Examining the Degree of Social Exclusion Risk of the Population Aged 50 + in the EU Countries Under the Capability Approach

Tomasz Panek () and Jan Zwierzchowski ()
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Tomasz Panek: Warsaw School of Economics
Jan Zwierzchowski: Warsaw School of Economics

Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, 2022, vol. 163, issue 3, No 1, 973-1002

Abstract: Abstract A novel method of measuring the degree of social exclusion (hereafter: DSE) is presented. Conceptually, the proposed approach is based on the Sen’s concept of capabilities. The operationalisation of the DSE measurement was conducted using the MIMIC model. It allows for assessing the DSE as well as identifying ways in which functioning of individuals leads to social exclusion. Moreover, it enables identification of individuals’ personal, social, and environmental characteristics that influence their DSE. Finally, as the proposed method is model-based, it allows for factoring in different ways of functioning of individuals in various countries in the measurement process. The empirical part of the paper presents a comparative analysis of the DSE among the population aged 50 + in eight EU countries using data from The Survey of Health, Ageing and Retirement in Europe (SHARE, 2017). Specifically, the analysis was conducted for: Denmark and Sweden (the Nordic countries), France and Germany (the Continental European countries), Italy and Spain (Mediterranean European countries), Czechia and Poland (Eastern European countries). The Nordic and Continental European countries proved to be less affected by social exclusion among older individuals than Eastern and Mediterranean European countries. Moreover, the results indicate that the DSE in each of the distinguished domain was determined by different underlying factors, the influence of which varied from country to country. Gaining a better understanding of various paths in which older people become socially excluded can help to support policies designed to combat social exclusion of this group of persons within the EU member states.

Keywords: Older adults; Social exclusion; Multidimensional disadvantage; SHARE; Capabilities approach; Multiple indicator multiple causes (MIMIC) model (search for similar items in EconPapers)
Date: 2022
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DOI: 10.1007/s11205-022-02930-9

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