Social Equity Initiative

The 3rd edition of the Portugal, Balanço Social [Portugal, Social Balance] report aims to make a portrait of the social and economic status of the country and of the families in Portugal. The report analyses the distribution of support to families within the scope of the crisis caused by the Covid-19 pandemic in Portugal, throughout 2020, and dedicates a chapter to the challenges of the cost of living. Report in portuguese here.

SEE REPORT  

SEE EXECUTIVE SUMMARY  

SEE PRESENTATION

Infographics

• Infographic 01
• Infographic 02
• Infographic 03

Interim note, Portugal
Social Balance 2023

The report “Portugal and the Social Elevator: Can one grow out of poverty?” analyzes the intergenerational transmission of poverty in Portugal, using data a special module from the Survey on Income and Living Conditions (SILC), carried out in 2019. One in four people who grew up in a household with a bad financial situation is poor. This reality remains unaltered for the generations born in the 60’s, 70’s and 80’s. This repost also shows that the probability of being poor in adulthood is greater for people whose father only completed basic education, that worked as a farmer or a non-qualified worker, or if the father was absent and did not maintain contact.

See report in portuguese

Infographics (in portuguese)

See presentation

The report “In-work poverty: The role of income and family household composition” analyzes the in-work poverty in Portugal, using from the Survey on Income and Living Conditions (SILC), carried out in 2020. One in 10 Portuguese workers are poor; this study aims to characterize the income structure of these workers. The report shows that in-work poverty is not always associated with low labour income, and stresses the importance of household composition. The role of income transfers in alleviating in-work poverty is discussed.

See report in portuguese

The report "Essential Expenditures and Household Income: The Asymmetric Effects of Inflation" analyzes the structure of household budgets according to their income level. The authors use microdata from the 2015/16 Household Budget Survey, which is the latest of this type carried out by INE. The study characterizes the consumption patterns along the income distribution and shows that spending in essential consumption goods, such as food, and electricity and gas, represents a higher weight in the budget of the poorest families, who will thus support a higher cost from the current wave of inflation.

See report in portuguese

The pandemic and the job market: What we know a year later

This report combines data from the Employment Survey (IE) carried out by INE, the Studies and Planning Office of the Ministry of Labor and Social Security (GEP - MTSSS), the Institute for Employment and Vocational Training (IEFP) and Google to analyze the effects of the pandemic on the job market a year later. This is the first complementary note of the report “Portugal, Balanço Social”.

See Report in portuguese

The 2nd edition of the Portugal, Balanço Social [Portugal, Social Balance]  updates the impact of the COVID-19 pandemic, in 2020 and 2021 on the most vulnerable groups of the population, on health, education and the labor market. This year it also adds a section dedicated to the elderly.

• See Report
• See Executive Summary
• See Presentation
• See Launch Event
• See Video Summary

Infographics

• A portrait of the country: poverty and inequality (in portuguese)
• The economic and social effects of the pandemic (in portuguese)

• See Report in portuguese
• See Executive Summary
• See Presentation
• Suggested citation: Peralta, S., Carvalho, B. P., & Esteves, M. (2021). Portugal, Balanço Social 2020. Nova School of Business and Economics.  https://doi.org/10.34619/LLCR-OTR2
• Infographics: A portrait of the country: poverty and inequality
•  Infographics: The economic and social effects of the pandemic