Rank-Optimal Weighting or “How to be Best in the OECD Better Life Index?”

We present a method of rank-optimal weighting which can be used to explore the best possible position of a subject in a ranking based on a composite indicator by means of a mathematical optimization problem. As an example, we explore the dataset of the OECD Better Life Index and compute for each country a weight vector which brings it as far up in the ranking as possible with the greatest advance of the immediate rivals. The method is able to answer the question “What is the best possible rank a country can achieve with a given set of weighted indicators?” Typically, weights in composite indicators are justified normatively and not empirically. Our approach helps to give bounds on what is achievable by such normative judgments from a purely output-oriented and strongly competitive perspective. The method can serve as a basis for exact bounds in sensitivity analysis focused on ranking positions. In the OECD Better Life Index data we find that 19 out the 36 countries in the OECD Better Life Index 2014 can be brought to the top of the ranking by specific weights. We give a table of weights for each country which brings it to its highest possible position. Many countries achieve their best rank by focusing on their strong dimensions and setting the weights of many others to zero. Although setting dimensions to zero is possible in the OECD’s online tool, this contradicts the idea of better life being multidimensional in essence. We discuss modifications of the optimization problem which could take this into account, e.g. by allowing only a minimal weight of one. Methods to find rank-optimal weights can be useful for various multidimensional datasets like the ones used to rank universities or employers.     

A Cross-National Examination of the Effect of the Schwartz Cultural Dimensions on PISA Performance Assessments

In recent years, PISA assessments have become more frequent, and transnational policy borrowing and policy adaptation have steadily increased, with implications on national education reform policies. The growing impact of globalization in education policy seems to have reinforced the underlying legitimacy of an educational world that lacks cultural diversity. This study seeks to highlight cultural dimensions as significant indicators of disparities in educational performance across countries in international tests. Combining data from the World Values Survey with the PISA scores, we examined how the Schwartz cultural dimensions relate to student PISA achievement at the national level. Results of regression analysis indicate that when controlling for GDP per capita, Conservatism (i.e., traditionalism, conformity, and security) remains the best predictor of PISA test results in the three core disciplines. Cultural dimensions in general, and Conservatism in particular, play a significant role in explaining academic achievements per country. Paradoxically, while globalization, in some instances, has led to positive educational policies and multicultural values that challenge Conservatism and Traditionalism, Conservatism may ultimately serve to build the group identity, social cohesion, and national solidarity necessary in this dynamic global era. This study emphasizes the need for comparative exploration that takes into account the influence of cultural dimensions at the national level. This is something that we hope will assist educational administrators to make their educational systems both more effective and more socially responsive.     

生育激励与个人所得税 ——理论逻辑与经验论据

中共十九大报告提出要进一步“促进生育政策和相关经济社会政策配套衔接”。在厘清税收激励生育的理论逻辑基础上,运用工资税模型,获取OECD国家对此的经验论据。结果显示,许多国家运用税收政策向有子女家庭提供正向激励,且更注重中低收入家庭。进一步分析发现,通常为符合资格条件的儿童设计相同的或递增的定额税收优惠,甚至为大规模家庭赋予额外优惠;将儿童税收宽免转化为抵免,引进收入限制和可退抵免制;单亲家庭可享受额外优惠,而已婚家庭还通过个人申报纳税、婚姻优惠、家庭申报纳税等多种举措受益。应汲取和借鉴OECD国家的成功经验,逐步构建我国“生育友好型”的税收制度。     

Construction, Validation and Application of the Measurement of Social Cohesion in 47 European Countries and Regions

This paper aims to present a theoretically based, multidimensional and comparable measurement of social cohesion, applicable in 47 European countries/regions using the most recent micro-level data of the European Value Study (EVS) from 2008 that build upon the previous research conducted on the EVS data from 1999 covering 33 countries. The analysis is conducted in five steps. In the first part, we create a set of measurable intermediate indicators that correspond to the social cohesion dimensions suggested by the theory. In the second part, we verify whether these indicators empirically corroborate the multidimensional structure of the concept proposed by the theory. The third part examines whether the obtained intermediate indicators of social cohesion form the same constructs across countries and whether they can yield a cross-country equivalent measure of social cohesion. In the fourth step, composite scores of all dimensions of social cohesion are calculated for all analysed countries/regions. The last step shows a practical application of the obtained indices and compares levels of social cohesion in six broader geographical regions of Europe to demonstrate the applicability of the measurement in comparative research.     

