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The Variable Selection Problem in the Three Worlds of Welfare Literature

Author

Listed:
  • Erdem Yörük

    (Koç University
    University of Oxford)

  • İbrahim Öker

    (University of Minnesota)

  • Kerem Yıldırım

    (Sabancı University)

  • Burcu Yakut-Çakar

Abstract

Based on a quantitative meta-analysis of empirical studies, this article points out a significant flaw in the Three Worlds of Welfare literature, the “variable selection problem.” Compiling, classifying, and quantitatively analysing all variables that have been employed in this literature, the article shows first that variable selection has depended more on case selection than on theory. Scholars tend to employ variables based on data availability, rather than selecting variables according to theoretical frameworks. Second, the use of welfare policy variables is mostly limited to the analysis of Organization for Economic Co-operation and Development (OECD) countries, while studies analysing non-OECD countries, where data is limited, tend to use developmental outcome variables as a proxy. This tendency harms conceptualization and operationalization of welfare regimes, as well as blur the boundary between development and welfare regimes studies. Third, the use of original Esping-Andersen variables remains very limited, undermining continuity, comparability, and reliability within the literature.

Suggested Citation

  • Erdem Yörük & İbrahim Öker & Kerem Yıldırım & Burcu Yakut-Çakar, 2019. "The Variable Selection Problem in the Three Worlds of Welfare Literature," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 144(2), pages 625-646, July.
    • Handle: RePEc:spr:soinre:v:144:y:2019:i:2:d:10.1007_s11205-019-02070-7
    DOI: 10.1007/s11205-019-02070-7
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    References listed on IDEAS

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    1. Wood, Geof & Gough, Ian, 2006. "A Comparative Welfare Regime Approach to Global Social Policy," World Development, Elsevier, vol. 34(10), pages 1696-1712, October.
    2. Esping-Andersen, Gosta, 1999. "Social Foundations of Postindustrial Economies," OUP Catalogue, Oxford University Press, number 9780198742005, Decembrie.
    3. Gough,Ian & Wood,Geof & Barrientos,Armando & Bevan,Philippa & Davis,Peter & Room,Graham, 2004. "Insecurity and Welfare Regimes in Asia, Africa and Latin America," Cambridge Books, Cambridge University Press, number 9780521834193, November.
    4. Joakim Palme & Walter Korpi, 1998. "The Paradox of Redistribution and Strategies of Equality: Welfare State Institutions, Inequality and Poverty in the Western Countries," LIS Working papers 174, LIS Cross-National Data Center in Luxembourg.
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