Measuring Social Inclusion in Europe: a non-additive approach with the expert-preferences of public policy planners

J R Stat Soc Ser A Stat Soc. 2023 Sep 5;187(1):229-257. doi: 10.1093/jrsssa/qnad106. eCollection 2024 Jan.

Abstract

This paper introduces a normative, expert-informed, time-dependent index of Social Inclusion for European administrative regions in five countries, using longitudinal data from Eurostat. Our contribution is twofold: first, our indicator is based on a non-additive aggregation operator (the Choquet Integral), which allows us to model many preferences' structures and to overcome the limitations embedded in other approaches. Second, we elicit the parameters of the aggregation operator from an expert panel of Italian policymakers in Social Policy, and Economics scholars. Our results highlight that Mediterranean countries exhibit lower Inclusion levels than Northern/Central countries, and that this disparity has grown in the last decade. Our results complement and partially challenge existing evidence from data-driven aggregation methods.

Keywords: Choquet integral; European regions; aggregation; non-additive measures; normalisation strategy; normative weights; scenario evaluation; social exclusion; social inclusion.