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Access, Equity and Success in Higher Education: An European Perspective. The World Bank The World Bank Annual Bank Conference on Annual Bank Conference on Development & Economics Development & Economics (ABCDE) (ABCDE) 9 9 - - 11 June 2008, Cape Town, 11 June 2008, Cape Town, South Africa South Africa

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Page 1: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Access, Equity and Success in Higher Education:An European Perspective.

The World Bank The World Bank ‘‘Annual Bank Conference on Annual Bank Conference on Development & EconomicsDevelopment & Economics’’(ABCDE) (ABCDE) 99--11 June 2008, Cape Town, 11 June 2008, Cape Town, South AfricaSouth Africa

Page 2: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Access, Equity and Success in Higher Education:An European Perspective.

JosJoséé Ferreira GomesFerreira GomesUniversidade do Porto (Portugal)Universidade do Porto (Portugal)[email protected]@fc.up.pthttp://www.fc.up.pt/pessoas/jfgomeshttp://www.fc.up.pt/pessoas/jfgomes Cape Town, 09Jun08

ABCDE 2008 South AfricaABCDE 2008 South Africa““People, Politics & GlobalizationPeople, Politics & Globalization””

Page 3: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarksCape Town, 09Jun08

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Page 4: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction• Problems associated with the growth of HE:

Old type of students or new students?

What is quality? Is it to be maintained?

Old type of universities or new?

Funding, public or private?

• Solutions (?):

Public policies

Institutional policies

I.C.T.

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Cape Town, 09Jun08

Page 5: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

ess,

Equ

ityan

dSu

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Cape Town, 09Jun08

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Page 6: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

2. The growth of higher education provision

19th century –

- The nation-state

- The industrialization

- The hopes based on science

20th century –

- Success of S & T

- Human capital theories

- Massification

21st century –

- Universalization?

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Page 7: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Number of studentsper 10,000 capita world population

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Page 8: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Number of studentsper 10,000 capita regional population

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Page 9: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Educational status of students’ fathers

- Massification did not imply equity of access!

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Page 10: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

ess,

Equ

ityan

dSu

cces

sin

HE

Cape Town, 09Jun08

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Page 11: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

3. Attracting and retaining a diverse student body

Public policies: Social cohesion

- Fair opportunities for the less privileged

Institutional policies: Improve the student experiencein a diverse student body

- Access policies- Retention policies with student support

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Page 12: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

ess,

Equ

ityan

dSu

cces

sin

HE

Cape Town, 09Jun08

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Page 13: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Expenditure per HE studentin equivalent (PPP) USD

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Page 14: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Expenditure per HE studentrelative to GDP per capita

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Page 15: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Public and private expenditureon HE relative to GDP

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Page 16: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

4. Funding

• Public fundingMay be fiscally regressive

• Students’ fees

May hinder access of disadvanteged social groups

Student support

• Students’ loans

Income contingent loans

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Page 17: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

4. Funding

• Public funding

• Students’ fees

• Students’ loans

• Fundraising

• Institutional redistribution through scholarships

Advertised vs. net fees in the US:2-yr colleges US$ 2.272 US$ 100

4yr colleges & Univ US$ 5.836 US$ 2.700

Private colleges & Univ US$ 22.218 US$ 13.200

(plus room and board US$7.00 to 8.000)

Cape Town, 09Jun08

Page 18: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

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ityan

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Cape Town, 09Jun08

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Page 19: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

5. Maintaining quality through massification

• What quality?

Academic standards

Student wishes

Society’s needs

• Best serve the students:

To push each student to his/her highest potential!

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Page 20: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

ess,

Equ

ityan

dSu

cces

sin

HE

Cape Town, 09Jun08

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Page 21: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

The Carnegie Classification of Higher Education Institutions (US)

1971: Carnegie Classification (US) developed as a sampling device inhigher education research

• Doctoral-Granting Institutions • Comprehensive Colleges • Liberal Arts Colleges • All Two-Year Colleges and Institutes • Professional Schools and Other Specialized Institutions

6. Institutional diversificationA

cces

s, E

quity

and

Succ

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inH

E

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Page 22: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

The Carnegie Classification of Higher Education Institutions (US)

1971: Carnegie Classification (US) developed as a sampling device inhigher education research, five categories

1994: ten categories, based on four criteria (research and teachingobjectives, degrees offered, size, comprehensiveness)

2006: new classification developed: multiple dimensions

European attempts at classifying HE institutions – no results so far!

6. Institutional diversificationA

cces

s, E

quity

and

Succ

ess

inH

E

Cape Town, 09Jun08

Page 23: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

The creation of top international institutions

In Europe

In Asia

6. Institutional diversification

• What quality?

• Best serve the students:To push each student to his/her highest potential!

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Page 24: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

The impact of ICT

• The impact of ICT on what is learneda. competency and performance-based curriculab. information literacy

• The impact of ICT on how students learna. Student-centred learningb. Supporting knowledge construction

• The impact of ICT on when and where students learna. any-place learningb. anytime learning

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Not a cheap solution!

Page 25: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

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Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Cape Town, 09Jun08

Page 26: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

% of international studentsin the HE graduate output

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Page 27: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Countries where domestic studentsenrolled abroad represent more than20% of the domestic HE enrolment

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Page 28: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Countries with more than 20% of their tertiary educated people

expatriated in the OECD area

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Page 29: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

7. Cross border provision

Response to local shortages

Rapid transfer of skills

Human capacity building

International understanding

Quality concerns

Commercial opportunity (uncontroled)

Brain drain

“Sharing Quality HE Across Borders”a 2005 IAU policy statement

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Page 30: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

1. Introduction

2. The growth of higher education provision

3. Attracting and retaining a diverse student body

4. Funding, Student support

5. Maintaining quality through massification

6. Institutional diversification, I.C.T.

7. Cross-border provision

8. Concluding remarks

Acc

ess,

Equ

ityan

dSu

cces

sin

HE

Access, Equity and Successin Higher Education:AnAn EuropeanEuropean PerspectivePerspective

Cape Town, 09Jun08

Page 31: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

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Page 32: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

• Key Principles

• Reccommendations to HE Institutions

• Reccommendations to Governments

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Page 33: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Access, Equity and Success in Higher Education:An European Perspective.

JosJoséé Ferreira GomesFerreira GomesUniversidade do Porto (Portugal)Universidade do Porto (Portugal)[email protected]@fc.up.pthttp://www.fc.up.pt/pessoas/jfgomeshttp://www.fc.up.pt/pessoas/jfgomes

To push each and every studentto his/her highest potential!

Cape Town, 09Jun08

Page 34: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

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Access, Equity and Success in Higher Education:An European Perspective.

Hot discussion points in Europe

• Finance: fees vs. loans ***

• Governance: authonomy or sovereignity

• Homogeneity or diversification ***

• After massification, universalization?

• Access does not mean success! ***

Page 35: An European Perspective. · in Higher Education: An European Perspective. Hot discussion points in Europe • Finance: fees vs. loans *** • Governance: authonomy or sovereignity

Access, Equity and Success in Higher Education:An European Perspective.

JosJoséé Ferreira GomesFerreira GomesUniversidade do Porto (Portugal)Universidade do Porto (Portugal)[email protected]@fc.up.pthttp://www.fc.up.pt/pessoas/jfgomeshttp://www.fc.up.pt/pessoas/jfgomes

Thank You!

Cape Town, 09Jun08