Family policies in OECD countries: a comparative analysis

This article discusses the diversity of family policy models in 28 OECD countries in terms of the balance between their different objectives and the mix of instruments adopted to implement the policies. Cross-country policy differences are investigated by applying a principal component analysis to comprehensive country-level data from the OECD Family database covering variables such as parental leave conditions, childcare service provision, and financial support to families. The results find persistent differences in the family policy patterns embedded in different contexts of work-family "outcomes." Country classifications of family policy packages only partially corroborate categorizations in earlier studies, owing to considerable within-group heterogeneity and the presence of group outliers. The Nordic countries outdistance the others with comprehensive support to working parents with very young children. Anglo-Saxon countries provide much less support for working parents with very young children, and financial support is targeted on low-income and large families and focuses on preschool and early elementary education. Continental and Eastern European countries form a more heterogeneous group, while the support received by families in Southern Europe and in Asian countries is much lower in all its dimensions.     

Welfare State Development in Latin America and the Caribbean (1970s–2000s): Multidimensional Welfare Index,Its Methodology and Results

There is an ongoing debate between focalization and universalization on welfare policies as the best way to develop the welfare state in Latin America and the Caribbean. However, there is a need to develop a measure that exhibits the multidimensional nature of the welfare state, instead of focusing on the social spending dimension. Segura-Ubiergo (The political economy of the welfare state in Latin America: globalization, democracy and development. Cambridge University Press, New York, 2007) constructed a welfare effort index (WEI) to facilitate understand the relative degrees of welfare state development among Latin American countries. The WEI focuses mainly on social spending and ignores the other dimensions of welfare. Based on a comparative analysis of 17 Latin American countries and following the methodology of Segura-Ubiergo, a new index that aims at enriching the WEI was constructed. The new index is multidimensional in that it has eight indicators relating to three dimensions of welfare: social spending, coverage of welfare programs and outcome of welfare institutions. Principal component analysis was used for reducing the indicators into three indexes that represent three proposed dimensions of welfare. The combination of these three indexes gives the multidimensional welfare index. The results of the index account for more than 75 % of the data variance.     

Welfare Regimes for Aging Populations: No Single Path for Reform

We consider recent trends in pension policies in OECD countries in light of demographic aging associated with welfare regime type (Liberal, Social Democratic, Continental, and Southern European). These regime types represent different responsibilities assumed for social security on the part of the market, the state, and the family. While there are significant differences in labor market characteristics, the demographic similarities in aging bring similar pressures for pension reforms across OECD countries. These reforms address fiscal issues in state pensions, typically by increasing the length of the working life, placing more of the pension responsibility on individuals, or converting to defined‐contribution approaches. Our study shows that there is no single path for pension reform. While there are some variations, welfare states tend to follow their traditional paths, which differ across welfare regime types.     

Is Inequality a Latent Construct? An Assessment of Economic Inequality Indicators and Their Relation with Social Cohesion in Europe

In this article, we analyse the relation between different economic inequality indicators and social cohesion. Previous research usually narrows down economic inequality to income inequality, or distinguishes several types of economic inequality. Little attention has until now been given to how different aspects of economic inequality might be related to each other and can have an effect on social cohesion. This article analyses several indicators of economic inequality and makes a distinction between indicators measuring income inequality, poverty, economic strain and unequal distributions of wealth. Arguing that these indicators represent different aspects of inequality, we hypothesise that they cannot be reduced to one latent concept of inequality and have specific relations with social cohesion. In order to test this hypothesis, we conducted an exploratory factor analysis. This resulted in two different factors: one associated with economic hardship, and one associated with imbalances in market outcomes. This would imply that inequality indicators can be classified into two underlying concepts. Secondly, we related the factor scores of the two latent concepts to the social cohesion indicators via regression analyses. This paper focuses on European countries and uses pooled data from the European Social Survey (period 2006–2012), in combination with macro-level data drawn from the OECD, Eurostat and the World Bank. The results demonstrate that the strength of the link between inequality and citizens’ attitudes depends on the type of inequality indicator we analyse: only the factor economic deprivation can be significantly linked to social cohesion.     

