Measuring and Comparing Policies - Welfare state as (comparative) variable

3 important questions on Measuring and Comparing Policies - Welfare state as (comparative) variable

The Welfare State as a Variable

  • Welfare state (policies) both dependent and independent variable:
    • path dependency
    • stratification consequences
    • welfare state as an employer

  • Three aspects of welfare state (policies) as dependent variable: onderzoeken welfare state change
    1. Conceptualisation
    2. Operationalisation
    3. Measurement

3. Measurement: Social Expenditure data

Up to 1990s: Total Social Expenditure

Problems:
  • Expenditures are epiphenomenal to the theoretical substance of the welfare state” (Gøsta Esping-Andersen, 1990)
  • not against all expenditure research, but expenditure research that did not take into consideration the institutional context (reflecting policy priorities)
  • impact of political variables can be different depending upon the branch of the social security system (example: support for pensions versus support for unemployment benefits --> assignment 2)
    • disaggregated analysis of expenditure (Francis Castles)
    • until a decade quite difficult   

Comparative Study of Welfare States

  • Comparing a relative small group of nations
  • Investigating the context of (social) policies
  • Asses how policies function in different contexts
  • Policy interest (e.g. family benefits, pensions) or politics interest (e.g. party politics, social movements) or interest in structural determination (e.g ageing of the population, post-industrialism)?

Three kinds of explanations:
  1. Explaining why a certain policy came to be adopted
  2. Explaining which policies work or have (un)intended effects effects
  3. Explaining how policies change the social and political landscape ( -->policy feedback loop)      

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