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What is the Social Inclusion Monitor (SIM Europe) about?

SIM Europe is a social policy monitoring instrument for the EU-28. It provides data to facilitate improvement of national and European policymaking on social inclusion through information, analysis and evaluation of policies.

SIM Europe entails two pillars of information

The Social Justice Index pillar is designed to assess and rank social policy outcomes in the 28 EU member states. It is mainly based on quantitative and some qualitative indicators.

The Reform Barometer pillar is designed to assess and rank social policy reforms in the EU member states. It is based on a qualitative expert survey on whether and how EU members are addressing pressing social issues.

SIM Europe purposes

Combining data on social policy outcomes (Social Justice Index pillar) and social policy reforms (Reform Barometer pillar) serves four purposes:

  • to provide timely data to complement social inclusion information to the predominant macroeconomic rationale in the EU’s economic governance;

  • to compare the 28 EU member states in terms of social policy performance and social policy reforms in order to learn more about how and why national social policies are  different and similar, and to thereby provide EU member states with a wider framework for reflecting on their domestic social policy arrangements;

  • to stimulate discussion on the interaction between the EU and national social policy arrangements by reporting on divergences and convergences, references to common (EU-level) objectives and actions, the development of cooperation between member states, the development of benchmarking initiatives, the development of the promotion of best practices, etc.; and

  • ultimately and based on the three points above, to the social policy debate on the scope, impact and source of governmental responses to challenges in and across six important and pressing areas: Poverty Prevention, Equitable Education, Labour Market Access, Social Cohesion and Non-discrimination, Health and Intergenerational Justice.

SIM Europe Policy dimensions

  • Poverty Prevention

    Under conditions of poverty, social participation and a self-determined life are only possible with great difficulty. Poverty is the strongest determinant of social and economic exclusion.

  • Equitable Education

    Equal access to good-quality education is an essential factor in providing equitable capabilities and opportunities for advancement (vertical mobility). It is critical to ending hereditary social exclusion, supports integration and includes lifelong learning.

  • Labour Market Access

    Employment both provides an income and facilitates social participation. The degree of inclusiveness is essential because an individual’s status is defined in large part by his or her participation in the workforce. Exclusion from the labour market substantially limits individual opportunities for self-realization, contributes to an increase in the risk of poverty, and can even lead to serious health stresses.

  • Social Cohesion and Non-discrimination

    This dimension enables the examination of the extent to which trends towards the social polarization of, exclusion of and discrimination against specific groups are successfully countered. Developing a community of shared values, shared challenges and equal opportunity is the aim.

  • Health

    The conditions in which people live and die are shaped by political, social and economic forces. Social and economic policies have a determining impact on whether a child can grow and develop to his or her full potential and live a flourishing life, or whether his or her life will be blighted. This is why access to health care ensures that young people can be active in society.

  • Intergenerational Justice

    The issue at stake here is the need for contemporary generations to lead lives they value without compromising the ability of future generations to do the same. Sharing social burdens among young and old, while providing for future generations, is the goal.

Social Justice Index

Daniel Schraad-Tischler

Daniel Schraad-Tischler

Senior Expert
Bertelsmann Stiftung
+49 5241 81-81240
Christof Schiller

Christof Schiller

Project Manager
Bertelsmann Stiftung
+49 5241 81-81470

Reform Barometer

Thorsten Hellmann

Thorsten Hellmann

Project Manager
Bertelsmann Stiftung
+49 5241 81-81236
Jan Arpe

Jan Arpe

Senior Project Manager
European Bureau for Policy Consulting and Social Research in Vienna
+43 664 2188046
Patrick Kenis

Patrick Kenis

Senior Project Manager
European Bureau for Policy Consulting and Social Research in Vienna
+43 676 5743862