Social Equity Initiative

Portugal, Social Balance

Portugal, Social Balance is a project that provides an in-depth analysis of the socioeconomic situation of households in Portugal.

The project focuses on the analysis of poverty, deprivation, social exclusion, inequality, working conditions, and access to healthcare and education, as well as the attitudes and perceptions of the population.

Its goal is to highlight differences between groups — by income, region, level of education, gender, or household type — contributing to a more comprehensive understanding of the country’s social reality and the challenges faced by different groups.

Portugal, Social Balance exists to:

  • Rigorously assess the socioeconomic reality of Portuguese households based on the most recent available data.
  • Study phenomena such as persistent poverty, material deprivation, and territorial inequalities in light of current circumstances, as well as their characteristics and varying impacts across different population groups.
  • Support policymakers, institutions, and journalists with clear and independent evidence.
  • Provide the public with clear and accurate information about the country’s social conditions.
  • Make information accessible to everyone by combining reports written in clear language with intuitive and engaging data presentation techniques — such as tables, charts, and infographics.

The analysis prioritizes microdata and integrates several sources, including surveys conducted by Statistics Portugal (INE) — such as the Survey on Income and Living Conditions, the Labor Force Survey, and the Household Budget Survey — as well as administrative data and European studies such as the Eurobarometer and the European Social Survey, complemented by other aggregated data sources (for example, from Social Security or the Institute for Employment and Vocational Training).

Portugal, Social Balance is part of the Social Equity Initiative, a partnership between Nova SBE, “la Caixa” Foundation and BPI.

To learn more, please visit our website.

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