Wine Economics and Policy 12(1): 63-80, 2023

Firenze University Press
www.fupress.com/wep

ISSN 2212-9774 (online) | ISSN 2213-3968 (print) | DOI: 10.36253/wep-13468

Wine Economics 
and Policy

Citation: Roberta Sardone, Simonetta 
De Leo, Davide Longhitano, Rober-
to Henke (2023). The new CAP and the 
challenge of sustainability: a synthetic 
indicator for the Italian wine sec-
tor. Wine Economics and Policy 12(1): 
63-80. doi: 10.36253/wep-13468

Copyright: © 2023 Roberta Sardone, 
Simonetta De Leo, Davide Longhi-
tano, Roberto Henke. This is an open 
access, peer-reviewed article pub-
lished by Firenze University Press 
(http://www.fupress.com/wep) and dis-
tributed under the terms of the Crea-
tive Commons Attribution License, 
which permits unrestricted use, distri-
bution, and reproduction in any medi-
um, provided the original author and 
source are credited.

Data Availability Statement: All rel-
evant data are within the paper and its 
Supporting Information fi les.

Competing Interests: The Author(s) 
declare(s) no confl ict of interest.

Th e new CAP and the challenge of 
sustainability: a synthetic indicator for the 
Italian wine sector

Roberta Sardone1,*, Simonetta De Leo1, Davide Longhitano2, Roberto 
Henke1

1 CREA Centre for Policies and Bioeconomy, Via Barberini 36, 00186 Rome, Italy
2 CREA Centre for Policies and Bioeconomy, Viale dell’Università 14, 35020 Legnaro 
(PD), Italy
E-mail: roberta.sardone@crea.gov.it; simonetta.deleo@crea.gov.it; davide.longhitano@
crea.gov.it; roberto.henke@crea.gov.it
*Corresponding author.

Abstract. Among the keys enabling the actors of the food chain to become more sus-
tainable, the Strategy assigns an important role to knowledge and information. For this 
reason, the Farm to Fork Strategy aims to make the Farm Accountancy Data Network 
(FADN) the main data source of sustainable indicators, turning it into a Farm Sus-
tainability Data Network (FSDN). Wine not only represents one of the most impor-
tant products of the Italian agri-food system (value of turnover and exports), but it 
is also characterised by a widespread use of traditional certifi cation systems (PDO/
PGI, Organic), to which in recent years specifi c certifi cations of sustainability have 
been added, evaluated through its threefold dimension: economic, environmental, 
and social. Indeed, wine is much ahead of other sectors in the process of sustainabil-
ity certifi cation both for the process and the product itself. Th e paper is an eff ort to 
test the current set of information included in the FADN and some related computable 
indicators as a feasible tool for the assessment of sustainability in the wine sector. Th e 
goal of this paper is twofold. Firstly, we assess the actual level of sustainability of the 
wine sector in Italy through an indicator that synthetizes the three dimensions (eco-
nomic, environmental, and social) of sustainability at the regional level. Secondly, more 
in general, we test the current capacity of the FADN information to provide a reliable 
measure of sustainability given the intention of the EU legislator to switch the Euro-
pean data network from FADN to FSDN.

Keywords: sustainability, wine sector, CAP Reform, FADN.

1. INTRODUCTION

Th e last few years have seen the prevalence of the paradigm of sustain-
ability in all fi elds of production and development. Aft er the launch of Agen-
da 2030 in 2015 and the 17 Sustainable Development Goals by the United 
Nation Organisation, all subsequent public policies were aligned to these 
main policy goals, including EU policies.



64 Roberta Sardone et al.

With regards to agriculture, the Food and Agri-
culture Organization of the United Nations (FAO) had 
already adopted in 1989 a concept of “sustainable agri-
culture and rural development” based on environmental 
conservation (soil, water, and animal and vegetal genetic 
resources), economic viability, and social acceptance [1], 
aligned with the sustainable development concept from 
the Brundtland Report and the three dimensions of sus-
tainable development: environmental, social, and eco-
nomic [2].

Whitin the Common Agricultural Policy (CAP), 
elements of sustainability were introduced by Agenda 
2000 and since then the concept has gained increas-
ing visibility and relevance. Recently, the Farm to Fork 
Strategy (2020) has set the goal of making the EU food 
system a standard for sustainability at the global level 
[3,4,5]. Among the key factors that enable actors in the 
food chain to become more sustainable, the Strategy 
assigns an important role to knowledge and informa-
tion. For this reason, the Strategy aims to turn the Farm 
Accountancy Data Network (FADN), already widely 
used in the economic evaluation of agricultural policies, 
into the Farm Sustainability Data Network (FSDN), the 
goal of which will be to collect data for new and more 
accurate sustainability indicators. The transformation 
of the FADN will be one of the main future challenges, 
due the fact that its original purpose was limited to the 
evaluation of the economic performance of farms. The 
Italian FADN, however, represents an exception, as it has 
long since broadened the scope of its dataset and, conse-
quently, the type of variables collected. Thus, the capac-
ity of the Italian FADN to measure sustainability more 
comprehensively is worthy to be tested1. 

Wine not only represents one of the most impor-
tant products of the Italian agri-food system (value of 
turnover and exports), but it is also characterised by a 
widespread use of traditional certification systems (PDO 
and PGI) and a significant share of organic production. 
In recent years specific sustainability certifications have 
been added, which are evaluated in their economic, 
environmental, and social dimensions. Moreover, wine 
is often associated with high profile tourism experiences, 
which add to the perception of wine consumption as a 
“full experience”, connecting good food, convivial life-
style, and the enhancement of local territories [6].

The increasing attention to the issue of sustainable 
production processes has also been reinforced by the 
International Organisation of Vine and Wine (OIV), 
which has supported the definition of a common ground 
of general principles of sustainable wine and vine pro-

1 For more information on the Italian FADN, please visit https://rica.
crea.gov.it/

duction, and the adoption of a global vision, taking into 
account environmental, social, economic, and cultural 
aspects [7]. 

For all these reasons, and thanks to the many different 
sustainability programs launched in Italy – the most popu-
lar of which are V.I.V.A. and Equalitas2 – the Italian wine 
sector is far ahead of others in the certification of sustain-
ability both for the process and the product itself [8,9].

This work aims to test the extent to which the cur-
rent set of information included in the Italian FADN 
is suitable for building a feasible tool for assessing the 
sustainability of the wine sector at the regional level in 
Italy. The relevance of sustainability in the Italian wine 
sector and the advanced stage of the Italian FADN in 
tracing and measuring sustainability make this study 
particularly innovative and can support the transition 
from theory to the practical implementation of the three 
dimensions of sustainability. In fact, after a test phase in 
the next few years, in 2026 the implementation roadmap 
of the new FSDN has scheduled the introduction in the 
database of additional variables necessary to measure 
the environmental and social performance of farms at 
the European level.

To our knowledge, other recent studies assessing 
the sustainability of the wine sector have successfully 
focused on various aspects of production through ques-
tionnaires to wine producers [10,11,12]. Other research 
has investigated the sustainability of the chain as a 
whole, focusing mainly on organic production [13] or on 
models of sustainable business in the wine sector [14]. 
No recent studies have sought to build a specific context-
related synthetic set of sustainability indicators, as it is 
proposed here. The present study also constitutes the 
first ever attempt to include social elements of sustain-
ability in the synthetic measure, according to the “triple 
bottom line principle” [15].