The Role of Family Policy in Explaining the International Variation in Child Subjective Well-Being

The article proposes an innovative analyse for cross-national differences in the subjective child well-being introducing new indicators and measures. This dimension addresses the issue of welfare support to parents and child early education. The question of this research is to what extend family policies can explain the variability of subjective child well-being components in different European countries. Based on this question, the two objective of this proposal are: (1) to review the existing literature with respect to conceptualization, measurement, and correlates of children’s subjective well-being, with a special emphasis on the context of family policies and family well-being in different European welfare states, and (2) to analyse the relation between these policies and subjective child well-being. In order to get these aims we have elaborated two indexes: the index of child subjective well-being and family policy index. Data for HBSC (Health Behaviour in School-aged Children) for the first index and data from OECD Family Database is used to build these indicators. We found that the index of child subjective well-being is comparatively higher in those countries where family policies are more generous in the areas of preschool education, family services, family spending and duration of paid parental leave.     

Is Economic Policy Uncertainty Related to Suicide Rates? Evidence from the United States

The main objective of this paper was to see whether different countries around the world show differences in their sustainability levels as captured in the indicators from the Sustainable Society Index (SSI, Van de Kerk and Manuel in Ecol Econ 66:228–242, 2012) according to their level of income. To do so, the X-STATIS and CO-STATIS multivariate techniques were employed. With these methods, our sample of 151 countries and 21 indicators can be jointly represented along four time periods. The results obtained permit us to visualize that the groups of countries by income levels show differences in some of the variables from the SSI, because of the lack of proximities between those variables and the countries. Moreover, with the X-STATIS technique, the possible evolution of the countries or indicators over time can be represented, and with CO-STATIS, the relations between the social, economic and environmental aspects can be shown as well. From our results we were able to deduce that, on the one hand, social and economic indicators, such as Public Debt or Employment, are associated with countries having high and upper-middle incomes, for example, Chile, Israel, Malta, Kuwait, Saudi Arabia, Oman, Spain, Portugal, France, Poland and Czech Republic. On the other hand, countries with low and lower-middle incomes are more associated with environmental issues. Also, after finding that the differences between the countries by income levels are mainly caused by the economic indicators, we carried out two CO-STATIS analyses, one for social and economic variables, and the other for economic and environmental variables. These findings led us to deduce that, generally, the social and economic indicators are not related to each other, nor are the economic indicators related to the environmental ones. However, for some of the countries individually both relations may be possible.     

Social Policies and Families in Stress: Gender and Educational Differences in Work–Family Conflict from a European Perspective

In modern welfare states, family policies may resolve the tension between employment and care-focused demands. However these policies sometimes have adverse consequences for distinct social groups. This study examined gender and educational differences in working parents’ perceived work–family conflict and used a comparative approach to test whether family policies, in particular support for child care and leave from paid work, are capable of reducing work–family conflict as well as the gender and educational gaps in work–family conflict. We use data from the European Social Survey 2010 for 20 countries and 5296 respondents (parents), extended with information on national policies for maternity and parental leave and child care support from the OECD Family Database. Employing multilevel analysis, we find that mothers and the higher educated report most work–family conflict. Policies supporting child care reduce the level of experienced work–family conflict; family leave policy appears to have no alleviating impact on working parents’ work–family conflict. Our findings indicate that family policies appear to be unable to reduce the gender gap in conflict perception and even widen the educational gap in work–family conflict.     

Analysing International Student Mobility Flows in Higher Education: A Comparative Study on European Countries

The analysis of the factors pulling and pushing students in a foreign country to complete their higher education is key for the implementation of university policies aimed at increasing the number of credits gained by students abroad and hence the degree of internationalisation of institutions. Consistent with previous studies, the present contribution examines the roles played by countries in the Erasmus student mobility flows by considering a joint strategy of analysis based on social network analysis and exploratory data analysis. First, data on Erasmus student exchanges among countries are gathered at macro-level from the European Union Open Data Portal and network data structures are analysed. Second, educational indicators from the Eurostat website are collected to describe the investments in higher education. The main findings suggest the presence of a core-periphery configuration in the student mobility network with few central countries in which the economic benefits and the investments in education seem to act as key elements for university attractiveness.

     

Composite Indicator of Social Inclusion for European Countries

Social inclusion is one of the key challenges of the European Union (EU) Sustainable Development Strategy. We use four indicators from EU policies to measure social inclusion for the 27 member countries of Europe. In particular, we aggregate the four indicators in a multiplicative composite indicator via a DEA-BoD approach with weights determined endogenously with proportion constraints. We obtain a score of social inclusion that allows us to grade the 27 EU countries from 2006 to 2010. In this way, we highlight the specific role played by the four indicators in determining improvements and deteriorations of social inclusion during the European phase of the financial and economic crisis.     

