(2), pages 517-530.
    17. Alkire, Sabina & Santos, Maria Emma, 2014. "Measuring Acute Poverty in the Developing World: Robustness and Scope of the Multidimensional Poverty Index," World Development, Elsevier, vol. 59(C), pages 251-274.
    18. Grant J. Cameron & Hai‐Anh H. Dang & Mustafa Dinc & James Foster & Michael M. Lokshin, 2021. "Measuring the Statistical Capacity of Nations," Oxford Bulletin of Economics and Statistics, Department of Economics, University of Oxford, vol. 83(4), pages 870-896, August.
    19. Laurens CHERCHYE & Willem MOESEN & Nicky ROGGE & Tom VAN PUYENBROECK, 2009. "Constructing a knowledge economy composite indicator with imprecise data," Working Papers of Department of Economics, Leuven ces09.15, KU Leuven, Faculty of Economics and Business (FEB), Department of Economics, Leuven.
    20. Nicolai Suppa, 2021. "Walls of glass. Measuring deprivation in social participation," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 19(2), pages 385-411, June.

    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:spr:soinre:v:135:y:2018:i:2:d:10.1007_s11205-016-1504-1. 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: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.springer.com .

    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.