The objective of this paper is therefore twofold. First, 
we assess the actual level of sustainability of the Italian 
wine sector with an indicator that synthetizes the three 
dimensions of sustainability (economic, environmental, 
and social), developed through a multi-criteria approach 
(Sustainability Wine Index – SuWI). This indicator can 
be used to assess the level of sustainability of Italian 
regions over time. To render measurements comparable 
across regions, the variables used to build the indicator 
take the local context into consideration as much as pos-
sible. The second and more general objective is to test 
the current capacity of the current FADN dataset to pro-

2 There are other interesting sustainability schemes at the national and 
regional level, such as SOSTAIN in Sicily. However, the present analysis 
is limited to the two most relevant national programs, which the Minis-
try of Agricultural, Food and Forestry Policies is working to harmonize.



65The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

vide a reliable measure of sustainability, in anticipation 
of the EU legislator’s intention to switch from FADN to 
FSDN3. Based on the FADN dataset, the performance of 
the wine sector is assessed for Italian Regions according 
to the three dimensions of sustainability, defining a set 
of indicators for each of them. We then propose a syn-
thetic sustainability indicator based on the results for 
each Region in each of the sustainability dimensions, 
which facilitates more general reflections on the use of 
the current Italian FADN as a sustainability data net-
work. 

2. SUSTAINABILITY IN THE WINE SECTOR 

2.1 Background and literature review 

The wine sector has been particularly affected by 
the theory and practice of sustainability, for many dif-
ferent reasons: the sector is associated with high profile, 
responsible consumption; it affects the state of health of 
local territories; it characterizes local development in a 
specific way; and it involves both primary production 
(vines) and the processing industry (wine factories). 

An important boost in the recognition of a sustain-
ability certification has come from the many OIV reso-
lutions, which define the general principles of sustain-
able wine and vine production, including environmental, 
social, economic, and cultural aspects [16]. In addition, 
other initiatives focus on specific issues, such as trace-
ability [17] or greenhouse emissions and carbon footprint 
in the wine industry [18]. It is interesting to observe that 
both scholars and policy-makers agree on considering 
sustainability applied to viticulture and wine-making as 
something different from organic (or biodynamic) pro-
duction, given the broader and more holistic value placed 
on the former [9]. In fact, it is now agreed to interpret 
sustainability not only as an environmental concern but 
also as a social and economic one: rather than limiting 
the approach merely to an environmental dimension [19] 
a proper consideration of the ecological, economic, and 
social dimensions of sustainability can lead to a change 
in the unsustainable modes of production and consump-
tion, thus contributing to protecting and managing natu-
ral resources and enhancing a bio-economic and circular 
approach to development [8,20,21].

It is often argued that sustainable viticulture frame-
works are the response by the wine territories to the 
latent demand from customers and markets for more 

3 With specific annual surveys it will be also possible to use FSDN to 
measure the evolution of sustainability in wine production, facilitating 
periodic comparisons both at the farm and the territorial level.

transparency in terms of processes and environmental 
impacts; they are also viewed as a way to highlight and 
systematize current practices or to improve and promote 
innovation processes [9]. For this reason, many studies 
have focused on the effects of including sustainability 
issues in strategies of vine-growing and wine produc-
tion, as well as on consumer perception of the main dif-
ferences between conventional and sustainable wine, 
including organic production, certification of origin, 
bio-dynamic wines, and “free wines”.

Given the complexity of a product such as wine, its 
identification with its origin, and the steady growth of 
“sustainable” lines of production, reviews on these mat-
ters are always very careful in analysing segments of 
products as well as segments of consumers, which dif-
fer widely according to country, region, habits, and atti-
tudes towards environment and sustainability. Previous 
studies have attempted to classify and compare differ-
ent tools and legislation across different producer coun-
tries, both from the “old wine world” and “new actors” 
[22,9,23,24].

In the recent literature, many works rely on the con-
ceptualisation of sustainability that originated among 
wine makers, particularly in the United States and 
Spain. Pullmann et al. [10] compare wineries and food 
processors in the US in terms of sustainability, high-
lighting differences in practices and in performance 
impacts. Their main findings concern the environmen-
tal dimension and show how wine producers in the US 
are far ahead of food processors in addressing sustain-
ability. Pomarici et al. [11] analyse the perception among 
Californian wine producers of the costs and benefits 
(both in economic and environmental terms) of join-
ing a sustainability scheme implemented by the State of 
California. While most farmers interviewed recognised 
some form of benefit from sustainable practices, some 
costs we are also acknowledged. However, all agreed 
on the positive effect of sustainability on quality and 
vineyard health. Garcia-Cortijo et al. [12] focus on four 
drivers of sustainability in Spanish wineries: marketing, 
financial resources, technologies, and innovation. Their 
main finding is that consumers perceive communica-
tion and innovation as more important than financial 
and technological resources. This kind of analysis is key 
to draft policies that support the switch to a sustainable 
approach and to enhance specific sustainability certifica-
tions. Finally, Ferrer et al. [14] propose a model of sus-
tainable business in the Spanish wine sector, associat-
ing Spanish wineries to archetypic models, identified as 
either “high sustainability” or “low sustainability”. These 
differ in terms of the type of marketed product, the inte-
gration in the supply chain, and the policies required, 



66 Roberta Sardone et al.

and sustainability is perceived as an increasing element 
of competitiveness on the internal and external market. 

With regard to studies that look more specifi-
cally at the Italian market, Broccardo and Zicari [25] 
explore the role of sustainability in the business model 
of small and medium farms operating in the wine sec-
tor in Italy. They focus on the profitability of family-
owned businesses and on sustainability as a vehicle to 
innovation in the long run. Their paper illustrates how 
Italian farms operating in the wine sector integrate sus-
tainability in their business models. The Wine sector 
in Italy is composed mainly of small and medium size 
family-owned farms, as well as in Spain and France, 
the main European producers. In Italy, the wine sec-
tor has reached high levels of performance, both in 
terms of production and exports, becoming one of the 
standards of excellence of the national agri-food sector. 
Through interviews with wine producers, relevant aca-
demic works [26,27,28] have shown that a significant 
number of farms has become involved in some sort of 
“sustainability projects” in order to meet specific needs 
of their customers, both end consumers and intermedi-
aries (Ho.Re.Ca.). The focus of these projects included 
organic farming, energy saving, and the reduction of 
chemical inputs. According to Broccardo and Zicari 
[25], for most of the interviewed farms, sustainability 
was understood not only from an environmental point 
of view, but also from a social one, such as work con-
ditions and quality products. Moreover, for younger 
producers, sustainability was also perceived as a way 
to increase territorial stewardship and defence. While a 
broad interest in sustainability is declared by both fam-
ily and non-family businesses, its practical implications 
vary substantially. Sustainability is mostly associated 
with environmental issues, while the combination of 
environmental with either social or economic issues is 
less frequent, especially among non-family farms. Firms 
that are sensitive to sustainability do not always seek to 
reduce costs; rather, their main goal is to improve cus-
tomer fidelity through sustainability goals.

The following studies focus on consumers’ choic-
es, and specifically on their perception of sustainable 
production. Capitello and Sirieix [24] analysed Italian 
and French consumers’ perceptions of sustainable ver-
sus conventional wine. The study shows how consum-
ers associate different characteristics and beneficial 
aspects with different categories of sustainable wines, 
also depending on their level of knowledge of the sec-
tor and their personal involvement with wine consump-
tion. A cross-national study conducted in seven wine-
producing countries by Szolnoki [22] revealed different 
understandings of sustainability in the wine industry 

even between wine producers located in the same region 
or country. Recent studies have highlighted that differ-
ent sustainability certifications have appeared in the past 
decade in many wine-producing regions [9,29,30]. How-
ever, the management of sustainability remains under-
developed in many of the certification frameworks. In 
a cross-country analysis of several sustainability-assess-
ment frameworks, Flores [9] noted that sustainability 
frameworks focus on operational issues, while strategic 
thinking remains underdeveloped. In addition, accord-
ing to Moscovici and Reed [30], there is a need for more 
research into the consumer perspective of sustainabil-
ity certifications. Capitello and Sirieix [24] demonstrate 
that there is a lot of room to improve the perception of 
sustainability in wine certifications and that sustainable 
wine marketers should place a greater emphasis on the 
level of consumer involvement with wine and the specif-
ic associations made by consumers with the sustainable 
wine category they want to promote.

