European Union objectives for gender equality in research and innovation
Gender equality is a core value of the EU. In 2019, the EU’s Gender Equality Index score was 67 points out of 100 (European Institute for Gender Equality (EIGE), 2020). This clearly shows that gender equality has still not been achieved and that considerable efforts are necessary to make progress towards full gender equality. In the field of research and innovation (R & I), there are persistent gender inequalities, ranging from low numbers of women students in specific disciplines and scientific fields to an under-representation of women in top academic positions or on committees and boards of R & I organisations and under-representation of women researchers in companies or start-ups related to science, technology, engineering and mathematics (STEM):
Moreover, sex and gender analysis is not mainstreamed into R & I activities, which generate knowledge that neglects the relevance of the sex/gender dimension and that has to be considered as gender-blind or gender-biased. However, the European Commission deems gender equality an important lever to increase fairness in society, to boost the innovation performance of organisations and to trigger economic growth. Although some progress has been achieved in gender equality in R & I over the last few years, She Figures 2021 reported that there are still considerable gender gaps in R & I. The European Commission has a long-standing commitment to promoting gender equality in R & I, which goes back to the adoption of the Lisbon strategy in 2000 and the sixth framework programme for R & I that formally integrated gender mainstreaming.
Since 2012, the European Commission’s strategy on gender equality in R & I in the European research area (ERA) framework has been underpinned by three objectives:
- fostering gender equality in scientific careers;
- ensuring gender balance in decision-making processes and bodies;
- integrating the gender dimension in R & I content, that is, taking the biological characteristics and the social features of women and men into account.
The new framework for ERA reaffirms these objectives and will foster diversity and gender equality in R & I through inclusive gender equality plans (GEPs) in coordination with the Member States and stakeholders. It aims to promote a gender-inclusive research culture, by enacting sustainable change in R & I organisations and removing barriers to women’s career advancement. The following effects are expected from the implementation of the new ERA framework:
- increased success and innovation performance of organisations thanks to greater diversity;
- greater understanding of sex and gender specificities;
- improved work–life balance, equal access to opportunities and increased well-being.
In addition, the Council conclusions on the new ERA (adopted in 2020) reiterate that gender equality is paramount for Europe to tap the full potential of its R & I system. The focus of gender equality and mainstreaming needs to be boosted through the implementation of GEPs and the integration of the gender dimension into R & I content. The Council also invites the Member States and research funding bodies to ensure that the allocation of research funding is not affected by gender bias.
In the ERA policy agenda for 2022–2024, the European Commission emphasises the need to address gender-based violence in academic settings and to open up gender equality policies to inclusiveness; intersections with other diversity categories; and potential grounds for discrimination, such as ethnicity, disability and sexual orientation. It endorses the priority areas for gender equality established by the Ljubljana Declaration:
- ensure fair, open, inclusive and gender-equal career paths in research and consider intersectional perspectives on gender inequalities;
- facilitate mutual learning opportunities through robust form-follows-function governance;
- address and counteract gender-based violence;
- employ existing and newly developed tools, such as GEPs, to facilitate systemic institutional change and remove institutional barriers;
- support active monitoring and evaluation to ensure continuous improvement;
- leverage synergies to enhance gender equality achievements within the ERA, but also within complementary fields, such as the European higher education area, cohesion policy funds and innovation ecosystems, and in international cooperation;
- underpin the above priorities and activities and fully acknowledge gender mainstreaming as a horizontal principle.
In line with these policy priorities, gender equality is also a main cornerstone and cross-cutting principle of Horizon Europe – the EU framework programme for R & I funding – and is considered at three levels:
- GEPs for public bodies, research organisations and higher education establishments as an eligibility criterion to get access to Horizon Europe funding,
- integration of the gender dimension into R & I content as a requirement by default,
- increasing gender balance, with a target of 50 % women throughout the Horizon Europe programme.
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- Video. The EU-funded project ‘Gender equality in the European research area community to innovate policy implementation’ (GENDERACTION) produced a video called ‘Why we need gender equality actions?’, providing a brief overview of this topic.
- Video. Message from Mariya Gabriel, European Commissioner, on International Women’s Day 2021, reaffirming the commitment to gender equality in R & I.
Policy documents on gender equality in the new European research area
- The Council conclusions on a major overhaul of the ERA were adopted in December 2020 and outline – together with a communication from the European Commission – how gender equality will be integrated and promoted in the new ERA for R & I.
- The staff working document on a new ERA for R & I accompanies the communication from the European Commission on the new ERA for R & I. It details the progress towards gender equality in the ERA and sketches the main priorities for gender equality in the next ERA framework.
- The factsheet on the new ERA summarises the key components of the new ERA.;
- Finally, the European Research Area Policy Agenda – Overview on action for the period 2022–2024 describes the main measures and expected outcomes of promoting gender equality and fostering inclusiveness. This document considers the priorities established in the Ljubljana Declaration, which was developed under the Slovenian Presidency in close collaboration with the current and upcoming trio presidencies.
- The factsheet ‘Gender equality – A strengthened commitment in Horizon Europe’ summarises the key provisions on gender equality in Horizon Europe.
- In the general annexes of the Horizon Europe work programme for 2021–2022, the GEP eligibility criterion and additional gender equality provisions are defined.
Reports on gender equality in research and innovation in Europe
- She Figures reports provide data on the European Commission’s gender equality priorities in the field of R & I policy. A methodological handbook has also been published that describes the measurement of different indicators and the data used.
- For the latest edition of She Figures (2021), seven policy briefs were written on emerging and ongoing policy priorities in the area of gender equality in R & I. These policy briefs provide important contextual information for a better interpretation of the data presented in She Figures 2021.
- The European Research Area and Innovation Committee Standing Working Group on Gender in Research and Innovation published a report that assesses the adoption of GEPs in Member States and associated countries and outlines the main challenges in the context of the new ERA and Horizon Europe.
- A report on the implementation of gender equality policies in R & I in the ERA was published by the EU-funded project GENDERACTION ( ), which monitored the implementation of gender equality policies through national action plans.
- Another report covering gender equality in R & I is the European Research Area Progress Report 2018, which assesses the current state of the ERA and the progress regarding the implementation of gender equality policies between 2016 and 2018.