A Framework for Social Investment Strategies: Integrating Generational, Life Course and Gender Perspectives in the EU Social Investment Strategy

2016 ◽  
pp. 43-67
Author(s):  
Jon Kvist
Keyword(s):  
Life Course ◽  
Investment Strategy ◽  
Investment Strategies ◽  
Social Investment ◽  
Gender Perspectives ◽  
And Gender ◽  
The Eu

Measuring Social Investment Returns

2017 ◽  
Author(s):  
Gerlinde Verbist
Keyword(s):  
Social Impact ◽  
Investment Strategy ◽  
Order Effects ◽  
Investment Strategies ◽  
Social Investment ◽  
Short Discussion ◽  
First Order ◽  
Literature Overview ◽  
The Social ◽  
Investment Returns

The aim of this chapter is to assess different issues related to measuring the social impact of social investment strategies, and more specifically of publicly provided services. The chapter starts with a short discussion of the role played by services in the social investment strategy, as these services are often considered to be a more appropriate social investment instrument than cash transfers. This is illustrated by discussing the distributive effects of two types of publicly provided services, namely childcare and education. A literature overview is presented of how the employment and inequality effects of these services are measured. Both first-order and second-order effects are considered, thereby also indicating gaps in knowledge for a proper assessment of such services in the framework of social investment.

scholarly journals HOW FEMALE DIFFER IN DECISION MAKING FOR PERSONAL INVESTMENT STRATEGY

2021 ◽  
Vol 5 (40) ◽  
pp. 92-98
Author(s):  
M. Mikelionyte ◽  
A. Lezgovko
Keyword(s):  
Financial Literacy ◽  
Good Practice ◽  
Investment Strategy ◽  
Personal Finance ◽  
Jel Classification ◽  
Investment Strategies ◽  
Personal Investment ◽  
Practice Method ◽  
Female Investment ◽  
And Gender

Abstract. This study investigates Lithuanian females’ personal investment peculiarities in line with Australia’s case analysis and application as a good practice method. Based on many publicly available research females tend to have less knowledge about finances in general and particularly investment processes; hence, it leads to their lack of interest into investing and the possibility of poor money management. This issue might be solved by investigating why it appears first and adopting the practical example from countries with developed investment market. In the case of comparison of personal investment strategies among Lithuanian and Australian females the two sets of questionnaires have been used to collect the data for further analysis. The main findings revealed by the survey were, that women in Australia had a higher financial literacy level, invested more often, and chose broader variety of investment instruments compared to Lithuanian females. Moreover, the significant discovery of the article disclosed that Lithuanian females chose not to invest due to the lack of additional funds and the shortage of financial knowledge. The main limitation occurred during the research was the lack of the available data on personal investment topic in Lithuania’s official statistic sources such as The Lithuanian Department of Statistics. The results of the research contribute towards improving Lithuanian female personal finance and investment areas and could be applied to further studies or used for the education program dedicated to financial literacy among women in Lithuania creation. Furthermore, this article creates an original value to personal finance, investment, and financial literacy areas in Lithuania by introducing an idea to not only conduct more studies in these fields, but also to use comparative analysis and good practice method from the countries that demonstrates high achievements in personal finance and gender equality areas. Keywords: personal investment management, female investment, financial literacy, investor’s profile, investing, investment options, investment strategies. JEL Classification G51, G53 Formulas: 1; fig.: 5; tabl.: 1; bibl.: 15

The post-crisis European social model: developing or dismantling social investments?