Several recent studies have shown that consumers 
are interested in wines produced in an environmentally 
friendly or socially responsible manner [31,32,33,34]. 
However, compared with other industries, consumers 
hold the perception that the wine industry is already 
relatively ‘green’, and this creates one of the biggest bar-
riers to the success of the sustainable wine sector [35,36]. 
Wine is generally perceived as a ‘natural’ product; thus, 
unlike for other ‘natural’ food products, claims of wine 
being organic have failed to create an important ele-
ment of differentiation [8,33,36,37]. The sustainable wine 
market is evolving into a market segment with a vast 
growth potential and further product differentiation. So, 
consumer involvement with the quality of sustainable 
products and efforts in sustainable production practices 
remain a challenge for the wine industry.

For the Italian sample, the results confirm previous 
studies on the sustainable wine market [38]. Among the 
product-attribute associations, Italian respondents attach 
importance to the environment and ethics, while price 
of products does not appear to be relevant. Sogari et al. 
[39] also confirm a direct relationship between positive 
attitudes towards sustainable wine, stronger belief in 
environmental protection, and willingness to pay more. 
This study also brings new insights in relation to con-
sumers’ involvement with wine and EMCB (ethically 
minded consumer behaviour). EMCB does not appear to 
be sufficient to explain differences in consumers’ percep-
tions of different sustainable wines. Consumers who best 
differentiate among wines are interested in sustainability 
to a limited extent, their choices being driven more by 
the intrinsic quality of the product than by the sustain-
ability of the process.



67The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

Another stream of literature focuses on the shift 
from traditional to sustainable production, such as in 
the case of the work by Chaminade and Randelli [40]. 
The authors focus especially on the territorial dynam-
ics of the innovation process and, more specifically, on 
the role of territorially embedded innovation ecosystems 
(TEIE) in accelerated sustainability transformations, 
with a particular focus on the establishment of the bio-
district of Chianti classico. 

Another relevant issue, investigated by Merli et 
al. [41], is that of building solid indicators for measur-
ing sustainability. This topic is particularly relevant 
when sustainability becomes key in the allocation of 
public support to the wine sector and to agriculture in 
general [42]. It also directly involves the FADN in the 
debate, since it has often been indicated as the relevant 
dataset for measuring and assessing the level of sustain-
ability of the main agricultural processes and products. 
The work by Merli et al. [41] stresses once again the need 
to investigate sustainability not only through environ-
mental indicators but also by including economic and 
social ones. However, using Life Cycle Assessment (LCA) 
as the main methodology, it is very difficult to create a 
common ground for measuring sustainability, because 
“life cycle” is interpreted in different ways: from farm 
to product consumption, from farm to gate, and so on. 
In general, there is a problem with the definition and 
dimension of sustainability, and with the definition of 
the life cycle of the product, and this is particularly true 
for wine. For this reason, there has been a proliferation 
of methods and standards for sustainability assessment, 
in the old as in the new wine production world, and 
each of them, as reviewed by Merli et al. [41], has its own 
pros and cons. Sustainability indicators should measure 
the impact of business activities through a scientific, 
objective, and shared method. This process should be 
conducted with the support of stakeholders represent-
ing different viewpoints. This would improve both con-
sistency of measurements and scientific solidity. The 
goals set should focus on a common ground leading to 
strategies for sustainability, acknowledging, at the same 
time, differences characterizing individual territories, in 
terms of production and consumption. The identification 
of shared and comparable tools is essential in building 
business networks aimed at achieving sustainability in 
vineyards and wineries. The variety of instruments, indi-
cators and certifications that have been proposed world-
wide may lead to confusion for both farms and consum-
ers, who are unlikely to understand the real benefits of 
sustainable wine production. The authors conclude that 
it is crucial to develop a common indicator set for sus-
tainable wine production in order to define clear metrics 

to monitor the industry’s environmental, economic, and 
social impacts.

2.2 The Italian Programs for Wine Sustainability

Outside the academic world, the interest in sustain-
ability of the wine sector in Italy is proven by the wide 
range of sustainability programs launched in recent 
years by private producers and consortia. The large 
number of different strategies, guidelines, and practic-
es is a positive sign of the concern regarding the issue 
of sustainability in viticulture. However, farmers and 
producers might not have a clear understanding of the 
opportunities and benefits deriving from the implemen-
tation of a certain sustainability program [8]. 

As a matter of fact, sustainability has become a key 
issue for the Italian wine industry. Currently, V.I.V.A. 
and Equalitas are the two main voluntary wine sustain-
ability certification schemes operating in Italy. Both are 
based on the three pillars of sustainability (economic, 
social, and environmental) and apply to the entire life 
cycle: from the vineyard to the bottle of wine. Moreover, 
they are both based on a principle of continuous updat-
ing of the goals and improvement of the results. Despite 
some common aspects, the two programs present several 
important differences. 

V.I.V.A. is a public certification established in 2011 
by the Ministry of Environment, in cooperation with 
two Research Centres, Opera of the University “Cattol-
ica del Sacro Cuore” and Agroinnova of the University 
of Torino. In joining this scheme, winegrowers and win-
emakers accept to follow certain guidelines and to meas-
ure their performance using a well-defined set of inter-
national standards, referring to four different significant 
indicators: 1) air, measured through the carbon footprint 
applied to the life cycle of a wine bottle; 2) water, meas-
ured through the direct water scarcity footprint and 
the non-comprehensive direct water degradation foot-
print; 3) vineyard, measured mainly via quantitative and 
qualitative analysis of the impacts produced on water 
resources, soil, and biodiversity; 4) territory, taking into 
account the issue of the landscape (abandonment of 
vineyards, eco-sustainable materials and native species) 
and also socio-economic aspects.

The social aspects refer mainly to the relationships 
established with the local community, the staff (train-
ing and salary) and the relationship with the consum-
ers, whereas economic aspects refer to the investments 
made, the adoption of methods of a green or circular 
economy, and the acknowledgment of a fair remunera-
tion for the different actors in the value chain. Partici-
pation in the scheme is communicated with a label and 



68 Roberta Sardone et al.

a QR code that allow consumers to identify the score 
for the single wine bottle and for the whole organiza-
tion. Recognition of this labelling in foreign markets 
is still in progress. To date, about 40 wineries (number 
steadily increasing) and more than 60 different wines 
have joined this certification program.

Equalitas is a private certification, established in 2015 
thanks to the initiative of Unione Italiana Vini, Feder-
doc, with the participation of Gambero Rosso, CSQA and 
Valoritalia. The scheme is addressed to the needs of the 
entire supply chain: from small producers, to cellars and 
bottlers, up to cooperatives. Within Equalitas, sustain-
ability refers not only to the three traditional dimensions 
– environmental, social, and economic – it also includes 
two additional pillars: socio-environmental and com-
munication. Participation in the program involves the 
adoption of virtuous behaviors, compliant with specific 
requirements periodically updated and tiered as major, 
minor and recommendations, combined with the use 
of verifiable and measurable Indicators, certified by a 
third-party entity. Equalitas is characterized by a gradual 
approach to sustainability goals, and the results achieved 
are monitored by an annual Sustainability Report. The 
certification can be obtained by a single producer or by 
a territory and refers to three different dimensions: the 
organization standard, the product standard, and the ter-
ritory, when it involves at least 60% of a specific PDO/
PGI. To date, more than 60 wineries (including 2 in 
Spain, thanks to an agreement with the Federación Espa-
ñola del Vino) and about 40 different wines are certified.

