西班牙家庭财务调查(EFF): 2005年浪潮的描述和方法

O. Bover
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引用次数: 82

摘要

本文描述了第二波西班牙家庭财务调查(EFF2005)的方法,特别关注相对于第一波的创新。2005年家庭财务调查旨在使2002年家庭财务调查收集的家庭财务信息保持连续性。EFF是西班牙唯一一个可以将家庭收入、资产、债务和消费联系起来的统计来源。这两波调查都有一个令人满意的特点,那就是对富裕家庭的过度抽样。这是在财富税的基础上通过国家统计研究所和税务局之间的盲目合作系统实现的,该系统严格保护税务机密。EFF的另一个重要特征是第二波具有完整的面板组件。此外,还纳入了财富阶层的茶点样本,以保持横截面代表性和总体样本量。
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The Spanish Survey of Household Finances (EFF): Description and Methods of the 2005 Wave
This paper describes the methods of the second wave of the Spanish Survey of Household Finances (EFF2005), paying special attention to the innovations relative to the first wave. The EFF2005 was designed to give continuity to the information on household finances collected through the EFF2002. The EFF is the only statistical source in Spain that allows the linking of incomes, assets, debts, and consumption at the household level. A desirable characteristic present in both waves is the oversampling of wealthy households. This is achieved on the basis of the wealth tax through a blind system of collaboration between the National Statistics Institute and the Tax Office which preserves stringent tax confidentiality. An additional important characteristic of the EFF is that the second wave has a full panel component. Further, a refreshment sample by wealth stratum has been incorporated to preserve cross-sectional representativity and overall sample size.
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