BEYOND PUBLIC AND PRIVATE: LEGAL STATUS AND OWNERSHIP AS DETERMINANTS OF INSTITUTIONAL DIFFERENTIATION IN HIGHER EDUCATION

Main Article Content

Maria Elisabete Ferreira Fernandes
https://orcid.org/0000-0002-0343-7924
Maria de Lourdes Machado-Taylor

Abstract

This paper examines how legal status and ownership contribute to the differentiation of higher education institutions (HEI), using the Portuguese higher education (HE) system as an empirical context. It aims to move beyond the conventional public–private dichotomy by demonstrating that legal status and ownership are key variables in explaining the diversity and behaviour of private HEI. The study adopts a qualitative research design based on documentary analysis, combining two analytical axes: legal-institutional mapping and ownership mapping. The analysis draws on official and institutional sources, including the Portuguese Official Gazette, the Justice Portal, and the SABI database, covering the period from 2004 to 2021. This allows for both cross-sectional and longitudinal analysis. The findings reveal that private HE is characterised by a high degree of organisational heterogeneity, with multiple legal forms of ownership coexisting. This diversity stems directly from the legal framework governing the sector. The study also shows that ownership in HE should be understood as a system of control rather than merely a formal property relationship. A central finding is the pivotal role of the founding entity in the Portuguese private HE sector, where institutions generally lack autonomous legal personality and effective control is exercised by founding entities that establish and own them.

Downloads

Download data is not yet available.

Article Details

How to Cite
Ferreira Fernandes, M. E., & Machado-Taylor, M. de L. (2026). BEYOND PUBLIC AND PRIVATE: LEGAL STATUS AND OWNERSHIP AS DETERMINANTS OF INSTITUTIONAL DIFFERENTIATION IN HIGHER EDUCATION. E3 — Revista De Economia, Empresas E Empreendedores Na CPLP, 12(1), 29–54. https://doi.org/10.29073/e3.v12i1.1169
Section
Articles
Author Biographies

Maria Elisabete Ferreira Fernandes, University of Vigo, Spain

Maria Ferreira-Fernandes is a PhD candidate in Economic Analysis and Business Strategy at the University of Vigo. She holds a Master’s degree in Business Management from the University of Maia and a Bachelor’s degree in Accounting and Administration – Audit branch from ISCAP – Porto Accounting and Business School. She is a research collaborator at CIPES – Center for Research on Higher Education Policies. Her research interests include governance and management, leadership, higher education policies, organizational strategies, and gender studies. She currently coordinates the Office for Research Support and Projects, as well as Management Control, at Maiêutica, the founding entity of the University of Maia and the Polytechnic Institute of Maia.

Maria de Lourdes Machado-Taylor, Lusófona University, Portugal

Universidade Lusófona

 

References

Amaral, Alberto., & Magalhês, A. (2023). Handbook on higher education management and governance. Edward Elgar Publishing.

Bartelse, J., & van Vught, F. (2009b). The European Higher Education Classification: Objectives and Concepts. In Higher Education Dynamics (Vol. 28, pp. 57–69). Springer Science and Business Media B.V. https://doi.org/10.1007/978-90-481-2249-3_4

Bernasconi, A. (2011). A legal perspective on “privateness” and “publicness” in Latin American higher education. Journal of Comparative Policy Analysis: Research and Practice, 13(4), 351–365. https://doi.org/10.1080/13876988.2011.583105

Bertolin, J. C. G. (2011). The quasi-markets in higher education: From the improbable perfectly competitive markets to the unavoidable State regulation[Os quase-mercados na educação superior: Dos improváveis mercados perfeitamente competitivos à imprescindível regulação do Estado]. Educacao e Pesquisa, 37(2), 237–248. https://doi.org/10.1590/S1517-97022011000200002

Buckner, E. (2017). The Worldwide Growth of Private Higher Education: Cross-national Patterns of Higher Education Institution Foundings by Sector. Sociology of Education, 90(4), 296–314. https://doi.org/10.1177/0038040717739613

Buckner, E., & Zapp, M. (2021). Institutional Logics in the Global Higher Education Landscape: Differences in Organizational Characteristics by Sector and Founding Era. Minerva, 59(1), 27–51. https://doi.org/10.1007/s11024-020-09416-3

Diogo, S., Carvalho, T., & Amaral, A. (2015). Institutionalism and Organizational Change. In H. and D. D. D. and S.-O. M. Huisman Jeroen and de Boer (Ed.), The Palgrave International Handbook of Higher Education Policy and Governance (pp. 114–131). Palgrave Macmillan UK. https://doi.org/10.1007/978-1-137-45617-5_7

Ferreira-Fernandes, M. E., de la Torre García, E. M., & Machado-Taylor, M. de L. (2025). Unraveling the Legal Labyrinth: Regulatory Constraints and Survival Challenges of Private Higher Education in Portugal. In https://services.igi-global.com/resolvedoi/resolve.aspx?doi=10.4018/979-8-3373-0407-6.ch001 (pp. 1–42). IGI Global Scientific Publishing. https://doi.org/10.4018/979-8-3373-0407-6.CH001

Ferreira-Fernandes, M. E., García, E. M. de la T., & Machado-Taylor, M. de L. (2025). 50 Years of Private Higher Education in Portugal: A Comprehensive Review of Sector Development Through the Lens of Legislative Evolution. In https://services.igi-global.com/resolvedoi/resolve.aspx?doi=10.4018/979-8-3373-1027-5.ch003 (pp. 63–88). IGI Global Scientific Publishing. https://doi.org/10.4018/979-8-3373-1027-5.CH003