The differences in the sustainability initiatives in the 
wine sector are an opportunity for the sector as a whole; 
however, overlapping methodologies and results which 
can lead to confusion should be avoided. According to 
Corbo et al. (2014), a common notion of sustainability 
should be shared and promoted in the Italian wine sec-
tor with the cooperation of academic scholars, institu-
tions, and stake holders. This would provide consumers 
with greater awareness and a clearer knowledge of the 
benefits and costs of sustainability. Moreover, a common 
language and framework is needed, in order to better 
understand and solve shared problems in vine-growing 
and the wine industry. Finally, a single and shared sus-
tainability framework and brand could enhance the 
competitiveness of Italian wine on foreign markets, 
particularly on those promoting sustainable products, 
which are where Italian wine is mostly positioned.

In this spirit, the Italian Ministry of Agricultural 
Policies, Food and Forestry  (MiPAAF) introduced in 
2020 a legal framework (law 77/2020) to reach a com-
mon sustainability standard that would harmonize the 
two protocols V.I.V.A. and Equalitas, using as starting 

point the “Sistema di Qualità Nazionale di Produzione 
Integrata” – SQNPI (National Integrated Production 
Quality System), which is a voluntary certification pro-
gramme for agricultural and agri-food products generat-
ed using integrated production techniques. For the wine 
sector, the SQNPI was supposed to be supplemented 
with additional sustainability requirements, taken from 
the two aforementioned certifications, which remain 
autonomous and operational. In this way, Italy will be 
the first EU Member State to have a national system, 
shared by the wine chain, to acknowledge and assess the 
performance of sustainability, that the law itself requires 
to relate to the new FADN.

The two Italian voluntary sustainability certification 
programmes are comprehensive and of high methodo-
logical value. At the same time, due to the importance 
of the FADN for the European Farm to Fork Strategy 
and the Italian law, its ability to assess the sustainability 
of the wine sector is worth to be tested. However, due 
to the type of variables and indicators available within 
the FADN, it is currently impossible to compare farms 
included in it and those participating in the V.I.V.A. and 
Equalitas programmes, as the latter are based mainly 
on international standardised indicators which cannot 
be calculated via the FADN. Nevertheless, the FADN 
is able to assess the sustainability of the wine sector in 
line with the following definition, adopted by the OIV 
“Global strategy on the scale of the grape production 
and processing systems, incorporating at the same time 
the economic sustainability of structures and territories, 
producing quality products, considering requirements of 
precision in sustainable viticulture, risks to the environ-
ment, products safety and consumer health and valuing 
of heritage, historical, cultural, ecological and landscape 
aspects.” [7].

3. DATA AND RESEARCH METHODOLOGY

The data for the present analysis of sustainability 
in the Italian wine sector are based on an FADN sam-
ple. More precisely, the sample consists of 3,995 units 
of which 2,983 are farms specialized in vine-growing 
and 1,012 are farms specialized in wine-making4. The 
two groups have been analysed separately – keeping a 
distinction between farms that only produce grapes for 
wine and farms that also directly produce wine own – 
in order to take into account the considerable differences 
in the structural equipment and in the consequent eco-

4 More precisely, within the FADN, a farm is considered specialised 
when the majority (about three quarters) of the production value is due 
to vine-growing or wine-making. 



69Th e new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

nomic profi les of farms in the two groups [43]5. Th e fol-
lowing fi gures show the regional distribution of farms 
in the FADN sample that either only produce grapes for 
wine (Figure 1) or are also engaged in wine processing 
(Figure 2)6. 

5 It is worth noting that, for an even more accurate sustainability analy-
sis, the FADN sample should have been separated into four sub-groups, 
in order to take into account the quality of the grapes and wines pro-
duced. However, the small size of the sample did not lend itself to such 
detailed segmentation. 
6 Th e two groups in the FADN sample, jointly considered, have been 
compared with other offi  cial statistical sources (National Institute of 
Stastistics - ISTAT). Th e distribution of the farms in the FADN is gener-
ally in line with the overall distribution of the Italian farms with grape-

A selection of variables from the FADN, referring 
to the sample organised in the two subgroups indicated, 
was used as the basis for the calculation of the wine sec-
tor sustainability indicator. Th e methodology used to 
calculate the SuWI follows the methodology of the Sus-
tainable Farm Index– SuFI [45], which was developed 
as a variant of the Agri-Environmental Footprint Index 
approach methodology [46]. 

Th e calculation of the index is based on a multi-
criteria approach specifi ed from an assessment criteria 
matrix (ACM) based on the three dimensions of sustain-
ability – environmental, economic, and social – linked 
to the farm management of the sample selected. More 
precisely, the ACM is formed by column vectors that 
indicate the three dimensions of sustainability, while the 
row vectors indicate the set of indicators used within the 
farm management to calculate the SuWI. Th e indicators 
were extracted from variables available in the FADN on 
the grapevine sector for the accounting years 2017-2018-
2019 and have been observed at the regional level. In 
Table 1, the selected indicators are listed and described, 
and the reason they were chosen (contextualization) 
in relation to the three dimensions of sustainability is 
explained. 

It should be noted that the indicators have been 
selected according to the specifi c characteristics of the 
wine-producing and vine-growing sectors, rather than 
basing them on the territorial context of each region. 
However, this level of approximation is compatible with 
the objectives of the present research, the main goal of 
which is to test the current and the potential function-
ality of the FADN to conduct large-scale sustainability 
analyses. Future research could incorporate the territo-
rial dimension in a more structured way.

Once identifi ed, indicators were normalized to make 
them comparable and to proceed with the calculation of 
the farms’ sustainability indices by adding the weighted 
scores for each of the levels within the evaluation matrix. 
To this end, indicators were converted into scores accord-
ing to the relationships between indicator values and level 
of sustainability. Th e relationships observed can be lin-
ear, or non-linear, and scaling can be categorical or binary 
(Mortimer et al., 2009). For non-dichotomous indicators, 
the score was predominantly assigned by dividing the 
observations into quartiles; on the contrary, for dichoto-
mous indicators the score assigned was equal to 10 and 5 
(respectively, presence or absence)7; fi nally, for other indi-

vines, with small diff erences due the sample characteristics (minimum 
economic dimension) [44] and the presence of farms with grapes not 
for wine in some southern regions. 
7 For example, this is the case for organic farming. All farms certifi ed 
as organic were considered equally committed to environmental pro-

Figure 1. Italian FADN: distribution of vine-growing farms by 
regions (%). Source: Our elaborations on FADN data 2017-2019.

Figure 2. Italian FADN: distribution of wine-making farms by 
regions (%). Source: Our elaborations on FADN data 2017-2019.



70 Roberta Sardone et al.

cators, scores were assigned on the basis of specific evalua-
tions (e.g. farmer’s age and farmer’s education).

tection, obtaining a score of 10. The score was assigned regardless of 
whether farms receive CAP support. Indeed, the resources for organic 
farming in Italy are not sufficient for all applications, so the presence/
absence of support cannot be considered a discriminating factor. In 
addition, the identification of the organic method does not consider 
possible technical issues, but only looks at the participation or not in a 
certification system defined by the most recent EU strategic documents, 
and this merely indicates that it is sustainable in comparison with con-
ventional methods.

According to this methodology, both the selected 
indicators and the scores assigned to each of them were 
carefully tested through a specific questionnaire submit-
ted to a qualified group of stakeholders: experts in wine 
sector, the FADN, and sectoral policy from academic 
and technical-scientific world. The result of the score 
scaling process is shown in Table 2. 

