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AgnieszkaZięba,JanKordos
1.Theformulasforselectedpovertyindicators
TofollowLisbonStrategyandmonitorsocialexclusionphenomenaaset
ofpovertyindicators(commonlyreferredtoas„Laekenindicators”)was
establishedattheEuropeanCouncilSummitinLaekeninDecember2001.
TheseindicatorsarecalculatedaccordingtotheEurostatrecommendations,
usingdatafromEU-SILC–thesurveywhichbasicaimisthestudy,bothat
nationalandEuropeanlevel,ofhouseholds’livingconditionsmainlyin
relationtotheirincome.Fivemostcommonpovertymeasures(fourfromthe
Leakenindicatorsset)arebeingfocusedoninthiswork.Allofthemare
calculatedusingequivalisedincomedistributionandthereforearecalled
incomepovertymeasures[Eurostat,2007].
Equivaliseddisposableincome(EQ_INCi)isdefinedasthehousehold's
totaldisposableincomedividedbyits"equivalentsize",totakeaccountofthe
sizeandcompositionofthehousehold,andisattributedtoeachhousehold
member[Eurostat2005].Theequivalisedhouseholdsizeisdefinedaccording
tothemodifiedOECD(OrganisationforEconomicCo-operationand
Development)scalewhichgivesaweightof1.0tothefirstadult,0.5toother
householdmembersaged14oroverand0.3tohouseholdmembersagedless
than14.Finallyequivalisedhouseholdsize(EQ_SS)iscalculatedas:
EQ
_
SS
=
1
+
0
.
5
⋅
(
HM
14
+
−
1
)
+
0
.
3
⋅
HM
13
−
,
where:
HM14+–numberofhouseholdmembersaged14andover,
HM13––numberofhouseholdmembersaged13orless.
(1)
Theequivalencescalesaretheparameterswhichallowcomparing
theconditionsofhouseholdsofdifferentsizesanddifferentdemographic
structures.
Thefirstindicator,namedAt-risk-of-povertyrateaftersocialtransfers
(ARPR),isdefinedasashareofpoorpersonsintotheallpersons.Poorperson
isdefinedaswithanequivaliseddisposableincomebelowthepoverty
threshold(ARPT).Thepovertythresholdequals60%ofthenationalmedian
equivaliseddisposableincome.
ARPT
=6
0
.
⋅
MED
EQINC
,
(2)
ARPR
=
i
EQINC
∑
i
=
n
∑
1
i
w
≤
ARPT
w
i
i
,
12
(3)