Ferreira-Fernandes, M. E., Machado-Taylor, M. L., Elisabete, M., & Fernandes, F. (2025). Quality Assurance in Higher Education: Regulatory Waves and Strategic Responses in Private Sector, Evidence from Portugal. https://doi.org/10.33552/IJER.2025.05.000617

Gonçales, R. H. (2014). The New Portuguese Law on Private Foundations. In Ius Gentium (Vol. 39, pp. 227–251). Springer Science and Business Media B.V. https://doi.org/10.1007/978-94-017-9069-7_12

Hart, O., & Moore, J. (1990). Property Rights and the Nature of the Firm. Https://Doi.Org/10.1086/261729, 98(6), 1119–1158. https://doi.org/10.1086/261729

Holmén, J., & Ringarp, J. (2023). Public, private, or in between? Institutional isomorphism and the legal entities in Swedish and Finnish higher education. Nordic Journal of Studies in Educational Policy, 9(1), 57–71. https://doi.org/10.1080/20020317.2022.2155348

Jamshidi, L., Arasteh, H., NavehEbrahim, A., Zeinabadi, H., & Rasmussen, P. D. (2012). Developmental patterns of privatization in higher education: A comparative study. Higher Education, 64(6), 789–803. https://doi.org/10.1007/s10734-012-9529-0

Kwiek, M. (2015). The effects of Europeanisation on institutional diversification in the western balkans. In The Globalisation Challenge for European Higher Education: Convergence and Diversity, Centres and Peripheries (Vol. 4, pp. 233–258). Peter Lang AG. https://doi.org/10.3726/978-3-653-06508-4

Lepori, B. (2022). The heterogeneity of European Higher Education Institutions: a configurational approach. Studies in Higher Education, 47(9), 1827–1843. https://doi.org/10.1080/03075079.2021.1968368

Levy, D. C. (2011). Public policy for private higher education: A global analysis. Journal of Comparative Policy Analysis: Research and Practice, 13(4), 383–396. https://doi.org/10.1080/13876988.2011.583107

Levy, D. C. (2012). How Important Is Private Higher Education in Europe? A Regional Analysis in Global Context. European Journal of Education, 47(2), 178–197. https://doi.org/10.1111/j.1465-3435.2012.01517.x

Levy, D. C. (2018). Global private higher education: an empirical profile of its size and geographical shape. Higher Education, 76(4), 701–715. https://doi.org/10.1007/s10734-018-0233-6

Levy, D. C., & Zumeta, W. (2011). Private Higher Education and Public Policy: A Global View. Journal of Comparative Policy Analysis: Research and Practice, 13(4), 345–349. https://doi.org/10.1080/13876988.2011.583772

Meek, V. L., Goedegebuure, L., & Huisman, J. (2000). Understanding diversity and differentiation in higher education: An overview. In Higher Education Policy (Vol. 13, Number 1, pp. 1–6). https://doi.org/10.1016/S0952-8733(99)00032-X

Meira, D. (2021). Cooperative economic groups at the crossroads between the principles of cooperation among cooperatives and autonomy and independence. An analysis under the Portuguese Law[Os grupos económicos cooperativos na encruzilhada entre os princípios da intercoope…. Boletin de La Asociacion Internacional de Derecho Cooperativo, (59), 149–181. https://doi.org/10.18543/baidc-59-2021pp149-181

Meira, D. A. (2018). O princípio da participação económica dos membros à luz dos novos perfis do escopo mutualístico. Boletín de La Asociación Internacional de Derecho Cooperativo, (53), 107–137. https://doi.org/10.18543/BAIDC-53-2018PP107-137

Meira, D. A., & Ramos, M. E. (2019). Projections of the principle of autonomy and independence in Portuguese cooperative legislation[Projeções do princípio da autonomia e da independência na legislacąõ cooperativa portuguesa]. Boletin de La Asociacion Internacional de Derecho Cooperativo, (55), 135–170. https://doi.org/10.18543/baidc-55-2019pp135-170

Meira, D., & Ramos, M. E. (2022). Social Enterprises and Benefit Corporations in Portugal. In The International Handbook of Social Enterprise Law: Benefit Corporations and Other Purpose-Driven Companies (pp. 739–758). Springer International Publishing. https://doi.org/10.1007/978-3-031-14216-1_36

Okyere, E. D., Yamoah, E. E., & Nkansah, J. O. (2026). Governance and resource strategies in Ghana’s dual-sector higher education: a case study analysis. SN Social Sciences, 6(4). https://doi.org/10.1007/s43545-026-01406-8

Parada, J. R. (2010). Universidades públicas y privadas: Un enfoque tridimensional. https://doi.org/10.38178/CEP.VI120.383

Stout, L. (2017). CORNELL LAW SCHOOL Corporate Entities: Their Ownership, Control, and Purpose. http://ssrn.com/abstract=2841875http://ssrn.com/abstract=2841875Electroniccopyavailableat:https://ssrn.com/abstract=2841875Electroniccopyavailableat:http://ssrn.com/abstract=2841875

Veiga, A., Magalhães, A., & Amaral, A. (2015). From Collegial Governance to Boardism: Reconfiguring Governance in Higher Education. In J. Huisman, H. de Boer, D. D. Dill, & M. Souto-Otero (Eds.), The Palgrave International Handbook of Higher Education Policy and Governance (pp. 398–416). Palgrave Macmillan UK. https://doi.org/10.1007/978-1-137-45617-5_22

Zhang, M. X. (2006). A financial perspective: Categories of higher education institutions. Frontiers of Education in China, 1(4), 475–486. https://doi.org/10.1007/s11516-006-0024-1