Conceptualising and Measuring Social Cohesion in Africa: Towards a Perceptions-Based Index

Social cohesion is a key concept in development studies. Weak social cohesion is often related to slow economic growth and (violent) conflict. So far few attempts have been made to measure this complex concept in a systematic manner. This paper introduces an innovative method to measure national-level social cohesion based on survey data from 19 African countries. We distinguish three dimensions of social cohesion; i.e. the extent of perceived inequalities, the level of societal trust, and the strength of people’s adherence to their national identity. Importantly, our Social Cohesion Index (SCI) is based on individuals’ perceptions vis-à-vis these three different dimensions of social cohesion rather than certain macro-level ‘objective’ indicators such as GDP/capita or Gini-coefficients. We develop two social cohesion indices: a national average SCI and a Social Cohesion Index Variance-Adjusted (SCIVA); the latter one takes into account the level of variation across different ethnic groups within countries. The SCI and SCIVA are computed for and compared across nineteen African countries for the period 2005–2012 on the basis of Afrobarometer survey rounds 3, 4 and 5. We also investigate quantitatively the relationship between countries’ levels of social cohesion and the occurrence of a range of conflict events. As expected, we find that countries with low levels of social cohesion in a particular year according to our SCI are more likely to experience a range of different violent conflict events in the subsequent year.     

Cultural barriers in migration between OECD countries

This paper uses a unique set of new indicators enabling us to test the effects of cultural barriers on migration between OECD countries. Using data on migration flows between 22 OECD countries over the period 1990–2003, we find strong evidence for the negative effect of cultural differences on international migration flows. Cultural barriers do a much better job in explaining the pattern of migration flows between developed countries than traditional economic variables such as income and unemployment differentials.     

The Development of Official Social Statistics in Italy with a Life Quality Approach

The article covers the main steps of official statistics in the second half of the Nineties through the illustration of the transition from economic oriented official statistics to the quality of life approach. The system of the Multipurpose Surveys introduced in 1993 to give an answer to questions at social level and to provide indicators for social policies, has been developed with a quality of life approach that combines the objective dimension to the subjective one. All dimensions of the social sphere have been analyzed with this approach: health, crime, leisure, work, poverty and deprivation. Sometimes the subjective questions were proxy of the objective situation, such as health and sometimes subjective aspects complemented the objective as in the case of crime and poverty. The history of the Italian official statistics is an example of how it is possible to realize a qualitative leap in social statistics integrating the objective and the subjective dimension.     

Assessing How Participators Combine Acts in Their “Political Tool Kits”: A Person-Centered Measurement Approach for Analyzing Citizen Participation

The aim of this paper is to highlight some key issues and challenges in the analysis of poverty at the local level using survey data. In the last years there was a worldwide increase in the demand for poverty and living conditions estimates at the local level, since these quantities can help in planning local policies aimed at decreasing poverty and social exclusion. In many countries various sample surveys on income and living conditions are currently conducted, but their sample size is not enough to obtain reliable estimates at local level. When this happens, small area estimation (SAE) methods can be used. In this paper, a SAE model is used to compute the mean household equivalised income and the head count ratio for the 57 Labor Local Systems of the Tuscany region in Italy for the year 2011. The caveats of the analysis of poverty at the local level using small area methods are many, and some are still not so well explored in the literature, starting from the definition of the target indicators to the relevant dimensions of their measurement. We suggest in this paper that together with the universally recognized multidimensional, longitudinal and local dimensions of poverty, a new dimension must be considered: the price dimension, which should take into account local purchasing power parities to correctly compare the poverty indicators based on income measures.     

The Dynamics of Multidimensional Poverty in Contemporary Australia

Progressively more researchers argue that successfully measuring social inequalities requires moving from income-based to multidimensional poverty indicators, but evidence on Australia is still largely reliant on the former. Using long-running panel data from the Household, Income and Labour Dynamics in Australia Survey we examine trends in multidimensional poverty in Australia between 2001 and 2013. We find that this has been relatively stable, with some evidence of an upwards trend following from the 2008 Global Financial Crisis. However, a closer examination of the individual components reveals a more dynamic picture. Deprivation concerning health, material resources, social support and education increased over the 13-year observation period, offsetting decreases in deprivation concerning safety perceptions, employment and community participation. Additionally, using counterfactual simulations, we examine the relative roles of different poverty domains in explaining changes in Australian multidimensional poverty. We find that recent year-on-year changes in multidimensional poverty are mainly driven by fluctuations in social support, health and material resources. Altogether, our findings suggest that Australian poverty-reduction policies would enhance their effectiveness and efficiency by focusing on improving disadvantage in the domains of health and material resources.