Prior to aggregating the normalised indicators, a 
weight was assigned to the indicators selected within 
each dimension (the sum of the weights at the dimen-
sion level is = 1). Within each dimension, the indica-

Table 1. Indicators used in the development of the sustainability index and their contextualization.

Indicator Description Contextualization

Economic dimension

Net added value per hectare of 
utilized agricultural area

Represents the productivity of the land net of current costs, 
depreciation, provisions, taxes and duties and gross of 

subsidies.
Well assessed profitability indicator

Net added value per labour unit
Represents labour productivity net of current costs, 
depreciation, provisions, taxes and duties and before 

subsidies.
Well assessed profitability indicator

New investments
Represents the new investments that are made by the farm 

over the course of a year
Economic viability of the farms in the long 

term
Current costs on revenues Ratio of costs incurred for current management to revenue Well assessed profitability indicator

Income from Other Gainful 
Activities 

Revenues from complementary activities to agricultural 
ones such as agritourism, active Contracting, Active Rentals, 

other Complementary revenues

Farm diversification is an indicator of 
additional income

Environmental dimension
Nitrogen content per hectare of 
Utilized Agricultural Area

Represents the quantity (quintals) of nitrogen present in 
fertilizers used per hectare of agricultural area.

Indirect indicator of the level of intensity 
linked to fertilization

Incidence of toxic pesticide 
expenditure on the total 
pesticide expenditure

Represents the incidence of farm expenditure for toxic and 
very toxic pesticides on the total pesticide expenditure

Impact indicator on natural and antagonistic 
entomofauna

Agro-climatic-environmental 
payments

Indicates whether the farm has received agro-climatic-
environmental payments

Reports farms eligible for RDP agro-
environment payments

Organic farming Indicates the presence of organic farming practices
Reports farms that follow organic production 
therefore with a high degree of environmental 

sustainability

Altitude Represents the location of the farm (plain, hill, mountain)
Enhances the ecosystem services related to 

high altitude viticulture (e.g. hydrogeological 
stability, carbon storage, etc.)

Social dimension

Farmer’s age Represents the age of the farm’ handler
Innovation propensity and maintenance of 

agricultural activity
Family labour unit per hectare 
of Utilized Agricultural Area

Represents the ratio of family labour units per hectare of 
agricultural area

Family employment potential 

Labour unit per hectare of 
Utilized Agricultural Area

Represents the ratio of labour units per hectare of 
agricultural area.

Local employment potential

Certifications (PDO/PGI) Represents the presence of farm certifications
Social capital indicator, due to the beneficial 

effects for the local community

Farmer’s education Represents the level of education of the farmer
Higher level of knowledge allows for better 

farm management
Farmer’s gender Represents farmer’s gender Gender equality provides social value



71The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

tors were assessed as being of equal importance8. The 
final aggregation procedure then led to the calculation 
of the sustainability index where the SuWI obtained is 
expressed on a scale of values between 0 (low level of 
sustainability) and 10 (high level of sustainability).

Summarising, for each farm in our FADN sample 
the multidimensional sustainability index is given by 
the weighted average of the scores assigned to the same 

8 The weights assigned to the indicators belonging to the economic 
dimension is equal to 1/5 (as we have identified five indicators in the 
economic dimension); the weights assigned to the indicators belonging 
to the environmental dimension is equal to 1/5 (as we have identified 
five indicators in the environmental dimension); the weights assigned to 
the indicators belonging to the social dimension is equal to 1/6 (there 
are six indicators).

farm linked to the indicators belonging to each of the 
three dimensions considered. Therefore, the SuWI of 
each farm represents the weighted average of the three 
sustainability index categories: economic, environmen-
tal, and social. Finally, single data referred to all farms 
in the two groups are reaggregated to obtain a value of 
the SuWI at the regional level. Table 3 and the following 
show the results of these calculations. 

The last step in this assessment is a sensitivity analy-
sis, which allows comparisons of farms in each Region 
by considering different scenarios9. More precisely, we 

9 The word “scenario” is used here to represent alternative definitions 
of sustainability, each giving more importance (weight) to one specific 
dimension. 

Table 2. Scaled scores of selected indicators.

Indicator Unit Scaling Score

Net added value per hectare of 
utilized agricultural area

€/ha

< 0 0
I quartile 2
II quartile 4
III quartile 7
IV quartile 10

Net added value per labor unit €/LU

< 0 0
I quartile 2
II quartile 4
III quartile 7
IV quartile 10

New investments
No 5
Yes 10

Current costs on revenues €

I quartile 10
II quartile 7
III quartile 4
IV quartile 2

Income from Other Gainful Activities 
No 5
Yes 10

Nitrogen content per hectare of 
Utilized Agricultural Area

Q./ha

I quartile 10
II quartile 7
III quartile 4
IV quartile 2

Incidence of toxic pesticide 
expenditure on the total pesticide 
expenditure

%

Not valued 5
0 10

>0 and <25% 3
>25% and <50% 2
>50% and <75% 0

>75% 0
Agro-climatic-environmental 
payments

No 5
Yes 10

Organic farming
No 5
Yes 10

Indicator Unit Scaling Score

Altitude
Plain 5
Hill 8

Mountain 10

Farmer’s age year

<70 2
60 a 70 4
50 60 6
40 50 8
<40 10

Family labour unit per hectare of 
Utilized Agricultural Area

lu/ha

I quartile 2
II quartile 4
III quartile 7
IV quartile 10

Labour unit per hectare of Utilized 
Agricultural Area

LU/
ha

I quartile 2
II quartile 4
III quartile 7
IV quartile 10

Certifications N.
0 2
1 6

>1 10

Farmer’s education

no degree / 
elementary school 

license
2

middle school 
license

4

professional 
diploma / high 
school diploma

8

short degree 
/ degree / 

specialization
10

Farmer’s gender
female 10
male 5

Source: Our elaborations on FADN data 2017-2019



72 Roberta Sardone et al.

first created what we called a “balanced” scenario, in 
which each dimension of sustainability assumes the 
same relevance in the creation of the synthetic indicator 
(each weighing 33.3%); then, we built three additional 
different scenarios, each of them characterized by dif-
ferent levels of importance assigned to each dimension: 
what we called the economic, environmental, and social 
scenarios. In these scenarios, the dominant dimension 
accounts for 50% of the total weight, while the other two 
25% each. To assign a higher weight to each of the three 
dimensions allows us to rank the performance of each of 
the two different groups of farms from a specific point of 
view (or scenario), and subsequently to identify the most 
performing regions according to each analysed dimen-
sion. Therefore, the SuWI has also been calculated under 
the three additional scenarios. 

4. DISCUSSION OF RESULTS

4.1 The SuWI in the balanced scenario

The analysis moves from the “balanced” scenario, in 
which the three dimensions of sustainability are weight-
ed equally. Overall average scores roughly ranged from 
just over 5 to nearly 8 in both vine-growing farms and 
wine-making farms, although the index itself could vary 
between 0 and 10. The average value of SuWI is equal to 
5.97 for the first group and to 6.30 for the second, con-
firming the good level of diffusion of sustainability prac-
tices within the national wine sector (Table 3)10. This 
result is not surprising given the high attention devoted 
in the wine sector to the sustainable practices and qual-
ity labels previously described. However, although the 
variability in the scores is not large, the differences in 
the mean values are statistically significant both with-
in the groups and between the different regions (F2980 
= 39.331 for vine-growing farms and F1010 = 18.670 for 
wine-making farms; p-value <1%).

