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The Multidimensional Conception of Social Exclusion and the Aggregation Dilemma: A Solution Proposal Based on Multiple Correspondence Analysis

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  • Miguel Laparra

    (Public University of Navarre)

  • Nerea Zugasti Mutilva

    (Public University of Navarre)

  • Ignacio García Lautre

    (Public University of Navarre)

Abstract

The main objective of the article is twofold. On the one hand, it aims to offer a critical analysis of the different operationalizations of the concept of social exclusion at the international level, including reflection on widely used methods such as the “At risk of poverty or social exclusion” rate. On the other hand, it offers an empirically tested proposal of indicator aggregation for the measurement of social exclusion. The debate regarding the measurement of social exclusion has been widely addressed, but there are hardly any proposals that test different systems of indicator aggregation. The multiple correspondence analysis allows the implementation of a new approach for measuring the weights of the indicators, based on the distance to the integration point, which is understood as the absence of problems. The proposed new system shows an important potential to be extrapolated to the comparative measurement of social exclusion, also allowing the comparison of different social groups. The empirical reference used for the analysis is the Survey on Social Needs and Social Integration of the FOESSA Foundation for Spain 2018.

Suggested Citation

  • Miguel Laparra & Nerea Zugasti Mutilva & Ignacio García Lautre, 2021. "The Multidimensional Conception of Social Exclusion and the Aggregation Dilemma: A Solution Proposal Based on Multiple Correspondence Analysis," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 158(2), pages 637-666, December.
    • Handle: RePEc:spr:soinre:v:158:y:2021:i:2:d:10.1007_s11205-021-02707-6
    DOI: 10.1007/s11205-021-02707-6
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    References listed on IDEAS

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    1. Tony Atkinson & Bea Cantillon & Eric Marlier & Brian Nolan, 2002. "Indicators for Social Inclusion," Politica economica, Società editrice il Mulino, issue 1, pages 7-28.
    2. Alkire, Sabina & Foster, James, 2011. "Counting and multidimensional poverty measurement," Journal of Public Economics, Elsevier, vol. 95(7-8), pages 476-487, August.
    3. Tony Atkinson, 2002. "Social Inclusion and the European Union," Journal of Common Market Studies, Wiley Blackwell, vol. 40(4), pages 625-643, November.
    4. Foster, James & Greer, Joel & Thorbecke, Erik, 1984. "A Class of Decomposable Poverty Measures," Econometrica, Econometric Society, vol. 52(3), pages 761-766, May.
    5. Nolan, Brian & Whelan, Christopher T., 1996. "Resources, Deprivation, and Poverty," OUP Catalogue, Oxford University Press, number 9780198287858.
    6. Mauricio Gallardo, 2020. "Measuring Vulnerability to Multidimensional Poverty," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 148(1), pages 67-103, February.
    7. Atkinson, Tony & Cantillon, Bea & Marlier, Eric & Nolan, Brian, 2002. "Social Indicators: The EU and Social Inclusion," OUP Catalogue, Oxford University Press, number 9780199253494.
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