Despite its importance, there is remarkably little consensus among scientists on the definition of “social exclusion” and, therefore, on the best way to measure it. My aim in this thesis has been to address key problems regarding how to identify an adequate measure of social exclusion and how to analyse social exclusion dynamics. I then proceeded to develop an approach to measurement which was in accord with the working definition of social exclusion (considering also the previous literature), and I used it to establish if social exclusion was partially transitory, and to study eventual dependence paths that exclusion might generate. Note that my analysis proposes new approaches to study social exclusion and offers fresh empirical evidence on social exclusion dynamics in Spain from 1994 to 2000 (using ECHP data). I define social exclusion as a multidimensional dynamic process leading to a state of individual exclusion relative to the rest of the society where the individual lives in. Social exclusion at a point in time is defined as the impossibility to achieve some relevant functionings. The choice of an index able to adequately measure exclusion is not easy. I have proposed to use a special case of the multidimensional generalization of the Foster-Green-Thorbecke index. The main reason has been that this index fulfils a set of axiomatic properties (Bourguignon and Chakravarty, 2003) and it is able to operazionalize Sen’s capability approach. Note that this index is also adequate to capture the multidimensionality of social exclusion and gives us information about the intensity of exclusion. I have performed a detailed analysis of social exclusion mobility following the relative approach and using transition matrices (two-stage analysis). The main advantages of using transition matrices are the following: first, two-stage analysis provides a simple picture of the “movement” of the individuals among the specific social exclusion classes and, second, it is shown to be robust to data contamination. This kind of analysis have shown that social exclusion was partially a transitory phenomenon. I have also focused on the causes leading to social exclusion process. I did find that an individual experiencing exclusion today was more likely to experience exclusion tomorrow due to both observed and unobserved individual heterogeneity and true state of dependence. The analysis has been done estimating a dynamic non-linear panel data model. I have used the random effects approach, and I have applied the solution proposed by Wooldridge (2002) to solve the initial condition problems. This approach have shown evidence of the importance of both true state dependence and observed/unobserved heterogeneity.

(2004). Social Exclusion in Spain: Measurement Theory and Application. (Tesi di dottorato, Universitat Autonoma de Barcelona, 2004).

Social Exclusion in Spain: Measurement Theory and Application

POGGI, AMBRA
2004-12-03

Abstract

Despite its importance, there is remarkably little consensus among scientists on the definition of “social exclusion” and, therefore, on the best way to measure it. My aim in this thesis has been to address key problems regarding how to identify an adequate measure of social exclusion and how to analyse social exclusion dynamics. I then proceeded to develop an approach to measurement which was in accord with the working definition of social exclusion (considering also the previous literature), and I used it to establish if social exclusion was partially transitory, and to study eventual dependence paths that exclusion might generate. Note that my analysis proposes new approaches to study social exclusion and offers fresh empirical evidence on social exclusion dynamics in Spain from 1994 to 2000 (using ECHP data). I define social exclusion as a multidimensional dynamic process leading to a state of individual exclusion relative to the rest of the society where the individual lives in. Social exclusion at a point in time is defined as the impossibility to achieve some relevant functionings. The choice of an index able to adequately measure exclusion is not easy. I have proposed to use a special case of the multidimensional generalization of the Foster-Green-Thorbecke index. The main reason has been that this index fulfils a set of axiomatic properties (Bourguignon and Chakravarty, 2003) and it is able to operazionalize Sen’s capability approach. Note that this index is also adequate to capture the multidimensionality of social exclusion and gives us information about the intensity of exclusion. I have performed a detailed analysis of social exclusion mobility following the relative approach and using transition matrices (two-stage analysis). The main advantages of using transition matrices are the following: first, two-stage analysis provides a simple picture of the “movement” of the individuals among the specific social exclusion classes and, second, it is shown to be robust to data contamination. This kind of analysis have shown that social exclusion was partially a transitory phenomenon. I have also focused on the causes leading to social exclusion process. I did find that an individual experiencing exclusion today was more likely to experience exclusion tomorrow due to both observed and unobserved individual heterogeneity and true state of dependence. The analysis has been done estimating a dynamic non-linear panel data model. I have used the random effects approach, and I have applied the solution proposed by Wooldridge (2002) to solve the initial condition problems. This approach have shown evidence of the importance of both true state dependence and observed/unobserved heterogeneity.
Ramos, X.
Measure; Social exclusion; Dynamics
English
Economics
00
2003/2004
Universitat Autonoma de Barcelona
ISBN: 84-689-0986-6; 978-84-689-0986-8
(2004). Social Exclusion in Spain: Measurement Theory and Application. (Tesi di dottorato, Universitat Autonoma de Barcelona, 2004).
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Utilizza questo identificativo per citare o creare un link a questo documento: http://hdl.handle.net/10281/14343
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