Analysing the results at the regional level it emerges 
that in the case of vine-growing farms the best results 
are achieved by Valle d’Aosta and Trentino-Alto Adige, 
while the lowest performances are found in the case of 
Sardegna, Emilia-Romagna and Marche, although the 
values do not differ much from the national average. In 
the case of the wine-making farms similar features are 

10 A preliminary comparative analysis was also carried out referring to 
other specializations. In particular, a comparison with permanent crops 
confirms the relatively higher performance of the wine sector. This justi-
fies and supports the choice made for this explorative exercise through 
the FADN and, at the same time, reflects the advanced level of sustain-
ability achieved by the wine sector, thanks to the well-structured certifi-
cation currently in place.

displayed, with Trentino-Alto Adige and Valle d’Aosta 
among the best performing regions, while Sardegna, 
Puglia and Molise are the regions with the lowest scores.

To better understand these results, it is helpful to 
look at the partial scores obtained for each sustainabil-
ity dimension. Indeed, it must be recalled that SuWI is 
a synthetic and complex index composed of weighted 
indicators within each dimension (Table 4 and Table 5). 
In the case of Trentino-Alto Adige and Valle d’Aosta, the 
fact that farms are located in mountain areas grant them 
a sort of environmental advantage, according to the con-
struction of the evaluation matrix. This result can in 
part be justified by the importance that viticulture could 
have in these contexts in terms of providing ecosystem 
services related, for example, to hydrogeological stability, 
landscapes with tourism value, the conservation of bio-
diversity, and above all the maintenance of agricultural 
activity in disadvantaged territories.

By contrast, this aspect could penalize other regions 
in achieving a good environmental index if farms are 
mainly located in lowland areas, where viticulture is 
more likely to be focused on quantity rather than quali-
ty, which also has repercussions in terms of crop intensi-
fication. In this regard, it should be noted that the region 
with the best environmental performance is Calabria, 

Table 3. Balanced scenario: SuWI by type of farm and by Italian 
region.

Regions S uWI Regions S uWI

Valle d'Aosta 7.22 Alto Adige 7.87

Alto Adige 7.14 Valle d'Aosta 7.35

Trentino 6.47 Trentino 6.98

Lombardia 6.32 Veneto 6.73

Umbria 6.23 Liguria 6.47

Veneto 6.19 Friuli Venezia Giulia 6.36

Liguria 6.15 Italia 6.30
Calabria 6.12 Camp ania 6.29

Lazio 6.05 Umbria 6.25

Friuli Venezia Giulia 6.03 Toscana 6.23

Abruzzo 5.98 Lazio 6.22

Italia 5.97 Sicilia 6.14

Piemonte 5.95 Lombardia 6.11

Camp ania 5.95 Calabria 6.01

Toscana 5.93 Piemonte 6.00

M olise 5.87 Abruzzo 5.91

Puglia 5.69 Basilicata 5.90

Basilicata 5.68 M arche 5.84

Sicilia 5.66 Emilia Romagna 5.79

M arche 5.63 M olise 5.43

Emilia Romagna 5.58 Puglia 5.31

Sardegna 5.57 Sardegna 5.23

F (2980) 39.33 F ( 1010) 18.67
p-value < 1% p-value < 1%

Wine making farmsVine growing farms

Source: Our elaborations on FADN data 2017-2019.

--



73The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

thanks to its high incidence of organic farms within the 
regional FADN sample and the consequent absence of 
the use of toxic pesticides.

Trentino-Alto Adige and Valle d’Aosta show high 
scores also for other dimensions, especially for the social 
dimensions in both groups of farms. This may be par-
tially linked to the fact that the farms belonging to these 
regions are generally highly specialised in quality wines, 
having achieved many different certifications, which 
would imply a greater number of social relationships, as 
well as the important share of female entrepreneurship 
in the sample.

On the other hand, for the economic dimension a 
polarization in performance emerges, with the North-East 
Regions prevailing over the southern ones. This result is 
in line with expectations, considering the strategic impor-
tance of the wine sector in the agricultural economy of 
these Regions [47]. It is worth noting that some important 

Regions with a high vine-growing vocation and tradition 
nevertheless show lower economic sustainability indi-
ces than the national average (Sicilia and Puglia only for 
wine-making farms). This may be due to the composition 
of production in terms of prevailing quality types (wines 
with or without certifications), which is still quite diverse 
among Italian geographical areas11. 

In addition, the results achieved by the indica-
tor in the economic dimension are only in a few cases 
aligned with those obtained in the other two dimen-
sions. This is the case of Sicilia, which, while obtaining 
a good positioning of the environmental index in both 
groups (the organic farms in Sicilia are widespread with 
a low consumption of nitrogen and toxic pesticides), is 
on the contrary penalized by the results in the economic 

11 Other studies based on the Italian FADN sample have showed a gen-
erally higher performance for the farms specialised in the production of 
quality wines [43,44].

Table 4. Vine-growing farms: economic, environmental, social indices in the balanced scenario.

Regions Economic 
index

Regions Environmental 
index

Regions S ocial index

Trentino 6.68 Calabria 7.83 Alto Adige 7.63

Friuli Venezia Giulia 6.68 Valle D’Aosta 7.55 Valle D’Aosta 7.63

Valle D’Aosta 6.48 Umbria 7.52 Liguria 6.72

Alto Adige 6.38 Alto Adige 7.42 Trentino 6.70

Veneto 6.36 Lazio 7.09 Abruzzo 6.45

Emilia Romagna 6.03 Lombardia 7.04 Veneto 6.15

Puglia 5.96 Sicilia 6.91 Camp ania 6.13

Lombardia 5.95 Camp ania 6.74 Piemonte 6.08

Umbria 5.90 M arche 6.67 Lombardia 6.07

Italia 5.83 Toscana 6.58 Italia 5.78
Liguria 5.82 M olise 6.32 Friuli Venezia Giulia 5.74

M olise 5.81 Italia 6.31 Lazio 5.73

Piemonte 5.79 Basilicata 6.14 Calabria 5.55

Toscana 5.69 Veneto 6.06 Toscana 5.52

Abruzzo 5.44 Piemonte 6.05 Basilicata 5.49

Basilicata 5.41 Abruzzo 6.04 M olise 5.47

M arche 5.32 Puglia 6.04 Sardegna 5.39

Lazio 5.32 Trentino 6.03 Umbria 5.25

Sardegna 5.31 Sardegna 6.00 Sicilia 5.12

Camp ania 4.98 Emilia Romagna 5.96 Puglia 5.06

Calabria 4.97 Liguria 5.92 M arche 4.90

Sicilia 4.96 Friuli Venezia Giulia 5.66 Emilia Romagna 4.75

Source: Our elaborations on FADN data 2017-2019.



74 Roberta Sardone et al.

and social dimensions. Similarly, Emilia-Romagna and 
Puglia, despite good economic performance in the vine 
grape sector (less so in the wine sector), are penalized 
in the social and environmental dimension, which in 
part can be attributed to the high intensity of the farms. 
Campania, Toscana and Piemonte are in line with the 
national average, being regions traditionally suited to 
viticulture, while, in the case of wine-making farms, 
Toscana and Piemonte are placed below the national 
average. In the case of Toscana, the economic and social 
dimensions reduce the global result of the SuWI, prob-
ably due to the high average age of the farmers, the low 
recourse to waged workforce as well as the persistence 
of economic difficulties. The most relevant scores for 
Piemonte are the quantity of pesticides used, which is 
an indicator of a high degree of intensity of the farming 
activity, together with a low level of education of farmers 
(compared to the national average) and a reduced num-
ber of new investments.