2013 ◽  
Vol 29 (1) ◽  
pp. 91-107 ◽  
Author(s):  
Jon Kvist
Keyword(s):  
Conceptual Framework ◽  
National Level ◽  
Investment Strategy ◽  
Investment Model ◽  
Social Model ◽  
Investment Strategies ◽  
Life Stages ◽  
Social Investment ◽  
Investment Policies ◽  
The Impact

This paper offers a theoretical and empirical contribution to our understanding of the changing European social models in wake of the economic crisis and the promotion of social investments by the European Commission. Theoretically, the article provides a conceptual framework for comparative macro-analysis of social investments that takes into account how social investment policies and returns vary over the life-course and are interdependent. Empirically, the article uses this conceptual framework to examine whether EU policy strategies and national welfare reforms follow a social investment approach. Analysing developments of social investment strategies and policies in three life-stages, the article finds that many EU strategies embody elements of a social investment strategy whereas the impact of the crisis on the national level differs across countries, life-stages, and policies. In most countries, the overall policy impact of the crisis seems to be small on childcare coverage, large on youth polarization, and to increase retirement ages. The crisis will be felt in years to come with reduced life-income for younger cohorts, lower fertility laying the ground for intergenerational conflicts, and migration of skilled youth implying returns of social investments made in southern parts of Europe benefitting northern parts. That said, the overall evidence points towards social investments taking a larger role in Europe after the crisis. However, the result is unlikely to become a uniform European social investment model as the countries most in need of social investments are also the countries least likely to develop high-quality social investments.

Mutual fund management in the period of financial crisis

2017 ◽  
Vol 31 (2) ◽  
pp. 75-81
Author(s):  
О. А. Bank
Keyword(s):  
Financial Crisis ◽  
Mutual Fund ◽  
Economic Recession ◽  
Investment Strategy ◽  
Economic Conditions ◽  
Investment Strategies ◽  
Fixed Income ◽  
Fund Management ◽  
Fund Managers ◽  
Different Types

Mutual fund managers do not have full freedom in choosing investment strategies - they are limited both by the laws and by investment declarations of the funds. Investment strategy cannot be fully changed even in financial crisis but it only can be corrected. This fact could not be characterized as a disadvantage because different types of funds are efficient in different time even during the same economic recession. Mutual fund manager should rationally invest funds of their clients: it is better to keep the maximum possible part of the portfolio in cash and instruments with fixed income on the declining market and it is better to keep shares on the rising market. However the choice of bonds also as the choice of shares should pay respect for the features of these instruments during unfavorable economic conditions. Russian mutual fund management differs from fund management in other countries as in stable economic situation so in the circumstances of financial crisis.

Social Investment as a Policy Platform

2017 ◽  
Author(s):  
Frank Vandenbroucke
Keyword(s):  
Social World ◽  
The European Union ◽  
Social Investment ◽  
Education Spending ◽  
Overlapping Consensus ◽  
Member States ◽  
Policy Perspective ◽  
The Social ◽  
Broad Consensus ◽  
The Eu

This contribution argues for a truly reciprocal social investment pact for Europe: member states should be committed to policies that respond to the need for social investment; simultaneously, member states’ efforts in this direction—notably efforts by those in a difficult budgetary context—should be supported in a tangible way. Social investment is a policy perspective that should be based on a broad consensus between people who may entertain certain disagreements regarding the level of their empirical and/or normative understanding of the social world. For that reason, the expression of an ‘overlapping consensus’ is used for delineating social investment advocacy. Data on education spending show that we are far removed from a social investment perspective at the European Union (EU) level. This underscores the fact that social investment advocates need to clearly consider the role the EU has to play in social investment progress.

Three Challenges for the Social Investment Strategy

2017 ◽  
Author(s):  
John Myles
Keyword(s):  
Economic Growth ◽  
Population Aging ◽  
Investment Strategy ◽  
First Century ◽  
Social Investment ◽  
Current Consumption ◽  
The Social ◽  
Post War ◽  
Post Industrial ◽  
Wage Outcomes

Three challenges are highlighted in this chapter to the realization of the social investment strategy in our twenty-first-century world. The first such challenge—intertemporal politics—lies in the term ‘investment’, a willingness to forego some measure of current consumption in order to realize often uncertain gains in the future that would not occur otherwise, such as better schooling, employment, and wage outcomes for the next generation. Second, the conditions that enabled our post-war predecessors to invest heavily in future-oriented public goods—a sustained period of economic growth and historically exceptional tolerance for high levels of taxation—no longer obtain. Third, the millennial cohorts who will bear the costs of a new, post-industrial, investment strategy are more economically divided than earlier cohorts and face multiple demands raised by issues such as population aging and global warming, among others.

