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Intergenerational Policy Evaluation

Intergenerational Policy Evaluation

In this project we evaluate several policies from an intergenerational fairness point of view, following the “Framework for Intergenerational Fairness” developed by SOIF and Gulbenkian. A policy is fair to all generations if: it allows people of all ages to meet their needs; meet the needs of the present without compromising the ability of future generations to meet their own needs, or permits to correct existing/future intergenerational inequalities. On the other hand, a policy is considered unfair if it does not satisfy at least one of the following conditions:

  • Increases inequality between generations;
  • Increases intragenerational inequality;
  • Strengths the transmission of inequality through generations;
  • Restricts the choices of future generations;
  • Moves society away from its vision for the future.


We depart from the methodology developed by SOIF & Gulbenkian and propose changes to make it more quantitative and objective. The methodology includes five flexible stages:

  1. Diagnostic: Captures key information about the policy, evaluates its fairness, and builds a timeline of short, medium and long-term effects.
  2. Impact: Explores chains of intended and unintended impacts on generations over time, using available quantitative data.
  3. Scenarios: Tests the baseline evaluation against alternative scenarios.
  4. Process: Examines how the policy was designed and enacted, namely if intergenerational issues were considered.
  5. Conclusions: Summarises the findings and recommendations.

Project Outputs