In sum, these results confirm that the current struc-
ture of the FADN is still mainly oriented to capturing 
economic aspects and less suited to explaining the inter-
actions between the different dimensions of sustainabil-
ity in a comprehensive and contextual manner. Additional 
improvements and integrations need to be put in place, 
especially in terms of social and environmental statistics, 
in order to fruitfully turn the accounting network (FADN) 
into a reliable data bank for sustainability (FSDN).

4.2 The SuWI in the alternative scenarios

As mentioned above, a further analysis was carried 
out on three different scenarios, each emphasising one of 
the three dimensions of sustainability. This simulation 
aims to test the robustness of the multidimensional sus-
tainability index for the vine-growing and wine-making 
farms in identifying the effects of various policies that 
may enhance one or the other of the dimensions of the 

Table 5. Wine-making farms: economic, environmental, social indices in the balanced scenario.

Wine making farms Economic 
index

Wine making farms Environmental index Wine making farms S ocial index

Alto Adige 7.92 Calabria 8.23 Alto Adige 7.92

Veneto 7.28 Trentino 8.20 Valle D’Aosta 7.41

Valle D’Aosta 6.87 Valle D’Aosta 7.96 Trentino 7.33

Friuli Venezia Giulia 6.64 Alto Adige 7.76 Liguria 6.98

Toscana 6.15 Umbria 7.58 Lazio 6.48

Italia 6.15 Camp ania 7.47 Veneto 6.30

Emilia Romagna 6.07 Sicilia 7.30 Lombardia 6.27

Piemonte 5.99 Basilicata 6.82 Abruzzo 6.21

Liguria 5.90 Lazio 6.75 Camp ania 6.15

Sicilia 5.54 Sardegna 6.67 Toscana 6.13

Umbria 5.54 Italia 6.65 Italia 6.13
Lombardia 5.54 Veneto 6.61 Friuli Venezia Giulia 6.10

M arche 5.49 Liguria 6.52 M arche 5.78

Abruzzo 5.48 Lombardia 6.51 Basilicata 5.75

Lazio 5.43 Toscana 6.40 Calabria 5.71

Trentino 5.40 M olise 6.34 Piemonte 5.67

Puglia 5.25 Piemonte 6.33 Umbria 5.64

Camp ania 5.25 Friuli Venezia Giulia 6.33 Sicilia 5.58

M olise 5.22 Emilia Romagna 6.30 Puglia 5.14

Basilicata 5.14 M arche 6.26 Emilia Romagna 4.98

Sardegna 4.37 Abruzzo 6.05 M olise 4.71

Calabria 4.11 Puglia 5.55 Sardegna 4.65

Source: Our elaborations on FADN data 2017-2019.

Regions Regions Regions



75The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

index. For example, one could wonder what the effects 
of “deep green” measures imposed by a European or a 
National policy could be on the vine-growing and the 
wine-making farms.

The three simulated scenarios confirm, to a cer-
tain extent, the results of the “balanced” scenario, with 
the only exceptions of Calabria in the South and Friuli 
Venezia Giulia, in the North, for both groups of farms 
(Table 6 and Table 7), while Campania differs only for 
the vine-growing farms. Calabria’s environmental per-
formance is very good, but its economic and social per-
formance is definitely poorer. On the contrary, Friuli 
Venezia Giulia features a satisfactory economic perfor-
mance but the environmental one is much poorer, which 

implies a rather high level of intensiveness in the farm 
management and the technical performance.

Comparing the different scenarios, in the case of 
vine-growing farms in the economic scenario, the num-
ber of regions above the national average value (5.94) is 
lower (8) than in the other two scenarios (respectively 11 
for environmental and 13 for social). Moreover, the top 
group of regions for the economic index includes only 
regions from the North-East plus Umbria, whereas the 
other two groups over the average are much more het-
erogeneous. It should be noted that the north-eastern 
regions and, to a lesser extent Umbria, are quite spe-
cialised in vine-growing and wine-making, with a high 
share of the sectoral value added.

Table 6. Vine-growing farms’ sustainability performance in the alternative scenarios.

Economic scenario S uWI Enviromental 
scenario

S uWI S ocial scenario S uWI

Valle D’Aosta 7.03 Valle D’Aosta 7.30 Valle D’Aosta 7.32

Alto Adige 6.95 Alto Adige 7.21 Alto Adige 7.27

Trentino 6.52 Umbria 6.55 Trentino 6.53

Veneto 6.23 Calabria 6.54 Liguria 6.29

Lombardia 6.22 Lombardia 6.48 Lombardia 6.26

Friuli Venezia Giulia 6.19 Trentino 6.36 Veneto 6.18

Umbria 6.14 Lazio 6.31 Abruzzo 6.10

Liguria 6.07 Veneto 6.16 Camp ania 5.99

Italia 5.94 Camp ania 6.15 Piemonte 5.98

Piemonte 5.90 Liguria 6.09 Umbria 5.98

Toscana 5.87 Toscana 6.09 Calabria 5.97

Lazio 5.87 Italia 6.06 Lazio 5.97

M olise 5.85 Abruzzo 6.00 Friuli Venezia Giulia 5.95

Abruzzo 5.85 M olise 5.98 Italia 5.93
Calabria 5.83 Sicilia 5.97 Toscana 5.83

Puglia 5.76 Piemonte 5.97 M olise 5.77

Camp ania 5.71 Friuli Venezia Giulia 5.94 Basilicata 5.63

Emilia Romagna 5.69 M arche 5.89 Puglia 5.53

Basilicata 5.61 Basilicata 5.79 Sicilia 5.53

M arche 5.55 Puglia 5.78 Sardegna 5.52

Sardegna 5.50 Emilia Romagna 5.68 M arche 5.45

Sicilia 5.49 Sardegna 5.68 Emilia Romagna 5.37

Source: Our elaborations on FADN data 2017-2019.



76 Roberta Sardone et al.

Moving to wine-making farms, there seems to be 
a little less variability in the values achieved by each 
Region in the three dimensions. Only 6 Regions show a 
higher-than-average value (6.26) in the economic scenar-
io, while this figure rises to 9 for the environmental sce-
nario (average score 6.39) and 7 for the social one (aver-
age equals 6.26). Once again, it is especially north-east-
ern regions (Trentino, Alto Adige, Veneto) and moun-
tainous regions (Valle d’Aosta and Liguria) that place 
high in the ranking in all the scenarios considered. All 
in all, in the case of wine-making farms, there seems to 
be a higher homogeneity and contiguity in the three sce-
narios presented. This is definitely a topic worth investi-
gating in the future with proper instruments.

These analyses confirm the power of the FADN as a 
tool for evaluating and monitoring farms’ overall perfor-
mance. However, as regards sustainability, the necessity 

to further develop the FADN has been confirmed. The 
main goal, as indicated by the Commission itself, will 
be collecting additional information with an adequate 
level of detail, both at the farm and the territorial lev-
el. Clearly, this must be a long-term adjustment process 
that will take some time and effort throughout the Euro-
pean FADN network, with the crucial support of the 
Commission and research offices, which will need to be 
involved in impact assessments and territorial analyses.

Another key point is that of the representativeness 
of the FADN sample and its robustness. Particularly rel-
evant for the analysis of sustainability in the wine sector 
is the exclusion – due to the EU regulations 79/56 and 
1217/2009 – from the sample of micro farms (EDU < 
8,000 euro) which constitute a significant portion of all 
farms in Europe and particularly in Italy, especially in 
marginal territories and in specific production sectors, 

Table 7. Wine-making farms’ sustainability performance in the alternative scenarios.