Moral Development: From Paradigms to Plurality

2020 ◽  
pp. 1-6
Author(s):  
Lene Arnett Jensen
Keyword(s):  
Moral Development ◽  
Life Course ◽  
Human Development ◽  
Developmental Pathways ◽  
Entire Life ◽  
Literature Reviews ◽  
Adolescents And Adults ◽  
And Gender ◽  
Gender Groups ◽  
Diverse Groups

This chapter introduces The Oxford Handbook of Moral Development: An Interdisciplinary Perspective. The handbook provides a comprehensive, international, and up-to-date review of research on moral development, including moral motives and behaviors, ontogeny and developmental pathways, and contexts that children, adolescents, and adults experience with respect to morality. Across more than 40 chapters, experts from disciplines such as anthropology, education, human development, psychology, and sociology address moral development through the entire life course among diverse groups within and across countries. This chapter addresses how the chapters provide literature reviews that are inclusive of highly diverse theoretical and research foci, as well as of diverse cultural, socioeconomic, and gender groups. The aim of the handbook is to contribute to the revitalization and flourishing of the field of moral development.

Social Risks and Class in the Baltic States: Insights for Social Investment Strategy

2021 ◽  
Vol 37 (1) ◽  
pp. 83-97
Author(s):  
Daiva Skuciene ◽  
Jurgita Markeviciute
Keyword(s):  
Lower Class ◽  
Investment Strategy ◽  
Social Classes ◽  
The European Union ◽  
Social Investment ◽  
Baltic States ◽  
Investment Policies ◽  
Lower Middle Class ◽  
Social Risks ◽  
The Baltic

The understanding of the distribution of social risks according to social classes can ensure more targeted social investment policies. This article aims to analyze the distribution of social risks according to the social classes in the three Baltic States of Estonia, Latvia, and Lithuania. The micro data used in this analysis are collected from the European Union Statistics on Income and Living Conditions (EU-SILC) data base of 2015 covering the three Baltic States: Lithuania, Latvia and Estonia. The findings of this analysis revealed that in many cases, the distribution of social risks is related to social class. However, the findings suggest there is a higher probability of certain social risks among members of the lower middle class than those who are employed in lower class elementary (basic skills) occupations.

scholarly journals Conditioning Family-life at the Intersection of Migration and Welfare: The Implications for ‘Brexit Families’

2017 ◽  
Vol 46 (4) ◽  
pp. 797-814 ◽  
Author(s):  
MAJELLA KILKEY
Keyword(s):  
Policy Analysis ◽  
Family Life ◽  
Freedom Of Movement ◽  
The Family ◽  
Welfare Systems ◽  
Gender Divisions ◽  
And Gender ◽  
The Uk ◽  
Over Time ◽  
The Eu

AbstractEuropean Freedom of Movement (EFM) was central to the referendum on the UK's membership of the EU. Under a ‘hard’ Brexit scenario, it is expected that EFM between the UK and the EU will cease, raising uncertainties about the rights of existing EU citizens in the UK and those of any future EU migrants. This article is concerned with the prospects for family rights linked to EFM which, I argue, impinge on a range of families – so-called ‘Brexit families’ (Kofman, 2017) – beyond those who are EU-national families living in the UK. The article draws on policy analysis of developments in the conditionality attached to the family rights of non-EU migrants, EU migrants and UK citizens at the intersection of migration and welfare systems since 2010, to identify the potential trajectory of rights post-Brexit. While the findings highlight stratification in family rights between and within those three groups, the pattern is one in which class and gender divisions are prominent and have become more so over time as a result of the particular types of conditionality introduced. I conclude by arguing that, with the cessation of EFM, those axes will also be central in the re-ordering of the rights of ‘Brexit families’.

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