Economic scenario S uWI Enviromental 
scenario

S uWI S ocial scenario S uWI

Alto Adige 7.88 Alto Adige 7.84 Alto Adige 7.88

Valle D’Aosta 7.21 Valle D’Aosta 7.47 Valle D’Aosta 7.36

Veneto 6.87 Trentino 7.28 Trentino 7.07

Trentino 6.58 Veneto 6.70 Veneto 6.62

Friuli Venezia Giulia 6.43 Camp ania 6.59 Liguria 6.60

Liguria 6.33 Umbria 6.58 Friuli Venezia Giulia 6.29

Italia 6.26 Calabria 6.57 Lazio 6.29

Toscana 6.21 Liguria 6.48 Italia 6.26
Umbria 6.07 Sicilia 6.43 Camp ania 6.26

Camp ania 6.03 Italia 6.39 Toscana 6.21

Lazio 6.02 Lazio 6.36 Lombardia 6.15

Piemonte 6.00 Friuli Venezia Giulia 6.35 Umbria 6.10

Sicilia 5.99 Toscana 6.27 Sicilia 6.00

Lombardia 5.96 Lombardia 6.21 Abruzzo 5.99

Emilia Romagna 5.86 Basilicata 6.13 Calabria 5.94

Abruzzo 5.81 Piemonte 6.08 Piemonte 5.92

M arche 5.76 M arche 5.95 Basilicata 5.87

Basilicata 5.71 Abruzzo 5.95 M arche 5.83

Calabria 5.54 Emilia Romagna 5.91 Emilia Romagna 5.58

M olise 5.38 M olise 5.66 Puglia 5.27

Puglia 5.30 Sardegna 5.59 M olise 5.25

Sardegna 5.02 Puglia 5.37 Sardegna 5.09

Source: Our elaborations on FADN data 2017-2019.



77The new CAP and the challenge of sustainability: a synthetic indicator for the Italian wine sector

including the cultivation of wine grapes. Such a feature 
of the Italian FADN sample might, for example, affect the 
overall assessment of social and environmental sustain-
ability. In the move from the FADN to the FSDN, some 
statistical rethinking and adjustment of the construction 
of the sample would be appropriate and advisable.

On the whole, our SuWI shows encouraging results 
when applied to the wine sector. However, it is necessary 
to select proper homogeneous groups of farms (vine-
growing and wine-making) to make the analysis fit bet-
ter to the sectoral characteristics. Moreover, it reveals 
some critical issues in the use of the FADN database for 
a global sustainability analysis – in its threefold dimen-
sion – due to its current structure.

5. CONCLUSIONS

In the framework of the new CAP 2023-2027, in 
which support to farmers is increasingly coupled to spe-
cific desirable behaviours, the creation of a synthetic 
indicator including all three dimensions of sustainabil-
ity, and applicable to specific sectors, is becoming one of 
the main challenges [48,49]. To this end, contributions 
for the construction of synthetic indicators of sustain-
ability are appropriate and even necessary. Many recent 
works have tested a wide range of synthetic measures 
of sustainability, but there are no previous studies that 
have used the FADN for this purpose. Nevertheless, in 
a few years the FADN should become, according to the 
EU Commission itself, the main source of data on and 
measurements of desirable farming behaviours aimed at 
enhancing sustainability. 

The exercise through the FADN has highlighted 
some relevant challenges. The most important of these 
are the representativeness of the samples, the replicabil-
ity of the measures, the generalisation of the indicators, 
the statistical robustness, and the effectiveness in iden-
tifying specific connections between an observed action 
and the level of sustainability achieved. Our exercise 
focused on the wine sector, one of the most advanced 
production systems in terms of certification of sustain-
ability in Italy, so it is interesting to see how it actu-
ally performs with regards to sustainability in its three 
dimensions, based on a series of simple but rather effec-
tive indicators originating from the FADN and aggregat-
ed in a single indicator like the SuWI. The wine sector 
is interesting as a case study because it is ahead of other 
sectors in Italy and other European and non-European 
countries in the matter of sustainability labels and qual-
ity acknowledgment by consumers. A high number of 
recent papers, as mentioned above, have reported on the 

awareness of the consumers, the efforts of the producers 
to become more sustainable, and the advancements in 
the policy design to combine, alongside the recent strate-
gies of the EU, production goals with environmental and 
social concerns.

This is the first attempt to apply this methodology to 
the wine sector and, while it has been quite effective in 
reflecting the full complexity of the concept itself and in 
comparing performances in space and possibly in time 
too, it does not allow one to describe in absolute terms 
how sustainable a farm, or a group of farms, or a spe-
cialised territory is. More work is needed in this respect.

With regard to the composition of the index pro-
posed here, it implies necessarily a sort of compromise 
amongst the three dimensions considered: the economic, 
environmental and social dimensions of sustainability. 
This “average” value of performance could help over-
come the idea of possible trade-offs amongst the three 
dimensions, so that the environmental (natural resourc-
es) and social (labour) dimensions of sustainability 
would no longer be considered constraints, but rather as 
opportunities to maximise economic values (profits and 
revenues) [11,50]. Future developments in the method of 
calculating the SuWI, using appropriate methodologies, 
could also take into consideration the evaluation of the 
reciprocal effect (adjunctive or diminutive) among indi-
cators within the different dimensions and between the 
three pillars of sustainability. However, both innovative 
policies and new micro and user-friendly technology 
(digital technology and precision farming) have contrib-
uted to reducing the traditional trade-offs among sus-
tainability goals, so that economic goals can be boosted 
within a more general framework of social and environ-
mental sustainability.

With regards to the performance of the Italian 
regions as measured by the SuWI, the regional rank-
ing shows significant differences in the position of the 
Italian regions according to the two groups of farms. 
Among the wine-making farms, the SuWI shows a 
greater variability of scores; furthermore, a smaller 
number of regions achieved a result that was above the 
Italian average, suggesting that the most sustainable 
wine-making farms are concentrated in a few regions.

This study also explains the current potential of 
the Italian FADN for use in sustainability analyses. 
From this preliminary assessment of the wine sector, 
some interesting recommendations emerge, aimed at 
increasing the capability of the FADN for the analysis 
of sustainability, and more in general in the agricul-
tural sector, as indicated in the Farm to Fork Strategy 
and confirmed in the roadmap for the construction of 
the new FSDN.



78 Roberta Sardone et al.

With regards to data, the main shortcoming iden-
tified is the lack of or weakness of some information, 
which has been overcome here with the use of prox-
ies, which, however, make the link between the vari-
ables chosen and the specific dimension of sustainability 
rather unstable and weaker than they should be. How-
ever, it must be said that the analytical structure of the 
FADN has historically been optimized on the economic 
dimension of farms, while the environmental and social 
dimensions have only recently begun to be regularly 
observed, recorded, and enhanced. The analytical struc-
ture of the Italian FADN, which provides for the alloca-
tion of costs to individual production processes, makes 
it possible to indirectly measure the quantities of some 
technical inputs (e.g. nitrogen and phosphorus) with a 
good degree of approximation. On the contrary, in the 
case of pesticides it is not yet possible to identify vari-
ables that consider the quantity used and the degree of 
toxicity. But it is above all in the social dimension that 
improvements are needed to obtain more precise and 
solid indicators, so that when the FADN turns into the 
FSDN, it can indeed have a powerful and reliable set of 
data for the global assessment of sustainability.

ACKNOWLEDGMENTS 

This work has been carried out with the key contri-
bution of the Italian FADN, with the goal of enhancing 
the use of data for policy analyses and the dissemination 
of results. An earlier version of this work was presented 
at the 11th AIEAA Conference “CAP, Farm to Fork and 
Green Deal: policy coherence, governance and future 
challenges”, Viterbo, 16-17 June 2022.

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408666160524141500


	Wine Economics and Policy
	Volume 12, Issue 1 – 2023
	Firenze University Press
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